Portfolio Manager Jobs in Worthington, 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.
Description Summary: The Equipment Finance Portfolio Manager analyzes, assesses, and documents the critical components of a credit decision....
Remote WorkAsset Manager Consultant, Multifamily Capital
- Columbus, OH (9 miles from Worthington, OH)
- 11 hours ago
- Columbus, OH (9 miles from Worthington, OH)
- 11 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...
Director - Sponsor and Leveraged Finance - Portfolio Management
- Columbus, OH
- 1 day ago
- Columbus, OH
- 1 day ago
Description Summary: Huntington's Director, Sponsor and Leveraged Finance - Portfolio Management will manage a book of business in the bank's Sponsor and Leveraged Finance vertical within...
Remote WorkCommercial Portfolio Manager Senior - Equipment Finance
- Columbus, OH
- 2 days ago
- Columbus, 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 WorkDescription Summary: The Operational Risk Manager Sr. position will drive change and lead the design, implementation, and administration of the second line of defense oversight for one or more...
Remote Work- Westerville, OH (6 miles from Worthington, OH)
- 6 days ago
- Westerville, OH (6 miles from Worthington, OH)
- 6 days ago
POSITION SUMMARY Vertiv, a global leader in critical infrastructure solutions, seeks a Sr. Credit Risk Analyst at its Headquarters in Westerville, Ohio to join our Americas Finance team. This role...
Comercial Portfolio Manager-Healthcare** **Denver, CO or Chicago, IL** The Senior Commercial Portfolio Manager manages the credit risk at with the UMB specialized verticals....
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...
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...
Senior Account Manager - Portfolio & Existing Customer Marketing
- Westerville, OH (6 miles from Worthington, OH)
- 12 days ago
- Westerville, OH (6 miles from Worthington, OH)
- 12 days ago
Every career journey is personal. That's why we empower you with the tools and support to create your own success story. Be challenged. Be heard. Be valued. Be you... be here. Job Summary The Sr....
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...
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 Development...
The Auto Finance Credit Rep, Sr. approves, denies, and negotiates consumer auto credit applications originated through auto dealers. * Flexibility to work Saturdays/Sundays and some holidays on a...
Remote WorkConsumer and Regional Bank Vehicle Finance Risk Manager
- Columbus, OH
- 15 days ago
- Columbus, OH
- 15 days ago
Description Summary: Huntington Bank Consumer and Regional Bank Vehicle Finance Segment Risk Manager will be responsible for oversight and administration of operational and regulatory risk...
Remote WorkJob Description At Strategy & Consulting, we work closely with C-suite executives and industry leaders to drive transformation across all areas of their businesses. Our mission is to help...
Demographic Data for Worthington, OH
Moving to Worthington, OH? Find some basic demographic data about Worthington, 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 Worthington, OH
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Worthington, 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
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 »