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Intermediate Financial Analyst Jobs in Ohio (NOW HIRING)

... financial transactions, reconciling trade activities, and delivering timely reporting and insights ... Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with intermediate Excel ...

If Trade Finance Support sounds like something you would be interested in, and you meet the ... Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with intermediate Excel ...

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Actuarial Analyst I

Dayton, OH · On-site +1

$62K - $100K/yr

Intermediate interpersonal/verbal communication skills and a high level of professionalism ... Basic ability to analyze and interpret financial data in order to coordinate the preparation of ...

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Intermediate Financial Analyst information

See Ohio salary details

$36.6K

$83.8K

$112.2K

How much do intermediate financial analyst jobs pay per year?

As of Aug 7, 2026, the average yearly pay for intermediate financial 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 is the difference between Intermediate Financial Analyst vs Financial Analyst?

AspectIntermediate Financial AnalystFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; some certifications like CFA or CPA are commonBachelor's degree; entry-level certifications may be preferred
Work EnvironmentCorporate finance departments, investment firms, or consulting firmsFinancial services, corporate finance, or investment banking
Employer & Industry UsageMid-level role in finance teams, often with some project management responsibilitiesEntry to mid-level role, often the starting point for finance careers

The Intermediate Financial Analyst typically has more experience and responsibilities than a standard Financial Analyst, often handling more complex analysis and contributing to strategic decisions. Both roles require similar educational backgrounds and certifications, but the Intermediate Financial Analyst is positioned as a step above entry-level positions, with greater involvement in financial planning and analysis.

What are the key skills and qualifications needed to thrive as an intermediate financial analyst?

To thrive as an Intermediate Financial Analyst, you need strong analytical skills, a solid understanding of accounting principles, and typically a bachelor’s degree in finance, accounting, or a related field. Proficiency in financial modeling, Microsoft Excel, and familiarity with ERP systems like SAP or Oracle, as well as certifications such as CFA or CPA, are often required. Attention to detail, effective communication, and problem-solving abilities distinguish top performers in this role. These skills ensure accurate financial analysis, informed decision-making, and the ability to communicate complex information clearly to stakeholders.

Can I get an intermediate financial analyst job with no experience?

While some entry-level financial analyst positions may accept candidates with little or no experience, an intermediate financial analyst role typically requires prior experience in financial analysis, data interpretation, or related tasks. Developing skills in Excel, financial modeling, and obtaining relevant certifications like CFA can improve chances, but most employers expect candidates to have some professional background in finance or related fields.

What are some common challenges faced by intermediate financial analysts when transitioning from entry-level positions?

Intermediate Financial Analysts often encounter challenges such as taking on more complex financial modeling tasks, interpreting large data sets, and presenting findings to leadership. They are expected to move beyond basic reporting and contribute more strategically to budgeting, forecasting, and variance analysis. Additionally, intermediates may begin mentoring junior analysts and collaborating closely with cross-functional teams, which requires strong communication and project management skills.

What does an intermediate financial analyst do?

An Intermediate Financial Analyst typically analyzes financial data, prepares reports, and helps support business decisions by providing insights on financial performance. They often work with budgets, forecasts, and financial models, collaborating with other departments to interpret data and identify trends. These analysts may also assist in evaluating investment opportunities, monitoring expenses, and ensuring compliance with financial regulations. Their role bridges the gap between entry-level analysts and senior financial professionals, requiring a solid understanding of financial principles and strong analytical skills.
What are the most commonly searched types of Financial Analyst jobs in Ohio? The most popular types of Financial Analyst jobs in Ohio are:
What cities in Ohio are hiring for Intermediate Financial Analyst jobs? Cities in Ohio with the most Intermediate Financial Analyst job openings:
Infographic showing various Intermediate Financial Analyst job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 21% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $83,766 per year, or $40.3 per hour.

Asset Management - Financial Advisor Services - Analyst

JP Morgan Chase

Columbus, OH

Full-time

Medical, Retirement

Re-posted 15 days ago


JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 493 frontline employees who took The Breakroom Quiz

73rd of 170 rated banks


Job description

Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them.

As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of responsibilities. These include acting as a resource for prospecting new business opportunities, establishing and managing client relationships, educating clients about our products, and identifying top advisors through calling efforts, mail/e-mail campaigns, and referrals.

Job Responsibilities

  • Partner with internal and external Client Advisors to generate revenue growth and client retention, including:
  •  Prospect, close business, build relationships and promote JPMorgan mutual funds
  • Answer incoming phone calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and services
  • Create client presentations; develop prep and follow up materials for client meetings
  • Assist Financial Advisors with JPMorgan Funds web site questions
  • Liaise with Internal Client Advisors on the generation of Portfolio Insights analysis reports; document sales activity/information in Salesforce and the Product Strategy drive for tracking and Compliance purposes
  • Create proposals and illustrative models for key sales representatives as needed
  • Collaborate with team members, internal partners and investment professionals throughout the firm on projects spanning all asset classes.

Required Qualifications, Skills, and Capabilities 

  • 4-year degree (BA/BS)
  • 2+ years of financial services experience including strong knowledge of: JPMorgan Funds' products and services, and all aspects of the distribution channels through which they are sold
  • Specialized knowledge of JPMorgan's Insights programs - i.e. Guide to the Markets, Guide to Retirement and Portfolio Insights
  • Able to communicate effectively (verbal and written) with a wide variety of stakeholders - e.g. external and internal partners
  • Proactive with a high level of attention to detail; quick learner who can adapt to  changing priorities and high pressure environment
  • Exceptional time management and organization skills; able to produce high quality work in a deadline driven environment
  • Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite
  • FINRA/NASAA licenses - Series 7; Series 63 
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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