Portfolio Manager Jobs in Cincinnati, 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.
Vice President, Portfolio Management (Upper Middle Market)
- Cincinnati, OH
- 1 day ago
- Cincinnati, OH
- 1 day ago
This individual should demonstrate leadership skills within credit underwriting and portfolio management; they may work somewhat independently, or in conjunction with other Portfolio Managers (PMs)...
Remote WorkGENERAL FUNCTION: The Commercial Real Estate (CRE) Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks....
Portfolio Manager I - Equipment Finance
- Newport, KY (6 miles from Cincinnati, OH)
- 10 days ago
- Newport, KY (6 miles from Cincinnati, OH)
- 10 days ago
GENERAL FUNCTION: The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks....
Senior Portfolio Manager - Metals, Materials and Construction
- Cincinnati, OH
- 11 days ago
- Cincinnati, OH
- 11 days ago
GENERAL FUNCTION: The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks....
Job Summary Responsible to drive the overall health, efficiency, and profitability optimization of the business. An internal champion and cross-functional communicator / problem solver. Leverages...
Investment Officer/Portfolio Manager - Trust INVM LEX - Fort Thomas, KY
- Cincinnati, OH
- 16 days ago
- Cincinnati, OH
- 16 days ago
Investment Officer/Portfolio Manager - Trust INVM LEX#32-7954 | Posted 05/26/2025Multiple LocationsApplyApply for this job now! ApplyLocationThis position is hybrid....
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...
Senior Commercial Portfolio Manager - Equipment Finance
- Cincinnati, OH
- 17 days ago
- Cincinnati, OH
- 17 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 WorkPortfolio Manager I Cincinnati, OH, USA Req #4665 Tuesday, May 27, 2025 Job Summary Responsible to drive the overall health, efficiency, and profitability optimization of the business....
Investment Officer/Portfolio Manager - Trust INVM LEX
- Fort Thomas, KY (4 miles from Cincinnati, OH)
- 20 days ago
- Fort Thomas, KY (4 miles from Cincinnati, OH)
- 20 days ago
Other Qualifications Knowledge of fixed income securities and their inclusion in an investment portfolio. Proficiency in mathematics, accounting, finance, and economics....
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...
and Requirements General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to...
Mentors Credit Analysts and junior-level Portfolio Managers. Performs other duties as assigned....
Remote WorkEnd of Term Asset Manager / Sales Manager
- Mason, OH (15 miles from Cincinnati, OH)
- 45+ days ago
- Mason, OH (15 miles from Cincinnati, OH)
- 45+ days ago
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this...
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...
Demographic Data for Cincinnati, OH
Moving to Cincinnati, OH? Find some basic demographic data about Cincinnati, OH below.
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Title Synonyms
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Salary for Portfolio Manager Jobs in Cincinnati, OH
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Cincinnati, OH offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Treasury
- Credit Underwriting
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- Wealth Management
- Balance Sheets
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Valuation
- Investment Banking
- Capital Markets
- Credit Analysis
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Asset Management
- Due Diligence
- Modeling
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Consulting
- Auditing
- Negotiation
- Presentation
- Written Communication
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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