Fixed Income Investment Associate Analyst Westfield Insurance CoFixed Income Investment Associate AnalystWestfield Center, OHWorking under close supervision, the role gathers data, prepares basic analysis, monitors assigned information sources, maintains reports, and drafts summaries for review by investment team members to support established portfolio processes and decision making. Westfield underwrites commercial, personal, surety, and specialty lines of coverage through a network of leading independent agents and brokers in the United States and specialty products through Lloyd's of London Syndicate 1200.
Fixed Income Investment Analyst Westfield Insurance CoFixed Income Investment AnalystWestfield Center, OHProvides direct support to assigned Senior Portfolio Manager on fixed income, equity, or alternatives portfolios by performing economic, sector, sub-asset class and individual security or fund research, recommending specific securities, mutual funds, ETFs, limited partnership deals, or direct coinvestment deals, executing trades or agreements, and performing ongoing monitoring of all portfolio investments. The Investment Analyst, under moderate supervision, provides direct support to assigned Senior Portfolio Manager on fixed income, equity, or alternatives portfolios of all Westfield affiliated companies by performing economic, sector and sub-asset class allocation, recommending specific securities, executing trades, and performing ongoing monitoring of securities and portfolios.
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.
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 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.
Summer 2027 KeyBank Wealth Management Internship - Investment Research & Analysis KeyCorpSummer 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.
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.
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.
Impact Investment Fellow - Student Worker Oberlin College And ConservatoryImpact Investment Fellow - Student WorkerOberlin, OHCollaborate: Work with other members of the Impact Investment Advisory Group (IIAG) while advancing Oberlin's engagement and collaboration with peers across the Intentional Endowments Network. Lead Events: Organize our annual Impact Investment Symposium, leading outreach with other colleges and impact investment firms to share best practices.
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.
Investment Advisor III The PNC Financial Services Group IncInvestment Advisor IIIAkron, OH$65,000–$161,000 / 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Investment Executive Farmers National Banc Corp.Investment ExecutiveMassillon, OHThe incumbent will be responsible for generating new sales opportunities, developing relationships, sales of new products and maintaining consistent communication with all clients in the portfolio. SUMMARY: This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit.
Registered Investment Advisor WealthBridge Financial GroupRegistered Investment AdvisorAkron, 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.
Impact Investment Fellow Oberlin College And ConservatoryImpact Investment FellowOberlin, OHCover letter directions: Please indicate why you are interested in this position and your skills and experience related to social change, team-based research projects, impact investing, and/or endowment management. Conduct breakthrough research on impact investment issues in the endowment management space and present research to the Investment Committee twice in the school year.
Wealth Brokerage, Investments & Trading Services - Technology Lead KeyCorpWealth Brokerage, Investments & Trading Services - Technology LeadBrooklyn, OH$96,000–$181,000 / yearThis role provides technical leadership, delivery accountability, risk management oversight, and engineering mentorship while ensuring solutions are scalable, secure, resilient, and aligned with business objectives. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Senior Analyst IRG Realty Advisors LLCSenior AnalystRichfield, OHThe ideal candidate will have experience in commercial real estate, REITs, investment analysis, asset management, or corporate finance, with a strong understanding of real estate valuation, capital structures, leasing assumptions, debt metrics, and portfolio performance. Senior Analyst The Senior Analyst will support the REIT's investment, asset management, financial planning, capital markets, and investor relations functions through sophisticated financial analysis, portfolio reporting, underwriting, and strategic decision support.
Senior Analyst, FP&A Goosehead InsuranceSenior Analyst, FP&AWestlake, OhioThe Senior Analyst, Financial Planning & Analysis (FP&A) plays a key role in supporting strategic decision-making by delivering accurate, timely, and insightful financial analyses. Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service.
Senior Analyst, Fp&A Goosehead InsuranceSenior Analyst, Fp&AWestlake, OHThe Senior Analyst, Financial Planning & Analysis (FP&A) plays a key role in supporting strategic decision-making by delivering accurate, timely, and insightful financial analyses. Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service.
Senior FP&A Analyst Bluebird Network LLCSenior FP&A AnalystIndependence, OHABOUT THE COMPANY: Bluebird Fiber is a premier fiber telecommunications provider of internet, data transport, and other services to carriers, businesses, schools, hospitals, and other enterprises in the Midwest. Strategic Modeling & Scenario Analysis: Build and maintain supporting models for debt financing, refinancing, credit facility, and private debt placement analyses.
Asset Manager Jonathan Rose Companies LLCAsset ManagerIndependence, OH$120,000–$130,000 / yearAssists with special projects as requested, including but not limited to working through HUD issues (2530s, DEC and other), researching partnership documents, real estate taxes (PILOT), legal activities and handling various state tax issues. Analyzes and distributes cash flow from the properties through the partnership waterfalls on an annual or semiannual need, including special distributions relating to capital transactions for refinancing, sale and other.