Current jobs related to Financial Investment Analyst - Beachwood, Ohio - Cleveland Clinic
-
Financial Analyst
2 weeks ago
Beachwood, Ohio, United States MarshBerry Full timeFinancial Analyst Job DescriptionMarshBerry is a dynamic and collaborative organization that values its employees and provides opportunities for growth and development.We are seeking a highly skilled Financial Analyst to join our team. The successful candidate will be responsible for analyzing client business and financial documents, preparing financial...
-
Financial Analyst
2 weeks ago
Beachwood, Ohio, United States MarshBerry Full timeFinancial Analyst Job DescriptionMarshBerry is a dynamic and collaborative organization that values its employees and provides opportunities for growth and development.We are seeking a highly skilled Financial Analyst to join our team. The successful candidate will be responsible for analyzing client business and financial documents, preparing financial...
-
Financial Analyst
4 weeks ago
Beachwood, Ohio, United States Trimble Full timeFinancial Analyst Opportunity at TrimbleWe are seeking a detail-oriented and experienced Financial Analyst to join our dynamic finance team at Trimble, a leading global technology company. As a Financial Analyst, you will play a crucial role in ensuring accuracy in financial transactions and statements, assisting in budget forecasts, updating and maintaining...
-
Financial Analyst
2 weeks ago
Beachwood, Ohio, United States Trimble Full timeFinancial Analyst OpportunityWe are seeking a detail-oriented and experienced Financial Analyst to join our dynamic finance team at Trimble. As a Financial Analyst, you will play a crucial role in ensuring accuracy in financial transactions and statements. Your responsibilities will include reviewing financial transactions, assisting in budget forecasts,...
-
Budget and Financial Analyst
2 weeks ago
Beachwood, Ohio, United States Saber Community Support and Development Office Full timeJob Title: Budget and Financial AnalystSaber Community Support and Development Office is seeking a highly skilled Budget and Financial Analyst to join our team. As a key member of our finance department, you will be responsible for analyzing and interpreting financial data, preparing and managing budgets, and ensuring compliance with financial...
-
Financial Analyst
6 days ago
Beachwood, Ohio, United States Saber Community Support and Development Office Full time**Job Summary:**The Saber Community Support and Development Office is seeking a highly skilled Budget & Reimbursement Analyst to join our team. This role is responsible for supporting and performing analyses of financial matters related to budget, reimbursement, and cost reporting.Key Responsibilities:Support and perform analyses of financial matters related...
-
Financial Reporting Analyst
2 weeks ago
Beachwood, Ohio, United States Austin Powder Full timeJob Title: Financial Reporting AnalystAustin Powder Holdings Company is seeking a highly skilled Financial Reporting Analyst to join our global finance team.Job SummaryThe Financial Reporting Analyst will be responsible for providing financial and analytical support to the global finance group, assisting with the monthly closing process, and performing...
-
Financial Reporting Data Analyst
1 week ago
Beachwood, Ohio, United States Austin Powder Full timeFinancial Reporting and Analysis PositionAt Austin Powder, we are seeking a highly skilled Financial Reporting and Data Analyst to join our global finance team. The successful candidate will be responsible for providing financial and analytical support in all financial matters of the business.Key Responsibilities and DutiesReview monthly financial reporting...
-
Financial Analyst
2 weeks ago
Beachwood, Ohio, United States Viewpoint Full timeJoin Our TeamWe are seeking a highly skilled Accountant to play a crucial role in ensuring accuracy in financial transactions and statements. As a key member of our team, you will be responsible for:Key ResponsibilitiesAssisting in budget forecasts and financial planningUpdating and maintaining key financial metricsPreparing specialized financial reports to...
-
Financial Analyst
2 weeks ago
Beachwood, Ohio, United States Trimble Full timeJob Title: AccountantTrimble is seeking a detail-oriented and experienced Accountant to join our dynamic finance team. As an Accountant, you will play a crucial role in ensuring accuracy in financial transactions and statements.Key Responsibilities:Review financial transactions and statements to ensure accuracy and compliance.Assist in the preparation and...
-
Financial Analyst
2 weeks ago
Beachwood, Ohio, United States Eaton Full timeFinancial Specialist Job DescriptionEaton's Corporate Sector is seeking a Financial Specialist to support our team in Beachwood, OH. This hybrid role offers a unique blend of finance and business expertise.The expected annual salary range for this position is $$ to $$ per year.Please note that the salary information provided is a general guideline only....
-
Financial Reporting Specialist
4 weeks ago
Beachwood, Ohio, United States Austin Powder Full timeJob Title: Financial Reporting AnalystAustin Powder Holdings Company is seeking a highly skilled Financial Reporting Analyst to join our global finance team.About the PositionThe Financial Reporting Analyst will play a critical role in providing financial and analytical support to the global finance group. This position will be involved in the monthly...
-
Financial Analyst
2 weeks ago
Beachwood, Ohio, United States Eaton Full timeFinancial Specialist Role at EatonEaton's Corporate Sector is seeking a skilled Financial Specialist to collaborate with our team. This position is based at our North American HQ in Beachwood, OH, with hybrid work options available.The expected annual salary range for this role is $$ per year. Please note that the salary information provided is a general...
-
Financial Reporting Specialist
2 weeks ago
Beachwood, Ohio, United States Austin Powder Full timeFinancial Reporting AnalystAustin Powder Holdings CompanyAbout the PositionThe Financial Reporting Analyst will provide financial and analytical support to the global finance group, assisting with various projects and ad-hoc analysis to enhance business profitability and growth.Key Responsibilities and DutiesReview and verify monthly financial reporting from...
-
Merrill Financial Solutions Advisor
6 days ago
Beachwood, Ohio, United States Bank of America Full timeJob Description: As a Merrill Financial Solutions Advisor, you will work with high-net worth clients to identify their needs, develop relationships, and provide investment recommendations that align with their goals. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor...
-
Financial Reporting Specialist
2 weeks ago
Beachwood, Ohio, United States Austin Powder Full timeFinancial Reporting AnalystAustin Powder Holdings CompanyAbout the PositionThe Financial Reporting Analyst will provide financial and analytical support to the global finance group, assisting in monthly closing processes, ad hoc analysis, and project work to enhance business profitability and growth.Key Responsibilities and DutiesReview and verify monthly...
-
Senior Financial Analyst
4 weeks ago
Beachwood, Ohio, United States Alari Search, LLC Full timeJob OpportunityAlari Search, LLC is seeking a highly skilled Senior Accountant to join their team. The ideal candidate will have a strong background in accounting principles, experience with financial software, and excellent analytical skills.Key Responsibilities:Prepare and review financial statements, including balance sheets and income statementsPerform...
-
Senior Financial Analyst
2 weeks ago
Beachwood, Ohio, United States Alari Search, LLC Full timeJob OverviewAlari Search, LLC is seeking a highly skilled Senior Accountant to join their team. The ideal candidate will possess a strong background in accounting principles, with experience in reconciliations, journal entries, and financial analysis.Key Responsibilities:Apply knowledge of GAAP accounting principles to ensure accurate financial...
-
Financial Reporting Specialist
1 month ago
Beachwood, Ohio, United States Austin Powder Full timeJob SummaryAustin Powder is seeking a highly skilled Financial Reporting Analyst to join our global finance team. As a key member of our team, you will be responsible for providing financial and analytical support to our business units, ensuring the accuracy and completeness of our financial reporting.Key ResponsibilitiesReview and analyze financial data...
-
Financial Data Quality Specialist
6 days ago
Beachwood, Ohio, United States Stratos Wealth Partners Full timeJob Title: Financial Data Quality SpecialistAbout the Role:Stratos Wealth Partners, a Top Workplace in Cleveland, is seeking a detail-oriented Financial Data Quality Specialist to join our growing team. This position is responsible for ensuring the organization's data quality standards are achieved through regular data maintenance activities and an overall...
Financial Investment Analyst
2 months ago
The Investment Strategy Analyst will collaborate closely with the Chief Investment Officer (CIO) and Managing Directors to facilitate macroeconomic research and investment strategy analytics within the Cleveland Clinic Investment Office.
The Analyst's responsibilities will encompass quantitative analysis and qualitative evaluations in support of (i) asset allocation assessments, (ii) scenario modeling, (iii) analyzing and executing portfolio tactical trades as directed by the Investment team, and (iv) special projects assigned by the Managing Director of Research and Chief Investment Officer.
Additionally, the Analyst will contribute to the preparation of quarterly reports and other timely presentations for Cleveland Clinic stakeholders.
Key Responsibilities:
Engages in idea generation, market research, and analytical activities that yield actionable investment opportunities across various asset classes.
Conducts comprehensive market and asset class evaluations to adequately support the underwriting of investment themes and individual managers, focusing on both risk and return profiles. This includes market mapping, overviews, and assessments of potential equity, fixed income, hedge fund, private capital, and real asset managers, along with economic and market analyses. Maintains both quantitative and qualitative performance metrics and holdings within the Clinic's internal database.
Works in conjunction with the risk management team at the inception of new investments to establish enhanced governance, oversight, and agreed-upon boundaries and exit strategies for individual investments and/or investment themes. Continuously evaluates risk for existing investments.
Prepares internal monthly and quarterly reports detailing manager and/or portfolio performance, exposures, concentrations, and other portfolio characteristics. Interfaces with existing and prospective managers, custodian banks, and external service providers.
Collects economic data and develops market analyses for the internal team, presenting contrarian perspectives.Other duties as assigned.
Educational Requirements:
A Bachelor of Arts or Bachelor of Science in Business, Economics, or Mathematical Sciences is required.
A Master of Business Administration or Master of Science in Business, Finance, Economics, or Mathematical Sciences with a strong academic record is preferred.
Certifications:
Possession or progression toward Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) is required.
Complexity of Work:
This role requires critical thinking skills, decisive judgment, and the ability to work independently with minimal supervision. The Analyst must be capable of functioning in a high-pressure environment.
Proficiency in Excel, PowerPoint, Word, Adobe Acrobat, Factset, and Bloomberg is essential.
Work Experience:
A minimum of 2 years of relevant professional experience in Investment Banking, Management Consulting, or Asset Management is required.
Physical Requirements:
Ability to communicate and exchange accurate information.
Ability to perform work in a stationary position for extended periods.
Ability to work with physical records or operate a computer or other office equipment; ability to travel as necessary; ability to lift up to 25 lbs.
Personal Protective Equipment:
Adheres to standard precautions using personal protective equipment.
Compensation:
The pay range for this position reflects the anticipated range for new hires. Actual compensation will be determined based on factors such as work history, experience, skill set, and education. This does not include the value of Cleveland Clinic's benefits package, which encompasses healthcare, dental, vision, and retirement options.
