9 jobs found in Cleveland, OH

Location: 127 Public Square, Cleveland Ohio Job Summary The Lead Treasury Analyst is part of the Corporate Treasury team which is focused on the strategic management of the bank's fixed income and derivatives portfolios. 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. The analyst will conduct advanced research, modeling, and analysis of market opportunities, while monitoring portfolio performance and its impact on risk and accounting outcomes. Essential Functions Strategically manage fixed income and derivatives portfolios. Build knowledge in asset/liability management philosophies. Communicate market conditions and strategic insights to senior management. Collaborate across teams to develop and implement portfolio strategies. Conduct in-depth research...

Location: 127 Public Square, Cleveland Ohio Job Summary The Lead Treasury Analyst is part of the Corporate Treasury team which is focused on the strategic management of the bank's fixed income and derivatives portfolios. 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. The analyst will conduct advanced research, modeling, and analysis of market opportunities, while monitoring portfolio performance and its impact on risk and accounting outcomes. Essential Functions Strategically manage fixed income and derivatives portfolios. Build knowledge in asset/liability management philosophies. Communicate market conditions and strategic insights to senior management. Collaborate across teams to develop and implement portfolio strategies. Conduct in-depth research...

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 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: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Associate provides trust administration support to enable assigned Trust Officer(s) to effectively manage accounts while maintaining an optimal level of client service. Essential Functions Performs day-to-day trust administration functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, etc.); interfaces with centralized support areas such as Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion. Reads and understands Trust Agreements and related documents for administrative purposes. Ensures fees are set up correctly as directed by Trust Officer. Monitors accounts on a daily basis for overdrafts and un-invested cash and keeps Trust Officer informed. Uses cash forecasting to determine approximate amount needed in accounts...

Location: 4900 Tiedeman Road, Brooklyn Ohio Role Overview The Senior Analyst will execute key components of the SOX Program, with primary responsibility for assigned processes, applications, or focus areas. This role is accountable for driving day‑to‑day SOX activities, including risk assessment support, walkthrough execution, documentation, and stakeholder coordination. The position is intended for a candidate who can take ownership of assigned areas and deliver high‑quality outputs independently, while partnering with Program leadership for guidance on complex judgments, escalations, and strategic decisions. Key Responsibilities SOX Program Execution & Ownership Own execution of SOX activities for assigned processes or applications, including documentation, walkthrough support, and coordination Drive preparation and maintenance of key SOX artifacts (e.g., walkthroughs, control inventories, and supporting documentation) Actively contribute to risk...

Location: 4900 Tiedeman Road, Brooklyn Ohio JOB DESCRIPTION SUMMARY: 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 discretionary latitude for advising, planning and executing...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...