Financial Operations Support - Columbus, OH (Hybrid)
📍 Hybrid - Columbus, OH
💰 $19.50 to 22.00/hr
🎓 Bachelor's degree required | Internship experience accepted
🕒 Full-time, Contract (6-12 months with potential extension)
We're seeking a motivated Financial Operations Associate to join one of our top financial services clients. This is an excellent opportunity for recent graduates to gain hands-on experience in a professional finance environment and grow within the industry.
What You'll Do:
Support daily financial operations and client account activities
Provide customer service support as needed, assisting with client inquiries and account-related requests
Review, verify, and maintain account documentation and transactions
Collaborate with internal teams to resolve escalations and ensure accuracy
Maintain compliance with firm policies and regulatory requirements
Contribute to process improvements and operational efficiency
What We're Looking For:
Bachelor's degree required (Finance, Business, or related field preferred)
Strong attention to detail and organizational skills
Proficient in Microsoft Excel and other office applications
Excellent communication and teamwork abilities
This position is open to local candidates only - applicants must be located in Ohio
Why You'll Love It
Gain exposure to private banking and wealth management operations.
Build your career foundation with a top financial client known for professional growth.
Work in a structured, team-oriented environment with strong mentorship and support.
Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors.
💡 Interested?
Apply today to connect with Russell Tobin's Financial Services recruiting team and take your next step in financial operations!
$19.5-22 hourly 4d ago
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Revenue Recognition Manager
Teradata 4.5
Columbus, OH
**Our Company** At Teradata, we believe that people thrive when empowered with better information. That's why we built the most complete cloud analytics and data platform for AI. By delivering harmonized data, trusted AI, and faster innovation, we uplift and empower our customers-and our customers' customers-to make better, more confident decisions. The world's top companies across every major industry trust Teradata to improve business performance, enrich customer experiences, and fully integrate data across the enterprise.
**What you will do**
Responsible for ensuring revenue contracts are recognized in accordance with U.S. Generally Accepted Accounting Principles (GAAP). Requires technical expertise in Accounting Standards Codification (ASC) 606, Revenue from Contracts with Customers, and ASC 842, Leases, as well as other general accounting expertise
+ Work with GTM teams to review revenue contracts to ensure they are structured correctly
+ Role requires extensive knowledge of pricing policies, legal terminology and documents, deal desk policies, reporting on financial metrics, such as annual recurring revenue (ARR), and sales compensation as well as all other processes within the sales cycle
+ Serve as internal subject matter expert and technical reference on revenue recognition matters for complex revenue transactions, including multiple element arrangements and cloud offerings
+ Demonstrate ability to work cross functionally and at various levels across the organization
+ Successful track record of being a partner to sales, marketing, finance, and go-to-market teams, with the ability to prioritize and balance driving key business objectives with revenue requirements across multiple stakeholders
+ Contribute ideas and innovations to improve upon existing processes and systems related to revenue and go-to-market processes
+ Assist individuals with revenue policy interpretations and provide expertise and guidance related to complex subject areas and contracts with customers
**Who you will work with:**
The position requires a highly motivated individual to step into a key role within Teradata's Chief Accounting Officer's group and reports to a regional revenue director. The candidate will possess strong technical accounting skills balanced with in-depth knowledge of the sales and go-to-market teams and pricing strategy. The position provides high visibility to senior sales leadership and is a great opportunity for someone looking to take their career to the next level.
**What makes you a qualified candidate:**
+ Bachelor's Degree in Accounting or Finance, MBA preferred
+ CPA license preferred
+ 5-10+ years of related experience, preferably with a global public company
+ Experience working with sales operations, sales strategy, deal desk and business operations
+ Ability to effectively communicate complex concepts, both written and verbal with all levels of management and other functional areas outside of finance and accounting
+ Demonstrated record of strong collaboration with varied stakeholder groups
+ A proven ability to be decisive, resolve issues and deliver on commitments and deadlines
+ Track-record of collaborating with cross-functional partners to lead transformation and growth
+ Ability of communicating at all levels of the business, can win over strong personalities and reconcile competing points of view
+ Consistent track record of converting ideas to impact
+ Ability to adjust quickly to new demands with a sense of urgency and an ability to prioritize
**What you will bring:**
+ Strong quantitative skills and analytical ability to influence decision-making and strategy
+ Outstanding time management skills and ability to manage multiple tasks and assignments in a changing environment with competing projects
+ Exceptional written and verbal communication, presentation, and interpersonal skills
+ Self-motivated with the willingness and commitment to exceed expectations, learn and professionally grow
\#LN-AN1
Why We Think You'll Love Teradata
We prioritize a people-first culture because we know our people are at the very heart of our success. We embrace a flexible work model because we trust our people to make decisions about how, when, and where they work. We focus on well-being because we care about our people and their ability to thrive both personally and professionally. We are committed to actively working to foster an inclusive environment that celebrates people for all of who they are.
Pay Rate: - -
$69k-112k yearly est. 12d ago
DC Wave Release and Flow Optimization Analyst
Americold Warehousing
Columbus, OH
Job DescriptionReady to own the flow?
Do you like asking “What's the fastest way to get this out the door?” and backing it up with smart scheduling? In this role, you'll turn order backlogs into executable waves, release work at the right moments, and keep both inbound and outbound dock turn times within target.
Your mission
Transform order volume into a balanced plan that boosts interleaving, lifts productivity, and keeps carriers happy.
What you will do
Allocate orders and release tasks to the warehouse queue with timing that maximizes throughput.
Continuously balance workflow so inbound/outbound truck turn times remain within acceptable levels.
Triage product shortages and make informed order cuts; communicate changes promptly to customers.
Align daily priorities for individual Lift Truck Operators (LTOs) in partnership with Dock Supervisors.
What you need
Warehouse operations experience preferred.
High school diploma or GED preferred.
Excellent communication skills, including bilingual English/Spanish capability for customer-facing updates.
A service mindset suited to a sales-oriented, performance-driven environment.
Manual dexterity for standard office tasks; the ability to talk, hear, and see effectively to complete assigned work.
Comfort entering areas that may be at or below freezing when visiting facility operations.
Picture this
A carrier arrives early on a busy afternoon. You re-time a release, interleave picks to reduce travel, shift LTO priorities with the Dock Supervisor, and notify a customer about a necessary order cut-keeping their expectations aligned. The truck turns fast and the floor never stalls. That's your signature.
Details
Job Type: Full-time
Responsibilities may evolve; related duties can be assigned as operational needs change.
$57k-79k yearly est. 11d ago
Public Finance Investment Banking Analyst - Healthcare
Piper Sandler Companies 4.8
Ohio
At Piper Sandler, we connect capital with opportunity to build a better future.
We enable growth and success of our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our mission is to recruit, develop, and retain high-performing people that are bright, committed, and who work in partnership with others to achieve at a high level.
About our Public Finance Group
We are a national public finance investment banking franchise with a diversified business focused on middle market issuers and specialty sector expertise. Our core business is partnering with not for profits, private developers, and state and local governments to raise capital for infrastructure projects through the issuance of tax exempt and taxable bonds. We finance a broad spectrum of projects across our regional footprint and our specialty sector coverage. We emphasize a "mentorship" culture where junior bankers get direct exposure to senior bankers and clients early on. Our employees are able to transition to more senior roles in the firm, corporate finance, or graduate school (MBA/MPP). Learn more about our public finance team here.
We are currently looking for a Public Finance Investment Banking Analyst to join the public finance Healthcare team in Columbus, Ohio.
About the Role
Our analyst position offers a unique opportunity for ambitious professionals seeking to play a meaningful role in connecting capital with opportunity to finance projects for not-for-profits, governments, and developers who are engaged in building the country's infrastructure. Analysts prepare bond sizing cash flows and debt profiles to analyze and structure debt, presentations, proposals, and a variety of ad hoc collateral material. Analysts should be prepared for direct interaction with senior bankers and clients in a highly competitive, rewarding, team-oriented environment to execute successful financings
.
Qualifications & Skills
Education: B.S. or B.A. required. Preferred majors include Business, Economics, Mathematics, Political Science, Engineering, or Public Administration.
Experience: 0-3 years of related experience (banking, accounting, or government finance) is a plus, but will actively consider upcoming or recent graduates.
Technical Skills: Advanced proficiency in Excel, PowerPoint, and Word is critical. Excellent analytical and financial modeling skills is a "must."
Soft Skills: Strong interest in public finance/public sector work, excellent written/verbal communication, and the ability to manage multiple projects under pressure
Ability to demonstrate high achievement, particularly in a team setting
Operates consistently with the highest degree of integrity and accountability
Quickly builds trust across multiple constituencies
Well organized, attention to detail and able to manage multiple projects under pressure
Strong communication and professional presence with clients required
Successful candidates will be enthusiastic, highly self- motivated, and go the extra mile in terms of effort and hours when needed
Key Responsibilities
Quantitative Modeling: Develop financial models to structure and optimize debt transactions (e.g., calculating debt service, sizing bond issues).
Credit Analysis: Research and analyze client debt loads, local economic conditions, and financial strengths to help determine creditworthiness.
Transaction Execution: Assist in all steps of the bond issuance process, from drafting responses to Requests for Proposals (RFPs) to preparing closing documents.
Marketing & Pitching: Prepare presentation materials for financing proposals, new business development, and bond rating agencies
Documentation: Draft disclosure documents for bond sales and coordinate transaction details with clients and legal teams
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.
The anticipated starting salary range for individuals expressing interest in this position is $80,000 - $100,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be part of the total compensation. Total compensation for this position will be competitive with the market.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
*LI-AH1
$80k-100k yearly Auto-Apply 25d ago
Cyber Triage and Forensics - Junior Analyst
EY 4.7
Cleveland, OH
At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Today's world is fueled by vast amounts of information. Data is more valuable than ever before. Protecting data and information systems is central to doing business, and everyone in EY Information Security has a critical role to play. Join a global team of almost 950 people who collaborate to support the business of EY by protecting EY and client information assets! Our Information Security professionals enable EY to work securely and deliver secure products and services, as well as detect and quickly respond to security events as they happen. Together, the efforts of our dedicated team helps protect the EY brand and build client trust.
Within Information Security we blend risk strategy, digital identity, cyber defense, application security and technology solutions as we consider the entire security lifecycle. You will join a team of hardworking, security-focused individuals dedicated to supporting, protecting and enabling the business through innovative, secure solutions that provide speed to market and business value.
**The opportunity**
Cyber Triage and Forensics (CTF) - The Cyber Defense Response Center is responsible for monitoring and detecting information security events that could adversely impact EY information assets and resources. Its mission is aligned with the both the incident response and attack lifecycles
A qualified candidate will have the opportunity to work with highly talent Cyber security experts to learn and develop new skills. Candidate will be exposed to many technologies and security tools whilst working with EY as well as career growth opportunity. CTF do provide training to analysts.
**Your key responsibilities**
+ Perform front line accurate and precise real-time monitoring and analysis correlation of logs/alerts from a multitude of security devices with a focus on the determination of what was said as events constitute security incidents.
+ They will work multi-functionally to detect and respond to information security incidents, develop, maintain, and follow procedures for security event alerting, and participate in security investigations.
+ The CTF Analyst I must be competent to work at a technical level, be capable of identifying threats and vectors that cause security events and be able to follow defined procedures for mitigating said threats.
**Skills and attributes for success**
+ How to respond to network, cloud and host based security events
+ Ability to participate in detecting, investigating, and resolving security events
+ Capable of working independently
+ Identify and propose areas for improvement within the Cyber Triage and Forensics
+ Good interpersonal skills
**To qualify for the role you must have**
Bachelors in Computer Science, Information Systems, Engineering or 2 - 3 years of related work experience.
**Experience:**
+ Minimum of 1-2 years of experience in one or more of the following:
+ Working in a Security Monitoring/Security Operations Center environment (SOC)
+ Experience investigating security events, threats and/or vulnerabilities
+ Demonstrate incident handling ability
+ Demonstrate ability to analysis log output from various devices
+ Understanding of electronic investigation and log correlation
+ Proficiency with the latest intrusion detection platforms
+ Working knowledge of Windows systems administration (Including AD) and/or Linux.
**Ideally, you'll also have**
+ Information Security Principles, Technologies, and Practices
+ Proven experience with multiple security event detection platforms
+ Thorough understanding of TCP/IP
+ Demonstrated integrity in a professional environment
+ Good social, communication and technical writing skills
+ Comfortable navigating and troubleshooting Windows system issues
+ Desired Certifications - Any Security Certifications
**What we look for**
Under limited supervision the CTF (Cyber Triage and Forensics) Analyst I will report to the CTF Global Service Manager. The CTF Analyst I will perform tasks including monitoring, research, classification and analysis of security events that occur on the network or endpoint. The CTF Analyst I should have familiarity with the principles of network and endpoint security, current threat and attack trends, a basic understanding of the OSI model, cloud security, and have a working knowledge of defense in depth strategies.
**What we offer you**
The compensation ranges below are provided in order to comply with United States pay transparency laws. Other geographies will follow their local salary guidelines, which may not be a direct conversion of published US salary ranges. At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $60,400 to $109,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $72,500 to $124,500 . Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
$72.5k-124.5k yearly 60d+ ago
Certified Coding Analyst
Healthcare Support Staffing
Columbus, OH
HealthCare Support Staffing, Inc. (HSS), is a proven industry-leading national healthcare recruiting and staffing firm. HSS has a proven history of placing talented healthcare professionals in clinical and non-clinical positions with some of the largest and most prestigious healthcare facilities including: Fortune 100 Health Plans, Mail Order Pharmacies, Medical Billing Centers, Hospitals, Laboratories, Surgery Centers, Private Practices, and many other healthcare facilities throughout the United States. HealthCare Support Staffing maintains strong relationships with top providers in healthcare and can assure healthcare professionals they will receive fast access to great career opportunities that best fit their expertise. Connect with one of our Professional Recruiting Consultants today to see how a conversation can turn into a long-lasting and rewarding career!
Job Description
Position Purpose:
Perform review of high dollar claims. Review for appropriate place of service, accurate coding, length of stay, match to authorization, and possible outlier DRG or Stop Loss pricing. Perform coding research. Conduct complex business and operational analyses to assure payments are in compliance with contract; identify areas for improvement and clarification for better operational efficiency resulting in better initiative, contract, and benefit implementation as well as better maintenance long term.
Perform review of high dollar claims for benefit and pricing determination.
Work collaboratively with Finance Department to determine appropriateness of pricing.
Work collaboratively with Medical Management Department to resolve any issues with medical review notes that affect claim pricing
Serve as a technical resource / coding subject matter expert for contract pricing related issues
Responsible for entire cycle of facility claims which includes verifying information on submitted claims, reviewing contracts, eligibility, and authorizations to determine reimbursement, and ensuring payment instructions are sent to claims department for claims payment
Identify key elements and processing requirements based on diagnosis, provider, contracts and policies and procedures utilizing broad based product or system knowledge to ensure timely payments are generated.
Conduct point of service review and resolution of high dollar claims that are pending and/or adjusted incorrectly including review, investigation, adjustment and resolution of claims, claims appeals, inquiries, and inaccuracies in payment of claims.
Collaborate with all departments to analyze complex claims issues and special claim projects.
Qualifications
Healthcare experience REQUIRED
Managed Care strongly PREFERRED
Associate's degree in Business, Health Care Management, Insurance, Healthcare or related field
3+ years of Medical Billing or Physician's office experience.
Extensive knowledge of coding and billing practices for hospitals, physicians and/or ancillary providers as well as knowledge about contracting, claims processing, and provider customer service.
Accepted Licenses/Certifications:
Registered Health Information Administrator (RHIA),
Registered Health Information Technician (RHIT),
Certified Coding Specialist (CCS),
Professional Coder-Payer (CPC-P) certification, Certified Professional Coder (CPC)
Additional Information
Shfit: Monday- Friday; 8AM-5PM
Salary: $41,000-$46,000 + 6% Annual Bonus + Medical Benefits take effect 30 days after start date
$41k-46k yearly 60d+ ago
Analyst I, Controlled Substance Monitoring
Kroger 4.5
Cincinnati, OH
Support the company's Controlled Substance Compliance Program (CSCP) structure and foundation through monitoring and research of dispensing activities in company pharmacies. Work closely with the Controlled Substance Monitoring team and manager to perform other critical functions. Demonstrate the company's core values of respect, honesty, integrity, diversity, inclusion, and safety.
MINIMUM
2+ years healthcare, pharmacy, fraud prevention, risk management, audit, or compliance
Working knowledge of controlled substance regulations and indicators of potential diversion of controlled substances in pharmacy or healthcare
Strong analytical, problem-solving, and organizational skills
Proficient in Microsoft Word, PowerPoint, and Excel with experience using Excel and other data analytics tools
Excellent oral/written communication
Ability to manage multiple tasks, work independently and contribute to a collaborative team environment
DESIRED
Bachelor's Degree
Certified Fraud Examiner
Conduct transaction monitoring of assigned divisions to assess potential suspicious activity that may indicate diversion, abuse or fraud related to controlled substances
Identify data trends and anomalies as they relate to controlled substance regulations and guidance
Conduct investigations using all available systems to research suspicious activity
Provide actionable insights and recommendations based on data analysis to support decision-making and improve compliance
Provide feedback on alert effectiveness and partner with management and analyst team to design and implement program enhancements
Perform periodic and for-cause pharmacy and prescriber risk analysis of assigned divisions and conduct related investigations to identify compliance risks
Respond to requests from pharmaceutical suppliers' controlled substance monitoring programs to provide data and other related information as required for suspicious order monitoring activities
Maintain case investigation documentation in accordance with department standards
Liaise with applicable Regulatory Compliance and Training departments when appropriate
Adhere to Kroger policies and procedures and comply with all applicable federal and state laws, regulations and guidance as they relate to controlled substances
Travel up to 10% to attend industry training programs to maintain expertise in current or future subject matter areas as approved by manager
Ability to work cooperatively in high paced and sometimes stressful environment
Ability to manage conflict in a reasonable, nonconfrontational and cooperative manner
Ability to act with honesty and integrity regarding customer and business information
Ability to follow directions and seek assistance when necessary to resolve customer and business issues
Provide support and assistance through direct interaction with minors, individuals with special needs, and/or older adults
Must be able to perform the essential functions of this position with or without reasonable accommodation.
$69k-91k yearly est. Auto-Apply 60d+ ago
2027 Asset Management Product Summer Analyst Program
Jpmorgan Chase & Co 4.8
Columbus, OH
JobID: 210691737 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $100,000.00-$100,000.00; San Francisco,CA $100,000.00-$100,000.00; New York,NY ; $100,000.00-$100,000.00; Columbus, OH $100,000-$100,000 USD
Are you curious about portfolio management and investment strategies? We're looking for energetic, creative talent to join our global team of experts in evaluating new investments for a diverse base of clients. You will have the opportunity to start in New York to gain insights into business strategies before joining an investment products team.
As a Summer Analyst in the 2027 Asset Management Product Program, you will collaborate with industry experts to develop investment solutions for institutional investors, mutual funds, ETFs, and other large-scale clients-including corporations, governments, and not-for-profit organizations-worldwide. You'll work with client portfolio managers, traders, research analysts, marketers and client advisors to analyze and execute investments strategies. These solutions will give you exposure to the various asset classes, including equities, fixed income, real assets, hedge funds and private equity.
Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage your skills.
Job Responsibilities:
* Collaborate with mentors and a supportive team to learn and grow.
* Develop innovative ideas to enhance our business.
* Undertake assignments that directly impact clients, helping them achieve their business goals.
* Network with industry leaders and access best-in-class training.
* Sharpen technical skills and finance and accounting principles.
Required Qualifications, Capabilities, and Skills:
* Pursuing a Bachelor's or Master's degree (No MBA).
* Attending a college/university in the U.S.
* Expected graduation date of December 2027 - June 2028.
* Excellent communication and presentation skills.
* Strong quantitative skills and a passion for investing.
* Exceptional organizational skills and multitasking ability.
* Strong initiative, energy, and confidence.
* Good judgment and discretion with confidential information.
Preferred Qualifications, Capabilities, and Skills:
* Background in financial accounting, financial analysis, or mathematics is a plus.
* Genuine interest in financial markets, investing, and macro-level economics.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Work Authorization:
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations
Locations and teams you may join:
* Equities - New York
* Global Fixed Income Currencies and Commodities - New York
* Global Fixed Income Currencies and Commodities - Columbus
* Global Fixed Income Currencies and Commodities - Leveraged Credit Team - Indianapolis
* Alternatives: Hedge Funds - New York
Alternatives: Private Equity - New York
* Alternatives: Real Estate - New York
* Alternatives: Real Estate - Los Angeles
* Alternatives: Private Credit / Special Situations - New York
* Global Liquidity - New York
* Multi Asset Solutions - New York
* Multi Asset Solutions - Columbus
* ETFs - New York
* Quantitative / Research - New York
Team preference and location will be taken into consideration on your application. You will not be reviewed for teams that you do not list as a preference. Once your application is submitted, you cannot change your team and location preferences.
Learn more about our teams below:
* Equities: We manage a broad range of equity investment strategies globally with dedicated portfolio managers, research analysts and traders who have expertise in helping clients of all sizes.
* Global Fixed Income Currencies and Commodities: We manage global bond strategies that invest across a broad range of sectors including government, corporate, securitized, and emerging market debt. Our solutions are available to individual clients through our active mutual fund and ETF offerings as well as institutional clients. Our team includes portfolio managers, research analysts, investment specialists, traders, and risk management.
* Leveraged Credit: Our team manages over $70 billion in assets with a strong history of long-term performance. We combine portfolio management, credit research, and trading to deliver innovative investment solutions for a diverse range of clients. You'll work with senior professionals to evaluate high yield bonds, leveraged loans, and private credit, gaining hands-on experience and actively contributing to the investment process.
* Alternatives: Explore a diverse range of alternative investment opportunities across hedge funds, private equity, real estate, and private credit in key financial hubs like New York and Los Angeles.
* Hedge Funds: We manage hedge fund portfolios for institutional and high net worth individuals, offering a broad range of products and capabilities to help investors reach their objectives.
* Private Equity: We build and maintain the private equity portfolios for our clients.
* Real Estate: Where innovation meets opportunity. We come up with innovative ways to invest in real estate.
* Global Liquidity: We help clients invest within a range of currencies, risk levels and durations, including taxable and tax-free money market funds, short-term fixed income funds and separately managed accounts.
* Multi-Asset Solutions: We manage multi-asset portfolios investing across equities, fixed income, alternatives, and FX. Our strategies are informed by the insights of our quantitative and fundamental research teams and access the investment solutions from across JPMorgan Asset Management. Clients access MAS's strategies through active mutual funds, model portfolios, and custom institutional accounts. Our team includes portfolio managers, quantitative research analysts, fundamental macroeconomic strategists, investment specialists, and risk management.
Join us
At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you.
J.P. Morgan Asset Management designed a YouTube video series to help future talent better understand what is Asset Management and why it's so important. Click here to view the series.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
$100k-100k yearly Auto-Apply 10d ago
Financial Advisor Trainee
Raymond James Financial, Inc. 4.7
Dublin, OH
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
**Essential Duties and Responsibilities**
+ Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
+ If hired as a team candidate, the team will provide the specific goals and expectations.
+ Meets production targets that impact overall company revenue goals.
+ Develops a book of business consistent with AMP program goals for assets under management and required production.
+ Provides a high level of client service.
+ Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
+ Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
+ Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
+ Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
+ Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
+ Opens, transfers, and closes customer accounts.
+ Maintains appropriate account records while monitoring the customer's portfolio.
+ Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
+ Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
+ Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
+ Stays abreast of investment products, industry rules and regulations, and financial planning.
+ Performs other duties and responsibilities as assigned.
**Knowledge of**
+ Economic and accounting principles and practices.
+ Financial markets, banking, and financial data analysis and reporting.
+ Basic principles and methods for showing, promoting, and selling products or services.
+ Firm's working structure, policies, mission, strategies, and compliance guidelines.
**Skill in**
+ Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
+ Identifying the needs of customers through effective questioning and listening techniques.
**Ability to**
+ Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
+ Continuously learn investment products, industry rules and regulations, and financial planning.
+ Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
+ Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
+ Establish and maintain effective working relationships with clients and colleagues.
+ Persevere, handle rejection and show resilience during the prospecting and networking process.
+ Network in the community and effectively market him or herself and Raymond James.
+ Demonstrate persistence in the face of obstacles.
+ Accept criticism and deal calmly and effectively in high stress situations.
**Education/Previous Experience**
+ Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
**Licenses/Certifications**
+ SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program.
+ Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
+ Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.
$70k-101k yearly est. 60d+ ago
Commercial Lines Product Analyst Intern
Grange Insurance 4.4
Columbus, OH
Work Schedule: 38.75hrs/week, hybrid - 2 days in office (Tuesday & Wednesday) and 3 days remote Duration: 10 weeks A Great Place to Intern Grange provides a unique internship experience through the Grange Intern Development Program. The 10-week program is designed to expose students to the insurance industry through networking, mentoring, hands-on work experience, and community service. The interns will work day-to-day in their respective departments while also working as a group on a corporate project, which concludes with a capstone presentation to senior leaders. If you're up for the challenge, we encourage you to apply today! The 10-week internship program will be from early June to mid-August.
Summary: Assist and support the Commercial Lines Strategy through focused Product Development and Competitor Analysis activities.
What You'll Be Doing:
You will contribute to Commercial Lines Profit & Growth Initiatives by supporting:
Product Development Research & Analysis
* Analysis of market size data to evaluate potential program opportunities and prioritize product development
* Review of competitor research and other strategic evaluations
* Presenting insights and recommendations to the Commercial Lines leadership team based on your findings
Vendor Analysis
* Marketplace research to identify and research vendor solutions for General Liability (GL) and Commercial Auto (CA) products.
* Development insurance vendors list - providing data/information on their activities & solutions
Auto Line of Business
* Gathering and analyzing data from various sources, filings, and industry reports
* Utilize MarketStance to compare Grange auto segment results to industry results in our footprint while also searching for profitable classes that we could emphasize more
What You'll Bring to the Company:
The ideal candidate is pursuing a college degree in a field that emphasizes analytical and communication skills. Degrees in Business, Finance, Economics or other relevant areas are preferred. Experience with presentations, personal computers and a solid understanding of spreadsheet applications is required.
About Us:
Grange Insurance Company, with $3.4 billion in assets and more than $1.59 billion in annual revenue, is an insurance provider based in Columbus, Ohio. Through its network of independent agents, Grange offers auto, home and business insurance protection. Established in 1935, the Grange Insurance Company and its affiliate Integrity Insurance Company serve policyholders in Georgia, Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, and Wisconsin. Learn more about Grange Insurance.
Now Is An Exciting Time To Be A Grange Intern:
The key to our success is dedicated associates and a winning workplace culture. We offer an inclusive environment, promote work-life balance, and offer great hands-on experience. We know the power of our company ultimately comes from our associates. Investing in them is an investment in our success. Our associates take their work seriously, but not themselves. They have fun, are energetic and bring passion to their work.
We don't just accept difference - we celebrate it, we support it and we thrive on it for the benefit of our associates, our products and our community. Grange Insurance is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
$39k-48k yearly est. 13d ago
Real Estate Junior Analyst
Novogradac & Co. LLP 4.6
Columbus, OH
Dare to bring your unique perspective? At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you're eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us.
Position Summary
The Real Estate Junior Analyst position is responsible for performing multifamily real estate market research and analysis for the Government Consulting and Valuation Advisory (GoVal) department. This includes collecting and coalescing pertinent data, assisting in real estate market analysis and analyzing economic trends in designated regions. This position reports to a designated Manager on the GoVal team.
Your Contributions and Responsibilities
* Gather, analyze and interpret basic economic, demographic information and multifamily rental market trends
* Perform interviews with apartment property managers of market/LIHTC/subsidized apartment properties to gather property-specific information and general multifamily market conditions
* Gather information on new multifamily developments and find subsidized, tax credit and market rate apartment rental comparables in the area by speaking to developers and online research
* Perform interviews with local housing authorities, planners, senior centers and chambers of commerce to identify problems and understand demand in the real estate market
* Assist in writing multifamily rental market feasibility studies and appraisals of proposed and existing real estate developments
* Request information from appraisers/brokers on multifamily sales and land sale comparables
* Assist with other duties, projects or manager requests as assigned
* Complete Novogradac's Affordable Housing Training & Assessment Program within the first 90 days of employment
Your Background and Skills
* Excellent verbal and written communication skills; this position involves a great deal of web-based research. Junior Analysts must be comfortable speaking with individuals via telephone and synthesizing this information in written narrative form.
* Display strong analytical skills, including the ability to gather information, conduct analyses and present findings
* Solid organizational and follow-through skills, performing work accurately with strong attention to detail
* Ability to meet deadlines and effectively prioritize a fast-paced and varied workload, effectively manage a variety of concurrent and shifting priorities
* Strong computer skills, including solid skill in the Microsoft Office suite (prefer advanced skill in Excel)
* Available for domestic travel as needed, including ability to drive, fly, and/or rent a car to designated sites for in-person visits
Your Qualifications
Bachelor's degree in related area plus 1-3 years of real estate research and market analysis and/or appropriate balance of education and work experience. Valid driver's license with acceptable driving record. Multifamily appraisal experience a plus.
Why work with us?
Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work-life integration.
We are proud to offer:
* Increased number of paid holidays per year
* Competitive salaries with continuous review of market conditions
* Flexible working hours and work arrangements
* Remote and hybrid opportunities
* Inclusive workplace, providing strong professional growth and development opportunities
The benefits of joining our team
* Strong growth opportunities
* Competitive benefits package
* 401(k) package with firm profit-sharing
* Strong emphasis on quality work-life integration
* Dress for your day policy
* Resources of a national firm
* Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment
* Compensation: $52,000 to $58,000 depending on experience. More is possible if experience dictates.
Don't meet every single qualification?
After reviewing this job posting, are you hesitating to apply because you don't meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply.
You may still be the right candidate for this or one of our other roles.
Get to know us better!
We're Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 800 employees and partners with more than 25 offices throughout the country.
Novogradac is one of the nation's top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields.
Ready to learn more?
To be considered for this position, interested candidates MUST apply via our company website: *******************************
Commitment to Inclusion
Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence.
At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace.
Novogradac & Company LLP offers a progressive work environment, competitive pay and an excellent benefits package including medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts and a 401(k).
Novogradac and Company LLP is an equal opportunity employer. Novogradac's culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce.
By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in our Privacy Notice at Collection.
$52k-58k yearly 4d ago
Junior SOC Analyst
The Babcock & Wilcox Company 4.8
Akron, OH
We are seeking a motivated and detail-oriented Junior SOC Analyst to join our Security Operations Center team. This entry-level role is ideal for individuals passionate about cybersecurity and eager to grow their skills in threat detection, incident response, and security monitoring. The Junior SOC Analyst will assist in monitoring security systems, analyzing alerts, and supporting incident investigations to protect the organization's digital assets.
* We are unable to offer sponsorship for this position at this time.*
* Monitor security alerts and correlate events from SIEM to identify anomalies or IOCs.
* Perform initial triage of security incidents and escalate as needed.
* Assist in the investigation and documentation of security incidents.
* Support vulnerability management and threat intelligence activities.
* Maintain logs and reports for compliance and auditing purposes.
* Establishes procedural playbooks/SOPs to identify threats and escalate incidents.
* Collaborate with senior analysts and other IT teams to resolve security issues.
* Stay current with emerging threats, vulnerabilities, and cybersecurity trends.
* Associate or Bachelor's degree in Cybersecurity, Information Technology, Computer Science, or related field.
* 1-2 years of experience in IT or cybersecurity (internships or academic projects are acceptable).
* Security or other entry-level cybersecurity certifications.
* Experience with scripting (Python, PowerShell) or log analysis.
* Exposure to cloud security (AWS, Azure, GCP) is a plus.
* A minimum of one(1) year resolving email compromise.
* Basic understanding of networking concepts, operating systems, and security principles.
* Familiarity with SIEM tools, firewalls, antivirus, and intrusion detection/prevention systems.
* Strong analytical and problem-solving skills.
* Excellent written and verbal communication skills.
* Ability to work in a fast-paced, team-oriented environment.
* Willingness to work cybersecurity incidents after business hours (on-call, if necessary)
$54k-75k yearly est. 49d ago
Venture Analyst Intern
Ikove Venture Partners
Columbus, OH
Ikove Venture Partners, headquartered in Columbus, OH, is a Venture studio and Venture Development firm that is aligned with multiple US research institutions and pursues early\-stage investments with emphasis on technology.
Through its âStartup Nurseryâ, Ikove identifies and validates developing high\-impact technologies, providing capital and commercialization resources to bridge the development gap between R&D funding and VC\-funded rounds.
Ikove forms high caliber Launch Teams to navigate the complex and difficult path to market faced by technology startups, with the underlying goal of solidifying robust revenue streams and customer bases.
Ikove has partners and directors in New York, Miami, Silicon Valley, Chicago, London, Monaco, Rio de Janeiro, Sao Paulo, Belem, and Shanghai.
Primary Responsibilities
(Ikove and its portfolio companies)
Carry out in\-depth industry market research for various target markets based on parameters given by the Market Analyst, PMâs, Partners, EIRâs, and Portfolio Company Executives.
Ability to understand the product(s) services, and technologies assigned to you and to think about them in unique and creative ways. The following are some examples of the analytical thought patterns we are looking for:
Ability to determine potential market problems in a variety of markets that could be solved by platform technologies
Ability to perform competitive analysis in these markets
Ability to creatively and accurately estimate TAM, SAM, and SOM in established markets as well as frontier markets
Ability to analyze and assess regulatory realities and risks in both established and emerging markets
Ability to source and communicate with Key Opinion Leaders (KOLâs) about specific market problems and potential technologies that can solve these problems
Use a structured approach to track progress of pipeline opportunities and research to help build institutional knowledge across a variety of businesses, sectors, and markets.
Derive insights and draw relevant conclusions from historical data and research
Support due diligence for potential new opportunities through detailed market research and analysis, as well as review of technology and financial modeling if required.
Ability to compile, synthesize, and relay large amounts of information to various work product stakeholders in verbal and written form
Develop detailed quantitative and qualitative analysis on specific business factors like revenue, market share, CAGR, etc.
In addition to the duties that were outlined above you shall perform such other duties as are customarily associated with the position and as your supervisor or company management may from time to time require.
Summer Intern Project
Research & develop a thesis on a specific sector and its trends as it relates to current or future day to day usage of products\/services. Upon refinement of this thesis, source and vet one or more potential technologies that could be implemented to solve current problems in your selected space. At the end of the summer, you will present this thesis and the potential technologies to members of the Ikove Investment Pipeline Team.
What This Role Gives You?
Joining a small, fun and entrepreneurial team, receiving significant responsibility during the summer
Learning about the landscape of venture capital, venture development, and early\-stage technology startups
Working with the Ikove Investment Pipeline team and the Startup Nursery team and learning how Ikove identifies, invests in, and builds early\-stage technology startups.
Evaluating technologies and markets; deal structuring and negotiation; and ongoing portfolio management and support
Exposure to a broad set of companies and technologies, many of which are in the early stages of transforming their industries
Interacting with entrepreneurs, startup operators, and technologists in not just Columbus but in cities across the US and the rest of the world
Becoming embedded in the flow of the startup and venture capital community
What We are Looking for in This Role?
Currently enrolled college\/university student interested in a summer internship based in Columbus or Dayton, Ohio
Major in Finance, Economics, Business, STEM area, or other relevant subject that has a passion for venture capital and early\-stage technology startups
A track record that demonstrates exceptional persistence, resourcefulness, and leadership in previous endeavors
Previous work and\/or exhibited interest with startups
A collaborative and creative nature with intellectual curiosity
Highly proficient with products like Word, PowerPoint, and Excel
Extremely strong communication and relationship\-building skills
Strong academic record is strongly appreciated but far from the only factor considered
Exceptional analytical and critical thinking skills
Proven ability to self\-motivate and direct your own work
Demonstrated passion for technology and innovation; successful candidates are well\-read and deeply curious
Ikove is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. However, it goes further than those words. Ikove respects and seeks out diverse candidates of all genders, ethnicities, backgrounds, and experiences. Diversity matters tremendously to us. We, operate, evaluate, and invest better when working with and around diverse people with diverse talents and skillsets.
To indicate your interest in this position, please send your resume, cover letter, and contact information as well as any other information that would be relevant to your candidacy for this position to *******************.
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$29k-44k yearly est. Easy Apply 60d+ ago
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Columbus, OH
Bank of America Corporation 4.7
Columbus, OH
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
* Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
* Get training and one-on-one coaching from Academy managers who are invested in your success.
* Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
* Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
* Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
* Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
* Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
* Unlimited potential for financial growth.
* A strong referral base from across the business through our relationship with one in every two households.
* Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
* Robust marketing support to reach wider audiences with greater appeal.
* Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
* Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
* Believes in responsible growth and has a proven dedication to supporting the communities we serve.
* Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
* Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
* Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required Qualifications:
* Displays confidence working in a sales role
* Builds strong client relationships through effective communication and collaboration
* Displays a proactive mindset and effective time management
* Demonstrates a results-driven mindset and prioritizes client interests
* Identifies appropriate client solutions through application of learnings and new information
* Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Desired Qualifications:
* Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
* Learns and adapts to new technology or applications
* Executes multiple tasks simultaneously
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$48k-80k yearly est. 24d ago
Financial Professional - Team Sponsored Launch - Endeavor Financial Group
Thrivent Financial 4.4
Van Wert, OH
Our well established, high performing team is currently looking for a Support Advisor. This position provides support to Endeavor Financial Group's existing client base. This is an incredible opportunity for the right person to grow both professionally and financially. Become a key player on our value driven team. If you are a self-starter, high-energy, focused, and hardworking individual we want to speak to you! You will play a critical role in our client experience, so an out-going and service-oriented mindset is a must.
Team Sponsored Launch provides stability of income while you work closely with our team receiving mentorship, coaching, training, and support. The Team Sponsored Launch program provides support from three months to three years. At the end of the program, you will become a commission only Financial Professional working alongside Endeavor Financial Group.
Responsibilities:
• Learn and understand the entire operation of Endeavor Financial Group
• Participate in Joint Fieldwork with the advisors of Endeavor Financial Group to build expertise and learn best-practices within the industry
• Meet with new and existing clients to build a book of business and grow relationships
• Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts
• Position products, services, and strategies to help clients gain financial clarity
• Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
• Participate in events to attract new clients and provide financial education to the local community
• Finalize, submit, and track all client paperwork for account and application changes
• Collaborate with Lead Advisor on complex scenarios
• Schedule, prep, and document all your client meetings
*Additional responsibilities may be assigned in accordance with business needs
Characteristics:
Our culture and people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. You could be a successful addition to our team if you are:
• Self-motivated, independent, and driven to succeed with a strong growth mindset, yet collaborative and a team player
• Motivated by helping others and relationship-oriented
• A natural coach or guide with strong interpersonal skills
• Passionate about living a life of generosity by serving others, not just selling products
Compensation:
$50,000 - $80,000 plus the opportunity for commissions
Position Requirements:
• Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65)
• Life, Health, and Annuities registration required
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
• Ability to maintain integrity of sensitive/confidential information
As part of Thrivent's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$50k-80k yearly Auto-Apply 60d+ ago
Finance Account Analyst - Laboratory Operations
Medpace 4.5
Cincinnati, OH
Medpace is seeking experienced finance or accounting professionals to join the Account Management department. These individuals will partner with clients and Medpace Laboratory Operations to develop project financial budgets and new business proposals. Finance Account Analysts will work directly with clients to partner in strategic budget development to meet both their needs and those of Medpace. If you are ready to make a difference, you must be able to accomplish these tasks:
Responsibilities
* Development of fee estimates for requests for proposals (RFPs), budget revisions, and contract amendments for Medpace Laboratories;
* Provides financial input for response to requests for information (RFIs), and ensures coordination of all information with other relevant Medpace personnel as required;
* Understand existing customer or potential customer's business, pipeline, and opportunities in order to approach customer with confidence and knowledge;
* Responsible for assuring that bid meets customer's expectations and specific requirements;
* Have thorough knowledge of Medpace bid process;
* Review proposal text assumptions to ensure the fee estimate and proposal text assumptions are consistent;
* Communicates with Medpace customers regarding ongoing projects to ensure customer's expectations are being met;
* Maintain and track ongoing performance of project against budget and notify internal and external clients when potential issues or changes are noted;
* Review invoices and other financial reports prior to Sponsors receipt;
* Build relationships within customer's organization in order to generate new business opportunities and to develop partnership atmosphere;
* Generate and initiate processing of new contracts and monitor/report on changes in scope, milestone invoicing and/or contract modification to all ongoing contracts in coordination with other employees;
* Maintain and modify company bid preparation template and boilerplate text to meet changing client needs or specific requirements;
* May be responsible for other projects and responsibilities as assigned.
Qualifications
* Bachelor's Degree in Life Sciences or Finance/Accounting/Business;
* 0-3 years of laboratory experience or in the conduct of clinical research and/or contract management/pricing;
* Basic knowledge of medical terminology and a working knowledge of drug development services desired;
* Excellent analytical, written and oral communication skills; and
* Excellent computer skills, especially a strong knowledge of Microsoft Excel.
Medpace Overview
Medpace is a full-service clinical contract research organization (CRO). We provide Phase I-IV clinical development services to the biotechnology, pharmaceutical and medical device industries. Our mission is to accelerate the global development of safe and effective medical therapeutics through its scientific and disciplined approach. We leverage local regulatory and therapeutic expertise across all major areas including oncology, cardiology, metabolic disease, endocrinology, central nervous system, anti-viral and anti-infective. Headquartered in Cincinnati, Ohio, employing more than 5,000 people across 40+ countries.
Why Medpace?
People. Purpose. Passion. Make a Difference Tomorrow. Join Us Today.
The work we've done over the past 30+ years has positively impacted the lives of countless patients and families who face hundreds of diseases across all key therapeutic areas. The work we do today will improve the lives of people living with illness and disease in the future.
Cincinnati Perks
* Cincinnati Campus Overview
* Flexible work environment
* Competitive PTO packages, starting at 20+ days
* Competitive compensation and benefits package
* Company-sponsored employee appreciation events
* Employee health and wellness initiatives
* Community involvement with local nonprofit organizations
* Discounts on local sports games, fitness gyms and attractions
* Modern, ecofriendly campus with an on-site fitness center
* Structured career paths with opportunities for professional growth
* Discounted tuition for UC online programs
Awards
* Named a Top Workplace in 2024 by The Cincinnati Enquirer
* Recognized by Forbes as one of America's Most Successful Midsize Companies in 2021, 2022, 2023 and 2024
* Continually recognized with CRO Leadership Awards from Life Science Leader magazine based on expertise, quality, capabilities, reliability, and compatibility
What to Expect Next
A Medpace team member will review your qualifications and, if interested, you will be contacted with details for next steps.
$52k-67k yearly est. Auto-Apply 3d ago
Budget Analyst - Correctional Education
Ashland University 4.6
Ashland, OH
Title Budget Analyst - Correctional Education Job Description The Budget Analyst is responsible for financial reporting, budgeting, budget to actual analysis, forecasting, contribution margin analysis, and various other analysis to align with unit(s) and University goals and ensuring the optimization of resources, fiscal responsibility, long-term financial health and sustainability, and compliance with university policies and procedures.
Essential Duties and Responsibilities:
Correctional Education (75%):
* Assist in the development, management, and monitoring of the annual operating and capital budget including delivery of timely and accurate reporting of actual results to the budget.
* Maintain consistent monthly and other routine periodic reporting to monitor financial performance and provide variance analysis compared to budget, prior year and trend data and clearly represent issues and solutions to the head of the correctional education unit, Assistant Controller, Assistant Vice President/Controller, and Vice President and Chief Financial Officer.
* Develop forecasts and scenario/what if models based on various assumptions and data points and analyze, interpret and report/present the models and data.
* Develop contribution margin analysis by locations and departments/units.
* Monitor and approve procurement and expenditure spend and ensure compliance with budgetary constraints.
* Collaborate with executive leadership to optimize Correctional Education Scholarship funds to support incarcerated and re-entry students.
* Review and approve students supported by State of Ohio funding and other funding sources and create required invoices.
* Maintain compliance with university, federal, and state policies and regulations and recommend new and revised policies and procedures as appropriate.
* Steward and maintain relationships with vendors, suppliers, and other partners.
* Maintain confidentiality of all university and employee information.
Professional Learning (25%):
* Invoice organizations and districts that are paying for their teacher's professional development graduate workshops.
* Facilitate communication and resolution when there are payment issues, processing payment issues, aged debt collection, tax form questions, and reconciling from Elevate.
* Manage reconciling PD registration reporting between Elevate and Self-Service.
* Manage reports from each center on revenue, number of registrations, number of workshops with registrations each month.
* Develop forecasts and scenario/what if models based on various assumptions and data points and analyze, interpret and report/present the models and data.
* Develop contribution margin analysis by locations and departments/units.
* Provide training and support for Elevate to Directors and Administrative Assistants.
Additional Duties and Responsibilities:
* Maintain and monitor key internal controls and best practices.
* Supervise and/or perform various account reconciliations.
* Serve on various strategic and operational committees, taskforces, and working groups,
* Other related duties as assigned.
Required Qualifications
* Bachelor's degree from an accredited college or university.
* Three (3) to five (5) years business management or relevant role including managing budgets, forecasting, data analytics and its processes.
* Proficient with the Microsoft Office Suite software.
* Working knowledge of generally accepted accounting principles.
* Ability to manage multiple assignments and projects, meet deadlines, use sound judgment, and interpret local, state, and federal laws, rules and regulations through self-directed professional readings and attending professional development training.
* Interpersonal skills.
* Effective organization, planning and time-management, and presentation skills.
* Results-oriented and metrics-driven leader.
* Organizational and management skills with attention to detail.
* Ability to master University finance software and excellent knowledge of MS office, databases, and information systems.
* Ability to make professional decisions in a fast-paced environment.
* High degree of diplomacy and tact with internal and external stakeholders.
Preferred Qualifications
* Bachelor's degree in in business management, economics, accounting, finance, operations, or a related area or related experience. Master of Business Administration, Certified Public Accountant or Certified Management Accountant.
* Higher Education industry experience.
* Working knowledge of Ellucian Colleague enterprise resource planning system.
* Working knowledge of budgeting and forecasting software such as BudgetPak, Prophix, and Axiom.
Physical Demands
* This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to fingers, handle or feel; and reach with hands and arms. This position requires the ability to occasionally lift office products and supplies, up to 25 pounds.
* This is a full-time position, and hours of work and days are Monday through Friday, 8:00 a.m. to 5:00 p.m.
* From time to time working hours may be modified and exceed the standard work week. The position may require occasional travel.
Anticipated Start Date of New Hire 01/19/2026 Anticipated Number of Hours Working per Week 40 Shift Required? First
Job Duties
Posting Detail Information
Posting Number S1024P Number of Vacancies 1 Desired Start Date 01/19/2026 Job Open Date 10/20/2025 Job Close Date Open Until Filled Yes Special Instructions to Applicants Quick Link for Internal Postings **************************************
$52k-67k yearly est. 2d ago
Pricing Analyst
Autosales 3.9
Tallmadge, OH
Keep Summit Racing Equipment competitive in the marketplace. Maintain company margins, stay at the front of retail pricing trends and communicate pricing issues throughout necessary departments.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned:
Conduct pricing analysis for existing and new vendors to ensure Summit Racing Equipment is competitive while maintaining the highest margins that the marketplace will allow. Execute corporate pricing strategies.
Adjust Retail prices on newly created products to be competitive.
Maintain a database of vendor pricing policies and communicate policy issues throughout necessary departments within the company. Be aware of Summit Racing Equipment vendor pricing policies while maintaining market retail prices.
Conduct competitive retail analysis, execute retail changes relating to vendor cost changes, and adapt as pricing strategy evolves.
Maintain balance between sales, profit, and gross margin growth for the company.
EDUCATION and/or EXPERIENCE
A two-year college degree in Marketing, Advertising, or Business is preferred. Related experience, preferably in
both
consumer and B-to-B, with a track record of creative/forward thinking and analysis. Must be fluent in calculations of margin, gross profit and cost/sales relationship. Must be current on industry best practices.
Project management experience, use of spreadsheets, i.e. Microsoft Office products.
This is a hybrid position. 1st week of training is 100% on-site, then moves to a minimum of 2 days per week on-site after.
The Team Member Experience:
We work together to take care of our customers, our communities, and each other. When you join the team, you'll enjoy a positive, productive atmosphere where people truly believe in what they are doing. If you're passionate about providing the best experience possible to our customers and to your fellow team members, you're in the right place.
If you are an individual with a disability and need assistance interacting with our career site, please contact us by calling ************** option 2 for Human Resources.
Summit Racing Equipment and its entities provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
$53k-73k yearly est. Auto-Apply 7d ago
Financial Professional
TMM Financials
Ohio
- Provide financial guidance and advice to clients based on their individual needs and goals - Develop and maintain relationships with clients to understand their financial situation and objectives - Analyze financial information to determine suitable investment strategies and products - Assist clients in managing their financial portfolios and making informed investment decisions - Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' financial plans - Conduct regular reviews of clients' portfolios to ensure alignment with their goals and make adjustments as necessary - Participate in ongoing education and training program
Experience - Previous experience in a financial services role preferred - Excellent communication skills, both verbal and written, to explain complex financial concepts to clients - Experience in retail sales or customer service is a plus
The ideal candidate for this position will have excellent interpersonal and communication skills, have a passion for educating and helping others, and want to learn and grow professionally. We are looking for US citizens, who are willing to get licensed, who are professional and eager to build something for themselves and their clients. This position is commission based.
If you are a motivated individual with a passion for finance and helping others achieve their financial goals, we would love to hear from you. Join our team as a Financial Professional and make a positive impact on the lives of our clients.
$43k-80k yearly est. 60d+ ago
DoD SkillBridge Internship - Intelligence Analyst (Active TS/SCI Required)
SRC 4.6
Fairborn, OH
Intelligence Analyst Program Type: DoD SkillBridge Internship (Active-Duty Service Members Only) Duration: 3-6 months (based on command approval) Clearance: Active TS/SCI required Compensation: Service member continues receiving DoD pay and benefits About the Program
This opportunity is part of the Department of Defense (DoD) SkillBridge Program, which allows service members to gain valuable civilian work experience through specific industry training, apprenticeships, or internships during and up to the last 180 days of service. This program is open to eligible military personnel approved by their chain of command. SRC, Inc. is currently seeking highly motivated transitioning service members to participate in our DoD SkillBridge Internship Program in Dayton, Ohio. This program provides transitioning Intelligence Analyst with real-world experience supporting US and Allied warfighters and exposure to professional environments, tools, and processes that align with your military training and civilian career goals. Participants will work alongside experienced teams and contribute to meaningful projects that impact business operations. What You'll Do
Responsibilities will vary depending on the department or role, but may include:
Perform pulse-level signals analysis on a wide range of radar systems and draft technical reports to disseminate analytical findings
Supporting ongoing projects in areas supporting 5
th
generation weapon systems, weapon system studies, and modeling/simulation efforts
Work directly with electronic warfare engineers to answer critical data gaps and integrate analysis into simulation models
Assisting in process improvement initiatives and team planning
Conducting research, data analysis, or preparing reports and presentations
Participating in team meetings, shadowing professionals, and completing assigned tasks
Learning corporate tools, systems, and procedures relevant to civilian workforce integration
What You'll Bring
Active-duty military member in good standing, eligible for DoD SkillBridge participation
Strong written and verbal communication, organizational, and problem-solving skills
Active TS/SCI Clearance is required
4+ years' relevant experience
Experience with Suppressor/Multi Domain Suppressor (MDS)
Experience building complex and cutting-edge scenarios that include the following:
EW systems, sensors, weapons, C2, and network and communication systems
Ability to design and develop scenarios using AFSIM
Ability to work both independently and as part of a team
Basic proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Ways to Stand Out - Preferred Requirements
Experience with C/C++, FORTRAN, COBOL, Python, Visual Basic, Windows/Linux, and AFSIM
Familiar with the EWIR database
What You'll Gain
Hands-on civilian workforce experience
Networking opportunities with industry professionals
Potential for post-service employment
Mentorship and professional development
A smoother transition to civilian employment
How to Apply
Interested service members should apply at src.com/careers (link):
Provide resume
Anticipated SkillBridge start date/eligibility
Branch of service and current role
What Sets Us Apart?
SRC, Inc., a not-for-profit research and development company, combines information, science, technology and ingenuity to solve “impossible” problems in the areas of defense, environment and intelligence. Across our family of companies, we apply bright minds, fresh thinking and relentless determination to deliver innovative products and services that are
redefining possible
. When you join our team, you'll be a part of something truly meaningful - helping to keep America and its allies safe and strong. You'll collaborate with more than 1,400 engineers, scientists and professionals - with 20 percent of those employees who have served in the military - in a highly innovative, inclusive and equitable work environment. You'll receive a competitive salary and comprehensive benefits package that includes four or more weeks of paid time off to start, 10 percent employer contribution toward retirement, and 100 percent tuition support.
#CJ
This is an unpaid internship through the DoD SkillBridge Program. Service members continue to receive military pay and benefits through their command during participation.
Non-Discrimination Statement
Individuals seeking employment are considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or age, or status as a protected veteran or disability except as strictly required by applicable law. You are being given the opportunity to provide the following information in order to help us comply with federal and state record keeping, reporting, and other legal requirements, including requirements under Section 503 of the Rehabilitation Act, 29 U.S.C. 793, and the Vietnam Era Veterans' Readjustment Assistance Act (VEVRAA), 38 U.S.C. 4212.
Learn more about SRC:
About Us
Employee Benefits
Awards & Recognition
Security Clearance
Location Fairborn, Ohio
Employment Type Intern/Co-Op
Experience Required 4+ Years
Education Required Not Indicated
Security Clearance Requirement TS/SCI
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