Investment Manager jobs in Cleveland, OH

Investment Manager manages overall bank's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Manager measures and evaluates return on investment and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Manager typically reports to a head of a unit/department. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Tax Manager or Senior Manager, Registered Investment Companies
  • Cohen & Company
  • Cleveland, OH FULL_TIME
  • Overview

    Cohen & Company

    Certified Public Accountants

     

    We are very excited about our opportunities and are seeking individuals with an entrepreneurial spirit and commitment to client service to join our team!

     

    We are looking an experienced Tax Manager or Senior Manager in any of our locations noted below. We’re looking for someone who has experience with RIC clients. 

    Qualifications

    Requirements 

    • Bachelor's Degree Required
    • Candidates must have recent experience in public accounting, totaling 7-10 years of experience
    • Must have CPA or EA designation at the Manager level
    • Tax experience with RIC clients

     Estimated Salary Range:  $80,000-200,000* 

    *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs.  At Cohen & Company, we don't stop at setting ourselves apart by offering competitive base compensation.  As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! 

     

    About Cohen & Company

     

    Named one of America’s Best Tax and Accounting Firms by Forbes and one of the Best of the Best Firms by INSIDE Public Accounting, Cohen & Company offers assurance, tax and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Founded in 1977, Cohen & Company has more than 750 dedicated professionals across the U.S. and 11 offices in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Through affiliated entities the firm also has an international presence in the Cayman Islands and Ireland. Learn more at cohencpa.com. 

     

    We are open to this position being in any of the following markets: Buffalo, NY; Cleveland, Akron, or Youngstown, OH; Chicago, IL; Detroit, MI; Baltimore, MD; Pittsburgh, Philadelphia, PA; Milwaukee, WI. We are also open to candidates who would like to work remotely. 

     

     

    Learn more about us!

    • Cohen & Company: cohencpa.com
    • Careers: cohencpa.jobs

    We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.

  • 1 Month Ago

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Investment Processor
  • Equity Trust
  • Westlake, OH FULL_TIME
  • *This position is located in our Westlake, OH office but eligible for a hybrid schedule.JOB OVERVIEW:The Investment Processor reviews alternative investment paperwork to assure accurate completion of ...
  • 25 Days Ago

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Aesthetic Injector - Nurse Practitioner - Operations Manager
  • Nurse Practitioner - Operations Manager - NUIQ Wellness Lounge
  • Cleveland, OH FULL_TIME
  • NUIQ Wellness Lounge, a premier wellness destination located in the heart of Cleveland, is seeking a skilled and experienced Nurse Practitioner with a passion for aesthetics and strong operational acu...
  • 2 Months Ago

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Client Support Assistant
  • Johnson Investment Counsel
  • Cleveland, OH FULL_TIME
  • Job Title: Client Support Assistant Date: October 2023 Department Portfolio Management Reports To: Portfolio Manager FLSA Classification: Non-exempt Summary / objective of position: Performs a wide ra...
  • 1 Month Ago

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LEASING CONSULTANT
  • LMS Investment Management
  • PARMA HEIGHTS, OH OTHER
  • Job Details Job Location: THE VILLAS AT MAPLEWOOD - PARMA HEIGHTS, OH Salary Range: Undisclosed DescriptionOur company is looking for an experienced Leasing Consultant to join our outstanding manageme...
  • 18 Days Ago

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Lead Maintenance Technician
  • RMS INVESTMENT GROUP LLC
  • Shaker Heights, OH OTHER
  • Job Details Level: Entry Job Location: OH - Shaker Heights, OH Position Type: Full Time Education Level: High School Salary Range: Undisclosed Travel Percentage: None Job Shift: Day Job Category: Faci...
  • 26 Days Ago

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0 Investment Manager jobs found in Cleveland, OH area

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Sr. Manager, Investment Operations
  • Equity Trust Company
  • Westlake, OH
  • JOB SUMMARY: The Senior Manager of Investments leads, develops, and manages a team (or teams) within the Investments dep...
  • 4/19/2024 12:00:00 AM

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Senior Full Stack Developer- Hybrid or Remote
  • Cumberland Advisors
  • Cleveland, OH
  • Senior Full-Stack Developer Location:Sarasota, FL (Hybrid or Remote) Job Description Cumberland Advisors is seeking an e...
  • 4/19/2024 12:00:00 AM

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External Wholesaler- Great Lakes Region
  • Zacks Investment Management
  • Cleveland, OH
  • Wealth Management Firm – Wholesale Division – is hiring an external wholesaler for the Great Lakes region. Candidates mu...
  • 4/17/2024 12:00:00 AM

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Experienced Financial Advisor
  • Cetera Financial Group
  • Cleveland, OH
  • Help your clients follow their dreams, while you create a stronger future for yourself as a financial representative wit...
  • 4/17/2024 12:00:00 AM

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Senior Full Stack Developer- Hybrid or Remote
  • Cumberland Advisors
  • Cleveland, OH
  • Senior Full-Stack Developer Location: Sarasota, FL (Hybrid or Remote) Job Description Cumberland Advisors is seeking an ...
  • 4/16/2024 12:00:00 AM

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Investment Management Analyst/Associate Position
  • Woodside Health
  • Cleveland, OH
  • Woodside Health Investment Management Analyst/Associate Position Woodside Health (WSH) is a Cleveland based private equi...
  • 4/16/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • Cleveland, OH
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/16/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • Cleveland, OH
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/16/2024 12:00:00 AM

Cleveland (/ˈkliːvlənd/ KLEEV-lənd) is a major city in the U.S. state of Ohio, and the county seat of Cuyahoga County. The city proper has a population of 385,525, making it the 51st-largest city in the United States, and the second-largest city in Ohio. Greater Cleveland is ranked as the 32nd-largest metropolitan area in the U.S., with 2,055,612 people in 2016. The city anchors the Cleveland–Akron–Canton Combined Statistical Area, which had a population of 3,515,646 in 2010 and is ranked 15th in the United States. The city is located on the southern shore of Lake Erie, approximately 60 miles ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Manager jobs
$105,884 to $189,457
Cleveland, Ohio area prices
were up 1.6% from a year ago

Investment Manager in Casper, WY
For instance if you were working for a large US tech firm and as part of your remuneration package you receive share options it makes sense to give you less exposure to US tech companies within your investment portfolio.
December 29, 2019
Investment Manager in Miami, FL
Similarly, the investor will pay the same level of fees even when their portfolio underperforms, but they do keep more of the winnings when the manager outperforms.
December 09, 2019
Investment Manager in Colorado Springs, CO
Investment managers manage investment portfolios and operate under the government’s securities legislation.
October 08, 2019