Portfolio Manager Jobs in Westlake, 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)
- Cleveland, OH (12 miles from Westlake, OH)
- 8 hours ago
- Cleveland, OH (12 miles from Westlake, OH)
- 8 hours ago
Vice President, Portfolio Management (Upper Middle Market) KeyBank United States, Ohio, Cleveland Jun 09, 2025 Location: 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) The Portfolio...
Credit Risk Manager Asset Based Lending (Remote)
- Independence, OH (15 miles from Westlake, OH)
- 12 hours ago
- Independence, OH (15 miles from Westlake, OH)
- 12 hours ago
The Credit Risk Services Group serves the needs of a diversified client base, including financial institutions, non-bank lenders, debt funds, private equity and hedge funds, institutional investors,...
Remote WorkSenior Workout Portfolio Manager
- Brooklyn, OH (9 miles from Westlake, OH)
- 2 days ago
- Brooklyn, OH (9 miles from Westlake, OH)
- 2 days ago
Location: 4910 Tiedeman Road - Brooklyn, Ohio 44144 ABOUT THE JOB (JOB BRIEF ) Provides support for designated Asset Recovery Group Relationship Manager(s) and Support Staff. Works within a...
LOB Risk Manager Senior - Enterprise Change Office
- Cleveland, OH (12 miles from Westlake, OH)
- 2 days ago
- Cleveland, OH (12 miles from Westlake, OH)
- 2 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...
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Credit Risk Manager Asset Based Lending (Remote)
- Cleveland, OH (12 miles from Westlake, OH)
- 2 days ago
- Cleveland, OH (12 miles from Westlake, OH)
- 2 days ago
The Credit Risk Services Group serves the needs of a diversified client base, including financial institutions, non-bank lenders, debt funds, private equity and hedge funds, institutional investors,...
Remote Work- Cleveland, OH (12 miles from Westlake, OH)
- 3 days ago
- Cleveland, OH (12 miles from Westlake, OH)
- 3 days ago
Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an...
Neighborhood Investment Manager
- Cleveland, OH (12 miles from Westlake, OH)
- 4 days ago
- Cleveland, OH (12 miles from Westlake, OH)
- 4 days ago
Neighborhood Investment Manager Salary $50,000.00 - $72,800.00 Annually Location 9501 - Economic Development Job Type Full-time Job Number 9302-HR Department 9501 - Economic Development Division...
Line of Business Risk Manager II- Technology Risk
- Strongsville, OH (11 miles from Westlake, OH)
- 6 days ago
- Strongsville, OH (11 miles from Westlake, OH)
- 6 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...
VP Commercial Banking Portfolio Manager Team Leader
- Beachwood, OH (21 miles from Westlake, OH)
- 7 days ago
- Beachwood, OH (21 miles from Westlake, OH)
- 7 days ago
Job Duties: Responsible for the supervision and leadership of a team of Portfolio Managers....
Asset Manager, Multifamily Capital
- Cleveland, OH (12 miles from Westlake, OH)
- 12 days ago
- Cleveland, OH (12 miles from Westlake, 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...
Asset Manager - Direct Tax Credit Equity Investments
- Cleveland, OH (12 miles from Westlake, OH)
- 13 days ago
- Cleveland, OH (12 miles from Westlake, OH)
- 13 days ago
Location:127 Public Square - Cleveland, Ohio 44114JOB TITLE:Community Development Asset Manager - Direct Tax Credit Equity InvestmentsABOUT THE BUSINESS:Key Community Development Corporation...
Senior Commercial Portfolio Manager - Equipment Finance
- Cleveland, OH (12 miles from Westlake, OH)
- 13 days ago
- Cleveland, OH (12 miles from Westlake, OH)
- 13 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 WorkRisk Analyst IV Governance and Operations
- Cleveland, OH (12 miles from Westlake, OH)
- 14 days ago
- Cleveland, OH (12 miles from Westlake, OH)
- 14 days ago
Location: 127 Public Square - Cleveland, Ohio 44114 The Market and Treasury Risk Management (MTRM) Risk Analyst IV Governance and Operations position resides in the 2nd Line of Defense (LOD)....
Senior Asset Manager, Multifamily Capital
- Cleveland, OH (12 miles from Westlake, OH)
- 19 days ago
- Cleveland, OH (12 miles from Westlake, OH)
- 19 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...
Senior Asset Manager - Asset Management - Midland
- Pepper Pike, OH (24 miles from Westlake, OH)
- 19 days ago
- Pepper Pike, OH (24 miles from Westlake, OH)
- 19 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. As a...
Demographic Data for Westlake, OH
Moving to Westlake, OH? Find some basic demographic data about Westlake, OH below.
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Title Synonyms
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Salary for Portfolio Manager Jobs in Westlake, OH
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Westlake, 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
- FactSet
- 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
- Finance
- Real Estate
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Consulting
- Auditing
- Negotiation
- Presentation
- Verbal Communication
- Written Communication
- Collaboration
- Documentation
- Bachelor's Degree
- Reporting
- Budgets
- Regulations
- Sales
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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