8 Results for

Investment Jobs in Avon, OH

Jobs

Cleveland, OH20 days ago

The 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.

Akron, OH30+ days ago

$125,000–$185,000

Join 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.

Cleveland, OH30+ days ago

$85,000–$155,000 Per Year
Full-time

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. *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.

Akron, OH30+ days ago

$70,000–$80,000 Per Year

This position has direct supervisory responsibility for the Processing Team supporting New Business and Service, including hiring input (as applicable), training, performance management, work allocation, coaching, and development. Technology proficiency (e.g., Microsoft 365, CRM/case tools, document management, and custodial/vendor platforms) and comfort with workflow reporting/metrics.

Cleveland, Ohio30+ days ago

Overview: The IT Project Portfolio Analyst II reports to the Director of Portfolio Management within GTO and is responsible for leading and advancing the full Portfolio Management Lifecycle—from demand intake through project closure and value realization—for IT initiatives within their assigned business unit(s). - Collaborate with business partners, technical teams, and solution architects to help document high‑level scope, effort estimates, and required teams for upcoming project work.

Cleveland, OH21 days ago

Full-time
Employee

This role will be responsible for evaluating property performance, supporting budgeting and forecasting processes, and delivering insights that drive strategic decision-making. Cooper Properties is seeking a detail-oriented and analytical Finance Analyst to support financial planning, reporting, and investment analysis across our real estate portfolio.

Westlake, Ohio11 days ago

This role serves as a subject matter expert on Workday functionality, supporting end users, managing system configurations, ensuring data integrity, and partnering with HR and business stakeholders to leverage Workday capabilities that support organizational goals. RESPONSIBILITIES & DUTIES: System Administration & Configuration:Administers and maintains Workday HCM modules including Core HCM, Recruiting, Talent Management, Compensation, Benefits, Time Tracking, and Payroll.

Cleveland, OH30+ days ago

Full-time

As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.

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Investment Jobs in Avon, OH

Technology Sr Manager -Wealth Investment Wright Technical Services

Investment Advisor Representative WealthBridge Financial Group

Tax Manager, Registered Investment Companies (RICs) LE0008 Cohen & Co Advisory, LLC

Investment Operations Manager Valmark Financial Group

Project Portfolio Analyst II AmTrust Financial Services, Inc.

Financial Analyst PAT_RTP Testing Account

Workday HRIS Analyst Equity Trust

U.S. Private Bank - Program Analyst JPMorgan Chase Bank, N.A.

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