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Financial Research Analyst Jobs in Ohio (NOW HIRING)

Research Analyst

Columbus, OH · On-site

$80 - $120/hr

Our research analysts develop and maintain the intrinsic value estimates for new ideas, as well as ... Synthesize and assess financial and industry data. * Generate New Investment Ideas * Identify ...

Operations Research Analyst

Dayton, OH · On-site

$93K - $110K/yr

Operations Research Analyst Location: Wright Patterson AFB, OH (On-site) Schedule: Monday-Friday ... provide financial protection for you and your family. Advent is an Equal Opportunity Employer.

Operations Research Analyst

Dayton, OH · On-site

$93K - $110K/yr

Operations Research Analyst Location: Wright Patterson AFB, OH (On-site) Schedule: Monday-Friday ... provide financial protection for you and your family. Advent is an Equal Opportunity Employer.

... in research, policy analysis, consulting, or related role. * Strong foundation in both qualitative ... and development finance. * Ability to translate complex findings into actionable policy ...

... in research, policy analysis, consulting, or related role. * Strong foundation in both qualitative ... and development finance. * Ability to translate complex findings into actionable policy ...

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Showing results 1-20

Financial Research Analyst information

See Ohio salary details

$36.6K

$83.8K

$112.2K

How much do financial research analyst jobs pay per year?

As of Sep 2, 2026, the average yearly pay for financial research analyst in Ohio is $83,766.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,500.00 and $105,100.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial research analyst?

To thrive as a Financial Research Analyst, you need strong analytical skills, financial modeling expertise, and a solid foundation in finance or economics, typically backed by a bachelor’s or master’s degree. Familiarity with tools such as Excel, Bloomberg Terminal, and financial databases, as well as certifications like the CFA, is often expected. Attention to detail, critical thinking, and effective communication are essential soft skills for interpreting data and presenting findings clearly. These skills ensure accurate financial analysis, informed investment recommendations, and the ability to support decision-making in dynamic financial environments.

How do financial research analysts typically collaborate with other departments within an organization?

Financial Research Analysts frequently work alongside professionals in departments such as investment management, risk assessment, and corporate strategy. They provide in-depth research and data-driven insights that inform decision-making on investments, budgeting, and long-term planning. Effective communication and teamwork are essential, as analysts must translate complex financial data into actionable recommendations that other teams can understand and use. Regular meetings and cross-functional projects are common, offering analysts valuable exposure to different aspects of the business.

What is the difference between Financial Research Analyst vs Investment Analyst?

AspectFinancial Research AnalystInvestment Analyst
CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA are commonBachelor's degree in finance, economics, or related; CFA often preferred
Work EnvironmentFinancial institutions, research firms, investment banksAsset management firms, hedge funds, investment firms
Primary FocusAnalyzing financial data, preparing reports, supporting investment decisionsEvaluating investment opportunities, portfolio analysis, market research

Financial Research Analysts and Investment Analysts share similar educational backgrounds and work environments, often collaborating within financial institutions. While both analyze financial data, Financial Research Analysts focus more on preparing detailed reports and supporting investment teams, whereas Investment Analysts concentrate on evaluating specific investment opportunities and managing portfolios. Understanding these distinctions helps clarify career paths and employer expectations in the finance industry.

What does a financial research analyst do?

A financial research analyst evaluates financial data, market trends, and economic conditions to provide insights and recommendations for investment decisions. They analyze company financial statements, create reports, and use tools like Excel and financial modeling to support clients or organizations. Strong analytical skills and knowledge of financial markets are essential for this role.

What are the most commonly searched types of Financial Research Analyst jobs in Ohio?

The most popular types of Financial Research Analyst jobs in Ohio are:

Infographic showing various Financial Research Analyst job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $83,766 per year, or $40.3 per hour.

Full-time

Re-posted 10 days ago


Western & Southern Financial Group rating

9.0

Company rating: 9.0 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

38th of 315 rated insurance


Job description

OverviewThe Research Analyst is a member of the Private Equity Operations team with responsibilities relating to supporting the Private Equity (PE) business unit. The Research Analyst performs analysis related to trends in the Private Equity industry, performance of FWCP's PE Investments and forecasted performance and cash flow needs for existing and future PE Investments. The Analyst will communicate the findings to senior members of the PE team. Additional analysis includes ad hoc requests from the PE business unit, including developing models to analyze fund investment performance, refinance/swap/currency analysis and buyout/venture/secondary analysis. Position is also primarily responsible for creation of FWIA Private Equity's quarterly reporting, annual meeting presentations and Advisory Board meeting presentations. The Analyst will hold annual calls with underlying fund CFOs to understand the status of the fund and prospects for the future. Position participates in deal teams of other investment professionals, handling detailed evaluation of investment opportunities and serving on deal teams for due diligence. In addition, the Analyst may be responsible for preparing documentation, reporting and analysis to aid the investment managers and deal teams. Responsible for making a moderate range of decisions, escalating to manager when necessary and updating manager on a regular basis.ResponsibilitiesWhat you will do:
  • Creates FWCP's quarterly reports, including writing the commentary, annual meeting presentations and Advisory Board meeting presentations.
  • Analyzes historical performance of every underlying fund as well as anticipated performance and cash flow needs. Hold call with CFO of underlying funds to facilitate this analysis.
  • Performs ad hoc analysis as requested by the PE business unit, including developing models to analyze fund investment performance, refinance/swap/currency analysis and buyout/venture/secondary analysis.
  • Conducts research on news and trends within the Private Equity market related to firms, people, investments and markets, and communicates findings to members of the PE team.
  • Conducts research on companies and funds within assigned market segments, and formally reports to senior management.
  • Creates and updates PE market slides for pitch books and presentations to prospective investors.
  • Provides analysis to support the monitoring of Western & Southern alternative asset portfolios.
  • Performs the initial screening and due diligence processes for potential investments, including documentation, based upon established criteria.
  • Participates as an active member of the team with specific assignments related to the due diligence process for prospective investments working as directed by investment managers.
  • Interacts and communicates with private equity firms, placement agents, investment bankers, entrepreneurs, CEOs, consultants and clients.
  • Participates in discussions and reference calls on backgrounds, and tracks records of leaders of prospective investments.
  • Builds Excel models and other ad hoc analysis to evaluate potential investments and investment results of current investments.
  • Drafts investment recommendations and presents to the Investment Committee, as directed by the Investment Analyst when appropriate.
  • Performs other duties as assigned.
  • Complies with all policies and standards.
Qualifications
  • Bachelor's Degree - Required
  • Extensive experience working independently to make decisions and demonstrate initiative in completing tasks accurately and on a timely basis. Experience must include identifying, defining and resolving problems and collecting or interpreting data to establish facts and draw valid conclusions. - Required
  • Proven outstanding work and/or academic track record with a demonstrated history of achievement. -
  • Proven quantitative skills (e.g., economics, mathematics, etc.). -
  • Demonstrated excellent verbal and written communication skills with ability to convey information, verbally and in writing, to internal and external customers in a clear, accurate, focused and concise manner. Demonstrated ability to document procedures and activities in a manner that is understandable to others and prepared using a prescribed format. Verbal and written communications are to conform to proper rules of punctuation, grammar, diction and style. -
  • Demonstrated ability to effectively interact and communicate with all levels of staff and management. -
  • Must demonstrate strong attention to detail with excellent organizational skills and process orientation. Expected to cite examples of organization and time management methods used to manage or prioritize workload demands. -
  • Demonstrated ability to handle confidential information. -
  • Proven strong analytical skills. -
  • Demonstrated maturity in dealing with a variety of people at various levels. -
  • Proficient in word processing and spreadsheet applications. -
Work Setting/Position Demands:
  • Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Performs substantial movement of wrists, hands, and fingers for continuous computer work.
  • Extended hours required during peak workloads or special projects/events.
Travel Requirements:
  • Some travel.
Employment Type: FULL_TIME

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