Investment Associate - Brooklyn, OH KeyCorpInvestment Associate - Brooklyn, OHBrooklyn, 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.
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.
NewSenior 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.
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. Responsibilities: 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.
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.
AVP, Associate Regional Investment Director LPL Financial Holdings IncAVP, Associate Regional Investment DirectorOH$108,356–$180,559 / yearAs a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Investment Executive Farmers National Banc Corp.Investment ExecutiveOHThe incumbent will be responsible for generating new sales opportunities, developing relationships, sales of new products and maintaining consistent communication with all clients in the portfolio. SUMMARY: This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit.
Senior Counsel--Investment Advisor The PNC Financial Services Group IncSenior Counsel--Investment AdvisorCleveland, OH$100,000–$291,850 / yearThe successful candidate will bring deep, hands‑on experience advising registered investment advisers, including with respect to private funds and registered investment companies, and will serve as a legal advisor to one or more advisers. May assist in supporting PNC's capital markets advisory businesses and an exempt reporting adviser managing private equity funds, including advising on Advisers Act obligations applicable to ERAs.
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+.
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.
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.
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.
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.
NewInvestment 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+. .
Investment Operator 1st Shift Off Work Week Precision Castparts CorpInvestment Operator 1st Shift Off Work WeekWickliffe, OHfor description go through this url https://pcctalentacquisitionportal.tal.net/vx/mobile-0/appcentre-ext/brand-7/candidate/so/pm/1/pl/3/opp/22001-Investment-Operator-1st-Shift-Off-Work-Week/en-GB .
Hybrid-Real Estate Investment Representative/Acquisitions Agent RebuiltHybrid-Real Estate Investment Representative/Acquisitions AgentCleveland, OhioRebuilt ( www.rebuilt.com ) is building a truly unique, vertically integrated real estate investment business fueled by unparalleled local market expertise and enabled by advanced technology solutions. Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties.
Hybrid Real Estate Investment Representative/Disposition Agent RebuiltHybrid Real Estate Investment Representative/Disposition AgentCleveland, OhioRebuilt ( www.rebuilt.com ) is building a truly unique, vertically integrated real estate investment business fueled by unparalleled local market expertise and enabled by advanced technology solutions. Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties.
NewKPB WS Portfolio Analyst KeyCorpKPB WS Portfolio AnalystCleveland, OH$52,000–$80,000 / yearThis role partners with investment consultants, advisors, and research professionals to monitor portfolio performance, execute trades, support rebalancing activities, prepare client reporting, and contribute to proposals and analysis. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
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.