3 jobs found in Cleveland

Location: 127 Public Square, Cleveland Ohio Job Description ABOUT THE JOB (JOB BRIEF):  Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS:  Manages investment accounts of a large and complex nature with...

Location: 127 Public Square, Cleveland Ohio Job Summary KeyBanc Capital Markets (KBCM) is a leading middle-market investment bank offering a full range of advisory and capital markets services. The Investment Banking Analyst is an integral member of deal teams, supporting the execution of mergers and acquisitions (M&A), capital raising, and strategic advisory transactions. Analysts are responsible for financial modeling, industry research, and the preparation of client materials. This role offers a dynamic and fast-paced environment with significant exposure to senior bankers, clients, and live transactions. Essential Functions Build and maintain detailed financial models to support valuation and transaction analysis. Conduct company and industry research to support business development and deal execution. Assist in the preparation of pitch books, confidential information memoranda, management presentations, and other client deliverables. Analyze financial...

Location: 127 Public Square, Cleveland Ohio Job Summary The Associate, Equity Research is a part of the KeyBanc Capital Markets (KBCM) team and works closely with senior research professionals to assist in preparing and executing analyses of an assigned industry group, individual companies, and their securities. Essential Functions Collecting, evaluating, and applying statistical and financial data on the economy and financial markets, specifically with respect to researching common stocks within specific industries. Analyzing and synthesizing researched data and presentation of trends and ideas with regard to business opportunities and investment decision making processes. Formulating and issuing opinions and recommendations on securities and companies in one or more industry groups. Preparing reports, opinions, recommendations, and statistical data, including assisting in financial statement modeling, for use in the formulation of the investment policies and/or...