NewKPB WS Portfolio Analyst KeyBankKPB WS Portfolio AnalystCleveland, OH$52,000–$80,000 / yearKey Competencies Attention to detail Analytical thinking Communication and presentation skills Collaboration and teamwork Client focus Problem-solving and process improvement COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $52,000.00 - $80,000.00 annually. This 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.
Investment Analyst The Townsend Group (Ohio)Investment AnalystCleveland, OhioTownsend is searching for an Investment Analyst to join the Investment Management team in its Cleveland office, focusing on portfolio management, research, and providing client support. Research: Exploring various house topics to assist in portfolio strategy development and provide thought leadership to existing and prospective clients.
Investment Analyst Townsend Holdings LLCInvestment AnalystCleveland, OHTownsend is searching for an Investment Analyst to join the Investment Management team in its Cleveland office, focusing on portfolio management, research, and providing client support. Research: Exploring various house topics to assist in portfolio strategy development and provide thought leadership to existing and prospective clients.
Senior Investment Operations Analyst The Progressive CorpSenior Investment Operations AnalystMayfield Village, OHRemoteSolid knowledge of investment products, including equities, fixed income/bonds, and derivatives, as well as accounting and portfolio management systems across front-, middle-, and back-office functions. As a senior investment operations analyst (middle office), you'll manage trade allocations, process investment wire activity, and analyze investment data to support reporting and operations.
Hybrid Executive/Personal Assistant to Founder at Investment Firm C-Suite AssistantsHybrid Executive/Personal Assistant to Founder at Investment FirmBeachwood, OHOversee day-to-day office administration, including managing vendor relationships, answering and directing calls, processing incoming and outgoing mail, greeting visitors, and maintaining adequate office and kitchen supplies. ¨Track the CEO’s private investment activities: organizing investment documents, coordinating capital calls, completing and tracking subscription paperwork, obtaining required signatures and monitoring deadlines.
Investment Banking Analyst II Fifth Third BankInvestment Banking Analyst IICleveland, OH$61,200–$125,500 / yearSKILLS FOR SUCCESS: Successful candidates will demonstrate a higher degree of proficiency (typically from 1-3 years of practical experience or advanced academic exposure) across the following areas: Financial Modeling: Ability to build and interpret complex models for valuation, credit analysis, and transaction structuring. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets -including you.
Investment Advisor III - IAM PNC BankInvestment Advisor III - IAMCleveland, 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.
NewInvestment Banking Analyst Selby Jennings LtdInvestment Banking AnalystCleveland, OHThis role is ideal for an Analyst looking to join a lean, execution-focused investment banking team where they can develop technically, gain meaningful transaction experience, and build client-facing skills within the middle-market M&A landscape. This is an opportunity to work directly alongside senior bankers in a highly entrepreneurial environment focused on M&A advisory, capital raising, and strategic advisory assignments for founder-owned, family-owned, and sponsor-backed businesses.
Summer 2027 Keybank Wealth Management Internship - Investment Research & Analysis Keybank National AssociationSummer 2027 Keybank Wealth Management Internship - Investment Research & AnalysisBrooklyn, OHThe Key Wealth Management Investment Research & Analysis Internship is a 10.5-week, markets- and portfolio-focused experience that partners the intern with the Key Wealth Research teams responsible for asset-allocation views, manager due diligence, and security-level research that powers portfolios across key verticals in the Wealth Continuum: Key Private Bank, Family Wealth, and Institutional Advisors. Key Wealth Management "KWM" has a long history (over 150 years) of providing trust, custody, and investment management solutions to high-net-worth individuals, families, and institutional/non-profit clients with over $40 billion in assets.
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Cleveland, OH Keybank National AssociationSummer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Cleveland, OHChagrin Falls, OHGeneral 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. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.
NewInvestment Banking Analyst - Industrials Citizens Financial Group IncInvestment Banking Analyst - IndustrialsCleveland, OH$110,000–$130,000 / yearSupport senior team members in creating new business ideas, pitch strategies, and transaction structuring scenarios across equity, debt, and M&A to help clients meet strategic and financial objectives. The Investment Banking Analyst will work closely with the team's senior professionals preparing, analyzing, and executing banking related transactions, primarily within the U.S. middle market.
Investment Banking Associate II - Environmental Services Fifth Third BancorpInvestment Banking Associate II - Environmental ServicesCleveland, OH$82,100–$172,500 / yearA Senior Associate will begin to play a leadership role in the evolution and development of the groups pitch materials and modeling and analytical work as well as running the transaction execution process including the creation of financial models and other materials A Senior Associate may also provide management and oversight of Analyst pool to ensure the production of a high quality work product. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets -including you.
Investment Banking Associate I Or II Fifth Third BankInvestment Banking Associate I Or IICleveland, OH$71,100–$145,900 / yearDOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets -including you. The 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.
Investment Banking Associate I or II Fifth Third BancorpInvestment Banking Associate I or IICleveland, OH$71,100–$145,900 / yearDOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets -including you. The 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.
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Cleveland, OH KeyCorpSummer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Cleveland, OHChagrin Falls, OHGeneral 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. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.
Key Family Wealth Investment Consultant, Manager KeyCorpKey Family Wealth Investment Consultant, ManagerCleveland, 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. The Family Wealth Investment Consultant Manager leads a team of Portfolio Strategists responsible for managing and constructing customized investment portfolios for ultra-high-net-worth clients within a fiduciary framework.
NewInvestment Banking Associate Selby Jennings LtdInvestment Banking AssociateCleveland, OHAssociates at the firm participate in every stage of the deal lifecycle supporting initial pitches, leading analytical work streams, interfacing with clients, and helping drive transactions to close. This is a strong opportunity for a driven professional to gain meaningful transaction experience, assume significant responsibility, and work closely with senior bankers in a collaborative, entrepreneurial environment.
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.
Vice President, Investment Banking Fifth Third BancorpVice President, Investment BankingCleveland, OHResponsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. For IB M&A and Strategic Advisory engagements, the Principal, Investment Banking, will be the point person in the creation of high-impact pitch materials and will run the execution process including the creation of financial models, writing of the CIM and other materials, and the regular contact with our client and the list of qualified buyers.
Investment Banking Principal / Vice President - Environmental Services Fifth Third BankInvestment Banking Principal / Vice President - Environmental ServicesCleveland, OHThe Principal may be responsible for direct day to day supervision of Associates and Analysts, providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. ABOUT THE ROLE: Provide leadership in the pitching and execution of CIB transactions while providing support to the Managing Directors in the day to day management of the team's Associates and Analysts to ensure that junior resources are allocated appropriately across the groups projects and that the high-priority projects are getting the appropriate attention.