Top 345 Investment Jobs in Cleveland, Oh

Venture Analyst, Healthcare Strategy
Roundstone —Rocky River, OH
- $75,000 - $90,000 a year
- Mid-level
- Office
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Executive Assistant - Registered Investment Advisor (RIA)
Independence Wealth Advisors —Independence, OH
- $55,000 - $70,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
2d
Wealth Management Trainee (OH)
Bankers Life —Westlake, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Advisor
Equitable Advisors —Independence, OH
- $27,550 - $125,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health savings account
- Employee stock purchase plan
Quick Apply
Client Services Associate
FNA Wealth Management —Twinsburg, OH
- Full-time
- 5 years
- Office
- Administrative experience
- Profit sharing
- Health insurance
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Akron, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Beachwood, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Investment Advisor I
PNC Financial Services Group —Cleveland, OH
- $75,000 - $125,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Investment Associate
Key Investment Services, LLC —Brooklyn, OH
- $23.08 - $34.62 an hour
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
Registered Investment Advisor
WealthBridge Financial Group —Cleveland, OH
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
2d
Associate
AllianceBernstein —Cleveland, OH
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Downtown Neighborhood Investment Manager
City of Cleveland —Cleveland, OH
- $80,000 a year
- Full-time
- Marketing
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Investment Associate
The NRP Group —Cleveland, OH
- $80,000 - $90,000 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Presentation skills
- Paid parental leave
- Paid holidays
Quick Apply
Investment Banking Associate, Public Finance - Affordable Housing
KeyBanc Capital Markets Inc. —Cleveland, OH
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- Writing skills
- Research
- Mid-level
Wealth Planning Advisor
WealthBridge Financial Group —Lakewood, OH
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
2d
Executive Assistant
Michael Arko - Realtor Keller Williams Greater Metropolitan —Beachwood, OH
- $50,000 - $100,000 a year
- Full-time
- Google Workspace
- Research
- Mid-level
Quick Apply
Underwriting Professional Development Program, Inland Marine - October 2026
The Travelers Companies, Inc. —Independence, OH
- $60,800 - $100,300 a year
- Hybrid work
- Sales
- Mid-level
- Finance
- Wellness program
- Paid holidays
Client Support Specialist - Greater Cleveland, OH Area (REMOTE)
Fidelity Investments —Westlake, OH
- Full-time
- Mid-level
- Residential
- Business development
Portfolio Administrator
PNC Financial Services Group —Cleveland, OH
- $52,500 - $87,500 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Investment Advisor III - IAM
PNC Financial Services Group —Cleveland, OH
- $112,000 - $208,000 a year
- Full-time
- 5 years
- Office
- Business development
- Wellness program
- Health savings account

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Venture Analyst, Healthcare Strategy

Roundstone -
Rocky River, OH

Quick Apply

Job Details

$75,000 - $90,000 a year

Benefits

Disability insurance
Health insurance
On-site gym
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Financial forecasting
Financial model construction
Business analysis
Financial projection model development
Financial forecasting analysis

Full Job Description

Venture Analyst, Healthcare Strategy

About Roundstone:

Founded in 2003, Roundstone is not your typical insurance company. We’re on a mission to help employers save on healthcare benefits so they can put those savings towards bettering their businesses and taking care of their employees.

Role Description

The Venture Analyst supports the evaluation, diligence, and monitoring of investment opportunities across Roundstone’s healthcare ecosystem with a particular focus on operator quality, business model durability, financial projections, and forecast credibility. This role also contributes to strategic initiatives related to expanding access to healthcare carrier networks and evaluating alternative network strategies, helping the organization assess how investments and partnerships can improve cost while growing access for employers in the Captive model.

Key Duties & Responsibilities:

Conduct operator vetting and diligence on founders, management teams, and strategic partners, including background research, reference calls, and assessment of execution capability. Synthesize and evaluate findings, presenting in clear materials.
Build and maintain financial models, operating models, and forecast scenarios to evaluate investment opportunities and portfolio company performance.
Analyze market size, competitive landscape, business model durability, unit economics, return potential, and operational viability across prospective investments.
Ensure regular Operator financial and performance reporting is aggregated and monitor portfolio company performance against forecast, identifying risks and upside, and recommended actions. Forecast portfolio cashflow based on investment exit and distribution timelines.
Partner with internal stakeholders to drive opportunities to expand access to healthcare carrier networks or create network alternatives that improve affordability, access, and member experience in target geographies.
Support strategic analysis of alternative network models, including tiered networks, cash-pay, value-based arrangements, narrow networks, and other access-expansion strategies.
Quantify the pricing, access, and operational implications of networks and network alternatives and work with UW to ensure updated, accurate discounts are represented on proposals.
Manage network onboarding, launch, and adoption.
Internal and external communication and education (SME) on network strengths and options by geography

Qualifications

2–5+ years of experience in venture capital, corporate development, investment banking, consulting, healthcare analytics, or related roles.
Strong financial modeling, forecasting, and valuation skills.
Excellent research, synthesis, and written communication skills.
Familiarity with healthcare payer, provider, network, or employer-benefit dynamics strongly preferred.
Ability to translate ambiguous strategic questions into structured analyses and actionable recommendations.

Better Benefits:

We’re leaders in our industry, so naturally, we look out for our employees’ best interests with a robust benefits package. Roundstone employees are eligible for:

Medical, dental and vision benefits
Annual bonus
Dependent care 100% match up to max allowable
Parental leave
PTO beginning on Day 1
Tuition reimbursement

Healthy work/life balance
Hybrid office schedule
401(k) plan with company match
Employee Assistance Program
On-site gym with personal trainer access
Life insurance and short term disability insurance

More About Roundstone

Headquartered in Rocky River, Ohio, Roundstone is proud to be a Northeast Ohio Top Workplace as recognized by The Plain Dealer and cleveland.com, based on anonymous employee feedback. We foster a supportive, values-driven culture where employees feel engaged, valued, and celebrated. Roundstone has also been named an Inc. 5000 award recipient for eight consecutive years, reflecting our continued growth and success.

Our Core Values

Live well: Be healthier and bring positive energy to all you do.
Work smarter: Get things done, better.
Own it: Accountability is your middle name. Be on time, do what you say, and finish what you start.
Be intellectually curious: Always be learning. See opportunity everywhere and have a drive to know.

Culture and fit are integral to success and in an effort to achieve a better match both from a candidate's perspective and our organization, please take a minute, click on the link and take the really brief survey:

https://go.cultureindex.com/p/9nr6eQtFqVRnpnhMMI

Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Roundstone Insurance we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Quick Apply

Refine Your Search

investment jobs in cleveland, oh

Venture Analyst, Healthcare Strategy

Executive Assistant - Registered Investment Advisor (RIA)

Wealth Management Trainee (OH)

Wealth Management Advisor

Client Services Associate

Wealth Management Trainee (OH)

Wealth Management Trainee (OH)

Investment Advisor I

Investment Associate

Registered Investment Advisor

Associate

Downtown Neighborhood Investment Manager

Investment Associate

Investment Banking Associate, Public Finance - Affordable Housing

Wealth Planning Advisor

Executive Assistant

Underwriting Professional Development Program, Inland Marine - October 2026

Client Support Specialist - Greater Cleveland, OH Area (REMOTE)

Portfolio Administrator

Investment Advisor III - IAM

I want to receive the latest job alert for investment in cleveland, oh

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