Investment Analyst: Portfolio Strategy & Client Support
Townsend Corporation
Townsend in Cleveland is seeking an Investment Analyst to support portfolio management, research, and client service on its Investment Management team. The role involves analytical support to portfolio managers and consultants, improving portfolio planning models, monitoring positions, and preparing quarterly performance reports for institutional clients. Strong Excel skills, communication, and teamwork are essential; real estate/private equity background is a plus. #J-18808-Ljbffr Townsend Corporation
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Investment Analyst: Portfolio Strategy & Client Support in Cleveland, OH vacancy
- ...Cleveland, Ohio, is seeking an Investment Analyst with 1-4 years of... ...offers hands-on exposure to portfolio management, investment research, institutional clients, and financial markets. You will support portfolio managers with construction, strategy, and asset allocation...Suggested
$75k - $125k
...opportunity to contribute to the company's success. As a Portfolio Analytics & Strategy Analyst (Fraud Analytics & Reporting) within PNC's Technology... ...Job Profile PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve balance....SuggestedFull timeTemporary workPart timeWork experience placementWork at office- ...develops, recommends, and implements business strategies that improve lending decisions, assist... ...and targeting for acquisition and portfolio strategies to provide insight into portfolio... ...activities to ensure they adhere to and support PNC's Enterprise Risk Management...SuggestedFull timeTemporary workPart timeWork experience placementLocal area
$75k - $125k
...opportunity to contribute to the company's success. As a Portfolio Analytics & Strategy Analyst within PNC's Data, Modeling & Analytics Home Lending... ...experience or degree in Management Information Systems. Support Decision Science & Analytics functions for business...SuggestedWork experience placement- Fairygodboss is looking for a Portfolio Analytics & Strategy Analyst in Cleveland, OH. This role includes working with large datasets to enhance PNC's Home Lending portfolio performance through rigorous analysis and reporting. The ideal candidate will hold a Bachelor's...Suggested
- Fairygodboss is seeking a Portfolio Analytics & Strategy Analyst for Fraud Analytics & Reporting based in Cleveland, OH. This role involves providing financial reporting and complex data analyses to enhance business strategies. Candidates should have a BA/BS degree and...
$51.6k - $95.7k
...Financial Analyst Category: Administration Main... ...claims for assigned portfolio. Ensures the financial... ...of documentation that supports the completion of core... ...shape our company's strategy and direction. Your... ...with teammates and clients while accessing global...Full timeContract workWork at officeLocal areaCGI Technologies and Solutions, Inc.
Cleveland, OH4 days ago- ...Asurint is seeking a Business Development Representative to qualify leads and contact potential clients through cold calls and emails. This role supports the marketing and sales teams in developing relationships with customers and presenting Asurint's services. The position...Remote work
Asurint
Cleveland, OH3 days ago - ...Summary The Portfolio Analyst is responsible for supporting the Asset Manager by identifying and mitigating the credit, financial, operational, physical... ...property inspections reports and identify mitigation strategies for all life/safety and deferred maintenance issues....Work at officeLocal areaImmediate startFlexible hours
BWE , Inc.
Cleveland, OH1 day ago - ...Overview Investment Analyst — Launch Your Career in Investment... ...hands-on exposure to portfolio management,... ...research, institutional clients, and financial markets... ...professionals. What You'll Do Support Portfolio Managers... ..., investment strategy, and asset allocation...InternshipWork at officeLocal areaRelocation package
Corporate Ladder Search Partners Inc
Cleveland, OH2 days ago - ...Townsend is searching for an Investment Analyst to join the Investment Management... ...Cleveland office, focusing on portfolio management, research, and providing client support. Providing analytical support... ...and consultants for client strategy development and efficient portfolio...
Townsend Corporation
Cleveland, OH2 days ago $125k - $170k
Aon is seeking a Senior Actuarial Consultant to perform strategy and actuarial consulting including benefit strategy and pricing strategy. This role involves providing leadership to client teams and mentoring staff while delivering innovative solutions. The ideal candidate...$156.37k - $273.6k
Northern Trust Corp. is seeking a Senior Portfolio Advisor in Cleveland. The role involves managing investment activities for high net worth clients, contributing to market growth, and developing investment strategies. The successful candidate should have over 12 years...$60k - $77k
...team, driven and committed to helping our clients succeed. A full-service law firm with... ...accounts payable. Continuously maintains and supports efficient workflows and processes. Knowledge & Skills Knowledge of collection strategies and etiquette. Skillful in negotiating...Work experience placementWork at officeFlexible hours$60k - $77k
...dynamic accounting professional for their client services team in Cleveland This Jobot... ...payable. Continuously maintains and supports efficient workflows and processes.... ...Knowledge & Skills Knowledge of collection strategies and etiquette. Skillful in...Work experience placementWork at officeLocal areaJobot
Cleveland, OH10 hours ago$110k - $130k
Services Investment Banking (Experienced) Analyst Join to apply for the Services Investment Banking (Experienced... ..., enabling BGL to service clients in 30 countries around the world. On... ...Cleveland, OH offices. Responsibilities Supports senior bankers in transaction execution...Full timeWork visa- Investment Analyst / Associate Advisor This position is located in Pepper Pike, Ohio... ...detail-oriented professional to support investment research, portfolio analysis, and financial planning... ...the scenes to sophisticated client strategies in a collaborative, entrepreneurial...Work at office
- First Mutual Holding Company in Lakewood, Ohio, seeks a Commercial Portfolio Manager 1 to assist the commercial loan team with portfolio management, coordinate with clients, and support the credit process. The role focuses on learning from experienced colleagues, developing...
- A major financial services company in Cleveland is seeking an IT Project Portfolio Analyst II to manage the full Portfolio Management Lifecycle for IT initiatives. This role demands collaboration with business and IT leadership to monitor project health and use tools like...
- ...delivers clear, actionable analysis that supports informed decision making, strengthens... ...understand total cost of ownership and investment trade‑offs. Conduct research using primary... ...for use in the development of business strategies and tactics. Build a clear...Remote job
- Investment Analyst - Myers and Stauffer LC, Cleveland, OH. Essential Functions and Primary Duties... ...selection and monitoring in support of clients. Perform investment research, compilation... ...investment managers' investment styles and portfolio characteristics and impact on...
- ...career goals, just like we help thousands of clients reach their financial goals.... ...relationships-particularly more complex portfolios-to proactively identify any signs of credit... ...guidance and coaching to Credit Portfolio Analysts and serves as a subject matter expert on...Work experience placementLocal area
Peoples Bancorp (OH)
Beachwood, OH1 day ago $107k - $133.5k
...Bank Of America Treasury Sales Client Officer At Bank of America, we are guided by... ...attracting and developing exceptional talent, supporting our teammates' physical, emotional, and... ...This job is responsible for managing a portfolio of clients with duties that include...Work experience placementWork at officeShift workDay shift- ...Description We are seeking an experienced RTL Portfolio Manager to join our growing team. This... ...and execute RTL-specific workout strategies, adjusting aggressiveness based on... ...management and capital partners for approval, supported by clear financial, collateral, and...Full timeTemporary workFlexible hours
Builders Capital Exchange
Cleveland, OH11 days ago - BEREC Bellwether Enterprise Real Estate Capital, LLC is seeking a Portfolio Analyst to support Asset Management by identifying and mitigating various risks impacting the Servicing Portfolio. The analyst will be involved in day-to-day risk management activities and engage...
- BWE is looking for a Portfolio Analyst in Cleveland, Ohio to support the Asset Manager in mitigating various risks impacting the Servicing Portfolio. The Analyst will manage risk and ensure documentation accuracy while maintaining strong relationships with borrowers and...Work at office
- ...requires high-level strategic partnership with IT leaders to present informed recommendations regarding operational expenses. The candidate will conduct financial analyses to support business strategies and improve investment decisions. #J-18808-Ljbffr Insight Global
$54.28 - $64.28 per hour
...Job Summary: The individual will be supporting the Planview Connected Solution, acting as a Reporting Analyst focusing on analytics, metrics, and reporting automation in CRM for the Planview Portfolio. Contractor will build new dashboards and analytical reporting using...Hourly payContract workTemporary workFor contractorsWork experience placementRemote workJobs via Dice
Cleveland, OH2 days ago- Stratford Davis is seeking a Client Sales Associate to guide clients through financial decisions with personalized support and relationship‑driven service. You will build a base... ...consults to assess needs, and design strategies aligned with client goals. Join a growth‑...Flexible hours
- ...are looking for a Senior Financial Analyst to work for our client. The ideal candidate aligns with the... ...seeking a Senior Financial Analyst to support budgeting, forecasting, financial... ...labor analysis, cost initiatives, and investment evaluations Support continuous improvement...Work at office
Ringside Talent Acquisition Partners
Cleveland, OH2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Analyst: Portfolio Strategy & Client Support. Be the first to apply!
Related searches
- investment specialist Cleveland, OH
- investment banking analyst Cleveland, OH
- investment officer Cleveland, OH
- investment analyst Cleveland, OH
- portfolio analyst Cleveland, OH
- investment accountant Cleveland, OH
- property investment Cleveland, OH
- investment writer Cleveland, OH
- investment part time Cleveland, OH
- investment operations Cleveland, OH