135 Investment Specialists jobs in Columbus

Our client, a prestigious financial institution, is seeking an exceptional Lead Investment Strategist to drive their investment management division. This senior role is responsible for developing and executing sophisticated investment strategies that align with client objectives and market opportunities. Based in **Columbus, Ohio, US**, this is an on-site position that requires close collaboration with portfolio managers, research analysts, and client relationship teams. The Lead Investment Strategist will conduct in-depth market research, analyze economic trends, and identify investment opportunities across various asset classes. You will be instrumental in constructing and managing investment portfolios, performing risk assessments, and providing strategic insights to internal and external stakeholders. The ideal candidate will possess a deep understanding of financial markets, advanced quantitative skills, and a proven track record in developing successful investment strategies. Exceptional analytical, communication, and presentation skills are essential for articulating complex strategies to diverse audiences. A Master's degree in Finance, Economics, or a related quantitative field, along with a CFA designation or progress towards it, is required. Minimum of 10 years of experience in investment management, portfolio construction, or a related analytical role within the financial services industry is essential. If you are a strategic thinker with a passion for financial markets and a drive for excellence, this is an unparalleled opportunity to shape the future of our investment offerings.

Our client, a reputable investment banking firm, is seeking a highly skilled and driven Senior Investment Banker to join their dynamic team in Columbus, Ohio, US . This role is instrumental in advising clients on mergers and acquisitions, capital raising, and strategic financial transactions. The Senior Investment Banker will manage deal execution, client relationships, and the development of new business opportunities. Responsibilities include leading financial modeling and valuation analysis, preparing offering memorandums and presentations, conducting due diligence, and negotiating transaction terms. You will work closely with clients across various industries, understanding their strategic objectives and providing tailored financial solutions. The ideal candidate will possess a strong foundation in corporate finance, accounting, and capital markets. A Bachelor's degree in Finance, Economics, or a related field is required; an MBA or equivalent advanced degree is highly preferred. A minimum of 7 years of investment banking experience, with a proven track record of successfully managing and closing complex M&A and capital markets transactions, is essential. Demonstrable experience in client origination and relationship management is a must. Exceptional analytical, quantitative, and problem-solving skills are required. Excellent verbal and written communication, presentation, and interpersonal skills are crucial for interacting with clients, management, and deal counterparties. The ability to work effectively under pressure and manage multiple competing priorities in a fast-paced environment is necessary. This role offers significant opportunities for career growth and involvement in high-profile transactions.

Our client is seeking a highly analytical and experienced Senior Investment Analyst to join their growing investment management team. This fully remote position offers the exciting opportunity to conduct in-depth financial research, develop investment strategies, and manage client portfolios. The ideal candidate will possess a strong understanding of financial markets, exceptional analytical and modeling skills, and the ability to communicate complex investment concepts clearly and persuasively. You will play a key role in driving investment performance and providing strategic insights to support client objectives.

Responsibilities:

• Conduct comprehensive research and analysis of various asset classes, industries, and companies to identify investment opportunities.
• Develop and maintain sophisticated financial models for valuation, forecasting, and scenario analysis.
• Formulate and present investment recommendations to portfolio managers and investment committees.
• Monitor and analyze existing portfolio performance, making adjustments as needed to align with investment objectives and market conditions.
• Stay abreast of macroeconomic trends, regulatory changes, and market developments impacting investment strategies.
• Prepare detailed investment reports, market commentary, and client presentations.
• Collaborate with portfolio managers to implement investment strategies and manage risk effectively.
• Utilize financial databases and analytical tools to gather and interpret data.
• Assist in the development and refinement of investment policies and guidelines.
• Build and maintain strong relationships with internal stakeholders and external research providers.
• Contribute to the continuous improvement of investment processes and methodologies.

Qualifications:

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
• Master's degree in Finance or MBA strongly preferred.
• CFA designation (or progress towards it) highly desirable.
• Minimum of 5-7 years of experience in investment analysis, portfolio management, or a related finance role.
• Proven experience in financial modeling, valuation techniques, and quantitative analysis.
• Deep understanding of capital markets, investment instruments, and portfolio theory.
• Proficiency in financial data platforms such as Bloomberg, Refinitiv Eikon, or FactSet.
• Excellent analytical, critical thinking, and problem-solving skills.
• Exceptional written and verbal communication skills, with the ability to present complex information clearly.
• Ability to work independently and manage multiple priorities in a remote setting.
• Strong attention to detail and a commitment to accuracy.
• Demonstrated ability to work effectively in a team-oriented, fast-paced environment.

This is a remote position, offering the ultimate flexibility. We provide a competitive salary, comprehensive benefits package, and significant opportunities for professional development and career advancement.

Our client, a distinguished financial institution, is seeking a highly analytical and detail-oriented Senior Investment Analyst to join their esteemed banking and finance team. This role is crucial in supporting investment strategies, conducting in-depth market research, and providing financial insights to inform investment decisions. You will work closely with portfolio managers and senior stakeholders to analyze financial data, assess investment opportunities, and manage risk. This position requires a strong understanding of financial markets, valuation methodologies, and a commitment to excellence in a collaborative office environment.

Responsibilities:

• Conduct comprehensive financial analysis of public and private companies, industries, and economic trends.
• Develop financial models and forecasts to support investment recommendations and valuation assessments.
• Prepare detailed investment reports, presentations, and memos for portfolio managers and senior management.
• Monitor portfolio performance, identify drivers of return and risk, and provide timely insights.
• Conduct due diligence on potential investment opportunities, including market analysis, competitive positioning, and management assessment.
• Stay abreast of market developments, regulatory changes, and emerging investment themes.
• Collaborate with trading, research, and risk management teams to ensure cohesive investment strategies.
• Assist in the management of investment portfolios, ensuring alignment with stated objectives and risk tolerance.
• Maintain relationships with industry contacts and research providers.
• Ensure compliance with all relevant financial regulations and internal policies.

Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field; MBA or CFA designation preferred.
• Minimum of 5 years of experience in investment analysis, financial modeling, or portfolio management within the banking or asset management industry.
• Proven expertise in financial statement analysis, valuation techniques (DCF, comparable company analysis, precedent transactions), and financial modeling.
• Strong understanding of capital markets, fixed income, equities, and alternative investments.
• Excellent analytical, quantitative, and problem-solving skills.
• Proficiency in financial databases and analytical software (e.g., Bloomberg, FactSet, Excel).
• Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• Strong attention to detail and commitment to accuracy.
• Ability to work effectively in a team-oriented, deadline-driven environment.
• Proximity to Columbus, Ohio, US is required for this on-site role.

This is an excellent opportunity to contribute to a leading financial services firm and develop your career in investment analysis. We offer a competitive compensation package, comprehensive benefits, and a dynamic work environment.

Our client, a leading institution in the Banking & Finance sector, is seeking an accomplished Senior Investment Banker to join their esteemed team in Columbus, Ohio, US . This on-site role is pivotal in advising clients on complex financial transactions, including mergers and acquisitions, capital raising, and corporate restructuring. The ideal candidate possesses a strong financial acumen, a deep understanding of market dynamics, and a proven track record of successfully originating and executing deals. You will be responsible for building and managing client relationships, leading deal teams, and contributing to the strategic growth of the firm's investment banking division. Key Responsibilities:

• Originate new investment banking opportunities by identifying and cultivating relationships with potential clients.
• Lead and manage the execution of mergers and acquisitions, equity offerings, and debt financings.
• Develop sophisticated financial models, valuation analyses, and transaction marketing materials.
• Conduct extensive due diligence and prepare comprehensive client presentations.
• Negotiate transaction terms and structure complex financial deals.
• Collaborate with internal teams, including legal, compliance, and research, to ensure successful deal closure.
• Mentor and supervise junior bankers, providing guidance on technical skills and client management.
• Stay abreast of market trends, economic conditions, and regulatory changes impacting the financial industry.
• Represent the firm at industry conferences and networking events.
• Contribute to the development and implementation of the firm's strategic objectives.

Qualifications:

• Bachelor's degree in Finance, Economics, or a related business field; MBA or CFA strongly preferred.
• Minimum of 8 years of progressive experience in investment banking or corporate finance.
• Proven track record of originating and successfully executing a variety of M&A and capital markets transactions.
• Deep understanding of financial modeling, valuation techniques, and transaction structuring.
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional communication, presentation, and negotiation skills.
• Ability to manage multiple complex projects simultaneously and work effectively under pressure.
• Strong network of contacts within the relevant industry sectors.
• FINRA Series 7, 63, and 79 licenses are required or must be obtained promptly.
• Willingness to work demanding hours and travel as required.

This is an exceptional opportunity for a seasoned investment banker to advance their career within a highly reputable financial institution. Our client offers a very competitive compensation package, including substantial bonus potential, and excellent benefits. Join a team that values expertise, integrity, and client success.

Our client, a prestigious financial institution located in Columbus, Ohio, US , is actively recruiting an ambitious Investment Banking Associate to bolster their M&A advisory team. This role is integral to supporting senior bankers in executing complex transactions and providing strategic financial advice to corporate clients. The Associate will be deeply involved in financial modeling, valuation analysis, and preparing client presentations and marketing materials for deals across various industries. Key responsibilities include conducting due diligence, market research, and financial analysis to identify potential investment opportunities and risks. You will work closely with clients, management teams, and other advisors throughout the transaction lifecycle. The ideal candidate possesses a sharp analytical mind, exceptional attention to detail, and a proven ability to manage multiple projects simultaneously in a fast-paced environment. Strong communication skills are essential for client interaction and internal team collaboration. A solid understanding of corporate finance principles and capital markets is a must. This position offers unparalleled exposure to high-stakes financial transactions and significant opportunities for professional growth within the banking sector. The successful candidate will be instrumental in developing client relationships and contributing to the firm's ongoing success. We seek individuals with a strong work ethic and a commitment to delivering exceptional results. Experience in financial modeling, DCF analysis, LBO modeling, and comparable company analysis is critical. The role also involves managing junior team members and ensuring the quality of work product.
Qualifications:

• MBA or Master's degree in Finance or a related field.
• Minimum of 3-5 years of experience in investment banking, private equity, or corporate development.
• Advanced financial modeling and valuation skills.
• Exceptional analytical, quantitative, and problem-solving abilities.
• Strong presentation and communication skills.
• Ability to work effectively under pressure and meet tight deadlines.

Our client, a distinguished financial institution with a strong reputation for asset management and client advisory services, is seeking a highly analytical and results-driven Senior Investment Analyst to join their esteemed team in Columbus, Ohio, US . This role is integral to developing and managing sophisticated investment strategies that align with client objectives and market conditions. The ideal candidate will possess a deep understanding of financial markets, economic principles, and investment vehicles, coupled with exceptional quantitative and qualitative analytical skills. You will play a key part in research, portfolio construction, risk management, and client reporting.

Key responsibilities include conducting in-depth market research and economic analysis, evaluating investment opportunities across various asset classes (equities, fixed income, alternatives), and developing financial models to forecast performance and assess risk. You will collaborate closely with portfolio managers and wealth advisors to create and present tailored investment recommendations to clients. The successful candidate will hold a Bachelor's degree in Finance, Economics, or a related field, with a CFA designation or progress towards it being highly advantageous. A minimum of 5 years of relevant experience in investment analysis, portfolio management, or a similar finance role is required. Proficiency in financial databases (e.g., Bloomberg, FactSet) and advanced Excel skills are essential. Strong communication and presentation skills are necessary to articulate complex financial concepts to both internal teams and external clients. You will be instrumental in identifying market trends, managing portfolio risks, and contributing to the overall success of the investment division. This is an exciting opportunity to contribute to significant financial decision-making and shape investment outcomes for a prestigious clientele in Columbus, Ohio, US . Our client offers a competitive compensation package, excellent benefits, and a professional environment that fosters continuous learning and career advancement.

*INVESTMENT CONSULTANT - Remote based in CO*
WHAT IS THE OPPORTUNITY?
Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.
WHAT WILL YOU DO?
* Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to CNR.
* Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.
* Ensure that the transition from the sales process to portfolio management is smooth and accurate.
* Facilitate the new accounts and account transfer process.
* Handle Independent Financial Advisor and client communication.
* Prepare client presentations.
* Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications.
* Facilitate and conduct individual meetings and presentations in assigned territory.
* Generate new assets to the firm using a highly professional consultative sales approach.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree
* Minimum 5 years of financial experience preferably in Investment Management
* 2 years of experience in the High Net Worth or Ultra High Net Market markets
* 2 + years delivering formal client presentations
* FINRA Series 7 and 63 or 66 licenses
* Ability to travel 40-50% of the time
*Additional Qualifications*
* CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
* Highly competitive and goal-oriented
* A focus on sales and new business development
* Masters Degree preferred
* Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
* Experience in the High Net Worth or Ultra High Net Market markets
* Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
* Prior success in the HNW or UHNW market
* Excellent communication skills
* Self-motivated and self-disciplined
* Strategic thinker, able to assess and recommend a course of action
* Highest level of both personal and professional demeanor and ethical behavior
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
#LI-DN1
#CA-DN1

*INVESTMENT CONSULTANT - Remote based in TX*
WHAT IS THE OPPORTUNITY?
Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.
WHAT WILL YOU DO?
* Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to CNR.
* Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.
* Ensure that the transition from the sales process to portfolio management is smooth and accurate.
* Facilitate the new accounts and account transfer process.
* Handle Independent Financial Advisor and client communication.
* Prepare client presentations.
* Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications.
* Facilitate and conduct individual meetings and presentations in assigned territory.
* Generate new assets to the firm using a highly professional consultative sales approach.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree
* Minimum 5 years of financial experience preferably in Investment Management
* 2 years of experience in the High Net Worth or Ultra High Net Market markets
* 2 + years delivering formal client presentations
* FINRA Series 7 and 63 or 66 licenses
* Ability to travel 40-50% of the time
*Additional Qualifications*
* CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
* Highly competitive and goal-oriented
* A focus on sales and new business development
* Masters Degree preferred
* Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
* Experience in the High Net Worth or Ultra High Net Market markets
* Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
* Prior success in the HNW or UHNW market
* Excellent communication skills
* Self-motivated and self-disciplined
* Strategic thinker, able to assess and recommend a course of action
* Highest level of both personal and professional demeanor and ethical behavior
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
#LI-DN1
#CA-DN1