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Internship Investment Performance Analyst Jobs in Ohio

Stark Enterprises

Investment Analyst

Cleveland, OH · On-site

The Investment Analyst plays a key role in supporting the company's real estate investment ... asset performance, and preparing financial materials for internal and external stakeholders.

Stark Enterprises

Investment Analyst

Cleveland, OH · Hybrid

The Investment Analyst plays a key role in supporting the company's real estate investment ... asset performance, and preparing financial materials for internal and external stakeholders.

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Internship Investment Performance Analyst information

What is the difference between Internship Investment Performance Analyst vs Investment Analyst?

AspectInternship Investment Performance AnalystInvestment Analyst
QualificationsTypically pursuing or recent graduate with finance, economics, or related degreeBachelor's or master's degree in finance, economics, or related field; relevant certifications preferred
Work EnvironmentInternship setting, often part-time or temporary, in asset management or investment firmsFull-time role in investment firms, banks, or asset management companies
ResponsibilitiesAssisting with performance data analysis, reporting, and supporting senior analystsAnalyzing investment opportunities, monitoring portfolios, and making recommendations

While both roles involve investment data analysis, the Internship Investment Performance Analyst is an entry-level, temporary position focused on supporting performance evaluation, whereas the Investment Analyst is a full-time role with broader responsibilities in investment decision-making and portfolio management.

What are the most commonly searched types of Investment Performance Analyst jobs in Ohio?

The most popular types of Investment Performance Analyst jobs in Ohio are:

What cities in Ohio are hiring for Internship Investment Performance Analyst jobs?

Cities in Ohio with the most Internship Investment Performance Analyst job openings:

Internship Investment Performance Analyst jobs near you

Fixed Income Investment Associate Analyst

Westfield

Westfield Center, OH • Hybrid

Full-time

Posted 25 days ago

Westfield Insurance rating

8.7

Company rating: 8.7 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

70th of 311 rated insurance

Job description

Job Summary:

The Associate Investment Analyst applies broad theoretical investment and financial knowledge to support fixed income, equity, and alternative investment portfolio activities for Westfield affiliated companies. Working under close supervision, the role gathers data, prepares basic analysis, monitors assigned information sources, maintains reports, and drafts summaries for review by investment team members to support established portfolio processes and decision making. 

This role is not eligible for visa sponsorship.

Job Responsibilities:

  • Assists with assigned portfolio activities by gathering economic, sector, sub-asset class, security, fund, and manager information and organizing findings for review by investment team members. 
  • Prepares basic analysis to support investment review activities, including issuer, credit, equity, alternative investment, performance, risk, liquidity, and valuation information using established methods. 
  • Monitors assigned market activity, portfolio holdings, cash positions, issuer news, credit spreads, regulatory developments, and economic conditions; escalates notable observations to investment team members. 
  • Updates and maintains existing financial models, portfolio reports, watch lists, and analytical tools to support understanding of business drivers, security performance, valuation, and risk-return considerations. 
  • Supports portfolio construction, sub-asset class analysis, attribution, income variance analysis, and annual planning activities by compiling accurate data and preparing routine reporting materials. 
  • Assists with approved trade support activities by preparing order information, coordinating required documentation, and tracking execution details under direction and established requirements. 
  • Supports due diligence activities for new and existing investments, fund managers, brokers, third-party advisors, and technology providers by gathering information, completing initial analysis, and documenting findings for review. 
  • Drafts written summaries, monthly results, sector review materials, ad hoc reports, and presentation support materials for review by investment team members and use with internal and external stakeholders. 
  • Identifies routine opportunities to improve assigned documentation, data quality, and reporting steps and supports approved updates within defined scope. 
  • Participates in team strategy discussions, stakeholder calls, and assigned projects by providing data, documentation, and analysis support within defined scope. 
  • Travels occasionally to support training, industry events, investment or economic research, special assignments, and meetings between office locations. 

Job Qualifications:

  • Bachelor's degree in Finance, Economics, Accounting, Engineering, Actuarial Science, Mathematics, Business, or a related field, or equivalent training or work experience. 
  • 0-2 years of experience applying quantitative, qualitative, financial, investment, credit, securities, portfolio, or research concepts to data, coursework, internships, or related work. 

Location: 

Hybrid - defined as working three or more days per week in the office

Licenses and Certifications: 

  • Chartered Financial Analyst (CFA)

Behavioral Competencies:

  • Collaborates
  • Communicates Effectively
  • Customer Focus
  • Decision Quality
  • Nimble Learning

Technical Skills:

  • Basic Investment Research 
  • Foundational Financial Modeling 
  • Portfolio Reporting Support 
  • Market Data Analysis 
  • Bloomberg or Similar Market Data Tools 
  • Microsoft Office 
  • Trade Support Documentation 

This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.

Founded in 1848, Westfield is a global leader in property and casualty insurance, delivering superior risk insights and innovative solutions to customers through a diverse portfolio of insurance products. Westfield underwrites commercial, personal, surety, and specialty lines of coverage through a network of leading independent agents and brokers in the United States and specialty products through Lloyd's of London Syndicate 1200. As a mutual insurance company with more than 3,000 employees, Westfield has revenues in excess of $4 billion and more than $10 billion in assets. 

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