Investment Associate Jobs in Ohio
Investment Associate jobs in Ohio are active across the state's finance, private equity, and wealth management sectors, with openings from entry-level analyst roles through senior associate positions. Columbus, Cleveland, and Cincinnati account for the largest share of hiring, with established employers like KeyCorp, Fifth Third Bank, and Nationwide drawing consistent demand. Portfolio analysis, credit underwriting, and private equity deal support are among the most in-demand specialties for investment associates across Ohio. Find a role that fits below and apply directly.
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Commercial Real Estate Investment Sales Broker
Grandstone Storage Investment Sales is seeking driven, entrepreneurial professionals to join our growing team of commercial real estate investment sales brokers.
Grandstone specializes exclusively in the self-storage sector, advising property owners on the sale of their assets and connecting sellers with a nationwide network of qualified buyers. We are building a team of ambitious brokers who want to develop expertise in a specialized commercial real estate market and build a long-term career in investment sales.
What You’ll Do
- Prospect and develop relationships with self-storage owners and investors
- Build and manage a pipeline of prospective clients and transactions
- Identify potential investment-sale opportunities within your assigned market
- Advise property owners throughout the investment sales process
- Present market information, valuations, and opportunities to prospective clients
- Develop long-term relationships with ownership groups
- Work with Grandstone’s leadership, underwriting, and marketing teams to bring transactions to market
- Manage deals from initial prospecting through closing
What Grandstone Provides
Grandstone combines the speed and flexibility of a specialized firm with the resources brokers need to compete in commercial real estate. Brokers receive:
- Direct access to leadership and mentorship
- A national database of 13,000+ active buyers
- CRM and technology resources
- Underwriting and marketing support
- Established processes guiding brokers from prospecting through closing
- Shared deal intelligence and market knowledge
- The opportunity to develop deep expertise in the self-storage investment market
These resources are specifically highlighted in Grandstone’s broker recruiting materials.
Who We’re Looking For
We’re interested in candidates who are:
- Highly motivated, competitive, and comfortable in a sales-driven environment
- Strong communicators who enjoy developing new business relationships
- Persistent and comfortable with prospecting and outbound business development
- Entrepreneurial and interested in building their own book of business
- Organized and capable of managing a long-term sales pipeline
- Interested in commercial real estate and investment sales
- Coachable and motivated to become an expert within a specialized market
Commercial real estate, brokerage, financial services, B2B sales, or other high-performance sales experience can be valuable, but self-storage experience is not required.
Compensation
This is a commission-based opportunity with uncapped earning potential. Compensation is directly tied to individual production and closed transaction volume.
About Grandstone
Grandstone Storage Investment Sales focuses exclusively on self-storage investment sales. Rather than operating as a generalist brokerage, Grandstone concentrates on self-storage owners, buyers, market trends, operations, debt, and transaction activity, allowing its brokers to develop specialized expertise and credibility with property owners.
Ready to build a career in commercial real estate investment sales? Apply today to start a conversation with Grandstone.
Pay: $50,000.00 - $250,000.00 per year
Work Location: Hybrid remote in Columbus, OH 43215
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Where Ohio roles are concentrated, by current openings.
Investment Associate Job Market in Ohio
A snapshot from current Ohio openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
What Ohio Employers Look For
The qualifications that appear most often in investment associate jobs across Ohio.
- Bachelor's degree in finance, economics, or a closely related field required
- Series 63 or Series 65 FINRA registration preferred or required by many Ohio employers
- One to three years of financial modeling, valuation, or credit analysis experience
- Proficiency in Excel-based financial modeling and familiarity with Bloomberg or FactSet
- Strong written and verbal communication skills for client and stakeholder reporting
- CFA Level I candidacy or progress toward the CFA charter considered a competitive advantage
Investment Associate Jobs in Ohio: Frequently Asked Questions
How do you become a investment associate in Ohio?
Most investment associate roles in Ohio require a bachelor's degree in finance, economics, accounting, or business. Many positions involve securities activities regulated by FINRA, so candidates often need to obtain a Series 63 or Series 65 license, which requires passing the relevant FINRA exam and sponsorship by a registered firm. Ohio does not have a separate state licensing board for investment associates beyond FINRA registration, making exam preparation and firm sponsorship the core credentialing path.
Which companies hire investment associates in Ohio?
Employers hiring investment associates in Ohio right now include JPMorganChase, KeyBank, and Verti Commercial Real Estate, based on current listings on Migrate Mate as of September 2026. Ohio's concentration of regional banks, insurance holding companies, and private equity firms headquartered in Columbus and Cleveland makes it one of the more active Midwest markets for this role.
Which Ohio cities have the most investment associate jobs?
Columbus, Cleveland, and Westerville have the most investment associate openings in Ohio. Columbus leads because of its dense cluster of banking headquarters, insurance firms, and private equity offices, while Cleveland's legacy in asset management and corporate finance drives strong demand there, and Cincinnati benefits from the regional presence of large financial services and consumer finance employers.
Are there remote investment associate jobs in Ohio?
Yes, and they're more common than in many finance roles, particularly for research, modeling, and portfolio monitoring work. About 67% of investment associate openings tied to Ohio are remote or hybrid as of September 2026, reflecting a meaningful shift since the pandemic. Roles focused on data analysis, credit review, or equity research tend to be the most remote-eligible, while deal execution and client-facing positions typically require in-office presence.
How can I get hired as a investment associate in Ohio with little or no experience?
The most realistic entry path is applying to rotational analyst programs at Ohio-based regional banks and financial institutions, where firms like KeyBank and Fifth Third run structured programs for recent graduates. Candidates without direct experience can also transition from adjacent roles such as financial analyst, credit analyst, or accounting associate. Completing CFA Level I or obtaining a Series 63 registration while in school or shortly after graduation signals seriousness to Ohio hiring managers and meaningfully strengthens early applications.
Where can I find and apply to investment associate jobs in Ohio?
You can find and apply to investment associate jobs in Ohio on Migrate Mate, which lists current openings from Ohio employers. Find roles that fit your experience and location, then apply directly to each position through the listing.
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