45 Results for

Investment Jobs in Willoughby, OH

Jobs

Cleveland, OH30+ days ago

p>Townsend 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.

Cleveland, OH26 days ago

With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ strives to be our team members'' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

OH25 days ago

Remote

$66,740–$94,800 Per Year

This role assists the daily execution of report preparation, data input validation, aggregation, and delivery across assigned reporting channels - including operational, trust, client, board, executive, performance, internal, investor, plan-level, and ad hoc reports. The Analyst, Investment Reporting Operations is a developing reporting professional responsible for assisting the production and quality assurance of investment reporting outputs under the direction of a Director or Senior Analyst.

OH24 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.

Cleveland, OH26 days ago

$128,000–$268,000 Per Year

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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.

Cleveland, OH30+ days ago

Responsible 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.

OH26 days ago

$128,000–$268,000 Per Year

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Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

OH30+ days ago

$126,710–$188,840 Per Year

The 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.

OH30+ days ago

$37,000–$61,750 Per Year

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. PNC 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.

OH13 days ago

$18.75–$25 Per Hour

p>Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment.

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.

Cleveland, OH19 days ago

Remote

The responsibilities also include quarterly income tax provision workpaper preparation, Federal income tax compliance workpaper preparation, investment tax data integrity reviews, investment accounting systems (Clearwater) support, tax planning support, and special projects.

Prepare the quarterly tax impairment analysis, which includes analyzing and documenting a security's eligibility for a partially worthless bad debt deduction, calculating the bad debt deduction, and ensuring all tax write-downs are properly processed in Clearwater.

Cleveland, OH7 days ago

Remote

$213,000–$445,000 Per Year

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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. This role requires strong client management, business development, and deal execution capabilities across various transaction types including sell-sides, buy-sides, corporate divestitures, capital raises, and fairness opinions.

Cleveland, OH30+ 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.

OH30+ days ago

Remote

$112,000–$210,000 Per Year

p>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.

New!

Orange, Ohio6 days ago

Remote

Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.

Brooklyn, Ohio30+ days ago

Remote

4910 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.

OH27 days ago

Remote

$180,220–$268,400 Per Year

Serve as the primary operational partner to Legal and Compliance, influencing the design of practical and effective control environments, supporting audits and regulatory examinations, maintaining clear separation of policy ownership and control execution, and leading a scalable, technology-enabled Compliance Operations function and team. The role is responsible for building and leading a dedicated Investment Compliance Operations function, including the design and institutionalization of a scalable operating model, team structure, and governance framework aligned with the continued growth and increasing complexity of RGA's global investment platform.

Cleveland, OH30+ days ago

$80,000–$241,800 Per Year

p>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.

PNC 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.

New!

Cleveland, OH6 days ago

p>Founded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.

Cleveland, OH13 days ago

$75,000–$125,000 Per Year

p>PNC 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.

Woodmere, Ohio15 days ago

The 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.

Responsibilities:

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.

Cleveland, OH7 days ago

$154,000–$286,000 Per Year

p>PNC 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.

Westlake, Ohio13 days ago

strong>TECHNICAL SKILLS:

To be successful in this role, you should have experience with and an understanding of the following:

Intermediate level proficiency in Microsoft Office products (Excel, Word, Outlook, PowerPoint). Contributes to consistent client experience by executing work in alignment with internal policies, regulatory guidelines, and established Service Level Agreements (SLAs) while providing superior customer service and support to clients and third parties.

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.

Woodmere, Ohio30+ days ago

li>Manage 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.

Twinsburg, OH30+ days ago

$125,000–$185,000

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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

li>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, Ohio14 days ago

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Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Cleveland, Ohio30+ days ago

$85,000–$155,000 Per Year

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Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.

Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs.

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.

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.

OH30+ days ago
p>for description go through this url https://pcctalentacquisitionportal.tal.net/vx/mobile-0/appcentre-ext/brand-7/candidate/so/pm/1/pl/3/opp/22001-Investment-Operator-1st-Shift-Off-Work-Week/en-GB.

Hudson, Ohio17 days ago
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Applies AI-powered tools (e.g., workflow automation, document processing assistants, CRM AI features) to improve accuracy, reduce manual effort, and increase throughput on routine and moderately complex operational tasks..
The Investment Relationship Associate supports the Investment Team by executing operational and administrative processes related to account setup, maintenance, documentation, and routine transactions.

Cleveland, OH25 days ago
$118,700–$218,600 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.

OH23 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.
https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html.

Chardon, OH30+ days ago
li>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.

Cleveland, OH22 days ago
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.

Brooklyn, OH30+ days ago
$71,000–$125,000 Per Year
Provide financial guidance with supporting financial evaluations of proposed initiatives and technology investments via the following activities: gathering assumptions, preparing financial projections, measuring profitability including ROE/ROA/ROBC. Finance Analyst within the Support and Administration Finance Team, providing financial business support to the Finance, HR, Risk Management, Legal, Corporate Center, and Internal Audit lines of business.

Brooklyn, OH30+ days ago
$63,000–$96,000 Per Year
This position is a strategic corporate finance role, supporting KeyCorp's overall financial performance, with responsibility to help drive the financial performance of the Institutional Bank Line of Business (LOB), specifically KeyBanc Capital Markets' (KBCM) Sales & Trading businesses. This role provides critical financial management, forecasting, and strategic analysis support for the Finance team to craft the financial performance narrative of the business and how it contributes to KeyCorp's financial results and strategy.

OH30+ days ago
Remote
$71,000–$125,000 Per Year
The Senior Analyst will have demonstrated the ability to satisfy the requirements of the Analyst position with the added ability to identify relative value in the markets and to provide investment guidance to the investment strategy teams based on a thorough review of financial documents relating to securities being offered or when quarterly financial statements are released.
The analyst is required to participate in conference calls consisting of Sell-side analysts, subscribed rating agencies services, and presentations provided by issuers and management team being considered for purchase or already held on the investment platform.

Westlake, Ohio30+ days ago
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The 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.

New!
Richfield, OH6 days ago
The 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.

OH21 days ago
$63,000–$96,000 Per Year
This role involves developing expertise in asset/liability management philosophies, communicating financial market conditions to senior leadership, and collaborating across departments to shape strategies that align with risk appetite and balance sheet objectives.
Proficiency in ERP platforms (e.g., SAP, Oracle), reconciliation tools (e.g., BlackLine), data visualization tools (e.g., Power BI), SQL, and Treasury Workstation systems (Bloomberg, Blackrock Aladdin, and Calypso).

Cleveland, OH30+ days ago
$69,000–$105,000 Per Year
li>
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 Willoughby, OH

Investment Analyst Townsend Holdings LLC

Senior Investment Analyst CBIZ Inc

Analyst, Investment Reporting Operations (open to remote) Reinsurance Group of America Inc

Regional Compliance Analyst - Key Investment Services (KIS) KeyCorp

Key Family Wealth Investment Consultant, Manager KeyCorp

Vice President, Investment Banking Fifth Third Bancorp

Investment Banking Associate, Power, Utilities & Renewable Energy KeyCorp

Executive Director, Investment Business Analysis Reinsurance Group of America Inc

Licensed Investment Services Consultant - PNC Wealth Management The PNC Financial Services Group Inc

Investment Pricing Lead Specialist KeyCorp

Sr. Investment Tax Analyst FGL Holdings

Investment Banking Director OR Managing Director, Engineered Products KeyCorp

Technology Sr Manager -Wealth Investment Wright Technical Services

Wealth Investment & Portfolio Management Platforms Senior Manager KeyCorp

Investment Consultant - Cleveland East, OH Fidelity

Wealth Investment & Portfolio Management Platforms Senior Manager KeyBank

VP, Investments Compliance Operations (open to remote) Reinsurance Group of America Inc

Defined Contribution Investment Director The PNC Financial Services Group Inc

Director, Investment Sales Marcus & Millichap Inc

Investment Advisor I The PNC Financial Services Group Inc

Investment Banking Intern - Summer 2027 MarshBerry

Hawthorn Regional Investment Director The PNC Financial Services Group Inc

Investment Liaison - Client Service Operations Specialist Equity Trust

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

Managing Director, Investment Banking & Consulting - Accounting & Tax Practice MarshBerry

Investment Advisor Representative WealthBridge Financial Group

Investment Banking Manager Accenture Plc

Investment Advisor I PNC Bank

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

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

Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu Ltd

Investment Operator 1st Shift Off Work Week Precision Castparts Corp

Investment Relationship Associate Ren

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

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

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

Hybrid-Real Estate Investment Representative/Acquisitions Agent Rebuilt

Hybrid Real Estate Investment Representative/Disposition Agent Rebuilt

Senior Finance Analyst - Support & Admin KeyCorp

Lead Finance Analyst KeyCorp

KPB Sr. Research Analyst KeyCorp

Senior Analyst, FP&A Goosehead Insurance Agency

Senior Analyst IRG Realty Advisors LLC

Lead Treasury Analyst KeyCorp

Underwriting Analyst - FHA KeyCorp

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