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Associate In Finance Jobs in Cleveland, OH (NOW HIRING)

Ren

Investment Relationship Associate

Hudson, OH · On-site

$36K - $45K/yr

Investment Relationship Associate Department: Client Service & Operations Level & Status P3, Exempt ... Bachelor's degree in finance, business, economics, or a related field * 2-3+ years of experience in ...

Pwc

Oracle Cloud Finance PPM/AHCS - Senior Associate

Cleveland, OH · On-site

$77K - $202K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Senior Associate, you will focus on building meaningful client connections and learning how to ... In this role, you will specialize in using and managing the Oracle Financials software, an ...

Ren

Investment Relationship Associate

Hudson, OH · On-site

$36K - $45K/yr

Investment Relationship Associate Department: Client Service & Operations Level & Status P3, Exempt ... Bachelor's degree in finance, business, economics, or a related field * 2-3+ years of experience in ...

Penske

Financial Analyst

Beachwood, OH · On-site

With operations in North America, South America, Europe and Asia, Penske and its associates help ... degree in Finance, Mathematics, or similar required. Excellent data management and working ...

Penske

Financial Analyst

Beachwood, OH · On-site

... in Finance, Mathematics, or similar required. • Excellent data management and working ... The associate is frequently required to use hands to touch, handle, and feel, and to reach with ...

Penske

Financial Analyst

Beachwood, OH · On-site

With operations in North America, South America, Europe and Asia, Penske and its associates help ... degree in Finance, Mathematics, or similar required. Excellent data management and working ...

Rea

Senior Business Valuation Associate

Cleveland, OH

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Senior Business Valuation Associate on the Business Valuation and Transaction Advisory Services ... Spearhead in-depth financial analysis and modeling to facilitate the valuation of diverse ...

Rea

Senior Business Valuation Associate

Cleveland, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Senior Business Valuation Associate on the Business Valuation and Transaction Advisory Services ... Spearhead in-depth financial analysis and modeling to facilitate the valuation of diverse ...

Rea

Senior Business Valuation Associate

Cleveland, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Senior Business Valuation Associate on the Business Valuation and Transaction Advisory Services ... Spearhead in-depth financial analysis and modeling to facilitate the valuation of diverse ...

NRP Group

Investment Associate

Cleveland, OH · On-site

$80K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

SUMMARY Under the direction of the Vice President of Capital Markets, the Investment Associate will play a critical role in the financial evaluation, modeling, and underwriting of multifamily real ...

NRP Group

Investment Associate

Cleveland, OH · Hybrid

$80K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

SUMMARY Under the direction of the Vice President of Capital Markets, the Investment Associate will play a critical role in the financial evaluation, modeling, and underwriting of multifamily real ...

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Showing results 21-40

All JobsAssociate In Finance JobsAssociate In Finance Jobs in Cleveland, OH

Associate In Finance information

See Cleveland, OH salary details

$29.6K

$68.2K

$133.8K

How much do associate in finance jobs pay per year?

As of Aug 16, 2026, the average yearly pay for associate in finance in Cleveland, OH is $68,247.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,500.00 and $74,700.00 per year, depending on experience, location, and employer.

Is an associate in finance worth it?

An associate in finance is an entry-level role that can provide valuable experience in financial analysis, reporting, and client interaction. It often serves as a stepping stone to higher positions such as analyst or manager, with salary growth and skill development being key benefits.

What are some typical challenges an associate in finance might face during their first year, and how can they overcome them?

As a new Associate in Finance, you may encounter challenges such as managing tight deadlines, adapting to rapidly changing priorities, and mastering complex financial models and analytical tools. It's common to juggle multiple projects simultaneously, often requiring close attention to detail and strong organizational skills. To overcome these challenges, effective time management, proactive communication with your team, and seeking regular feedback from senior colleagues are essential. Building strong relationships within your team will also help you learn best practices and navigate the fast-paced environment more smoothly.

What is the difference between Associate In Finance vs Financial Analyst?

AspectAssociate In FinanceFinancial Analyst
Required CredentialsBachelor's degree often in finance, accounting, or related fields; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; CFA certification common for advanced roles
Work EnvironmentEntry-level position in finance departments, investment firms, or banksAnalyzing financial data, preparing reports, and supporting investment decisions in similar settings
Employer & Industry UsageUsed by banks, investment firms, corporate finance departmentsCommonly employed in finance, investment banking, and corporate finance sectors

While both roles require similar educational backgrounds and are found in finance environments, Associates In Finance typically focus on supporting financial operations and analysis at an entry level, whereas Financial Analysts often take on more in-depth analysis and reporting responsibilities. The roles are closely related, with the main difference being the scope of analysis and experience level.

What is an associate in finance?

Associate in Finance jobs are entry- to mid-level positions within financial institutions such as banks, investment firms, or corporate finance departments. Associates typically support senior professionals in analyzing financial data, preparing reports, conducting market research, and assisting in the execution of financial transactions. These roles often serve as a stepping stone to more senior positions, providing valuable exposure to various aspects of finance including investment banking, asset management, and corporate finance. The job requires strong analytical skills, attention to detail, and proficiency with financial modeling and software. Most employers seek candidates with a degree in finance, economics, or a related field.

What can you do with an associate in finance?

An associate in finance can work in roles such as financial analyst, loan officer, or accounting assistant, performing tasks like financial reporting, data analysis, and client service. These positions often require knowledge of financial software and may lead to further certifications or advancement in finance careers.

What are the key skills and qualifications needed to thrive as an associate in finance?

To thrive as an Associate in Finance, you need strong analytical abilities, financial modeling skills, and a relevant degree such as finance, accounting, or economics. Familiarity with tools like Microsoft Excel, financial databases (e.g., Bloomberg, FactSet), and certifications such as CFA or CPA are often advantageous. Attention to detail, strong communication, and effective time management are essential soft skills for collaborating with teams and managing multiple projects. These competencies enable Associates to deliver accurate analyses, support strategic decisions, and contribute effectively to their organization's financial success.

What are the most commonly searched types of In Finance jobs in Cleveland, OH?

The most popular types of In Finance jobs in Cleveland, OH are:

What cities near Cleveland, OH are hiring for Associate In Finance jobs?

Cities near Cleveland, OH with the most Associate In Finance job openings:

Associate In Finance jobs near you
Infographic showing various Associate In Finance job openings in Cleveland, OH as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $68,247 per year, or $32.8 per hour.

Investment Relationship Associate

Ren

Hudson, OH • On-site

$36K - $45K/yr

Full-time

Re-posted 5 days ago

Job description

Job Title:

Investment Relationship Associate

Department:

Client Service & Operations

Level & Status

P3, Exempt

 

Position Description:

The Investment Relationship Associate supports the Investment Team by executing operational and administrative processes related to account setup, maintenance, documentation, and routine transactions. This role ensures accurate processing of investment activity in accordance with established policies and procedures and serves as a primary point of contact for routine advisors and internal requests. The position focuses on transaction accuracy, document management, and service delivery in accordance with established guidelines. 

 

Duties & Responsibilities:

  • Serve as an authorized signer. 
  • Assist in the process of new account setups, transfers, and maintenance requests. 
  • Serve as a Ghost Signer during absences.  
  • Review assigned account liquidations under established procedures.  
  • Monitor shared inboxes and respond to routine inquiries. 
  • Resolve Salesforce cases, locked logins, and system access requests as assigned. 
  • Provide direct communication to advisors, custodians, and internal leadership.  
  • Coordinate paperwork and document corrections. 
  • Load and maintain completed documents within document management systems. 
  • Provide standard account information to advisors and internal teams. 
  • Monitor workflow queues to ensure timely processing. 
  • Support special projects and high-volume periods. 
  • Escalate non-standard inquires to senior staff. 

 

Decision-Making Authority 

  • Execute approved processes. 
  • Determine workflow prioritization. 
  • Refer exceptions and complex matters to senior staff. 

 

Scope & Impact 

  • Direct impact on operational efficiency and service quality. 
  • Support compliance through accurate execution. 
  • Limited financial or regulatory discretion. 

 

AI & Technology Proficiency

  • Applies AI-powered tools (e.g., workflow automation, document processing assistants, CRM AI features) to improve accuracy, reduce manual effort, and increase throughput on routine and moderately complex operational tasks.
  • Identifies opportunities to leverage AI and automation in investment operations workflows; contributes analysis and recommends process improvements for review by senior team professionals.

 

Skills & Qualifications 

  • Bachelor's degree in finance, business, economics, or a related field
  • 2-3+ years of experience in financial services, document processing, or investment support functions
  • Demonstrated ability to assess unusual circumstances, devise solutions with limited information, and suggest variations in approach to resolve diverse operational issues
  • Proficiency in Microsoft Office applications and experience using CRM or workflow-tracking platforms
  • Proven ability to work independently with minimal day-to-day instruction; exercises judgment within defined procedures and contributes to process analysis and investigation
  • Complete understanding of investment account structures, operational processes, and professional discipline principles, with capacity to advise others on complex matters
  • Familiarity with donor-advised funds or willingness to learn DAF concepts preferred

 

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