12 Results for

Investment Jobs in Westlake, OH

Jobs

Cleveland, OH24 days ago

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.

Akron, OH30+ days ago

$70,000–$80,000 Per Year

This position has direct supervisory responsibility for the Processing Team supporting New Business and Service, including hiring input (as applicable), training, performance management, work allocation, coaching, and development. Technology proficiency (e.g., Microsoft 365, CRM/case tools, document management, and custodial/vendor platforms) and comfort with workflow reporting/metrics.

Cleveland, OH30+ days ago

$100,000–$291,850 Per Year

The successful candidate will bring deep, hands‑on experience advising registered investment advisers, including with respect to private funds and registered investment companies, and will serve as a legal advisor to one or more advisers. May assist in supporting PNC's capital markets advisory businesses and an exempt reporting adviser managing private equity funds, including advising on Advisers Act obligations applicable to ERAs.

Twinsburg, OH30+ days ago

$125,000–$185,000

Join 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.

Cleveland, 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.

Cleveland, OH30+ days ago

$85,000–$155,000 Per Year
Full-time

As a Manager on our Registered Investment Company (RIC) Tax team, you’ll manage tax planning and compliance for RICs, guide clients through complex transactions, and lead teams to success. *Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs.

Cleveland, Ohio30+ days ago

Overview: The IT Project Portfolio Analyst II reports to the Director of Portfolio Management within GTO and is responsible for leading and advancing the full Portfolio Management Lifecycle—from demand intake through project closure and value realization—for IT initiatives within their assigned business unit(s). - Collaborate with business partners, technical teams, and solution architects to help document high‑level scope, effort estimates, and required teams for upcoming project work.

Cleveland, OH25 days ago

Full-time
Employee

This role will be responsible for evaluating property performance, supporting budgeting and forecasting processes, and delivering insights that drive strategic decision-making. Cooper Properties is seeking a detail-oriented and analytical Finance Analyst to support financial planning, reporting, and investment analysis across our real estate portfolio.

Cleveland, OH30+ days ago

$95,000–$154,000 Per Year

SynergisticIT typically supports candidates targeting roles like entry-level software programmer, Java full stack developer, Python/Java developer, DevOps engineer, data analyst, BI analyst, data engineer, data scientist, and machine learning/AI engineer—based on client needs. If you're coming from business operations, finance, healthcare, education, QA, customer support, project management, logistics, or even sales, you've likely built skills that translate well into tech teams: problem solving, stakeholder communication, process thinking, and real-world accountability.

New!

Cleveland, OH3 days ago

$54.28–$64.28 Per Hour

Or: Bachelor's Degree or higher in a business or IT discipline (e.g., Computer Science, Business Management) and a minimum of 5 years of related work experience in an IT analyst, IT project planning/scheduling role, or a combination of the two. Design, build, and enhance dashboards and reports using Planview and Power BI.Participate in daily stand‑ups, sprint planning, and retrospectives to stay aligned with team objectives.

New!

Home Teleworkers, OH5 days ago

Remote

$110,700–$123,000 Per Year

Alabama - Home Teleworkers, Alabama - Home Teleworkers, Arkansas - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker, Montana - Home Teleworkers, Nebraska - Home Teleworkers {+ 20 more}. Pursuit or completion of industry-relevant continuing education, including graduate degrees, MBS, risk and insurance designations from The Institutes (AINS, AIC, ARM, CPCU, etc.), or actuarial exams and designations (ACAS, FCAS, CERA).

Ohio, OH30+ days ago

$71,910–$131,040 Per Year

Responsibilities include: DemonstratecommitmenttotheFirstEnergy CoreValuesandBehaviors Ensure the accounting compliance of Transmission costcollectors Create Transmission project WBSs and work orders inSAP Determinecorrectassetownershipandincorporateinthedevelopmentoftheprojectaccounting DeterminecorrectprojectaccountingsettlementrulesrelatingtoOperatingCompanies,Voltage,Capital, Removal, O&M of projectaccounting Support the FET forecasting group with project accounting issues, CIAC (make the necessary system entries to ensure accurate posting), and create journal entries asneeded Support the Transmission Portfolio Development and Program Delivery groups by creating project WBSs and work orders in SAP for projects approved in the TransmissionPortfolio Ensurethatthecorrect WBSsandworkordersaremappedtotheappropriateprojectRPA Runmasterdataqueries;ensuretheintegrityoftheMasterDatainSAPandPowerPlanisaccurate; make the necessary modifications asrequired Support ad hoc research of WBSs and workorders Collaborate with the Transmission Business ServicesGroup Support of stormactivities Travel may be required at times across the FirstEnergysystemQualifications Include: Two or Four Year degree in business, Finance, Accounting, Economics or related discipline is required with a minimum 2 years work experience. Excellent interpersonal skills, strong written and verbal communication skills Professional work experience including financial analysis, accounting, financial reporting Utility accounting experience preferred Proficient with Microsoft Office tools including Excel, PowerPoint, Word,Access DemonstratedworkingknowledgeofFEspecificsystemssuchasSAP,PowerPlan,CREWS,OPPM, TransmissionGIS,ToadDataPoint,UIPlannerispreferred Utility accountingexperience preferred Knowledge of FERC accounting is preferred Benefits, Compensation & Workforce DiversityAt FirstEnergy, employees are key to our success.

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Investment Jobs in Westlake, OH

Technology Sr Manager -Wealth Investment Wright Technical Services

Investment Operations Manager Valmark Financial Group

Senior Counsel--Investment Advisor The PNC Financial Services Group Inc

Investment Advisor Representative WealthBridge Financial Group

Investment Banking Manager Accenture Plc

Tax Manager, Registered Investment Companies (RICs) LE0008 Cohen & Co Advisory, LLC

Project Portfolio Analyst II AmTrust Financial Services, Inc.

Financial Analyst PAT_RTP Testing Account

Junior Data/Business Analyst SynergisticIT

Project Portfolio Analyst Lead Jobs via Dice

Commercial Insurance Analyst - Remote CSAA Insurance Group

Business Analyst - Cost Collector -Multiple FE Locations FirstEnergy Corp

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