Investment Accounting Intern - Summer 2027 Core Specialty Insurance Services, Inc.Investment Accounting Intern - Summer 2027Cincinnati, OHFull timeMonitor month-to-date investment activity within the investment accounting tool and corresponding market activity for the period and assist in summarizing information in the weekly portfolio overview. Current junior or senior actively working towards a Bachelor’s or Master’s in Accounting or Finance, CPA pursuing preferred.
Registered Investment Advisor WealthBridge Financial GroupRegistered Investment AdvisorDayton, OH$150,000–$200,000 / yearJoin 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 Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerCincinnati, OHKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Investment Banking Consultant Accenture PlcInvestment Banking ConsultantCincinnati, OHKey responsibilities of the Investment Banking Management Consulting Consultant may include: Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at investment banks, spanning business, operating model, process, people, and technology change. Develop deliverables such as presentations, reports and other documentation to enable delivery of end-to-end client transformation initiatives across the trading lifecycle (Front, Middle, Back Office, and Technology & Operations), including regulatory-driven change, platform modernization, and target operating model design.
Real Estate Investment Accounting Intern (Eagle Realty) (Full Year 2027) Western & Southern Financial Group IncReal Estate Investment Accounting Intern (Eagle Realty) (Full Year 2027)CINCINNATI, OHRequires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. These assignments will include assisting with calculating performance returns for the investment real estate portfolio and working on a variety of tasks in the mortgage loan accounting system.
Investment Management Liaison U.S. BancorpInvestment Management LiaisonCincinnati, OH$86,360–$101,600 / yearLeads the end-to-end coordination of high-risk, time-sensitive, or recurring matters involving trade capture, settlement, failed trades, market practices, cash or position impacts, and related servicing dependencies. Establishes clear ownership and brings together Product, Operations, Risk, Technology, relationship teams, and other subject-matter experts to investigate issues, communicate accurate client-ready updates, and drive timely resolution.
Investment Planning Co-Op Engineer - Fall 2027 The AES CorpInvestment Planning Co-Op Engineer - Fall 2027Dayton, OHYou'll gain valuable hands-on experience, develop technical and analytical skills, and contribute to initiatives that help drive the responsible energy transition while building your professional network and industry knowledge. AES has been ranked #1 by BloombergNEF in renewable energy sales to corporations in the US and Americas for five consecutive years, providing electricity for millions of people worldwide.
Investment Planning Intern - Summer 2027 The AES CorpInvestment Planning Intern - Summer 2027Dayton, OHAs a Summer Engineering Intern at AES, you will gain hands-on experience working alongside experienced professionals on projects that support the future of the electric grid and the energy transition. AES has been ranked #1 by BloombergNEF in renewable energy sales to corporations in the US and Americas for five consecutive years, providing electricity for millions of people worldwide.
Investment Planning- Co-Op Engineer - Spring 2027 The AES CorpInvestment Planning- Co-Op Engineer - Spring 2027Dayton, OHYou'll gain valuable hands-on experience, develop technical and analytical skills, and contribute to initiatives that help drive the responsible energy transition while building your professional network and industry knowledge. AES has been ranked #1 by BloombergNEF in renewable energy sales to corporations in the US and Americas for five consecutive years, providing electricity for millions of people worldwide.
Investment Planning-Co-Op Engineer - Spring 2027 The AES CorpInvestment Planning-Co-Op Engineer - Spring 2027Dayton, OHYou'll gain valuable hands-on experience, develop technical and analytical skills, and contribute to initiatives that help drive the responsible energy transition while building your professional network and industry knowledge. AES has been ranked #1 by BloombergNEF in renewable energy sales to corporations in the US and Americas for five consecutive years, providing electricity for millions of people worldwide.
Hawthorn Regional Investment Director The PNC Financial Services Group IncHawthorn Regional Investment DirectorCincinnati, OH$154,000–$286,000 / 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. 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 Review & Trust Services Project Coordinator Nicolet National BankInvestment Review & Trust Services Project CoordinatorCincinnati, OHAs an Investment Review & Trust Services Project Coordinator, you will: Trust Investment Reviews: Conduct initial and annual investment reviews for trust accounts to ensure holdings align with governing documents and Investment Policy Statements (IPS). Fiduciary Oversight: Identify and document any account exceptions or deviations from established asset allocations and coordinate with the applicable service team (i.e. Portfolio Managers, Trust Advisors, etc.) to ensure corrective actions are taken.
Investment Advisor I The PNC Financial Services Group IncInvestment Advisor ICincinnati, OH$75,000–$125,000 / 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. 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 Operations Specialist/Banker/Teller Pyramid, IncInvestment Operations Specialist/Banker/TellerCincinnati, OH$21–$23 / hourFull timeOversees work processed by Investment Services support staff, Trust Operations and others to ensure account opening is in accordance with governing agreements, regulatory and legal requirements, and within procedural guidelines relative to new, existing and closing accounts. Ensure account openings are processed timely and accurately based on client elections with critical documents being retained within systems of record, including initiation of fee billing for new accounts.
Associate Director, Investments Marcus and MillichapAssociate Director, InvestmentsCincinnati, OHCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+.
NewReal Estate Agent / Associate (Investment Sales) Greysteel Company LlcReal Estate Agent / Associate (Investment Sales)Cincinnati, OHYour efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle.
Investment Management Liaison US BankInvestment Management LiaisonCincinnati, OH$86,360–$101,600 / yearLeads the end-to-end coordination of high-risk, time-sensitive, or recurring matters involving trade capture, settlement, failed trades, market practices, cash or position impacts, and related servicing dependencies. Establishes clear ownership and brings together Product, Operations, Risk, Technology, relationship teams, and other subject-matter experts to investigate issues, communicate accurate client-ready updates, and drive timely resolution.
Associate Director, Investments Marcus & Millichap Real Estate Investment ServicesAssociate Director, InvestmentsCincinnati, OhioCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+. .
Wealth Management Investment Spec Assistant US BankWealth Management Investment Spec AssistantCincinnati, OH$22.50–$30 / hourIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.
Entry-Level Financial Growth & Investment Planner (Remote) - Cincinnati (Remote) Traction Forge FinancialEntry-Level Financial Growth & Investment Planner (Remote) - Cincinnati (Remote)Cincinnati, OHRemoteThrough our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.