NewHybrid 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 Analyst Stark EnterprisesInvestment AnalystCleveland, OHStark Enterprises is a full-service real estate development company based in Cleveland, Ohio, with expertise in acquisition, development, leasing, property management, construction, architectural design, landscape architecture, marketing, and security. You will help source development and acquisition opportunities, underwrite ground up development and stabilized acquisitions, get exposure to real estate capital markets, and see full deal lifecycles from initial screening through closing.
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.
Investment Banking Analyst - Capital Markets Harris Williams & CoInvestment Banking Analyst - Capital MarketsCleveland, 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. Accuracy and Attention to Detail, Business Acumen, Creativity, Customer Experience Management, Customer Relationship Management (CRM), Effective Communications, Leadership, Managing Multiple Priorities, Taking Ownership, Teamwork Work Experience .
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.
Investment Banking Associate II - Environmental Services Fifth Third BankInvestment 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.
Vice President, Investment Banking Fifth Third BankVice 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.
NewInvestment Advisor II PNC BankInvestment Advisor IICleveland, 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.
Corporate Banking Portfolio Analyst - Investment Real Estate First Commonwealth BankCorporate Banking Portfolio Analyst - Investment Real EstateIndependence, OHEnsures a seamless process for portfolio management by fostering strong communication by team members, including Credit, Credit Review and Loan Documentation departments. Develop a continuous improvement mindset with respect to credit performance reports, cross sell effectiveness, and opportunities to improve processes.
Vice President, Fund Manager, US Municipal Finance, Community Investments Royal Bank of CanadaVice President, Fund Manager, US Municipal Finance, Community InvestmentsCleveland, OhioMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Position requires two to four years in a similar role or a position building relevant skill sets in principles of partnership taxation, real estate finance, property operating budgets, financial analysis and relationship management.
Corporate Banking Portfolio Manager I - Investment Real Estate First Commonwealth BankCorporate Banking Portfolio Manager I - Investment Real EstateIndependence, OHAssists with the cultivation of new business opportunities from existing corporate clients and assists Relationship Manager(s) help meet client needs and deepen relationships. Follows assigned accounts, in conjunction with relationship team, to ensure financial statements are received timely and evaluated regularly to assess borrower risk.
Investment Banking Intern - Summer 2027 MarshBerryInvestment Banking Intern - Summer 2027Woodmere, OhioThe Investment Banking Intern is responsible for analyzing client business data and financial documents and entering data into financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Investment Banking and Consulting Team. Collaborates as a member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination.
IAS Investment Consultant Keybank National AssociationIAS Investment ConsultantCleveland, OH$80,000–$150,000 / yearIn conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influence, fostering business relationships to develop new business referrals and to enhance the Community Bank's image. General 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.
Wealth Investment & Portfolio Management Platforms Senior Manager KeyBankWealth Investment & Portfolio Management Platforms Senior ManagerBrooklyn, OhioRemote4910 Tiedeman Road, Brooklyn Ohio 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.
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.
Registered Investment Advisor WealthBridge Financial GroupRegistered Investment AdvisorCleveland, OHJoin 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.
Investment Associate NRP GroupInvestment AssociateCleveland, OH$80,000–$90,000 / yearUnder the direction of the Vice President of Capital Markets, the Investment Associate will play a critical role in the financial evaluation, modeling, and underwriting of multifamily real estate investments, as well as capitalization of financing and project closings. Experience: 1-3 years of experience in Capital Markets, Real Estate Finance, Accounting, or a related field, with a focus on multifamily real estate being preferred, or an advanced degree in a relevant field.