3 jobs found in Rocky River, OH

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...

Location: 4900 Tiedeman Road, Brooklyn Ohio Position Summary KeyBank is seeking a detail-oriented and proactive Senior Management Reporting Analyst – Regulatory Reporting Governance to support the governance, oversight, and risk-based prioritization of Finance-owned financial regulatory reporting processes. This role sits within a growing team that is building governance frameworks, policies, and operating routines from the ground up and will play a critical part in driving alignment, transparency, and accountability across report owners, finance, risk, technology stakeholders, and second line partners.  The role is focused on Finance regulatory reporting activities, including financial, capital, and liquidity-related regulatory reports. Rather than producing regulatory reports directly, this role focuses on advising and supporting report owners by strengthening governance practices, enhancing control environments, and helping teams identify, prioritize, and resolve...

Location: 127 Public Square, Cleveland Ohio Job Summary KeyBanc Capital Markets (KBCM) is a premier middle-market investment bank offering a full suite of advisory and capital markets solutions. The Investment Banking Associate plays a critical role in the execution of mergers and acquisitions (M&A), capital raising, and strategic advisory assignments. Associates are responsible for financial analysis, transaction execution, and client engagement, working closely with senior bankers and clients across a variety of industries. This role offers a dynamic, team-oriented environment with significant responsibility and client exposure. Essential Functions Collaborate in-office with investment bankers and product partners to support securitizations and capital raising initiatives, ensuring seamless communication and real-time problem-solving. Support the execution of M&A, equity, and debt capital markets transactions across multiple industry verticals. Build and...