Equity Research Associate

Bahl & Gaynor – Equity Research Associate Program (Institutional Group)

Bahl & Gaynor Equity Research Associates begin their career in investment management with an opportunity to make a meaningful impact at a growing, boutique investment firm with more than $50 billion of assets under management and advisement.  Our Research Associates (“RA”) learn and contribute to all phases of the investment process, from idea generation to deep fundamental research, trading, portfolio management, and client service.  In doing so, RAs contribute to the success of our clients and develop tools that form the basis for a successful career in investment management.  Our culture thrives on teamwork and the intellectual pursuit of investment excellence for the benefit of our clients.  If you seek a rewarding opportunity to begin your career in investment management with a comprehensive, high-impact experience, we invite you to explore the opportunity to join our Research Associate program.

Responsibilities & Opportunities:

• Conduct deep, fundamental, bottom-up research on high-quality, dividend-paying public equities.
• Support one or more sector research teams. Sector teams are led by portfolio managers who are members of Bahl & Gaynor’s Investment Committee.  PMs will provide mentorship, career development, and direction to rising RAs, enabling Research Associates to support all functions of the research team’s efforts, from managing existing investments to generating new, innovative ideas.
• Assist critical portfolio management functions of the Bahl & Gaynor Investment Committee.
• Engage in the Bahl & Gaynor Investment Committee process and meetings as a valued member of the team.
• Develop and implement various portfolio analytics, including quantitative risk, income, attribution, and other ad hoc analyses.
• Support institutional client and business development functions, including quarterly reporting and the compilation of pitchbooks, marketing materials, and due diligence questionnaires.
• Support firm trading functions, including a rotation with direct responsibility for several key aspects of the equity trading process.

Detail & Qualifications:

• 3-year program.
• Comprehensive multi-week on-boarding/training utilizing both internal and external resources.
• Bachelor’s degree candidates with graduation targeted for Spring 2025.
• Major or significant coursework in Finance, Economics, and/or Accounting preferred.
• Must be proficient in Microsoft Excel and other Microsoft Office applications. Bloomberg and/or FactSet experience preferred.
• Start date & Location: August 2026, Cincinnati, OH.

About Bahl & Gaynor

Bahl & Gaynor is a private, employee-owned investment firm with more than $50B in assets under management and advisement.  The firm manages five proprietary investment strategies for both institutional and individual clients, focused exclusively on high-quality, dividend-paying public equities.  Bahl & Gaynor was founded in 1990 and is based in Cincinnati, OH.