Executive Director, Investment Business Analysis Reinsurance Group of America IncExecutive Director, Investment Business AnalysisOH$126,710–$188,840 / yearThe Executive Director partners closely with Investment leaders, Technology, Data, and Architecture teams to ensure solutions are fit for purpose and ready for adoption. The Executive Director, Investment Business Analysis is a senior delivery and functional leader responsible for overseeing business analysis execution across major investment initiatives.
Key Family Wealth Investment Consultant, Manager KeyCorpKey Family Wealth Investment Consultant, ManagerCleveland, OH$128,000–$268,000 / yearGeneral 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. The Family Wealth Investment Consultant Manager leads a team of Portfolio Strategists responsible for managing and constructing customized investment portfolios for ultra-high-net-worth clients within a fiduciary framework.
Investment Banking Associate Selby Jennings LtdInvestment Banking AssociateWadsworth, OHAssociates at the firm participate in every stage of the deal lifecycle supporting initial pitches, leading analytical workstreams, interfacing with clients, and helping drive transactions to close. This is a strong opportunity for a driven professional to gain meaningful transaction experience, assume significant responsibility, and work closely with senior bankers in a collaborative, entrepreneurial environment.
Vice President, Investment Banking Fifth Third BankVice President, Investment BankingCleveland, OHResponsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. For IB M&A and Strategic Advisory engagements, the Principal, Investment Banking, will be the point person in the creation of high-impact pitch materials and will run the execution process including the creation of financial models, writing of the CIM and other materials, and the regular contact with our client and the list of qualified buyers.
Investment Banking Principal / Vice President - Environmental Services Fifth Third BankInvestment Banking Principal / Vice President - Environmental ServicesCleveland, OHThe Principal may be responsible for direct day to day supervision of Associates and Analysts, providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. ABOUT THE ROLE: Provide leadership in the pitching and execution of CIB transactions while providing support to the Managing Directors in the day to day management of the team's Associates and Analysts to ensure that junior resources are allocated appropriately across the groups projects and that the high-priority projects are getting the appropriate attention.
Investment Advisor III - IAM The PNC Financial Services Group IncInvestment Advisor III - IAMCleveland, OH$112,000–$208,000 / 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.
Summer 2027 KeyBank Wealth Management Internship - Investment Research & Analysis KeyCorpSummer 2027 KeyBank Wealth Management Internship - Investment Research & AnalysisBrooklyn, OHThe Key Wealth Management Investment Research & Analysis Internship is a 10.5-week, markets- and portfolio-focused experience that partners the intern with the Key Wealth Research teams responsible for asset-allocation views, manager due diligence, and security-level research that powers portfolios across key verticals in the Wealth Continuum: Key Private Bank, Family Wealth, and Institutional Advisors. Key Wealth Management "KWM" has a long history (over 150 years) of providing trust, custody, and investment management solutions to high-net-worth individuals, families, and institutional/non-profit clients with over $40 billion in assets.
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.
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/ .
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.
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.
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.
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.
Investment Associate Keybank National AssociationInvestment AssociateBrooklyn, OH$23.08–$34.62 / hourESSENTIAL JOB FUNCTIONS: Primary job functions would include accepting or assisting with daily activities including heavy trade volume requests from clients and sales force, timely and with a high degree of accuracy. ABOUT THE JOB (JOB BRIEF): Within the Service Center of Key Investment Services (KIS), this individual is responsible for assisting the KIS Sales Force in achieving sales goals, customer service, business growth and client retention.
Investment Consultant - Fairlawn, OH FidelityInvestment Consultant - Fairlawn, OHFairlawn, OhioRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.