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Careers

At Johnson Investment Counsel, Inc., we value extraordinary client service, the pursuit of excellence, and the highest level of integrity, honesty, and morality. We are now seeking qualified individuals for the following positions.

If interested in a position, please email a cover letter, resume, and salary history to Steve Linder, at hr@johnsoninv.com.

Portfolio Manager Assistant, Cincinnati

The Portfolio Manager Assistant proactively assists Portfolio Manager(s) in all aspects of portfolio management and financial planning.  Responsible for managing the administrative functions within each workgroup.  This requires the ability to prioritize and delegate tasks with the Client Support Assistant.

DUTIES AND RESPONSIBILITIES:
  • Maintain a strong knowledge of client accounts and individual objectives 
  • Ensure portfolio consistency with investment models for all client accounts
  • Recommend and implement solutions on the following subject matters:
    • Rebalance accounts based on investment objective
    • Cash levels and pace of investments
    • Non-representative accounts
    • Non-model securities as directed by Portfolio Manager
    • Process security purchase and sales and provide recommendations to Portfolio Manager
  • ​Must be familiar with model portfolios and investment rationale for each holding
  • Assist with client projects such as stock holding research, insurance policy assessments, income tax review and review of outside assets
  • Develop knowledge of estate planning, charitable giving and other similar investment approaches to assist clients with their Financial Plan.
  • Prospective client analysis
  • Participate on relevant teams, focusing on area of interest.
  • Ability to become a subject matter expert on relevant topics.
  • Maintain strong knowledge of all relevant software applications (CRM, Portfolio Management, eMoney, etc)
  • Assist Portfolio Manager(s) on client communications
  • Work closely with Client Support Assistant(s) to handle administrative tasks, client and prospect meeting preparations, and account transfer process
  • Professional development progress toward CFA (preferred) or CFP is expected
  • Various duties and responsibilities that may be required by Portfolio Manager(s)
MINIMUM QUALIFICATIONS:
  • Bachelor or Associate’s Degree (finance or business related preferred) 
  • Personal Trust/Operations Experience preferred
  • Ability to manage multiple projects simultaneously and work independently as needed
  • Organized, detail-oriented with excellent follow up skills
  • Computer-proficient in Excel and Word
  • Works effectively in a team environment
  • High level of initiative
  • Demonstrates effective interpersonal and communication skills

Research Associate, Cincinnati

To provide equity research support to the Research Department, collecting relevant financial information and assisting product managers and analysts in security selection and portfolio management.

DUTIES AND RESPONSIBILITIES:
  • Provide support to equity research analysts and product managers
  • Monitor daily news reports relevant to fund holdings and monitor list stocks
  • Maintain spreadsheets of key fundamental data and portfolio characteristics
  • Analyze performance attribution, evaluate return/risk characteristics, perform peer comparisons
  • Assist research analysts in expanding their coverage list and provide analytical support
  • Produce introductory reports that describe companies, basic fundamental and valuation data
  • Perform project work collecting third-party information and conducting data analysis
  • Help to produce research presentations and publications for internal and external use
  • Promote and maintain frequent interaction with product managers and analysts
  • Work on special projects as directed by the Director of Research
  • Develop skill set and experience necessary to become a research analyst

MINIMUM QUALIFICATIONS:

  • Four-year degree in Finance/Economics or related field
  • 0-3 years of investment research or related experience
  • Demonstrate commitment to achieving CFA designation
  • Strong analytical skills
  • Excellent communication skills, both written and oral
  • Good organizational skills
  • Demonstrates initiative and ability to work both independently and in a team environment
  • Proficient in Microsoft Office
  • Prior experience with FactSet or Bloomberg a plus

Client Support Assistant, Cincinnati

Performs a wide range of administrative support, often of a highly confidential and complex nature, for Portfolio Manager (PM) Unit.  Assists in providing a variety of services to clients.  Uses initiative and good judgment to prioritize and complete tasks accurately and timely.

DUTIES AND RESPONSIBILITIES:
  • Develop familiarity and working knowledge of client accounts
  • Complete client account responsibilities including, but not limited to preparing new account paperwork for advisory accounts, IRAs, mutual funds, 529 plans, etc.
  • Open and close client accounts
  • Prepare paperwork for account transfers
  • Compose and type correspondence to clients, businesses and financial institutions
  • Charitable and non-charitable gifting of cash and securities
  • Process all types of cash flow management including checks, ACHs (automated clearing house), wire transfers, incoming and outgoing electronic fund transfers, bill paying, etc.
  • Act as a liaison with PM Group, other departments within the firm, primary custodial bank and other financial institutions
  • Draft and assemble meeting booklets for wealth management review of client portfolios
  • Serve as back-up to PM unit on client communication, including telephone and correspondence
  • Assist with client communications including quarterly client reports and tax reporting
  • Be available to answer calls, resolve issues and respond to client requests in a timely fashion
  • Assist with special projects (client events, Christmas cards, tickets and gifts for clients, fill in for receptionist, etc.)
  • Schedule meetings and manage portfolio manager’s calendar, as requested
  • Plan and complete ongoing professional development

MINIMUM QUALIFICATIONS:

  • High school graduate with higher education in business a plus
  • Experience with investments and financial services preferred
  • Must possess excellent organizational skills
  • Highly detail-oriented with the ability to manage multiple projects simultaneously in a fast-paced environment
  • Excellent typing and computer skills
  • Proficient in Word, Excel, Outlook and PowerPoint
  • Ability and desire to contribute to a team effort
  • Demonstrates a high level of initiative and professionalism
  • Excellent communication and problem-solving skills
  • Trust Associate, Cincinnati

    Support JTFOS Sr. Trust Officer & Compliance Specialist with the daily administration of a portfolio of High Net Worth fiduciary accounts, and partner with PM Groups to independently administer same.  Actively manage the administration of accounts in accordance with established policies and procedures. Maintain an optimum level of High Net Worth client service.

    DUTIES AND RESPONSIBILITIES:
    • Provide high touch interaction to clients, prospective clients, professional advisors, and PM Groups with Trust Officer guidance
    • Obtain and compile information from internal/external sources to assist the Trust Officer in the delivery of quality client service.
    • Effectively assist Trust Officer with providing professional service through timely satisfaction of client needs, including PM Groups, and the fulfillment of JTC’s fiduciary responsibilities.
    • Assist Trust Officer in facilitating effective teamwork with Portfolio Managers and their support staff to deliver high quality client service.
    • Facilitate Trust Officer and Trust Counsel analysis and interpretation of standard legal instruments to determine duties and responsibilities of JTC.  
    • Identify, analyze and resolve issues arising in the course of account administration and recommend solutions to Trust Officer as appropriate.
    • Assist Trust Officer in review of new trust accounts for acceptance and identification of trust administration issues and tasks. 
    • Establish and maintain trust accounts on proprietary system and with custodian.
    • Maintain compliance with all internal policies and procedures, as well as regulatory and legal requirements.
    • Assist Trust Officer in completing annual trust account reviews on timely basis; manage resolution of identified issues.
    • Assist Trust Officer in organizing and preparing for Board of Directors/Committee meetings, as needed.
    • Assist Trust Officer with internal/external auditors in completion of trust administration audits, as needed.
    • Assist with a variety of trust related projects.
    • MINIMUM QUALIFICATIONS:

    • A minimum of five years personal trust administration experience and/or four-year undergraduate degree.
    • 2+ years’ experience in reading and interpreting trust/estate documents, preferred.
    • CTFA or other professional designation preferred, or willingness to obtain
    • Highly relational and easy to do business with
    • Displays adaptability and versatility in work and social style
    • Working knowledge of the interpretation and practical application of document provision, trust and estate law, taxes, investments and the legal framework of trust administration, preferred.
    • Independent/Self Starter with the ability to prioritize a large workload
    • Ability to manage multiple projects simultaneously and work independently as needed
    • Organized, detail-oriented with excellent problem solving and follow up skills
    • Computer-proficient in Excel and Word
    • Works effectively in a team environment and independently
    • Demonstrates effective interpersonal and communication skills

    Johnson Investment Counsel, Inc. is an Equal Opportunity Employer