Portfolio Manager Jobs in Cleveland, 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.
- Independence, OH (7 miles from Cleveland, OH)
- 5 hours ago
- Independence, OH (7 miles from Cleveland, OH)
- 5 hours ago
This position provides guidance to less experienced Portfolio Managers....
GENERAL FUNCTION: The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks....
Description Summary: The Equipment Finance Portfolio Manager analyzes, assesses, and documents the critical components of a credit decision....
Remote WorkThe Portfolio Manager provides leadership for the deal team in analysis, approval, execution as well as documentation. She/he leads discussions with clients....
As the Commercial Real Estate (CRE) Portfolio Manager II within our Data Center platform, you will be responsible for credit underwriting, monitoring, and portfolio management of new and existing CRE...
Commercial Portfolio Manager Senior - Equipment Finance
- Cleveland, OH
- 2 days ago
- Cleveland, OH
- 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 WorkLocation: Cleveland, OH (open to relocating to Cleveland) As a Process Risk Manager, you will have the opportunity to grow and contribute to our clients' success by helping them identify and...
Location:** 127 Public Square - Cleveland, Ohio 44114 **About the Job** The Leveraged Loans Associate will be responsible for supporting the Leveraged Loans Group team in their performance of...
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...
ServiceNow Portfolio Management Product Owner III
- Strongsville, OH (14 miles from Cleveland, OH)
- 13 days ago
- Strongsville, OH (14 miles from Cleveland, OH)
- 13 days 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...
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...
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...
Location:** 88 East Broad Street - Columbus, Ohio 43215 **JOB TITLE:** Community Development Senior Asset Manager - Direct Tax Credit Equity Investments **ABOUT THE BUSINESS:** Key Community...
The Portfolio Manager must understand all aspects of each client's governmental operations and multiple enterprise businesses....
Sr Portfolio Manager Location Cleveland, OH 44114 Job Summary A Portfolio Manager must be an analytical, organized, team-focused individual with good verbal and written communication skills....
Demographic Data for Cleveland, OH
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Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Cleveland, OH
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Cleveland, OH 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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