Investment Manager

Welcome to Western & Southern Financial Group – Our focus on creating value for our customers through everything we do is foundational to who we are. We provide meaningful and challenging work for our associates, a key facet of our incredible culture that helps make Western & Southern a career destination.

More than 130 years of operating history;

Born as a modest, door-to-door life insurance business and built to last forever

Ranked 372 on Fortune 500

Award winning Talent Development Team

Top 10 for Top Spouse Employer and Military Friendly Employer in 2023

We consider Cincinnati the best place to live, work and celebrate life – that is why we are committed to doing good for our community

Our Culture

We are building our company to thrive and provide value to our customers, business partners and associates over the long term. To accomplish this, we look for professionals who embody our culture of integrity, top-notch performance, collaboration and teamwork. We are committed to hiring and developing associates who are driven to excel, have a strong work ethic and use astute, fact-based and ethical judgment in decision-making.

A Day in the Life –

The Investment Manager is a member of the Private Equity team with specific responsibilities serving on deal teams and leading the due diligence on investment opportunities. Overseas investment analysts on various projects. Serves as a relationship manager on certain investments and is active in sourcing and evaluating prospective investment opportunities. Participates in marketing meetings and client meetings. Works with minimal supervision and is responsible to make an established range of decisions, escalating to Manager when necessary and updating Manager on a regular basis.

Duties and Responsibilities

Source and lead primary, secondary, and co-investment deals

Develop and source deals with bankers, place agent, and partners

Advocate Investment Ideas

Due diligence and analysis

‘Premier Benefits to Support YOU’

Comprehensive benefits including medical, dental, vision, prescription, pet insurance, life insurance, disability, Fertility, maternity/caregiver & parental leave, and more!

· Retirement solution with our 401(k) savings AND pension plan!

Paid time off that increases with tenure.

Tuition Reimbursement

Subsidized affordable parking

On-site Cafeteria and fitness center (including sports leagues)

On-site Registered Nurse

Career Coaching/Mentoring

Individualized development plans and career pathing

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