Investment Analyst jobs in Ohio
Investment Analyst analyzes and researches financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Collects and researches economic data, financial metrics, and market conditions to develop and build financial models, forecasts, and investment strategies. Being an Investment Analyst monitors and analyzes portfolio performance, asset allocation, and risk exposure to ensure alignment with the organization's investment objectives, strategies, and risk tolerance levels. Prepares investment reports and analyses on investment opportunities or strategies to identify trends and recommend actions for the organization. Additionally, Investment Analyst utilizes mathematical formulas and statistical analyses to identify potential or alternative investments and calculate and evaluate financial health, returns, and fair value of securities, assets, or other investments. Requires a bachelor's degree. Typically reports to a manager. The Investment Analyst work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be an Investment Analyst typically requires 4-7 years of related experience. (Copyright 2024 Salary.com)
Recently Added Investment Analyst jobs
Operations Analyst - KIS - Transfers and Investment Processes
- Key Investment Services, LLC
-
Brooklyn, OH
FULL_TIME
- Location: 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 This role is a hybrid role - 2- days in office in our Tiedeman location and 3 days work from home. Job Brief: Provide back office support across multiple functions in the day to day operations of Key Investment Services. Position involves working with Private Client Advisors and Private Client Bankers in the field, along with other back office teams within Key Investment Services. Essential Job Functions: Process and track both in and outbound account transfers of assets through ACAT and NonACAT systems Debit collection coordination including reconciliations of client accounts Distribution of client assets upon death notification and receipt of proper documentation Processing of written requests from clients. Examples: money movements including Fed Wire, Third Party checks and transfer of client assets to third parties. Including client contact to confirm the validity of the request Communicate and follow up on all items that are not in good order Account restrictions for death notifications and communication to Advisors, Attorneys, and Beneficiaries/Executors Cost basis research and maintenance to client records Prepare client communication and documents for outbound mail per industry regulations Transfer funds to/from KIS/KeyBank per Advisor or Service Center requests Monitor Work Basket to complete assigned tasks Form processing per department procedures Maintain centralized department files per industry and audit regulations Make quality decisions in a timely manner; sometimes with incomplete or ambiguous information and under tight deadlines/pressure. Self-motivated, flexible, and adaptable individual with the ability to handle changing priorities to support the team as needed Ability to prioritize workloads and issues while working independently with minimal supervision. Marginal Job Functions: Document and maintain procedures according to process implementation on new systems, including process flows, desktop procedures, and written supervisory procedures. Provide project support duties as assigned by management. Institute continuous improvement approaches where appropriate; assess processes and make recommendations for workflow improvement. Required Skills: Bachelor’s Degree or 3-5 years of experience in Brokerage Operations environment Strong professional written and verbal communication Excellent time management skills Ability to multi-task, prioritize work and meet established deadlines with limited supervision. Demonstrate detail orientation, precision and exactness. Strong Personal Computer skills with proficiency in Microsoft Excel and Word. Desire to learn and share knowledge with others on the team. Consistent progress in cross training initiatives Take ownership and provide complete follow-up with assigned tasks. Preferred Skills: Process improvement orientated. Ability to identify and implement improvement opportunities. Exhibit a proactive nature and approach to learning, problem identification and resolution Self-motivated with a desire to be successful 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. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties. Job Posting Expiration Date: 06/10/2024 KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation’s largest financial services companies. Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally. At Key we’ve made a promise to our clients that they will always have a champion in us. To deliver on that promise, we’re committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day.
- 8 Days Ago
Investment Analyst
- Robert Half
-
Columbus, OH
FULL_TIME
- We are offering a long-term contract employment opportunity for a Financial Analyst in WESTERVILLE, Ohio, 43081-8917, United States. This role involves providing research and support to Investment Ban...
- 5 Days Ago
Investment Analyst
- Kforce Inc
-
Columbus, OH
CONTRACTOR
- ResponsibilitiesKforce has a client that is seeking an Investment Analyst in Columbus, OH. Summary: We are hiring a Securities Compliance Specialist to ensure compliance with laws and regulations for ...
- Just Posted
Investment Analyst
- Western & Southern Financial Group
-
CINCINNATI, OH
FULL_TIME
- Overview Summary of Responsibilities: The Investment Analyst is a member of the Private Equity team with responsibilities relating to administration of investment opportunities through the investment ...
- 1 Month Ago
Credit Analyst
- Meeder Investment Management
-
Dublin, OH
FULL_TIME
- DescriptionMeeder has been managing short and intermediate-term fixed income public sector portfolios for over 30 years, serving more than 400 public entities across the country. The short term and in...
- 1 Day Ago
Investment Banking Senior Analyst
- Brown Gibbons Lang & Company
-
Cleveland, OH
FULL_TIME
- Company DescriptionBrown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporation...
- 2 Days Ago
Investment Analyst jobs at Popular Companies
Investment Analyst
- Oasis Management Company Ltd.
-
Austin, TX
- Description: Oasis seeks to attract bright, curious minds to help the firm create value for investors in the Oasis funds...
- 6/10/2024 12:00:00 AM
Investment Analyst
- HECKMANN FINANCIAL
-
Middleton, WI
- About Heckmann Financial: Heckmann Financial is a holistic financial planning and wealth management group located in Mid...
- 6/10/2024 12:00:00 AM
Investment Analyst
- MassMutual
-
Boston, MA
- Role: Investment Analyst Department: Investment Management Team: Quantitative Research & Development Location: Springfie...
- 6/10/2024 12:00:00 AM
Investment Analyst
- Trog Hawley Capital
-
West Palm Beach, FL
- Company Description Trog Hawley Capital is a single-family office established in 2012, located in West Palm Beach, Flori...
- 6/10/2024 12:00:00 AM
Investment Analyst
- MassMutual
-
Hartford, CT
- Role: Investment Analyst Department: Investment Management Team: Quantitative Research & Development Location: Springfie...
- 6/10/2024 12:00:00 AM
Investment Analyst
- MassMutual
-
Springfield, MA
- Role: Investment Analyst Department: Investment Management Team: Quantitative Research & Development Location: Springfie...
- 6/10/2024 12:00:00 AM
Investment Analyst
- Fanning/Masis
-
Boston, MA
- Investment Analyst Seeking to recruit an Analyst to work with our Investment Strategy team. The individual will be focus...
- 6/8/2024 12:00:00 AM
Investment Analyst
- Heck Capital Advisors
-
Rhinelander, WI
- Position Location Rhinelander, WI Background of Heck Capital Advisors Heck Capital Advisors, LLC is an independent inves...
- 6/7/2024 12:00:00 AM
About Ohio
Ohio /oʊˈhaɪoʊ/ (listen) is a Midwestern state in the Great Lakes region of the United States. Of the fifty states, it is the 34th largest by area, the seventh most populous, and the tenth most densely populated. The state's capital and largest city is Columbus.
The state takes its name from the Ohio River, whose name in turn originated from the Seneca word ohiːyo', meaning "good river", "great river" or "large creek". Partitioned from the Northwest Territory, Ohio was the 17th state admitted to the Union on March 1, 1803, and the first under the Northwest Ordinance. Ohio is historically know...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$98,924 to $134,310
Most Popular Cities in Ohio for Investment Analyst Jobs
What does an Investment Analyst do?
Investment Analyst in Vineland, NJ
In your investment analyst job description, you might indicate you desire a candidate who has abundant experience in financial research.
October 04, 2019
Investment Analyst in Saint Petersburg, FL
However, in general investment analysts examine economic trends and their impact on investment potential.
November 03, 2019
Investment Analyst in Fort Collins, CO
A good system will enhance an investment manager’s research by centralizing information, fostering collaboration, and increasing productivity.
December 15, 2019