Portfolio Manager Jobs in Independence, 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.
This position provides guidance to less experienced Portfolio Managers....
Commercial Real Estate Portfolio Manager I
- Cleveland, OH (7 miles from Independence, OH)
- 7 hours ago
- Cleveland, OH (7 miles from Independence, OH)
- 7 hours ago
GENERAL FUNCTION: The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks....
Portfolio Manager- Equipment Finance
- Cleveland, OH (7 miles from Independence, OH)
- 7 hours ago
- Cleveland, OH (7 miles from Independence, OH)
- 7 hours ago
Description Summary: The Equipment Finance Portfolio Manager analyzes, assesses, and documents the critical components of a credit decision....
Remote WorkSVP, Portfolio Management (Renewables)
- Cleveland, OH (7 miles from Independence, OH)
- 1 day ago
- Cleveland, OH (7 miles from Independence, OH)
- 1 day ago
The Portfolio Manager provides leadership for the deal team in analysis, approval, execution as well as documentation. She/he leads discussions with clients....
Data Center Portfolio Manager II
- Cleveland, OH (7 miles from Independence, OH)
- 1 day ago
- Cleveland, OH (7 miles from Independence, OH)
- 1 day ago
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 (7 miles from Independence, OH)
- 2 days ago
- Cleveland, OH (7 miles from Independence, 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 WorkHealthcare Process Risk Manager (Cleveland)
- Cleveland, OH (7 miles from Independence, OH)
- 4 days ago
- Cleveland, OH (7 miles from Independence, OH)
- 4 days ago
Location: 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...
Associate, Portfolio Management (Leveraged)
- Cleveland, OH (7 miles from Independence, OH)
- 6 days ago
- Cleveland, OH (7 miles from Independence, OH)
- 6 days ago
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...
Director, Portfolio Management - Consumer & Financial
- Akron, OH (24 miles from Independence, OH)
- 7 days ago
- Akron, OH (24 miles from Independence, OH)
- 7 days ago
Huntington's Director, Portfolio Management will manage a book of business in the bank's Huntington's Consumer & Financial Banking group. The Director, Portfolio Management services and, in...
Remote Work- Cleveland, OH (7 miles from Independence, OH)
- 12 days ago
- Cleveland, OH (7 miles from Independence, OH)
- 12 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...
ServiceNow Portfolio Management Product Owner III
- Strongsville, OH (10 miles from Independence, OH)
- 13 days ago
- Strongsville, OH (10 miles from Independence, 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...
- Cleveland, OH (7 miles from Independence, OH)
- 13 days ago
- Cleveland, OH (7 miles from Independence, OH)
- 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...
Line of Business Risk Manager II
- Cleveland, OH (7 miles from Independence, OH)
- 14 days ago
- Cleveland, OH (7 miles from Independence, OH)
- 14 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...
- Cleveland, OH (7 miles from Independence, OH)
- 14 days ago
- Cleveland, OH (7 miles from Independence, OH)
- 14 days ago
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...
VP, Portfolio Management (NAFS)
- Cleveland, OH (7 miles from Independence, OH)
- 14 days ago
- Cleveland, OH (7 miles from Independence, OH)
- 14 days ago
The Portfolio Manager must understand all aspects of each client's governmental operations and multiple enterprise businesses....
Demographic Data for Independence, OH
Moving to Independence, OH? Find some basic demographic data about Independence, 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 Independence, OH
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Independence, 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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