38 finance jobs found in Cleveland, OH

Location: 127 Public Square, Cleveland Ohio Job Summary Analysts on the Public Finance team are expected to build their basic skills in analyzing, structuring, and executing transactions. Almost all their activities are transaction-oriented, and much of their time is spent on the basic work related to a financing. They are responsible for performing industry research and preparing pitches, management presentations, and other written materials. Analysts are not assigned new business responsibilities. Essential Functions Team member in support of business unit goals and objectives Begin building basic skills in analyzing, structuring, and executing transactions with an understood initial learning curve for business expertise and technical analysis General understanding of profitability components Actively participate in client planning sessions. Research and analyze data, preparing and presenting analytical information Focused on product transactions/executions as...

Location: 127 Public Square, Cleveland Ohio Job Summary The Vice President, Public Sector will provide day-to-day execution of investment banking mandates (Debt Capital Markets and Public Finance opportunities) as well as support new business development initiatives. Essential Functions Revenue generation based on existing or new clients Leading teams of Associates and Analysts in the provision of financing services to clients as well as the creation and preparation of presentation and pitch materials; mentoring, coaching, and assisting in the development of Associates and Analysts in the Public Finance Group Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses Analyzing the financial statements and operating metrics within KBCM’s Public Finance focus sectors to generate industry insights Developing a thorough understanding of the trends and competitive dynamics within the sector Understanding the financial impact of...

Location: 127 Public Square, Cleveland Ohio Job Summary Analysts on the Public Finance team are expected to build their basic skills in analyzing, structuring, and executing transactions. Almost all their activities are transaction-oriented, and much of their time is spent on the basic work related to a financing. They are responsible for performing industry research and preparing pitches, management presentations, and other written materials. Analysts are not assigned new business responsibilities. Essential Functions Team member in support of business unit goals and objectives Begin building basic skills in analyzing, structuring, and executing transactions with an understood initial learning curve for business expertise and technical analysis General understanding of profitability components Actively participate in client planning sessions. Research and analyze data, preparing and presenting analytical information Focused on product transactions/executions as...

Location: 127 Public Square, Cleveland Ohio Job Summary Associates on the Public Finance team are strong individual contributors in the areas of analyzing, structuring, and executing transactions. The individual will have strong working knowledge of investment banking principles. They are responsible for performing industry research and preparing pitches, management presentations, and other written materials. Associates are not assigned new business responsibilities but will be an integral part of the deal team and may informally manage Analysts on the platform. Essential Functions Be a strong team member in support of business unit goals and objectives Strong working knowledge and skills in analyzing, structuring, and executing transactions with a focus on technical analysis Strong understanding of profitability components and investment banking deal mechanics Actively participate in client planning sessions. Research and analyze data, preparing and presenting...

Location: 127 Public Square, Cleveland Ohio Job Summary The Senior Vice President, Portfolio Management – Functional Lead (SVP PM – Functional Lead) is a senior‑level individual contributor within the Banking Group Portfolio Management (BGPM) team. This role is responsible for leading Commercial and Industrial (C&I) underwriting for complex, high‑value corporate credit transactions, with a primary focus on the upper end of the middle market, while serving as a senior technical expert and on‑the‑job coach to Portfolio Managers (PMs) across experience levels. This role will specifically support a regional Commercial Portfolio Management team focused on the West Region. As such, the SVP PM – Functional Lead is expected to bring a strong understanding of regional dynamics, client needs, and market practices relevant to West Region commercial clients. The role requires flexibility and availability to work effectively across U.S. time zones in order to support deal...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Location: 127 Public Square, Cleveland Ohio Job Summary: The Regional Consultant, Special Services manages a book of business for institutional clients focused on custodial services, including management of benefit payments. This role partners with Institutional Advisors (IAs) and Philanthropic Consultants to deliver special servicing advice and solutions, supporting client expansion and acquisition across corporate, ERISA, government, and nonprofit markets. The Regional Consultant is responsible for complex custody relationships ensuring exceptional service delivery and proactive client management. Essential Job Functions Manage a portfolio of clients for custodial services, including benefit payments. Partner with Institutional Advisors on new special servicing opportunities in the markets (corporate, ERISA, government, and nonprofit).  Serve as regional sales support and client advisory support with travel required as needed. Support client expansion...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Location: 127 Public Square, Cleveland Ohio Location: Cleveland, OH or Buffalo NY; Cleveland OH, highly preferred. Hybrid Requirement (if within specific cities): Selected candidate resides in Key Bank footprint are expected to work on-site 3 days per week at the nearest KeyBank office (non-branch location). Required to sit in Eastern/Central time zones, working East coast hours. Open to remote when not located by Key Commercial offices Job Summary The Business Analytics Senior Associate applies advanced tools and technical expertise to deliver actionable insights that drive strategic decisions. By conducting complex analyses, mapping processes, and creating impactful data visualizations, they identify trends and recommend solutions to business challenges. The role involves direct collaboration with executive leadership across business units, technology, operations, and finance, ensuring clear and effective communication with all stakeholders. Success in...

Location: 9500 Euclid Avenue - Cleveland, Ohio 44106 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography—clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: 127 Public Square, Cleveland Ohio The Executive Assistant provides high-level administrative and operational support to the Head of Investor Relations and select senior leaders within the Finance organization. This role requires sound judgment, discretion, and the ability to independently manage priorities in a fast-paced, highly visible environment. The Executive Assistant serves as a trusted partner to leadership and plays a key role in coordinating across internal teams and external stakeholders The position involves regular interaction with Key’s Executive Leadership Team, the CEO’s Office, and external investors and analysts. Success in this role depends on strong relationship skills, accountability, and the ability to anticipate needs. Flexibility is important, as the role may require availability to support time-sensitive requests outside of standard business hours. Key Responsibilities: • Provide proactive, high-level administrative support to the Head...

Location: 127 Public Square, Cleveland Ohio KeyBanc Capital Markets KeyBanc Capital Markets (KBCM) is a leading corporate and investment bank providing capital markets and advisory solutions to dynamic companies capitalizing on opportunities in changing industries. Our deep industry expertise, broad capabilities and unique ideas are seamlessly delivered to companies across the Consumer & Retail, Diversified Industries, Healthcare, Industrial, Oil & Gas, Real Estate, Utilities, Power & Renewable Energy, and Technology verticals. With over 800 professionals across a national platform, KeyBanc Capital Markets has more than $55 billion of capital committed to clients and an award-winning Equity Research team that provides coverage on over 700 publicly traded companies. The summer analyst program provides an excellent opportunity for senior-level banker and client exposure and higher, immediate “hands-on” experience. About the Summer Analyst Program KBCM...

Location: 5900 St Clair Avenue - Cleveland, Ohio 44103 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our...

Location: 127 Public Square, Cleveland Ohio Job Profile Summary Responsible for governing a team of underwriters as well as performing underwriting functions (player-coach).  As a player, supports the Business Development Officer (BDO) in conducting and producing an analysis of the prospect’s business, creates an approval package which includes financial modeling and structuring alternatives with recommendations to KBBC management team and ultimately to be used in seeking credit approval.  As a senior underwriter, strives to develop a “trusted advisor” relationship based upon knowledgeable advice and insights that is aligned with the Client’s’ or Prospect’s’ business or industry.   As a coach, oversees the prescreen and underwriting process as well as skill set development of each team player, assists as needed throughout the process and reviews all final packages.  As part of the first line of defense, underwriters are expected to consistently demonstrate a...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Location: 14006 Kinsman - Cleveland, Ohio 44120 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography—clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey....

Location: 1942 East 105th Street - Cleveland, Ohio 44106 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography—clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Location: 14006 Kinsman - Cleveland, Ohio 44120 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally,...

Location: 5900 St Clair Avenue - Cleveland, Ohio 44103 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally,...

Location: 127 Public Square, Cleveland Ohio *** Vice President, Portfolio Management (Commercial) team is growing! *** Position will be hybrid 3+ if selected individual is within 30 miles of a Key Office (non-branch); Otherwise, position may be remote. Job Summary The VP, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. These requests include obtaining initial approval for new, occasionally complex, credit exposure (e.g., revolving credit facilities, term loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients...

Location: 127 Public Square, Cleveland Ohio Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Essential Functions Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Host holistic Financial Wellness conversations and complete...