Associate- Financial Services--Meyer Capital Management

HR Elements • Cincinnati, OH

11d

About The Position

Meyer Capital Management (MCM) is seeking a full-time Financial Services Associate to support its investment management and financial planning team. MCM trains and develops Associates across critical functions, including portfolio administration, investment operations, portfolio management, and financial planning. The Associate produces operations reports, prepares client meeting materials, supports trade execution, assists with investment research, and serves as a professional point of contact for clients. The role offers a path to more complex, higher-impact work as skills are demonstrated.

The position supports MCM’s work managing private clients’ personal financial assets and contributes to the team and clients as the business grows. MCM describes its environment as a small, supportive, team-based workplace with hands-on training, ongoing feedback, individualized incentive plans, and a focus on work/life balance. The role also contributes to high-level strategic company goals.

Requirements

• Four-year bachelor’s degree.
• Intermediate to advanced Microsoft Excel skills.
• Proficiency with Microsoft Word and PowerPoint.
• Strong interest in personal finance and the capital markets.
• Service-oriented mindset.
• Skill in data-based reasoning.
• Curiosity and desire for broad-based reading and continued learning.
• Ability to adapt quickly in a continually changing financial services environment.
• Commitment to integrity and high-quality standards.
• Comfort working collaboratively and independently.
• Strong interpersonal and time management skills.
• Robust written communication skills.
• Resilience and ability not to take things personally.

Nice To Haves

• One to two years of client-facing or financial services experience, through an internship, co-op, or full-time role.

Responsibilities

• Generate critical operations reports daily, weekly, monthly, and quarterly.
• Create client meeting materials.
• Draft and execute professional client-facing communications by phone, email, and text.
• Support accurate trade execution from compliance pre-check through allocation.
• Assist with the investment research process.
• Use portfolio management software and Bloomberg Terminal to support operations.
• Maintain the client relationship management (CRM) database.
• Prepare electronic authorizations to initiate account updates.
• Initiate client money movement transactions.
• Complete special projects as assigned.

Benefits

• Comprehensive health insurance.
• Profit-sharing and 401(k).
• Paid time off.
• Broad, hands-on training with a clear career path.
• Small and supportive team-based environment.
• Progressive performance management with ongoing feedback and individualized incentive plans.
• Work/life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level