9 Results for

Investment Jobs in Montrose, OH

Jobs

Cleveland, OH22 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.

Canton, 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.

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, 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.

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, OH23 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.

Cleveland, OH30+ days ago

$95,000–$154,000 Per Year

SynergisticIT typically supports candidates targeting roles like entry-level software programmer, Java full stack developer, Python/Java developer, DevOps engineer, data analyst, BI analyst, data engineer, data scientist, and machine learning/AI engineer—based on client needs. If you're coming from business operations, finance, healthcare, education, QA, customer support, project management, logistics, or even sales, you've likely built skills that translate well into tech teams: problem solving, stakeholder communication, process thinking, and real-world accountability.

Westlake, Ohio13 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.

New!

Cleveland, OH1 day ago

$54.28–$64.28 Per Hour

Or: Bachelor's Degree or higher in a business or IT discipline (e.g., Computer Science, Business Management) and a minimum of 5 years of related work experience in an IT analyst, IT project planning/scheduling role, or a combination of the two. Design, build, and enhance dashboards and reports using Planview and Power BI.Participate in daily stand‑ups, sprint planning, and retrospectives to stay aligned with team objectives.

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Investment Jobs in Montrose, OH

Technology Sr Manager -Wealth Investment Wright Technical Services

Investment Advisor Representative WealthBridge Financial Group

Investment Operations Manager Valmark Financial Group

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

Project Portfolio Analyst II AmTrust Financial Services, Inc.

Financial Analyst PAT_RTP Testing Account

Junior Data/Business Analyst SynergisticIT

Workday HRIS Analyst Equity Trust

Project Portfolio Analyst Lead Jobs via Dice

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