Investment Manager jobs in Euclid, 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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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...
  • Just Posted

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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...
  • Just Posted

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Executive Administrative Assistant
  • JK Investment Group
  • Cleveland, OH FULL_TIME
  • Are you an excellent planner and organizer? We’re hiring an executive assistant to provide administrative support to the team lead and help us achieve our organizational goals. Your role is key to ens...
  • 1 Day 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...
  • 24 Days Ago

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0 Investment Manager jobs found in Euclid, 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...
  • 4/24/2024 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...
  • 4/24/2024 12:00:00 AM

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Experienced Financial Advisor
  • Vantage Financial Group, Inc.
  • Cleveland, OH
  • Help your clients with their financial goals, while you create a stronger future for yourself as a Financial Advisor wit...
  • 4/24/2024 12:00:00 AM

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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...
  • 4/22/2024 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 ...
  • 4/21/2024 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...
  • 4/21/2024 12:00:00 AM

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Client Administrator
  • KeyBank
  • Cleveland, OH
  • Location: 127 Public Square - Cleveland, Ohio 44114 The Client Administrator (CA) is accountable for assisting a Senior ...
  • 4/21/2024 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...
  • 4/20/2024 12:00:00 AM

Euclid is a city in Cuyahoga County, Ohio, United States. It is an inner ring suburb of Cleveland. As of the 2010 census, the city had a total population of 48,920. In 2009, Euclid celebrated its bicentennial. Euclid is located at 41°35′44″N 81°31′9″W / 41.59556°N 81.51917°W / 41.59556; -81.51917 (41.595563, -81.519176). According to the United States Census Bureau, the city has a total area of 11.48 square miles (29.73 km2), of which 10.63 square miles (27.53 km2) is land and 0.85 square miles (2.20 km2) is water. It is on the shore of Lake Erie, therefore contains an area of beach front ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Manager jobs
$105,776 to $189,264
Euclid, 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