NewInvestment Operations Analyst - Finance (3 OPENINGS) Financial ClientInvestment Operations Analyst - Finance (3 OPENINGS)Columbus, OHContractorWrite technical documents, business specs, test plans and scripts. - Shows initiative, is self-motivated and also works well with a team.
NewSenior Brokerage Product Business Analyst, Alternative Investments Fidelity InvestmentsSenior Brokerage Product Business Analyst, Alternative InvestmentsCincinnati, OHRemoteProduct Management 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. You will support delivery of Digital Brokerage products and experiences by: Refining product requirements, communicating into clear and concise stories with acceptance criteria, building backlogs, conducting extensive and detailed testing, and supporting product releases.
General Interest - Experienced Investment Banker - Columbus or Cleveland Copper Run CapitalGeneral Interest - Experienced Investment Banker - Columbus or ClevelandColumbus, OhioCapable of effectively leading multiple day-to-day client relationships with the CEOs/business owners over long periods of time and multiple client engagements. Completing Transactions - including the ability to compile marketing materials, structure transactions, and successfully negotiate transactions, especially through the inevitable roadblocks.
Investment Operations Specialist/Banker/Teller Pyramid, IncInvestment Operations Specialist/Banker/TellerCincinnati, OH$21–$23 / hourFull timeOversees work processed by Investment Services support staff, Trust Operations and others to ensure account opening is in accordance with governing agreements, regulatory and legal requirements, and within procedural guidelines relative to new, existing and closing accounts Key Requirements and Technology Experience: Key Skills; Customer Service/ Account opening/ Banking products Associate degree, or equivalent work experience Two to four years of job-related experience, preferably in institutional trust and/or financial industry Thorough knowledge of trust administration, mutual fund products, and sales Thorough knowledge of account management, trust operations, project management, and legal regulations Ability to resolve complex problems with minimal guidance Effective interpersonal, verbal, and written communication skills Our client is a leading Banking Industry and we are currently interviewing to fill this and other similar contract positions. Key Responsibilities: Validate new account documentation is completed Ensure account openings are processed timely and accurately based on client elections with critical documents being retained within systems of record, including initiation of fee billing for new accounts Effectively communicate efforts, status updates, and challenges to all internal contacts, ensuring proper escalation as needed Embracing technology and finding new ways to solve problems As an early career position, our broader team will help you grow and develop to gain experience and understanding of our customers, product, and provided services.
Investment Associate Western & Southern Financial Group IncInvestment AssociateCINCINNATI, OHRequires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Private Equity Product Line Functions: Processes all transactions relating to FWCP Funds, including capital calls, valuations and distributions from investments, capital calls and distributions to investors and direct investment transactions.
Investment Analyst, Fixed Income Meeder Investment ManagementInvestment Analyst, Fixed IncomeDublin, OhioThis role will aid the fixed income investment team in various ways, including completing economic analysis, fixed income research, prospective client analyses, and helping support the management of investment portfolios. Provide analytical support for portfolio managers, including but not limited to statistical analysis, prospect portfolio analysis, summarizing current market trends, creating market update presentations, and other recurring analyses.
Investment Banking Associate, Consumer (Gaming) KeyCorpInvestment Banking Associate, Consumer (Gaming)Cleveland, 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. Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Investment Banking Associate, Power, Utilities & Renewable Energy KeyCorpInvestment Banking Associate, Power, Utilities & Renewable EnergyOH$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. Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Woodmere, OH JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Woodmere, OHWoodmere, 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewDowntown 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.
Senior Counsel--Investment Advisor The PNC Financial Services Group IncSenior Counsel--Investment AdvisorOH$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.
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.
Technology Sr Manager -Wealth Investment Wright Technical ServicesTechnology Sr Manager -Wealth InvestmentCleveland, OHThe 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.
NewSenior Consultant, Industry Solutions, Investment Management - Simcorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimcorpColumbus, OH$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Investment Executive (Financial Advisor) Grove City, OH Fifth Third BankInvestment Executive (Financial Advisor) Grove City, OHGrove City, OhioInvestment Executive (Financial Advisor) Grove City, OH At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
Investment Banking Director OR Managing Director, Engineered Products KeyCorpInvestment Banking Director OR Managing Director, Engineered ProductsCleveland, OHRemote$213,000–$445,000 / 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. This role requires strong client management, business development, and deal execution capabilities across various transaction types including sell-sides, buy-sides, corporate divestitures, capital raises, and fairness opinions.
Regional Compliance Analyst - Key Investment Services (KIS) KeyCorpRegional Compliance Analyst - Key Investment Services (KIS)OH$57,000–$87,000 / yearKIS primarily operates out of KeyBank retail bank branches and provides KeyBank retail customers brokerage, insurance, and investment advisory services through KeyBank National Association's retail bank branch across the United States. KIS is a retail dual registered fully disclosed introducing broker/dealer and investment adviser that is non-banking affiliate of KeyBank National Association and a subsidiary of KeyCorp, a federally registered bank holding company.
NewAVP, 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.
Residential Investment Real Estate Advisor ReafcoResidential Investment Real Estate AdvisorColumbus, OHThe Residential Investment Real Estate Advisor represents buyers and sellers in residential and small multifamily transactions with a focus on investment-oriented properties. We work with property owners, investors, and buyers seeking income-producing assets across multiple markets.
Senior Investment Analyst, Private Placements Nationwide Mutual Insurance CoSenior Investment Analyst, Private PlacementsColumbus, OH$106,500–$177,500 / yearAs a key contributor to the Private Placements team's efforts, the Senior Investment Analyst will focus primarily on supporting the process of evaluating and recommending privately placed debt transactions as well as monitoring portfolio securities across a variety of sectors. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.
Touchstone Investments'' Global Market Strategist Western & Southern Financial Group IncTouchstone Investments'' Global Market StrategistCINCINNATI, OHRequires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. The Global Market Strategist is responsible for developing and recommending investment strategies to achieve particular investor objectives and desired outcomes.
Paralegal Specialist - Investments Nationwide Mutual Insurance CoParalegal Specialist - InvestmentsColumbus, OH$79,500–$148,500 / yearNationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. Nationwide's Investments Legal Practice Group within the Office of the Chief Legal Officer is seeking an experienced and highly motivated Paralegal Specialist to join our team supporting the Department of Investments.
Senior Counsel - Structured Investments Nationwide Mutual Insurance CoSenior Counsel - Structured InvestmentsColumbus, OH$170,000–$318,000 / yearThis role provides strategic legal guidance on the structuring, negotiation, and execution of complex transactions involving asset-backed securities (ABS), collateralized loan obligations (CLOs), structured notes, securitizations, and related structured products. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.
Senior Investment Analyst, Real Estate Information Management Nationwide Mutual Insurance CoSenior Investment Analyst, Real Estate Information ManagementColumbus, OH$81,000–$135,000 / yearAs a Senior Investment Analyst, you will perform a key role for Real Estate Investments (REI) by preparing reports to internal and external customers, and assisting in the activities for business technology system up-grades and enhancements, REI website development and ongoing maintenance. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.
Real Estate Investment Accountant Accenture PlcReal Estate Investment AccountantCincinnati, OHThe team's specific responsibilities include reconciliation of transactional data from various sub ledgers Clearwater, Investran, and LMS to the general ledger and ultimately the client s financial statements as well as all related external reporting for investments 10Q K, Financial Supplement, STAT Audited Financials and Investment NAIC reporting. Key Responsibilities: Manage the accounting processes related to the monthly and quarterly accounting close to ensure accuracy of invested assets data specifically work on real estate funds and review property financials.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesCincinnati, 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.
Senior Investment Data Manager Nationwide Mutual Insurance CoSenior Investment Data ManagerColumbus, OH$121,000–$201,000 / yearYou will serve as the data-related voice of the customer in translating functional data and analytic requirements into solutions for consumption and use by the respective business area, managing communications between Technology and business, resolving blockers/questions/support needs, conducting/coordinating User Acceptance Testing (UAT) and approving releases. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.
Senior Investment Professional, Enterprise Portfolio Management Nationwide Mutual Insurance CoSenior Investment Professional, Enterprise Portfolio ManagementColumbus, OH$134,000–$224,000 / yearNationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. Key Responsibilities: Uses significant judgement on moderate to complex Asset/Liability Management (ALM) and Strategic Asset Allocation (SAA) problems, covers mid-large, moderately complex accounts.
Touchstone Investments' Global Market Strategist Western & Southern Financial GroupTouchstone Investments' Global Market StrategistCINCINNATI, OhioFull timeRequires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Overview: The Global Market Strategist is responsible for developing and recommending investment strategies to achieve particular investor objectives and desired outcomes.
Investment Accountant I or II State Teachers Retirement System of OhioInvestment Accountant I or IIColumbus, OhioEstablished in 1920 and serving Ohio’s educators, STRS Ohio is one of the nation’s largest retirement systems, serving nearly 550,000 active, inactive, and retired public-school teachers, and university faculty members, managing approximately $96.3 billion as of June 30, 2025, in assets and paying more than $7 billion in benefits annually. Under the direction of the manager, Investment Accounting and Performance, process cash settlements related to trading and other investment-related activity from the investment accounting system against custodian records, ensuring any discrepancies are documented, researched and resolved within reasonable time frames.
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.
Chief Investment Officer, Funds and Portfolios Meeder Investment ManagementChief Investment Officer, Funds and PortfoliosOhioMeeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. The CIO, Funds and Portfolios will contribute to Meeder’s growth through tactically related product development, thought leadership, participation in client meetings, conferences and due diligences, and macro-and micro-firm strategy.
Investment Advisor in Public Funds Meeder Investment ManagementInvestment Advisor in Public FundsOhioMeeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including: mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.
Senior T&D Investment Planner AES CorporationSenior T&D Investment PlannerUS, Dayton, OHAES’s US Transmission and Distribution (T&D) businesses in Indiana and Ohio are seeking a Project Planning Engineer to develop long-term maintenance and investment project plans to be included in the capital budget. Assigned projects will include primarily capital investments including asset replacements, maintenance, customer growth, Smart Grid, renewable energy integration, and general operations.
Investment Banking Manager Accenture PlcInvestment Banking ManagerColumbus, OHSynthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.
NewAsset Liability Risk & Investment Strategist - Hybrid Nationwide InsuranceAsset Liability Risk & Investment Strategist - HybridColumbus, OHKey responsibilities include analyzing portfolios, forecasting investment income, and collaborating with various teams to enhance ALM strategies. This individual will play a critical role in developing investment strategies and managing risks to ensure alignment with company objectives.
NewInvestment Accountant - Remote with Strategic Reporting NACBAInvestment Accountant - Remote with Strategic ReportingColumbus, OHRemoteThis role involves maintaining accurate records, preparing reports, and collaborating with various teams to ensure compliance and efficiency in accounting processes. The ideal candidate will have at least three years of relevant experience and a Bachelor's degree in Accounting or Finance.
Investment Consultant, Relationship Manager Morgan StanleyInvestment Consultant, Relationship ManagerColumbus, OhioOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
Tax Manager, Registered Investment Companies (RICs) Cohen & Co AdvisoryTax 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.
Technology Investment Valuation, Solution and Insights, Consumer and Community Banking, Senior Associate JPMorgan Chase & CoTechnology Investment Valuation, Solution and Insights, Consumer and Community Banking, Senior AssociateColumbus, OHThe PXT Investments team is responsible for prioritizing several billion dollars of annual technology spend across JPMorgan Chase's Consumer and Community Banking division (CCB), which includes multiple product portfolios spanning both line of business and functional areas (e.g., Auto Lending, Operations, Credit Card). As an Associate Central Office team member in the PXT Investments team, you will play a key supporting role in generating financial insights, developing solutions, and reporting to help inform investment decisions and track outcomes.
PXT Investment Valuation, Senior Associate JPMorgan Chase & CoPXT Investment Valuation, Senior AssociateColumbus, OHAs a Finance & Business Management professional within the team, you will play a key supporting role in the investment process, assisting with data collection, analysis, and reporting to help inform investment decisions and track outcomes. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Hawthorn Regional Investment Director PNC BankHawthorn Regional Investment DirectorCincinnati, 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.
Investment Advisor I PNC BankInvestment Advisor ICleveland, 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.
Asset Management - Fixed Income High Yield & Systematic Investment Specialist - Associate JPMorgan Chase & CoAsset Management - Fixed Income High Yield & Systematic Investment Specialist - AssociateColumbus, OHGFICC manages a broad range of strategies - including High Yield, Systematic Fixed Income, Short Duration, Core/Core Plus, Investment Grade Credit, Emerging Market Debt, Securitized, and Tax-Aware strategies - through funds and separate accounts across the globe. You will work at the intersection of fixed income markets and cutting-edge technology, applying tools including artificial intelligence, machine learning, and advanced data analytics to drive efficiencies, improve workflows, and generate insight across the platform.
Investment Advisor III PNC BankInvestment Advisor IIICincinnati, 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.
Client Service Operations Specialist - Investment Liaison Equity TrustClient Service Operations Specialist - Investment LiaisonWestlake, OhioContributes to consistent client experience by executing work in alignment with internal policies, regulatory guidelines, and established Service Level Agreements (SLAs) while providing superior customer service and support to clients and third parties. The Client Service Operations Specialist supports operational excellence by processing transactions, validating documentation, and ensuring accurate, timely service delivery.
Wealth & Investment Portfolio Manager III Huntington Bancshares IncWealth & Investment Portfolio Manager IIIColumbus, OHAll unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
Wealth and Investment Premier Portfolio Manager - Sr. Huntington Bancshares IncWealth and Investment Premier Portfolio Manager - Sr.Beachwood, OHSummary: The Wealth and Investment Premier Portfolio Manager - Senior manages small/medium and less complex portfolios associated with Trust accounts based on the needs of the client/beneficiary and the associated investment objective. Duties and Responsibilities: Works closely with the Trust account to monitor investment performance and to point the account toward the most appropriate Huntington investment strategies considering the nature of the account.
NewInvestment Operations Lead: Funds & Private Markets SWS Partners, LLCInvestment Operations Lead: Funds & Private MarketsColumbus, OHSWS Partners, LLC, a dynamic investment management firm in Columbus, Ohio, is looking for a Manager, Investment Operations & Fund Administration. The successful candidate will thrive in a fast-paced environment, focusing on creating structure and improving operational processes while coordinating with multiple stakeholders.