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Investment Processor Jobs in Ohio (NOW HIRING)

Accenture

Investment Banking Consultant

Columbus, OH · On-site

Knowledge of the capital markets industry, including an understanding of Investment Banking client segments, product taxonomy and trading processes. * Knowledge of digital assets and emerging ...

Accenture

Investment Banking Consultant

Hartford, OH · On-site

Knowledge of the capital markets industry, including an understanding of Investment Banking client segments, product taxonomy and trading processes. * Knowledge of digital assets and emerging ...

STRS Ohio

Investment Accountant I or II

Columbus, OH · On-site

$32.67 - $39.21/hr

Process and apply all cash transactions, including ACH, wires, lockboxes, income, payments, transfers, claims, and tax reclaim receipts. * Identify, track, and code investment-related transactions ...

Accenture

Investment Banking Consultant

Cleveland, OH · On-site

Knowledge of the capital markets industry, including an understanding of Investment Banking client segments, product taxonomy and trading processes. * Knowledge of digital assets and emerging ...

PNC

Investment Advisor III

Cincinnati, OH

$112K - $208K/yr

As an Investment Advisor III within PNC's Private Bank organization, you will be based in ... required to participate in the application process, please contact us via email at ...

PNC

Investment Advisor III

Akron, OH

$112K - $208K/yr

As an Investment Advisor III within PNC's Private Bank organization, you will be based in Akron, OH ... required to participate in the application process, please contact us via email at ...

Strsoh

Investment Accountant I or II

Columbus, OH

$32.67 - $39.21/hr

Process and apply all cash transactions, including ACH, wires, lockboxes, income, payments, transfers, claims, and tax reclaim receipts. * Identify, track, and code investment-related transactions ...

PNC

Investment Advisor I

Cincinnati, OH

$75K - $125K/yr

As an Investment Advisor I within PNC's Private Bank organization, you will be based in Cincinnati ... required to participate in the application process, please contact us via email at ...

PNC

Investment Advisor II

Cleveland, OH · On-site

$86K - $143K/yr

As an Investment Advisor II within PNC's Irrevocable Specialty Trust Group organization, you will ... required to participate in the application process, please contact us via email at ...

PNC Bank

Investment Advisor I

Cincinnati, OH

$75K - $125K/yr

As an Investment Advisor I within PNC's Private Bank organization, you will be based in Cincinnati ... required to participate in the application process, please contact us via email at ...

PNC Bank

Investment Advisor III

Cincinnati, OH

$112K - $208K/yr

As an Investment Advisor III within PNC's Private Bank organization, you will be based in ... required to participate in the application process, please contact us via email at ...

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All JobsInvestment Processor JobsInvestment Processor Jobs in Ohio

Investment Processor information

See Ohio salary details

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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:

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

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

Investment Processor jobs near you
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 Banking Associate

Brown Gibbons Lang & Company

Cleveland, OH • On-site

Full-time

Re-posted 12 days ago

Job description

Company Description

Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries.

Job Description

Investment Banking Associates at Brown Gibbons Lang & Company have a strategic position and will oversee the preparation of financial analyses, conduct due diligence, develop offering presentation materials, and participate in the structuring and execution of a wide variety of transactions. Investment Banking Associates assume an integral role in transaction execution and client interaction, as well as participation in marketing efforts and identifying prospective clients.

Investment Banking Associate Responsibilities:

BGL Investment Banking Associates enjoy a high level of involvement at every stage of the transaction and frequently interact with senior level bankers and management of client companies. They are active contributors during every phase of the transaction process and are integral to each transaction team. Additionally, Associates work closely with senior bankers to assist with their new business efforts.

Investment Banking Associates at BGL act as primary processors of transactions and proposals. Associates are expected to master all aspects of transaction execution, including new business presentations, financial modeling and analysis, industry research, and preparation of other written materials.

Associates are required to have the ability to work on two to three transactions at any one time. As they become more experienced, Associates will be expected to manage transactions along with senior bankers and help coordinate the activities of team members, clients, attorneys, and accountants.

Job Responsibilities:

  • Supporting senior bankers in transaction execution and client management
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  • Performing financial analysis
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  • Identifying potential investors, buyers, acquisition targets or merger partners
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  • Conducting industry research
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  • Participating in new business development
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  • Cultivating analyst development
Qualifications

Candidates for this position should be dynamic, highly-motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market.

Successful candidates possess the following characteristics:

  • Bachelor's Degree required, MBA preferred
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  • Two or more years of previous experience in Investment Banking
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  • Outstanding academic record
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  • Strong accounting and financial modeling knowledge and experience
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  • Excellent interpersonal skills
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  • Excellent written and verbal communication skills
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  • Ambitious team player with commitment to excellence
Additional Information

We have Investment Banking opportunities available in our Cleveland, OH and Chicago, IL offices.

Apply