Portfolio Manager Jobs in Crestview Hills, KY
A Portfolio Manager in the finance industry is responsible for managing investment portfolios for individuals or institutions. They make decisions about investment mix and policy, matching investments to objectives, asset allocation, and balancing risk against performance. Portfolio Managers also conduct research and analysis, select appropriate investments and manage day-to-day portfolio operations. This role requires a thorough understanding of financial markets, strong analytical skills, and the ability to make informed investment decisions.
Key skills for a Portfolio Manager include advanced mathematical abilities, strategic planning, financial acumen, and excellent communication skills. They should possess relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Investment Counselor (CIC). Before becoming a Portfolio Manager, a professional might work as a Financial Analyst, Investment Analyst, or a Trader to gain the necessary experience and expertise in the field.
- Covington, KY (3 miles from Crestview Hills, KY)
- 8 days ago
- Covington, KY (3 miles from Crestview Hills, KY)
- 8 days ago
investment products, such as direct lending, crypto, and real estate a plus Confirmed problem solving, analytical, organizational, and project management skills Demonstrated ability to lead working...
Portfolio Manager- Equipment Finance
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 4 hours ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 4 hours ago
Description Summary: The Equipment Finance Portfolio Manager analyzes, assesses, and documents the critical components of a credit decision....
Remote WorkCommercial Real Estate Portfolio Manager I
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 4 hours ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 4 hours ago
GENERAL FUNCTION: The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks....
Commercial Portfolio Manager Senior - Equipment Finance
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 2 days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 2 days ago
Description Commercial Portfolio Managers work with Relationship Managers to service a portfolio of lending relationships by evaluating business risks and providing credit recommendations....
Remote WorkRisk Analyst Co-Op (Summer 2025) - Cincinnati, OH
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 5 days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 5 days ago
Risk Analyst Co-Op (Summer 2025) - Cincinnati, OH Messer Construction Co. - 3.4 Cincinnati, OH Job Details Seasonal | Internship Estimated: $40K - $49.5K a year 1 day ago Qualifications Microsoft...
Enterprise Financial Crimes Compliance Risk Manager
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 8 days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 8 days ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Compliance Advisory Risk Manager - Payments
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 8 days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 8 days ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 13 days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 13 days ago
Job Description In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive...
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 19 days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 19 days ago
Credit and Risk ManagerJob LocationsUnited States-OH-CincinnatiCategoryAccount ManagementJob SummaryOur corporate activities are growing rapidly, and we are currently seeking a full-time,...
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 23 days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 23 days ago
Rumpke is a family owned and operated company that ranks as one of the largest firms in the waste and recycling industry. Our mission is simple: to deliver exceptional waste and recycling...
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 23 days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 23 days ago
Job Description At Strategy & Consulting, we work closely with C-suite executives and industry leaders to drive transformation across all areas of their businesses. Our mission is to help...
Commercial Portfolio Manager - Equipment Finance
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 26 days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 26 days ago
Description Summary: The Commercial Portfolio Manager - Equipment Finance services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated...
Remote Work- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 29 days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 29 days ago
Description The Sr. Capital Risk Analyst, as part of the second line capital risk function, is the lead analyst to support independent review and challenge of the CCAR stress testing and capital...
Remote WorkCorporate/Specialty Banking Portfolio Manager
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 30+ days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 30+ days ago
The Corporate/Specialty Banking Portfolio Manager (Portfolio Manager) is primarily responsible for managing a portfolio of assigned Corporate/Specialty Banking relationships in adherence to Bank policies...
Associate Director, Portfolio Management - Lender Finance
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 30+ days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 30+ days ago
Portfolio Managers balance supporting the Commercial Bank's growth while ensuring a scalable, well-managed business....
Remote WorkDemographic Data for Crestview Hills, KY
Moving to Crestview Hills, KY? Find some basic demographic data about Crestview Hills, KY below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Crestview Hills, KY
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Crestview Hills, KY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Loss Control
- Asset Allocation
- Treasury
- Financial Modeling
- Financial Statements
- Comprehensive Capital Analysis and Review
- Treasury Management
- Derivatives
- BSA
- Commercial Lending
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Anti-Money Laundering
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Mortgage Processing
- Client Relationships
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Written Communication
- Auditing
- Presentation
- Negotiation
- Collaboration
- Mentoring
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Sales
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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