Associate - Tax Credit Investments KeyState CoAssociate - Tax Credit InvestmentsCleveland, OHSince launching its captive management practice in 2008, KeyState has formed and managed captives for over 100 companies across the U.S. In 2019, KeyState launched a renewable energy tax credit investment platform for community banks. Build and maintain relationships with internal resource teams (business development, diligence, and accounting) and external teams (legal counsel, tax equity investors, advisors, independent engineers, appraisers, etc.) to establish and monitor workstreams.
Investment Accountant Lead The Progressive CorpInvestment Accountant Leadmayfield village, OHRemote$89,600–$119,500 / yearPartner closely with investment management, finance, and regulatory stakeholders to analyze complex investment transactions, ensure accurate financial reporting, and provide insights that support strategic business decisions. For ideas about how you might be able to protect yourself from job scams, visit our scam-awareness page at https://www.progressive.com/careers/how-we-hire/faq/job-scams/ .
NewInvestment Advisor II PNC BankInvestment Advisor IICleveland, OhioPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Corporate Banking Portfolio Analyst - Investment Real Estate First Commonwealth BankCorporate Banking Portfolio Analyst - Investment Real EstateIndependence, OHEnsures a seamless process for portfolio management by fostering strong communication by team members, including Credit, Credit Review and Loan Documentation departments. Develop a continuous improvement mindset with respect to credit performance reports, cross sell effectiveness, and opportunities to improve processes.
Managing Director, Yellow Cardinal Investment Banking First Financial Bank NAManaging Director, Yellow Cardinal Investment BankingCleveland, OHThe Managing Director, Yellow Cardinal Investment Banking will be responsible for sourcing new engagements and leading the execution of various projects. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
VP Investment Consultant - Ohio Calamos Investments LLCVP Investment Consultant - OhioOhio, OH$100,000–$130,000 / yearThis role is pivotal in promoting and distributing Calamos' suite of mutual funds, ETFs, and interval funds, with the goal of growing and maintaining assets under management. Maintains an extensive knowledge of the firm and industry including all products and trends in the industry; researches and reads various industry articles.
Vice President, Fund Manager, US Municipal Finance, Community Investments Royal Bank of CanadaVice President, Fund Manager, US Municipal Finance, Community InvestmentsCleveland, OhioMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Position requires two to four years in a similar role or a position building relevant skill sets in principles of partnership taxation, real estate finance, property operating budgets, financial analysis and relationship management.
Corporate Banking Portfolio Manager I - Investment Real Estate First Commonwealth BankCorporate Banking Portfolio Manager I - Investment Real EstateIndependence, OHAssists with the cultivation of new business opportunities from existing corporate clients and assists Relationship Manager(s) help meet client needs and deepen relationships. Follows assigned accounts, in conjunction with relationship team, to ensure financial statements are received timely and evaluated regularly to assess borrower risk.
Investment Associate NRP GroupInvestment AssociateCleveland, OH$80,000–$90,000 / yearUnder the direction of the Vice President of Capital Markets, the Investment Associate will play a critical role in the financial evaluation, modeling, and underwriting of multifamily real estate investments, as well as capitalization of financing and project closings. Experience: 1-3 years of experience in Capital Markets, Real Estate Finance, Accounting, or a related field, with a focus on multifamily real estate being preferred, or an advanced degree in a relevant field.
Investment Associate The NRP Group LLCInvestment AssociateCleveland, OH$80,000–$90,000 / yearUnder the direction of the Vice President of Capital Markets, the Investment Associate will play a critical role in the financial evaluation, modeling, and underwriting of multifamily real estate investments, as well as capitalization of financing and project closings. Experience: 1-3 years of experience in Capital Markets, Real Estate Finance, Accounting, or a related field, with a focus on multifamily real estate being preferred, or an advanced degree in a relevant field.
IAS Investment Consultant Keybank National AssociationIAS Investment ConsultantCleveland, OH$80,000–$150,000 / yearIn conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influence, fostering business relationships to develop new business referrals and to enhance the Community Bank's image. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentCleveland, OHFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
J.P. Morgan Wealth Management - Private Client Investment Associate - Chardon, OH JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Chardon, OHChardon, OHAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerCleveland, OHKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Investment Banking Intern - Summer 2027 MarshBerryInvestment Banking Intern - Summer 2027Woodmere, OhioThe Investment Banking Intern is responsible for analyzing client business data and financial documents and entering data into financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Investment Banking and Consulting Team. Collaborates as a member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination.
Business Analytics Lead Senior - Investment Data & Innovations The PNC Financial Services Group IncBusiness Analytics Lead Senior - Investment Data & InnovationsCleveland, OH$91,000–$202,800 / yearAs a Business Analytics Lead Senior within PNC''s Investment Data and Innovation organization, you will be based in Pittsburgh, or Philadelphia, PA; Cleveland, OH; Tyson''s Corner, VA; or Washington, D.C. Key Responsibilities: Lead the development of a centralized investment data warehouse, delivering a governed single source of truth for investment data that supports multiple functions or business units. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Investment Advisor III The PNC Financial Services Group IncInvestment Advisor IIIAkron, OH$65,000–$161,000 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Hawthorn Regional Investment Director The PNC Financial Services Group IncHawthorn Regional Investment DirectorCleveland, OH$154,000–$286,000 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Senior Investment Advisor Park Avenue GroupSenior Investment AdvisorCleveland, OHWorking closely with licensed branch bankers, the Senior Investment Advisor will build trusted relationships, provide tailored financial guidance, and deliver an outstanding member experience. This is an exceptional opportunity for an experienced investment professional to help credit union members achieve their financial goals through personalized investment and insurance solutions.
Downtown Neighborhood Investment Manager City of ClevelandDowntown Neighborhood Investment ManagerCleveland, OHThe Citys guiding principles are as follows: Placing Clevelanders at the Center, Empowering Employees to Do Purposeful Work, Defining Clear and Pragmatic Objectives, Leading with Trust and Transparency, Striving for Equity in All We Do, and Embracing Change. Assists with the development of strategies intended to create a unified and competitive leasing marketplace in the downtown core, working to recruit and secure new and expanding businesses.