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Investment Assistant Jobs in Ohio (NOW HIRING)

Stark Enterprises

Investment Analyst

Cleveland, OH · On-site

Analyze key real estate investment metrics, including IRR, NPV, Equity Multiple, and sensitivity analysis * Assist in financial analysis associated with new financing and refinancing efforts

Stark Enterprises

Investment Analyst

Cleveland, OH · Hybrid

Analyze key real estate investment metrics, including IRR, NPV, Equity Multiple, and sensitivity analysis * Assist in financial analysis associated with new financing and refinancing efforts

Stark Enterprises

Investment Analyst

Cleveland, OH · On-site

$70 - $100/hr

Analyze key real estate investment metrics, including IRR, NPV, Equity Multiple, and sensitivity analysis * Assist in financial analysis associated with new financing and refinancing efforts

Imh

Develop independent investment perspectives through research, data analysis, and assessment of relevant market trends. * Assist with portfolio analysis, including exposure monitoring, commitment ...

Pat Scales Remodeling

Interior Designer

Delaware, OH · On-site

$5.0K - $15K/yr

Present ballpark estimates and help clients understand project investment.Assist in preparing construction drawings, permit documents, work orders, and design documentation using Chief Architect.

Accenture

Investment Banking Consultant

Columbus, OH · On-site

Key responsibilities of the Investment Banking Management Consulting Consultant may include: * Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at ...

Accenture

Investment Banking Consultant

Hartford, OH · On-site

Key responsibilities of the Investment Banking Management Consulting Consultant may include: * Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at ...

Accenture

Investment Banking Consultant

Cincinnati, OH · On-site

Key responsibilities of the Investment Banking Management Consulting Consultant may include: * Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at ...

Accenture

Investment Banking Consultant

Cleveland, OH · On-site

Key responsibilities of the Investment Banking Management Consulting Consultant may include: * Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at ...

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All JobsInvestment JobsInvestment Assistant JobsInvestment Assistant Jobs in Ohio

Investment Assistant information

See Ohio salary details

$23.3K

$44.6K

$63.5K

How much do investment assistant jobs pay per year?

As of Sep 2, 2026, the average yearly pay for investment assistant in Ohio is $44,558.00, according to ZipRecruiter salary data. Most workers in this role earn between $32,908.00 and $53,933.00 per year, depending on experience, location, and employer.

What does an investment assistant do?

An Investment Assistant provides administrative and analytical support to investment professionals, helping with research, portfolio management, and client communications. They assist in preparing reports, maintaining financial records, and ensuring compliance with regulatory requirements. Strong attention to detail, financial knowledge, and proficiency with investment tools are essential for success in this role.

What are the key skills and qualifications needed to thrive as an investment assistant?

Excelling as an Investment Assistant requires strong analytical abilities, organizational skills, and a background in finance or business administration, often supported by a relevant degree. Familiarity with portfolio management software, financial modeling tools, and industry certifications such as the Series 7 or Series 63 licenses is beneficial. Excellent communication, attention to detail, and a proactive approach help professionals build productive relationships with clients and team members. These skills ensure efficient support for investment teams, precise transaction processing, and superior client service.

What are typical daily responsibilities for an investment assistant?

Investment Assistants typically support portfolio managers and advisors by preparing reports, handling client correspondence, processing investment transactions, and maintaining accurate records. The role often involves monitoring account activities, coordinating meetings, and researching market data to provide insights for investment decisions. You may also assist with compliance documentation and resolving routine client inquiries. Collaborating closely with both internal teams and external partners, you’ll play a vital part in ensuring smooth day-to-day operations in a fast-paced investment environment.

How much do investment assistants make?

Investment assistants typically earn a median annual salary of around $50,000 to $70,000, depending on experience, location, and the size of the firm. Entry-level roles may start lower, while those with specialized skills or certifications can earn higher salaries. Compensation often includes benefits and opportunities for bonuses based on performance.

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

The most popular types of Investment jobs in Ohio are:

What are popular job titles related to Investment Assistant jobs in Ohio?

For Investment Assistant jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Investment Assistant jobs in Ohio look for?

The top searched job categories for Investment Assistant jobs in Ohio are:

What cities in Ohio are hiring for Investment Assistant jobs?

Cities in Ohio with the most Investment Assistant job openings:

Investment Assistant jobs near you
Infographic showing various Investment Assistant job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 23% Part Time, 1% Temporary, and 5% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $44,558 per year, or $21.4 per hour.

Investment Analyst

Stark Enterprises

Cleveland, OH • On-site

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 18 days ago

Job description

The Investment Analyst plays a key role in supporting the company's real estate investment, development, and asset management activities through robust financial modeling, forecasting, market research, and portfolio analysis. This role provides critical analytical support for evaluating prospective development and acquisition opportunities, monitoring asset performance, and preparing financial materials for internal and external stakeholders.
Essential Functions:
Financial Modeling & Investment Analysis:
  • Develop, maintain, and improve financial models for all development and acquisition projects
  • Conduct discounted cash flow (DCF) analysis, scenario modeling, and property- and portfolio-level forecasting
  • Analyze key real estate investment metrics, including IRR, NPV, Equity Multiple, and sensitivity analysis
  • Assist in financial analysis associated with new financing and refinancing efforts
  • Conduct lease analysis for prospective commercial tenants
  • Model joint venture equity structures, distribution waterfalls, promote calculations

Market Research & Portfolio Analytics:
  • Perform in-depth market research evaluating supply/demand dynamics, demographic trends, competitive property analysis, and other factors impacting investment decisions
  • Prepare monthly market update reports covering market rents, rent growth, occupancy, concessions, pipeline, etc
  • Maintain sale comp data within target markets to evaluate trends in valuations across properties and markets

Acquisitions, Development & Due Diligence Coordination:
  • Assist in sourcing and evaluating development and acquisition opportunities
  • Assist in coordinating due diligence activities with lenders, appraisers, consultants, legal teams, and third-party vendors to ensure timely and accurate information flow
  • Prepare and maintain investment committee materials for each IC meeting
  • Assist in capitalization and closing efforts

Cross-Department Collaboration:
  • Work closely with investments, asset management, development, acquisitions, and external partners to support financial and operational initiatives

Other Duties:
  • Demonstrate company core values consistently
  • Perform any other duties as assigned

Skills and Experience:
  • Bachelor's degree in Finance, Real Estate, Economics, or a related discipline
  • 2�5 years of experience in Finance, Investments, Commercial Lending, and/or Commercial Real Estate
  • Strong financial modeling capabilities in Excel
  • Experience with CoStar, Yardi Matrix, and other similar data tools preferred
  • Solid understanding of real estate financial concepts and investment metrics (NPV, IRR, Equity Multiple, yield on cost, development spread, LTC, LTV, DSCR, debt yield, etc.)
  • Robust quantitative and qualitative analytical skills with exceptional attention to detail
  • Strong organizational and time management abilities with the capacity to prioritize and manage multiple projects
  • Demonstrated ability to identify opportunities for improving efficiency, processes, and analytical rigor
  • Ability to sit for extended periods while working on a computer, with occasional standing, walking, or lifting of up to 10 pounds

Competencies:
  • Ability to synthesize complex data, identify trends, and develop actionable insights
  • Demonstrates strong command of financial modeling, valuation, and investment analysis
  • Communicates clearly and professionally in written and verbal forms
  • Works effectively with cross-functional teams and external partners
  • Ensures accuracy and quality across all analyses and deliverables
  • Proactively identifies opportunities for process improvement and takes ownership of responsibilities

Why This Opportunity is Exciting for You:
This role sits at the center of a large existing portfolio and active development pipeline spanning 14 target states across the Southeast and Midwest. You will get experience with multiple asset classes including retail, build to rent multifamily, and traditional multifamily. You will help source development and acquisition opportunities, underwrite ground up development and stabilized acquisitions, get exposure to real estate capital markets, and see full deal lifecycles from initial screening through closing. Your work product reaches the Stark Investment Committee and senior leadership directly, providing impact and visibility from day one.
We offer a competitive compensation package, including:
  • Paid Time Off (PTO)
  • Paid Holidays
  • 401(k) with Employer Match
  • Health, Dental, Life Insurance, and Long-Term Disability Insurance

Additional Information:
  • FLSA Status: Exempt; Full-Time
  • Location: Corporate Office; in office/hybrid
  • Travel: up-to 25%
  • Reports To: Vice President of Investments
  • Direct Reports: N/A
  • Decision Making Authority: The Investment Analyst supports the Investments team by performing financial modeling, market research, forecasting, and analytical tasks that inform investment and operational decisions. This role makes analytical recommendations based on data but does not have authority to approve contracts, commit company funds, or make final investment or financial decisions. All strategic and financial approvals are made by the VP of Investments or senior leadership.

About Stark Enterprises:
Stark Enterprises is a full-service real estate development company based in Cleveland, Ohio, with expertise in acquisition, development, leasing, property management, construction, architectural design, landscape architecture, marketing, and security. We are committed to delivering high-quality, innovative solutions to meet the evolving needs of our clients and communities.
As an Equal Opportunity Employer, Stark Enterprises is dedicated to fostering a diverse and inclusive workplace. We do not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, disability, national origin, veteran status, or any other characteristic protected by law. Employment decisions are based on qualifications, merit, and business need.
Join us and be part of a forward-thinking company that values both its employees and the communities it serves.

Apply