51 Results for

Investment Jobs in Westerville, OH

Jobs

Columbus, OH18 days ago

$69,500–$129,000 Per Year

The position is responsible for performing a variety of operational functions with a focus on daily trade settlement, transaction processing, custodian cash and asset reconciliations for Public Fixed Income, Private Placements, Bank Loans and Commercial Mortgage Loans. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.

Columbus, OH30+ days ago

$73,500–$122,500 Per Year

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. The Nationwide Investments team manages approximately $130 billion and strives to combine client focus, investment discipline and teamwork to deliver superior results.

Columbus, OH30+ days ago

$106,500–$177,500 Per Year

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. The Private Debt Senior Investment Analyst role is responsible for supporting the management of Nationwide's Private Debt portfolio which includes credit funds, separately managed accounts ("SMAs") and co-investments.

Columbus, OH13 days ago

$106,500–$177,500 Per Year

As a key contributor to the Private Placements team's efforts, the Senior Investment Analyst will focus primarily on supporting the process of evaluating and recommending privately placed debt transactions as well as monitoring portfolio securities across a variety of sectors. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.

Columbus, OH17 days ago

$57,000–$87,000 Per Year

KIS 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.

Columbus, OH30+ days ago

$170,000–$318,000 Per Year

This role provides strategic legal guidance on the structuring, negotiation, and execution of complex transactions involving asset-backed securities (ABS), collateralized loan obligations (CLOs), structured notes, securitizations, and related structured products. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.

Columbus, OH30+ days ago

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. As an Investment Risk & Analytics Vice President in Wealth Management (WM) Investment Risk & Analytics (IR&A), you will own end-to-end risk oversight for Managed Strategies across the Private Bank and Consumer Bank.

Columbus, Ohio21 days ago

All 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.

Grove City, OH30+ days ago

Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.

Columbus, OH30+ days ago

You will join the HIT team, which is a firm strategic initiative co-led by Strategy & Corporate Finance (S&CF), McKinsey Transformations (MT) with contributions from Marketing & Sales (M&S), Sustainability, People & Organizational Performance, Operations and Digital and Analytics (DnA) practices. • Engage actively with McKinsey leaders and clients when new developments arise, especially when these could be a 'critical moment' opportunity to connect with clients (e.g., changes in share price / analyst sentiments, M&A activity, etc.).

Columbus, OH20 days ago

Columbus, OH30+ days ago

$134,000–$224,000 Per Year

The Client Advisory Services - Business Partnership team is responsible for client portfolio management including: client communications, client reporting, business development, portfolio analysis, cash flow monitoring, investment solution design, advisory services, and cross-enterprise special projects. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.

Columbus, OH13 days ago

$153,000–$255,000 Per Year

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. As a senior leader, responsibilities will include contributing to the evolution of our investment process, demonstrating superior investment acumen, providing insights into the broader Public Corporate investment strategy, and may include people leader responsibilities.

Columbus, OH30+ days ago

$109,000–$181,000 Per Year

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. The Senior Investment Professional role also administers, supports and coordinates closing of real estate investments with the CML origination team, correspondents, internal and external counsel, cash administration.

Columbus, OH30+ days ago

$90,000–$150,000 Per Year

Columbus, OH30+ days ago

$79,500–$148,500 Per Year

We'll count on you to use advanced principles, techniques and procedures to acquire, assemble, evaluate, interpret, record and analyze financial data of all types and sources ultimately used to prepare of financial documents and/or reports for various regulatory and statutory authorities and for internal management of all levels. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.

Columbus, OH30+ days ago

$97,000–$180,000 Per Year

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. We'll count on you to provide consultation on the optimal practices to acquire, evaluate, interpret, record and analyze financial data used to prepare financial reports, documents and statements for various regulatory and statutory authorities and for internal management of all levels.

US, Dayton, OH11 days ago

AES is proudly ranked #1 globally in renewable energy sales to corporations, and with $12.7B in revenues in 2023, we have the resources and expertise to make a significant impact as we provide electricity to 25 million customers worldwide. T&D Investment Planning Manager AES’s US Transmission and Distribution (T&D) businesses in Indiana and Ohio are seeking an Investment Planning Leader to coordinate and develop long-term capital budgets.

OH30+ days ago

Remote

$180,220–$268,400 Per Year

Owns accurate and timely month-end, quarter-end, and annual close and reporting for invested assets and related income and expenses across GAAP, statutory/regulatory, tax, and management reporting bases. Leads investment accounting policy, interpretation, and application for complex transactions and instruments (including derivatives and hedge-related strategies, as applicable), and provides guidance to portfolio management and business development teams.

Columbus, Ohio12 days ago

Capable of effectively leading multiple day-to-day client relationships with the CEOs/business owners over long periods of time and multiple client engagements. Completing Transactions - including the ability to compile marketing materials, structure transactions, and successfully negotiate transactions, especially through the inevitable roadblocks.

US, Dayton, OH11 days ago

AES is proudly ranked #1 globally in renewable energy sales to corporations, and with $12.7B in revenues in 2023, we have the resources and expertise to make a significant impact as we provide electricity to 25 million customers worldwide. AES’s US Transmission and Distribution (T&D) businesses in Indiana and Ohio are seeking a Project Planning Engineer to develop long-term maintenance and investment project plans to be included in the capital budget.

Columbus, OH30+ days ago

The Residential Investment Real Estate Advisor represents buyers and sellers in residential and small multifamily transactions with a focus on investment-oriented properties. We work with property owners, investors, and buyers seeking income-producing assets across multiple markets.

Columbus, OH30+ days ago

$79,500–$148,500 Per Year

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. Nationwide's Investments Legal Practice Group within the Office of the Chief Legal Officer is seeking an experienced and highly motivated Paralegal Specialist to join our team supporting the Department of Investments.

Columbus, OH30+ days ago

As a Finance & Business Management professional within the team, you will play a key supporting role in the investment process, assisting with data collection, analysis, and reporting to help inform investment decisions and track outcomes. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Columbus, OH30+ days ago

Synthesize 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.

Columbus, Ohio30+ days ago

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.

Columbus, OH30+ days ago

We specialize in residential income-producing properties and support clients through structured acquisition and transaction processes. The Real Estate Investment Intern program provides structured exposure to investment-focused brokerage operations.

Columbus, OH30+ days ago

Our agents work with investors and homeowners across multiple markets while developing long-term market knowledge and transaction expertise. This role is suited for professionals who are comfortable in a commission-based environment and interested in developing expertise in residential and investment real estate.

Columbus, OH12 days ago

Across this work, the team has built AI tooling into the daily craft of product ownership - accelerating how requirements are articulated, decisions documented, stakeholders briefed, and the backlog kept sharp - at the scale and pace this transformation demands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Westerville, OH30+ days ago

Remote

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.

Columbus, OH12 days ago

Across this work, the team has built AI tooling into the daily craft of product ownership - accelerating how requirements are articulated, decisions documented, stakeholders briefed, and the backlog kept sharp - at the scale and pace this transformation demands. Support the vision, strategy, op model, requirements, and development of "next gen" portfolio implementation and trade flow platforms as we roll out new managed account (UMA) products across advisory & discretionary channels across the US and eventually international regions.

Columbus, Ohio13 days ago

Bachelor's degree in computer science, information systems, business or related field of study; Or associate's degree in computer science or related field of study with 2 years of relevant work experience; Or High school diploma/GED with 4 years of relevant work experience. A key focus of this role is building and maintaining forward-looking business and investment plans, ensuring alignment between strategy, funding, delivery, and measurable outcomes.

Columbus, OH30+ days ago

Full-time

GFICC manages a broad range of US and international strategies, through funds and/or separate accounts, including broad market, long duration, stable value, high yield, emerging market debt, short duration, global bonds, structured products, and tax-aware strategies. As an Investment Director Associate on the Global Fixed Income Currency and Commodities (GFICC) team, you will be primarily responsible for conducting comprehensive risk analyses and generating detailed risk reports for various fixed income strategies.

Columbus, OH30+ days ago

Full-time

will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. As a Finance & Business Management professional within the team, you will play a key supporting role in the investment process, assisting with data collection, analysis, and reporting to help inform investment decisions and track outcomes.

OH30+ days ago

$155,600–$306,800 Per Year

As 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.

Columbus, OH13 days ago

$136,539–$177,503 Per Year

What we're looking for: Education: Bachelor's degree in computer science, information systems, business or related field of study; Or associate's degree in computer science or related field of study with 2 years of relevant work experience; Or High school diploma/GED with 4 years of relevant work experience. A key focus of this role is building and maintaining forward-looking business and investment plans, ensuring alignment between strategy, funding, delivery, and measurable outcomes.

Westerville, OH30+ days ago

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades.

Westerville, OH30+ days ago

Remote

As an Investment Professional (Licensed, Partially Licensed, or Unlicensed) in JPMorganChase Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Columbus, OH16 days ago

$128,000–$252,500 Per Year

Our 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.

Columbus, OH18 days ago

$118,700–$218,600 Per Year

Powell, OH30+ days ago

Assists 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.

Westerville, OH30+ days ago

Full-time

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

Columbus, OH15 days ago

Remote

Rebuilt (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.

Columbus, OH15 days ago

Reynoldsburg, OH30+ days ago

Your ImpactPerform business financial and operational analysis to help influence management decision-makingCross functionally collaborates to develop review andor analyze financial and non-financial business cases related to technology capital investment projectsReview financials and collaborate with partners to ensure that financial controls and tracking are maintainedPartner with multiple non-financial and cross-functional stakeholders to achieve shared goals and provide clear messaging on requestsSupport annual budgeting and long-range strategic planning processComplete project post assessments i.e. hindsights to ensure the achievement of stated financial and non-financial objectives of the business case were metPerform ad hoc and special project analysis as directedClick here for benefit details related to this position. QualificationsYour ExperienceBachelors degree in business finance or accounting preferredThree to five years of experience in financial reporting or analysis roleStrong analytical skills and problem-solving capabilitiesAbility to meet deadlines and handle multiple tasksprojectsDemonstrated initiative and drive to achieve resultsExcellent verbal and written communication skillsAdvanced PC skills including Excel and PowerPointLI-WM1We will consider for employment all qualified applicants including those with arrest records conviction records or other criminal histories in a manner consistent with the requirements of any applicable state and local laws.

Columbus, OH30+ days ago

Support the underwriting of credit facilities, including preparation of written documents including internal screen and other memos, term sheets and proposal letters, and credit approval presentations. As we continue to grow, we're seeking an Analyst/Associate/Senior Associate to join our team and help underwrite and manage sponsor backed transactions across diverse industries.

Columbus, Ohio8 days ago

Support the underwriting of credit facilities, including preparation of written documents including internal screen and other memos, term sheets and proposal letters, and credit approval presentations. As we continue to grow, we’re seeking an Analyst/Associate/Senior Associate to join our team and help underwrite and manage sponsor backed transactions across diverse industries.

OH30+ days ago

Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.). • Wealth Management Investment Risk & Analytics (Columbus, OH): Oversees investment, fiduciary, and suitability risks in offering investment solutions to Wealth Management clients.

Columbus, OH30+ days ago

As a Summer Analyst in the 2027 Asset Management Product Program, you will collaborate with industry experts to develop investment solutions for institutional investors, mutual funds, ETFs, and other large-scale clients-including corporations, governments, and not-for-profit organizations-worldwide. Global Liquidity: We help clients invest within a range of currencies, risk levels, and durations, including taxable and tax-free money market funds, short-term fixed income funds, and separately managed accounts.

Columbus, OH14 days ago

$69,000–$105,000 Per Year

Previous working experience in the commercial real estate permanent lending industry specific experience working with CMBS, Life Insurance lending programs, Fannie Mae DUS, Freddie Mac Program, FHA a plus. Consistently identify and assess transaction risks and appropriately document in accordance with credit approval and elevate any issues which appear to be deviating from such to assist in properly managing portfolio risks.

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Investment Jobs in Westerville, OH

Investment Analyst, Middle Office Nationwide Mutual Insurance Co

Senior Investment Analyst, Real Estate Nationwide Mutual Insurance Co

Senior Investment Analyst, Private Debt Nationwide Mutual Insurance Co

Senior Investment Analyst, Private Placements Nationwide Mutual Insurance Co

Regional Compliance Analyst - Key Investment Services (KIS) KeyCorp

Senior Counsel - Structured Investments Nationwide Mutual Insurance Co

Investment Risk & Analytics - Vice President JPMorgan Chase & Co

Wealth & Investment Portfolio Manager III Huntington National Bank

Investment Executive (Financial Advisor) Grove City, OH Fifth Third Bancorp

Client Development Specialist - Holistic Investment Thesis McKinsey & Co Inc

Wealth & Investment Portfolio Manager III Huntington Bancshares Inc

Senior Investment Professional, Client Advisory Services Nationwide Mutual Insurance Co

Senior Investment Professional - High Yield Nationwide Mutual Insurance Co

Senior Investment Professional, Real Estate Nationwide Mutual Insurance Co

Investment Professional, Real Estate Nationwide Mutual Insurance Co

Specialist, Investment Accounting Nationwide Mutual Insurance Co

Consultant, Investment Accounting Nationwide Mutual Insurance Co

T&D Investment Planning Manager AES Corporation

VP, Head of Investment Accounting (open to remote) Reinsurance Group of America Inc

General Interest - Experienced Investment Banker - Columbus or Cleveland Copper Run Capital

Senior T&D Investment Planner AES Corporation

Residential Investment Real Estate Advisor Reafco

Paralegal Specialist - Investments Nationwide Mutual Insurance Co

PXT Investment Valuation, Senior Associate JPMorgan Chase & Co

Investment Banking Manager Accenture Plc

Investment Consultant, Relationship Manager Morgan Stanley

Real Estate Investment Intern Reafco

Real Estate Investment Agent Reafco

Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Owner - Vice President JPMorgan Chase & Co

J.P. Morgan Wealth Management - New Client Investment Specialist JPMorgan Chase & Co

Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior Associate JPMorgan Chase & Co

Technology Investment Management & Value Performance Lead American Electric Power

Asset Management - Fixed Income - Investment Director - Risk Management Associate JPMorgan Chase Bank, N.A.

PXT Investment Valuation, Senior Associate JPMorgan Chase Bank, N.A.

Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu Ltd

Technology Investment Management & Value Performance Lead American Electric Power Co Inc

J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OH JPMorgan Chase & Co

Investment Phone Specialist - JPMorgan Wealth Management - Westerville, OH JPMorgan Chase & Co

Senior Consultant, Industry Solutions, Investment Management - Aladdin Deloitte Touche Tohmatsu Ltd

Senior Consultant, Industry Solutions, Investment Management - SimCorp Deloitte Touche Tohmatsu Ltd

CB Portfolio Manager II - Investment Real Estate First Commonwealth Financial Corp

J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OH JPMorgan Chase Bank, N.A.

Remote-Real Estate Investment Representative/Acquisitions Agent Rebuilt

Hybrid Real Estate Investment Representative/Disposition Agent Rebuilt

Senior Financial Analyst, Technology Finance Victoria's Secret & Co

Sponsor Finance, Analyst to Senior Associate Northwest Savings Bank

Sponsor Finance Analyst/Associate/Senior Associate Northwest Bank

2027 Asset & Wealth Management Risk Summer Analyst Program JPMorgan Chase & Co

2027 Asset Management Product Summer Analyst Program JPMorgan Chase & Co

Underwriting Analyst - FHA KeyCorp

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