NewLead Financial Reporting Analyst AmeritasLead Financial Reporting AnalystCincinnati, OH$76,843–$126,791You will lead the preparation and analysis of statutory financial statements, manage regulatory compliance for investment holdings, oversee AVR/IMR calculations, and provide strategic insights that support investment decision-making and risk management across the organization. Experience with PAM for Investments (“PFI”) accounting system and/or Precision LM (“PLM”) mortgage loan system, or similar investment accounting platforms, strongly preferred.
Senior Investment Analyst Phillips Edison & Co IncSenior Investment AnalystCincinnati, OHWork with the Investment Management team to develop and implement new underwriting models for potential partnerships, including working knowledge/implementation of JV partner splits and promote waterfalls. The Senior Investment Analyst leverages financial expertise to develop financial underwriting models that allow Management to make optimal decisions regarding both balance sheet and joint venture opportunities.
Real Estate Investment Analyst Phillips Edison & Co IncReal Estate Investment AnalystCincinnati, OH$400–$500Backed by a proven track record, including ~$400 million in acquisitions completed in 2025, and guided by a strategic plan targeting $400-$500 million in annual acquisitions in 2026, we are at the forefront of disciplined, high‑impact real estate investing. Underwrite acquisition opportunities through Argus and Excel modeling, manage deal pipeline activity, coordinate with third parties on key assumptions to prepare weekly investment committee materials.
Senior Real Estate Investment Analyst Phillips Edison & CompanySenior Real Estate Investment AnalystCincinnati, OhioWork with the Investment Management team to develop and implement new underwriting models for potential partnerships, including working knowledge/implementation of JV partner splits and promote waterfalls. The Senior Investment Analyst leverages financial expertise to develop financial underwriting models that allow Management to make optimal decisions regarding both balance sheet and joint venture opportunities.
Investment Research Analyst Great American Insurance CompanyInvestment Research AnalystCincinnati, OHGenerally, 3+ years of experience in credit research, leveraged finance, or corporate banking; Formal bank credit training program completion is highly desirable. Responsibilities include reviewing financial statements and audits to assess financial health, monitoring market trends, and staying current on company performance to evaluate credit worthiness.
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.
Investment Associate Western & Southern Financial GroupInvestment AssociateCINCINNATI, 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. 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.
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.
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.
Wealth and Investment Portfolio Manager III Huntington National BankWealth and Investment Portfolio Manager IIICincinnati, OhioAll 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.
Investment Data Analyst II Western & Southern Financial Group IncInvestment Data Analyst IICINCINNATI, 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. Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions with the ability to conceptualize and use new methodologies.
Central Investment Team Fifth Third BankCentral Investment TeamCincinnati, OhioThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Securities Industry Essentials (SIE), Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required.
Defined Contribution Investment Director PNC BankDefined Contribution Investment DirectorCincinnati, OhioIn 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. PNC 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.
Defined Contribution Investment Director The PNC Financial Services Group IncDefined Contribution Investment DirectorCincinnati, OH$80,000–$241,800 / yearIn 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. PNC 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.
Actuarial Investment Coordinator Constellation Insurance IncActuarial Investment CoordinatorCincinnati, OHYour role and impactHeres a glimpse of your responsibilities and the meaningful impact youll create as the Actuarial Investment Coordinator Strong understanding of asset types such as bonds mortgages structured securities and private equity Maintaining and updating current asset model in AXIS Collaborating with Investments to model newer more complex assets Creating and maintaining reinvestment strategies that align with companys ALM strategy Leadership and collaboration with hedging investments capital management valuation pricing etc. In parallel this role will work with the Investments team to understand new asset purchases portfolio strategies investment guidelines and emerging asset classes ensuring timely and accurate modeling representation.
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 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.
Investment Advisor III The PNC Financial Services Group IncInvestment Advisor IIICincinnati, 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.
Hawthorn Regional Investment Director The PNC Financial Services Group IncHawthorn Regional Investment DirectorCincinnati, 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.
Wealth and Investment Premier Portfolio Manager - Sr. Huntington Bancshares IncWealth and Investment Premier Portfolio Manager - Sr.Cincinnati, 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.
PWM Investment Portfolio Manager U.S. BancorpPWM Investment Portfolio ManagerCincinnati, OH$111,605–$131,300 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.
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.
NewReal 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.
Senior Consultant, Investment Optimization & Performance P4540 P4541 84.51 LLCSenior Consultant, Investment Optimization & Performance P4540 P4541Cincinnati, OH$78,000–$121,000 / yearPowered by cutting-edge science, we utilize first-party retail data from more than 62 million U.S. households sourced through the Kroger Plus loyalty card program to fuel a more customer-centric journey using 84.51° Insights, 84.51° Loyalty Marketing and our retail media advertising solution, Kroger Precision Marketing. The Senior Consultant, Investment Optimization & Performance supports Kroger and CPG partners by delivering a single source of truth for supplier investment reporting, identifying opportunities to protect and grow supplier funding, and translating insights into actions that improve performance.
Investment Consultant Cincinnati, OH The Charles Schwab CorpInvestment Consultant Cincinnati, OHCincinnati, OHYou'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
Investment Management Consultant II - Covington, KY FidelityInvestment Management Consultant II - Covington, KYCovington, KentuckyRemoteSalesPlease 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. Builds strong, trust‑based partnerships with Wealth Management Team members and branch colleagues, actively collaborating beyond client appointments to drive shared goals and elevate the overall client experience.
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 Banking Manager Accenture PlcInvestment Banking ManagerCincinnati, 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.
PWM Investment Portfolio Manager U.S. BankPWM Investment Portfolio ManagerCincinnati, OhioIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerOH$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Wealth Management Investment Consultant, Advisory Services U.S. BancorpWealth Management Investment Consultant, Advisory ServicesCincinnati, OH$64,855–$76,300 / yearUsing expertise and knowledge of the securities industry and markets, analyzes and interprets customer/prospect's investment objectives considering various factors, and provides customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations, and corporate policies. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Entry-Level Financial Growth & Investment Planner (Remote) - Cincinnati Traction Forge FinancialEntry-Level Financial Growth & Investment Planner (Remote) - CincinnatiCincinnati, OHRemoteThrough our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
Senior Consultant, Industry Solutions, Investment Management - Aladdin Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - AladdinOH$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.
CB Portfolio Manager II - Investment Real Estate First Commonwealth Financial CorpCB Portfolio Manager II - Investment Real EstateCincinnati, OHAssists with the cultivation of new business opportunities from existing and potential corporate clients and assists Relationship Manager(s) in helping meet client needs and deepening relationships. Works closely with assigned Relationship Managers to manage a large and/or complex portfolio of Corporate Banking clients.
Investment Sales Specialist: $100,000-130,000 Rapid Fire Home BuyersInvestment Sales Specialist: $100,000-130,000Cincinnati, OhioThis role is built for a hunter-closer who thrives on building relationships, uncovering opportunities, and helping investors across the country achieve their financial goals. Our 10-year plan includes companywide growth by entering an additional 23 markets, growing revenue to $250M per year, and buying over 15,000 houses per year.
Remote-Real Estate Investment Representative/Acquisitions Agent RebuiltRemote-Real Estate Investment Representative/Acquisitions AgentCincinnati, OHRemoteRebuilt (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.
Remote- Real Estate Investment Representative/Disposition Agent RebuiltRemote- Real Estate Investment Representative/Disposition AgentCincinnati, OHRemoteRebuilt (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.
NewCompliance Analyst FEG Investment AdvisorsCompliance AnalystCincinnati, OhioThe Compliance Analyst assists the compliance team with its core compliance functions such as regulatory filings, compliance testing, code of ethics administration, policy and procedure maintenance, marketing reviews, vendor oversight, and compliance training. Some asset values may not be readily available at the most recent quarter-end; therefore, the previous quarter's values were used and may be higher or lower depending on current market conditions.
NewCompliance Analyst Fund Evaluation Group LLCCompliance AnalystCincinnati, OHThe Compliance Analyst assists the compliance team with its core compliance functions such as regulatory filings, compliance testing, code of ethics administration, policy and procedure maintenance, marketing reviews, vendor oversight, and compliance training. Some asset values may not be readily available at the most recent quarter-end; therefore, the previous quarter''s values were used and may be higher or lower depending on current market conditions.
Senior Fund Operations Analyst FEG Investment AdvisorsSenior Fund Operations AnalystCincinnati, OhioLocation: Cincinnati, OH (On-site)Employment Type: Full-timeDepartment: Fund Operations About the Role / Position SummaryThe Senior Fund Operations Analyst is accountable for providing day-to-day support on FEG’s proprietary funds. Responsibilities include coordinating activities with Fund Operations staff, custodians/banks, third-party vendors, fund administrators, FEG internal parties, and investment managers.
Senior Fund Operations Analyst Fund Evaluation Group LLCSenior Fund Operations AnalystCincinnati, OHResponsibilities include coordinating activities with Fund Operations staff, custodians/banks, third-party vendors, fund administrators, FEG internal parties, and investment managers. The position entails resolving various fund-specific administrative and operational tasks and initiatives with the primary objective of providing exceptional back-office services to the Funds' investors.