Portfolio Manager Jobs in Batavia, OH
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.
- Cincinnati, OH (16 miles from Batavia, OH)
- 10 hours ago
- Cincinnati, OH (16 miles from Batavia, OH)
- 10 hours ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Cincinnati, OH (16 miles from Batavia, OH)
- 1 day ago
- Cincinnati, OH (16 miles from Batavia, OH)
- 1 day 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...
ICG Portfolio Mgr 6 (Senior Underwriter) - Consumer and Retail
- Cincinnati, OH (16 miles from Batavia, OH)
- 1 day ago
- Cincinnati, OH (16 miles from Batavia, OH)
- 1 day ago
Job Description The Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage Consumer and Retail Institutional Client Group credit account relationships....
Credit Risk Analyst I - Consumer
- Newport, KY (17 miles from Batavia, OH)
- 2 days ago
- Newport, KY (17 miles from Batavia, OH)
- 2 days ago
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:...
Commercial Portfolio Manager - Huntington Technology Finance
- Cincinnati, OH (16 miles from Batavia, OH)
- 4 days ago
- Cincinnati, OH (16 miles from Batavia, OH)
- 4 days ago
Description Summary: The Commercial Portfolio Manager - Huntington Technology Finance (HTF) actively monitors an assigned portfolio and analyzes credit for large, complex customer relationships and...
Remote Work- Covington, KY (20 miles from Batavia, OH)
- 5 days ago
- Covington, KY (20 miles from Batavia, OH)
- 5 days ago
At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and...
Sr Risk Analyst - Cyber Security
- Cincinnati, OH (16 miles from Batavia, OH)
- 12 days ago
- Cincinnati, OH (16 miles from Batavia, OH)
- 12 days ago
We are adding to our diverse team of experts and are looking to hire those who are committed to building a culture that enables the creation of innovative solutions for our business units and...
Portfolio Manager - Metals, Materials and Construction
- Cincinnati, OH (16 miles from Batavia, OH)
- 16 days ago
- Cincinnati, OH (16 miles from Batavia, OH)
- 16 days ago
The Portfolio Manager is expected to be anticipatory, forward-focused, independent, transparent, and collaborative in the identification, communication, and management of risk....
Senior Commercial Portfolio Manager - Equipment Finance
- Cincinnati, OH (16 miles from Batavia, OH)
- 21 days ago
- Cincinnati, OH (16 miles from Batavia, OH)
- 21 days ago
Description Summary: The Senior Commercial Portfolio Manager - Equipment Finance analyzes and monitors credit worthiness of assigned customers/accounts and recommends and/or approves credit within established...
Remote WorkPosition Summary: Milacron is looking for a Treasury & Risk Manager to join our team in Batavia, OH. As a Treasury & Risk Manager, you will be responsible for the functions of domestic cash...
- Cincinnati, OH (16 miles from Batavia, OH)
- 24 days ago
- Cincinnati, OH (16 miles from Batavia, OH)
- 24 days ago
Our corporate activities are growing rapidly, and we are currently seeking a full-time, office-based Manager to join our Commercial Operations team. This role is responsible for monitoring the...
- Cincinnati, OH (16 miles from Batavia, OH)
- 24 days ago
- Cincinnati, OH (16 miles from Batavia, OH)
- 24 days ago
Our corporate activities are growing rapidly, and we are currently seeking a full-time, office-based Risk Manager to join our Commercial Operations team. This role is responsible for monitoring...
- Cincinnati, OH (16 miles from Batavia, OH)
- 30+ days ago
- Cincinnati, OH (16 miles from Batavia, OH)
- 30+ 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...
Commercial Portfolio Manager - Public Capital
- Cincinnati, OH (16 miles from Batavia, OH)
- 30+ days ago
- Cincinnati, OH (16 miles from Batavia, OH)
- 30+ days ago
Description Summary: The Commercial Portfolio Manager services, deepens, and retains assigned profitable customer relationships by proactively evaluating associated business risks and opportunities,...
Remote Work- Cincinnati, OH (16 miles from Batavia, OH)
- 30+ days ago
- Cincinnati, OH (16 miles from Batavia, OH)
- 30+ days ago
Description Verdant Commercial Capital is the sixth largest independent equipment finance company in the U.S. and backed by a leading private equity investment firm. Verdant provides financing...
Remote WorkDemographic Data for Batavia, OH
Moving to Batavia, OH? Find some basic demographic data about Batavia, OH below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job titles
Salary for Portfolio Manager Jobs in Batavia, OH
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Batavia, OH offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Real Estate Management
- Loss Control
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- Financial Statement Analysis
- Treasury
- Derivatives
- Financial Statements
- Financial Modeling
- Commercial Lending
- Treasury Management
- BSA
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Fixed Income
- Capital Markets
- Valuation
- Lending
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Financial Services
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Auditing
- Accounting
- Negotiation
- Written Communication
- Documentation
- Presentation
- Education Experience
- Reporting
- Collaboration
- Flexibility
- Budgets
- Bachelor's Degree
- Policy Development
- Project Management
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Portfolio Manager Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »