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Income Research Management Jobs in Ohio (NOW HIRING)

KeyBank

KBCM Compliance Control Room

Cleveland, OH · On-site

$96K - $181K/yr

Research & Regulatory Compliance * Review equity and fixed income research publications for ... Prepare management reports and metrics on Control Room activities, escalations, and trends for ...

Keybank

KBCM Compliance Control Room

Cleveland, OH · On-site

$96K - $181K/yr

Research & Regulatory Compliance * Review equity and fixed income research publications for ... Prepare management reports and metrics on Control Room activities, escalations, and trends for ...

Keybank

KPB Sr. Manager Research Analyst

Brooklyn, OH · Remote

$71K - $125K/yr

What We're Looking For A minimum of 3 years of relevant experience in investment management, consulting, or investment research. Experience or strong interest in fixed income, private credit ...

KeyBank

KPB Sr. Manager Research Analyst

Brooklyn, OH · On-site

$71K - $125K/yr

What We're Looking For • A minimum of 3 years of relevant experience in investment management, consulting, or investment research. • Experience or strong interest in fixed income, private credit ...

Digitalhealthnews

$94.82 - $118.53/hr

... managed healthcare business of Siemens AG enabling healthcare providers worldwide to meet their ... income of over €2.3 billion and has about 46,000 employees worldwide. #J-18808-Ljbffr

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Income Research Management information

What is the difference between Income Research Management vs Income Analyst?

AspectIncome Research ManagementIncome Analyst
ResponsibilitiesOversees income research projects, manages teams, develops strategies for income data analysisAnalyzes income data, prepares reports, supports research activities
Required SkillsLeadership, project management, advanced analytical skillsData analysis, reporting, proficiency in financial tools
CertificationsOften requires relevant finance or research certificationsTypically requires finance or accounting certifications
Work EnvironmentOffice-based, team management, strategic planningOffice or remote, focused on data analysis and reporting

Income Research Management roles focus on overseeing income research projects and managing teams, while Income Analysts primarily analyze income data and prepare reports. Both roles require analytical skills and relevant certifications, but the management position involves leadership and strategic planning, whereas the analyst role is more data-focused.

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For Income Research Management jobs in Ohio, the most frequently searched job titles are:

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Income Research Management jobs near you

Client Service Associate (Pickerington, OH)

Beachwood, OH

Oppenheimer
See more jobs at Oppenheimerexternal

Full-time

Posted 8 days ago

Job description

Who We Are:

Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description

The firm is seeking a Client Service Associate to join our Private Client Division in Beachwood, OH. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.

Responsibilities

  • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
  • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
  • Learn to utilize research and technical support tools
  • Produce quality analytical reports using various software programs
  • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
  • Act with integrity and respect in all situations
  • Cultivate and grow existing client relationships
  • Assist with marketing efforts and plan client events
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
  • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
  • Local office interaction with other support members, Financial Advisors and Management

Skills/Requirements

  • Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66)
  • Bachelors preferred
  • 1-2 years financial services/fixed Income experience would be highly beneficial
  • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
  • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
  • Must be able to maintain the highest level of confidentiality
  • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
  • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
  • Able to meet designated deadlines and work effectively in a pressurized environment under time constraints
  • Demonstrate the ability to handle multiple tasks to completion with little or no supervision

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