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Investment Processor Jobs in Ohio (NOW HIRING)

Proactively identifies opportunities for process improvement and takes ownership of ... The Investment Analyst supports the Investments team by performing financial modeling, market ...

Investment Analyst

Cleveland, OH ยท On-site

$70 - $100/hr

Proactively identifies opportunities for process improvement and takes ownership of ... The Investment Analyst supports the Investments team by performing financial modeling, market ...

Strong knowledge of brokerage, investment, insurance, and trust products * Working knowledge of ... Processes deposits of customer funds and securities. h. Processes customer check disbursements as ...

Strong knowledge of brokerage, investment, insurance, and trust products * Working knowledge of ... Processes deposits of customer funds and securities. h. Processes customer check disbursements as ...

New

Strong knowledge of brokerage, investment, insurance, and trust products * Working knowledge of ... Processes deposits of customer funds and securities. h. Processes customer check disbursements as ...

Document investment processes, controls, and oversight routines for RCSAs, audits, and regulatory needs. * Coordinate issue logs, exceptions, and remediation plans from CIOowned processes. * Ensure ...

Investment Executive

Massillon, OH ยท On-site

$55 - $110/hr

... with investing. This role will typically handle 100-150 clients with a Book of Business totaling ... Process securities transactions for clients in accordance with all Federal, State, Local and ...

New

Oversee data validation processes supporting performance measurement, portfolio monitoring, and investment reporting. * Maintain documentation of critical investment data workflows and controls. Data ...

Escrow Processor

Dayton, OH ยท On-site

$50K - $55K/yr

Working closely with lenders, Realtors, investors, and internal team members, you'll help create a seamless closing experience for every client. Key Responsibilities: * Review and process title ...

Showing results 21-40

Investment Processor information

See Ohio salary details

$8

$15

$24

How much do investment processor jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for investment processor in Ohio is $15.92, according to ZipRecruiter salary data. Most workers in this role earn between $12.79 and $18.27 per hour, depending on experience, location, and employer.

What does an investment processor do?

An Investment Processor is responsible for handling the administrative and operational tasks related to investment transactions. This includes processing trades, maintaining accurate records, reconciling accounts, and ensuring compliance with financial regulations. They work closely with financial advisors, clients, and other departments to ensure investments are processed accurately and efficiently. Their role is crucial in ensuring timely settlement of trades and supporting the overall investment management process.

What are the key skills and qualifications needed to thrive as an investment processor, and why are they important?

To thrive as an Investment Processor, you need strong attention to detail, knowledge of financial products, and a background in finance or business administration. Familiarity with portfolio management software, investment processing platforms, and compliance systems is typically required, often supported by relevant certifications such as FINRA Series 6 or 7. Excellent organizational skills, analytical thinking, and effective communication set top performers apart in this field. These skills are crucial to ensure accurate transaction processing, regulatory compliance, and smooth coordination among clients, advisors, and internal teams.

What are some common challenges faced by investment processors, and how can applicants prepare to handle them?

Investment Processors often encounter challenges such as managing high transaction volumes accurately under tight deadlines, staying updated with frequently changing financial regulations, and coordinating effectively with multiple teams like compliance and client services. To handle these, applicants should develop strong attention to detail, organizational, and communication skills. Familiarity with investment products and transaction systems will also help candidates adapt more quickly and efficiently to the demands of the role.

What is the difference between Investment Processor vs Financial Analyst?

AspectInvestment ProcessorFinancial Analyst
Required CredentialsTypically a high school diploma or associate degree; certifications like FINRA Series 7 may be preferredBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are common
Work EnvironmentFinancial firms, banks, investment companies; primarily office-basedCorporate finance departments, investment firms, consulting; office-based with some client interaction
Employer & Industry UsageUsed mainly in investment firms and banks for processing transactionsUsed across finance sectors for analyzing financial data and advising clients

While both roles operate within the finance industry, Investment Processors focus on transaction handling and data entry, whereas Financial Analysts analyze financial data to guide investment decisions. The roles differ in required education, certifications, and daily responsibilities, with Financial Analysts typically holding higher qualifications and engaging in more strategic analysis.

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

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

Infographic showing various Investment Processor job openings in Ohio as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $33,106 per year, or $15.9 per hour.

Investment Analyst

Stark Enterprises

Cleveland, OH โ€ข Hybrid

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 19 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.