Investment Jobs in Ohio
Investment jobs in Ohio are concentrated in Columbus, Cleveland, and Cincinnati, where firms like JPMorgan Chase, KeyCorp, and Fifth Third Bank maintain major operations and hire at every level from analyst to portfolio manager. The most in-demand specialties include equity research, wealth management, and corporate finance, reflecting the state's deep roots in banking and insurance. Ohio consistently ranks among the more active Midwest markets for investment talent. Find a role that fits below and apply directly.
Find Investment JobsOverview
Showing 5 of 68+ Investment jobs
Job Posting End Date
09-29-2026Please note the job posting will close on the day before the posting end date.
Job Summary
This role is responsible for shaping how Technology plans, evaluates, and measures investments and outcomes. This position is responsible for defining and scaling best practices for business planning, investment governance, and value realization across the Technology portfolio.A key focus of this role is building and maintaining forward-looking business and investment plans, ensuring alignment between strategy, funding, delivery, and measurable outcomes. You will enable a more disciplined, transparent, and performance-driven portfolio through strong analytical frameworks, standardized processes, and actionable insights.
Job Description
What you’ll do:
Forward-Looking Business & Investment Planning
- Develop and maintain multi-year technology business plans and investment roadmaps aligned to strategic priorities
- Build forward-looking financial models and forecasts covering budget, investment timing, benefits, and resource needs
- Partner with Technology and business leaders to ensure alignment between strategy, demand, and funding plans
- Continuously refine plans based on changing priorities, performance trends, and emerging opportunities
Business Case & Investment Frameworks
- Define and standardize business case development practices, including cost, benefits, assumptions, risks, and KPIs
- Ensure all investments are evaluated using consistent, data-driven criteria
- Improve quality, comparability, and transparency of investment proposals across Technology
Adoption of Portfolio Planning & Intake Practices
- Drive adoption of standardized intake, planning, and prioritization processes
- Ensure initiatives are clearly defined with measurable objectives and value outcomes
- Coach stakeholders to develop well-structured, value-driven proposals aligned to portfolio priorities
Value Measurement & Performance Tracking
- Define and implement KPIs and metrics for benefits realization and investment performance
- Track planned vs. actual results across the portfolio, including financials, benefits, and outcomes
- Identify value leakage, performance gaps, and risks to achieving expected ROI
- Enable enterprise visibility into portfolio performance and strategic value delivery
Portfolio Analytics & Decision Support
- Develop and maintain portfolio dashboards, reports, and analytics models
- Provide insights to support investment prioritization, scenario planning, and trade-off decisions
- Analyze trends across initiatives to identify systemic risks and opportunities for optimization
Practice Definition & Continuous Improvement
- Establish and refine standards for business planning, investment tracking, and value management
- Drive adoption of consistent tools, templates, and methodologies across Technology teams
- Improve data quality, reporting accuracy, and decision-making capabilities
- Advance organizational maturity in value-based portfolio management and performance measurement
What we’re looking for:
Education:
- Bachelor's degree in computer science, information systems, business or related field of study; Or associate's degree in computer science or related field of study with 2 years of relevant work experience; Or High school diploma/GED with 4 years of relevant work experience.
Experience:
- In addition to any experience required above, 13 years of relevant work experience is required.
Preferred Qualifications:
- Experience in business analysis, portfolio planning, finance, or strategy roles
- Strong experience building business plans, investment models, and financial forecasts
- Proven ability to define and implement KPIs, performance tracking frameworks, and value measurement approaches
- Demonstrated experience influencing stakeholders and driving process adoption at scale
- Strong analytical, problem-solving, and communication skills
- Experience in Technology PMO, Portfolio Management, or investment governance functions
- Background in financial modeling, budgeting, or capital planning
- Familiarity with benefits realization and portfolio performance frameworks
- Experience supporting executive-level planning and reporting
What Success Looks Like:
- Clear, actionable multi-year business and investment plans aligned to strategy
- High adoption of standardized planning, intake, and business case practices
- Improved visibility into portfolio investment performance and ROI
- Strong alignment between planned investments, delivery execution, and realized value
- Reduction in value leakage and increased confidence in planning and forecasting
American Electric Power (On-Site)
#LI-Onsite
#AEPCareers
At AEP, we’re more than just an energy company — we’re a team of dedicated professionals committed to delivering safe, reliable, and innovative energy solutions. Guided by our mission to put the customer first, we strive to exceed expectations by listening, responding, and continuously improving the way we serve our communities. If you're passionate about making a meaningful impact and being part of a forward-thinking organization, this is the company for you!
Compensation Data
Compensation Grade:
SP20-010Compensation Range:
$136,539.00 - $177,503.00The Physical Demand Level for this job is: S – Sedentary Work: Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently. (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.
Hear about it first! Get job alerts by email. Log in to your Candidate Home Account today! If you don't have an account, you can create one.
It is hereby reaffirmed that it is the policy of American Electric Power (AEP) to provide Equal Employment Opportunity in all respects of the employer-employee relationship including recruiting, hiring, upgrading and promotion, conditions and privileges of employment, company sponsored training programs, educational assistance, social and recreational programs, compensation, benefits, transfers, discipline, layoffs and termination of employment to all employees and applicants without discrimination because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, veteran or military status, disability, genetic information, or any other basis prohibited by applicable law. When required by law, we might record certain information or applicants for employment may be invited to voluntarily disclose protected characteristics.Job Posting End Date
09-29-2026Please note the job posting will close on the day before the posting end date.
Job Summary
This role is responsible for shaping how Technology plans, evaluates, and measures investments and outcomes. This position is responsible for defining and scaling best practices for business planning, investment governance, and value realization across the Technology portfolio.A key focus of this role is building and maintaining forward-looking business and investment plans, ensuring alignment between strategy, funding, delivery, and measurable outcomes. You will enable a more disciplined, transparent, and performance-driven portfolio through strong analytical frameworks, standardized processes, and actionable insights.
Job Description
What you’ll do:
Forward-Looking Business & Investment Planning
- Develop and maintain multi-year technology business plans and investment roadmaps aligned to strategic priorities
- Build forward-looking financial models and forecasts covering budget, investment timing, benefits, and resource needs
- Partner with Technology and business leaders to ensure alignment between strategy, demand, and funding plans
- Continuously refine plans based on changing priorities, performance trends, and emerging opportunities
Business Case & Investment Frameworks
- Define and standardize business case development practices, including cost, benefits, assumptions, risks, and KPIs
- Ensure all investments are evaluated using consistent, data-driven criteria
- Improve quality, comparability, and transparency of investment proposals across Technology
Adoption of Portfolio Planning & Intake Practices
- Drive adoption of standardized intake, planning, and prioritization processes
- Ensure initiatives are clearly defined with measurable objectives and value outcomes
- Coach stakeholders to develop well-structured, value-driven proposals aligned to portfolio priorities
Value Measurement & Performance Tracking
- Define and implement KPIs and metrics for benefits realization and investment performance
- Track planned vs. actual results across the portfolio, including financials, benefits, and outcomes
- Identify value leakage, performance gaps, and risks to achieving expected ROI
- Enable enterprise visibility into portfolio performance and strategic value delivery
Portfolio Analytics & Decision Support
- Develop and maintain portfolio dashboards, reports, and analytics models
- Provide insights to support investment prioritization, scenario planning, and trade-off decisions
- Analyze trends across initiatives to identify systemic risks and opportunities for optimization
Practice Definition & Continuous Improvement
- Establish and refine standards for business planning, investment tracking, and value management
- Drive adoption of consistent tools, templates, and methodologies across Technology teams
- Improve data quality, reporting accuracy, and decision-making capabilities
- Advance organizational maturity in value-based portfolio management and performance measurement
What we’re looking for:
Education:
- Bachelor's degree in computer science, information systems, business or related field of study; Or associate's degree in computer science or related field of study with 2 years of relevant work experience; Or High school diploma/GED with 4 years of relevant work experience.
Experience:
- In addition to any experience required above, 13 years of relevant work experience is required.
Preferred Qualifications:
- Experience in business analysis, portfolio planning, finance, or strategy roles
- Strong experience building business plans, investment models, and financial forecasts
- Proven ability to define and implement KPIs, performance tracking frameworks, and value measurement approaches
- Demonstrated experience influencing stakeholders and driving process adoption at scale
- Strong analytical, problem-solving, and communication skills
- Experience in Technology PMO, Portfolio Management, or investment governance functions
- Background in financial modeling, budgeting, or capital planning
- Familiarity with benefits realization and portfolio performance frameworks
- Experience supporting executive-level planning and reporting
What Success Looks Like:
- Clear, actionable multi-year business and investment plans aligned to strategy
- High adoption of standardized planning, intake, and business case practices
- Improved visibility into portfolio investment performance and ROI
- Strong alignment between planned investments, delivery execution, and realized value
- Reduction in value leakage and increased confidence in planning and forecasting
American Electric Power (On-Site)
#LI-Onsite
#AEPCareers
At AEP, we’re more than just an energy company — we’re a team of dedicated professionals committed to delivering safe, reliable, and innovative energy solutions. Guided by our mission to put the customer first, we strive to exceed expectations by listening, responding, and continuously improving the way we serve our communities. If you're passionate about making a meaningful impact and being part of a forward-thinking organization, this is the company for you!
Compensation Data
Compensation Grade:
SP20-010Compensation Range:
$136,539.00 - $177,503.00The Physical Demand Level for this job is: S – Sedentary Work: Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently. (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.
Hear about it first! Get job alerts by email. Log in to your Candidate Home Account today! If you don't have an account, you can create one.
It is hereby reaffirmed that it is the policy of American Electric Power (AEP) to provide Equal Employment Opportunity in all respects of the employer-employee relationship including recruiting, hiring, upgrading and promotion, conditions and privileges of employment, company sponsored training programs, educational assistance, social and recreational programs, compensation, benefits, transfers, discipline, layoffs and termination of employment to all employees and applicants without discrimination because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, veteran or military status, disability, genetic information, or any other basis prohibited by applicable law. When required by law, we might record certain information or applicants for employment may be invited to voluntarily disclose protected characteristics.See All 68 Investment Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
Find Investment JobsInvestment Jobs by City in Ohio
Where Ohio roles are concentrated, by current openings.
Investment Job Market in Ohio
A snapshot from current Ohio openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Fintech
- Investment & Asset Management
What Ohio Employers Look For
The qualifications that appear most often in investment jobs across Ohio.
- FINRA Series 7 or Series 65 license required or must obtain within 90 days
- Bachelor's degree in finance, economics, accounting, or a closely related field
- Proficiency in financial modeling, valuation methods, and investment analysis tools
- Experience with Bloomberg terminals, FactSet, or equivalent market data platforms
- CFA designation preferred or candidates actively pursuing the CFA credential
- Strong written communication skills for client reporting and investment presentations
Investment Jobs in Ohio: Frequently Asked Questions
How do you become a investment in Ohio?
Most investment roles in Ohio require a bachelor's degree in finance, economics, or accounting, followed by licensing through FINRA. Roles involving securities advice or portfolio management typically require the Series 65 or Series 7 exam, administered by FINRA and registered with the Ohio Division of Securities. Aspiring investment professionals often start in analyst or associate roles at regional banks, asset managers, or insurance firms before moving into advisory or portfolio positions.
Which companies hire investments in Ohio?
Ohio investment roles are posted by Nationwide Mutual Insurance Company, KeyBank, and JPMorganChase and others right now, based on current listings on Migrate Mate as of September 2026. Ohio's concentration of regional banks, insurance headquarters, and private equity firms in Columbus and Cleveland makes it one of the more active Midwest hiring markets for investment professionals.
Which Ohio cities have the most investment jobs?
Columbus, Cincinnati, and Cleveland post the most investment openings in Ohio. Columbus drives volume as the state capital and home to major bank and insurance headquarters, Cleveland's historic financial district supports a dense cluster of asset managers and wealth advisors, and Cincinnati benefits from the corporate finance operations of large consumer and healthcare companies headquartered there.
Are there remote investment jobs in Ohio?
Yes, and they are more common in investment than in many other fields, particularly for research, analyst, and advisory roles that are primarily desk-based. About 67% of investment openings tied to Ohio are remote or hybrid as of September 2026, reflecting how much of this work can be done without a fixed office presence. Client-facing wealth management and trading desk roles tend to remain predominantly on-site.
How can I get hired as a investment in Ohio with little or no experience?
The most realistic entry path is through a bank or brokerage rotational analyst program, which major Ohio employers in Columbus and Cleveland run specifically for recent graduates. Candidates without direct investment experience often move in from adjacent roles in accounting, financial planning, or credit analysis. Completing the Series 65 exam before applying signals commitment and gives candidates a concrete edge, even without prior investment titles on their resume.
Where can I find and apply to investment jobs in Ohio?
You can find and apply to investment jobs in Ohio on Migrate Mate, which lists current Ohio openings across Columbus, Cleveland, Cincinnati, and other markets. Search the available roles, find ones that fit your experience and specialization, and apply directly to the employer. No account creation is required to see what is posted.
See All 68 Investment Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
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