IAS Investment Consultant KeyCorpIAS 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.
Wealth Investment & Portfolio Management Platforms Senior Manager KeyCorpWealth Investment & Portfolio Management Platforms Senior ManagerOHRemote$112,000–$210,000 / yearThe Technology Senior Manager for Wealth Investment & Portfolio Management Platforms is a technical delivery leader and people manager accountable for end-to-end delivery and production ownership of vendor and internal platforms supporting portfolio management (trading/rebalancing), performance reporting, and public/private investment offerings. Led delivery of integrated vendor and/or internally built trading/portfolio management platforms (order/execution management, market data, performance, private investments) from requirements/vendor selection through implementation, cutover, and production support.
Tax Manager, Registered Investment Companies (RICs) Cohen & Co AdvisoryTax Manager, Registered Investment Companies (RICs)Cleveland, Ohio$85,000–$155,000 / yearEstimated Base Range: $85,000-155,000* *Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. As a Manager on our Registered Investment Company (RIC) Tax team, you’ll manage tax planning and compliance for RICs, guide clients through complex transactions, and lead teams to success.
Tax Manager, Registered Investment Companies (RICs) Cohen & CoTax Manager, Registered Investment Companies (RICs)Cleveland, Ohio$85,000–$155,000 / yearAs a Manager on our Registered Investment Company (RIC) Tax team, you’ll manage tax planning and compliance for RICs, guide clients through complex transactions, and lead teams to success. *Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs.
Investment Advisor OC Federal Credit UnionInvestment AdvisorGarfield Heights, OhioOhio CU Financial Services is a wholly owned CUSO (Credit Union Service Organization) of OC Federal Credit Union based in northeast Ohio with branch locations in Cuyahoga, Summit and Stark counties. The Investment Advisor works in a team-based setting working closely with licensed Bankers to look out for our 14,000 members.
Business Systems Analyst Sr (Digital Investments) The PNC Financial Services Group IncBusiness Systems Analyst Sr (Digital Investments)Strongsville, OH$63,750–$116,875 / yearThis individual will serve as a key liaison between business stakeholders and technology teams, working closely with Product Owners, Developers, Scrum Masters, and Tech Leads to define requirements, create user stories, and support the delivery of innovative investment capabilities for customers. 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.
Managing Director, Investment Banking & Consulting - Accounting & Tax Practice MarshBerryManaging Director, Investment Banking & Consulting - Accounting & Tax PracticeWoodmere, OhioManage the fulfillment of both sell-side and buy-side accounting and tax M&A advisory engagements, including financial analysis and modeling, due diligence, identifying and contacting potential buyers or sellers, deal structuring and negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction. Self-motivated with ability to multi task; able to complete projects and responsibilities with extreme attention to detail according to required timelines and deadlines, along with capacity to work, on multiple projects on any given day, under pressure to create accurate results, demonstrating thoroughness and monitors work to ensure quality.
Registered Investment Advisor WealthBridge Financial GroupRegistered Investment AdvisorCleveland, OHJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
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.
Investment Sales Agent Marcus and MillichapInvestment Sales AgentCleveland, OHCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+.
Investment Operations Manager II (F) - Derivatives The PNC Financial Services Group IncInvestment Operations Manager II (F) - DerivativesOHRemote$70,125–$116,875 / yearThe Derivatives Payments Manager is responsible for leading the end-to-end processing, control, and oversight of payment activity associated with OTC and cleared derivatives products, ensuring accurate and timely settlement of cash flows across global markets. 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.
Tax Manager, Registered Investment Companies (RICs) LE0008 Cohen & Co Advisory, LLCTax Manager, Registered Investment Companies (RICs)Cleveland, OH$85,000–$155,000 / yearFull timeAs a Manager on our Registered Investment Company (RIC) Tax team, you’ll manage tax planning and compliance for RICs, guide clients through complex transactions, and lead teams to success. *Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs.
Investment Operator 1st Shift Off Work Week Precision Castparts CorpInvestment Operator 1st Shift Off Work WeekWickliffe, OHis the market leader in manufacturing large, complex structural investment castings, airfoil castings, forged components, aerostructures and highly engineered, critical fasteners for aerospace applications. This position requires use of information or access to production processes subject to national security controls under U.S. export control laws and regulations (including, but not limited to the International Traffic in Arms Regulations (ITAR) and the Export Administration Regulations (EAR)).
Investment Sales Agent Marcus & Millichap Real Estate Investment ServicesInvestment Sales AgentCleveland, OhioCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+. .
Senior Analyst IRG Realty Advisors LLCSenior AnalystRichfield, OHThe ideal candidate will have experience in commercial real estate, REITs, investment analysis, asset management, or corporate finance, with a strong understanding of real estate valuation, capital structures, leasing assumptions, debt metrics, and portfolio performance. Senior Analyst The Senior Analyst will support the REIT's investment, asset management, financial planning, capital markets, and investor relations functions through sophisticated financial analysis, portfolio reporting, underwriting, and strategic decision support.
Senior Analyst, FP&A Goosehead InsuranceSenior Analyst, FP&AWestlake, OhioThe Senior Analyst, Financial Planning & Analysis (FP&A) plays a key role in supporting strategic decision-making by delivering accurate, timely, and insightful financial analyses. Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service.
Senior Analyst, Fp&A Goosehead InsuranceSenior Analyst, Fp&AWestlake, OHThe Senior Analyst, Financial Planning & Analysis (FP&A) plays a key role in supporting strategic decision-making by delivering accurate, timely, and insightful financial analyses. Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service.
Lead Analyst, Acquisition & Divestiture Accounting Eaton CorporationLead Analyst, Acquisition & Divestiture AccountingBeachwood, OH$97,000–$143,000 / yearYou will work closely with Strategy & Corporate Development, business finance teams, external advisors, and senior finance leadership while developing expertise in financial diligence, purchase accounting, impairment analyses, investment reporting, and transaction-related financial reporting. Additional responsibilities include supporting acquisition accounting and purchase price accounting, coordinating with valuation specialists, assisting with goodwill and intangible asset impairment analyses, and supporting accounting matters related to strategic investments and divestitures.
Senior Fixed Income Credit Analyst - PNC Capital Advisors PNC BankSenior Fixed Income Credit Analyst - PNC Capital AdvisorsCleveland, OhioAnalytical Thinking, Decision Making and Critical Thinking, Effective Communications, Financial Analysis, Financial Statement Analysis, Managing Multiple Priorities, Problem Solving, Quantitative Research, Quantitative Techniques, Research Analysis Work Experience . 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.