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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.
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You will provide accounting information on fixed income and other investments for existing and developing investment strategies for compliance with accounting/reporting regulations. You will resolve discrepancies and take actions on matters and inquiries on the General Account Invested Assets from portfolio management and multiple asset managers.
$118,300ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Senior Analyst will support the investment team in investment sourcing, due diligence, and portfolio management functions of the firm. 1+ years of experience in investment banking, private equity, transaction advisory, lending, consulting, or other relevant M&A experience.
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Support the investment underwriting and due diligence process (e.g., modeling, memos, data room management, industry research) Provide portfolio management support for existing investments including budgeting expected performance, evaluating actual performance, and implementing portfolio management processes including continuous improvement.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Persuasively present, promote, and sell our investment thesis to existing and prospective Portfolio Companies. As an Investment Associate, you will play a critical and active role in the day-to-day operations.
RemoteExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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1 - 3 years of client servicing and/or investment operations experience required within RIA space; experience with portfolio management system and CRM. The Client Services / Investment Operations Associate will assist with custodial account opening and maintenance requests, trade execution, account reconciliation, maintenance of portfolio management systems, generating quarterly / ad hoc client account statements and any other operations tasks or projects as directed.
$75,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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The primary function of the Management Associate is to support a team of Relationship Managers, Portfolio Managers and investment specialists in the daily execution of portfolio management responsibilities and the respective daily client service requirements.
Full-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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The Portfolio Management Analyst will work closely and collaboratively with the investment team within the organization to support day-to-day asset management responsibilities. This includes owning the responsibility for collecting, managing and analyzing data to facilitate portfolio management functions such as rebalancing, managing liquidity, and reporting on performance, implementing investment strategies across client portfolios, and assisting with client presentations.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Experience with Tamarac or portfolio management systems and custodian platforms preferred (Schwab. 2 or more years relevant experience in the investment management industry, preferable in an RIA environment.
Full-timeExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
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As a Senior Investment & Portfolio Strategist within PNC's Asset Management Group Investment Office organization, you will be based in Cleveland, OH or Philadelphia, PA. Develops and/or applies more complex predictive models, third party data and other tools to develop and execute investment and portfolio strategies to provide insight into portfolio expected return and risk.
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Work with the COO to maintain restricted accounts and the Endowment Fund, and to implement investment rebalancing activities. The Society advocates for the preservation of historic landmarks, promotes awareness of historic resources through exciting events and publications; operates a Sacred Landmarks Assistance Program to aid the caretakers of religious landmarks with repair and maintenance issues, operates the Heritage Home Program SM , a unique homeowner assistance program, in 45 cities and villages in Cuyahoga, Geauga and Lorain Counties and owns a small portfolio of historic homes.
Full-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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Private equity (PE) firms, portfolio companies and investment funds are under pressure to deploy capital and create value amid unprecedented economic and geopolitical uncertainty, increased competition, and rising stakeholder expectations.
$325,800 a yearFull-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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The Portfolio Manager is responsible for maintaining a portfolio of real estate assets invested through the Section 42 (LIHTC) affordable housing tax credit program and/or the historic tax credit program to ensure the continuous delivery of tax credit benefits and passive losses.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Our engineering, project management, services and solutions portfolio covers a wide range of industries - Mining, Pulp & Paper, Metals, Aluminum and Cement, Data centers and Food and Beverage. Engineering and delivering automation solutions from device to monitoring and control make our customers get more out of their investment; digitalization solutions including collaborative operations and augmented reality help improve plant and enterprise productivity, reduce maintenance and energy costs.
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Craft high level leasing and marketing strategy for the Multifamily portfolio and collaborate with cross-functional teams to implement strategic initiatives (25%) Work with deal teams during the valuation process for prospective investments; maintain macro perspective on Multifamily markets, make sector recommendations to investment teams and executive management (25.
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investment portfolio jobs in Cleveland, OH
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