Portfolio Manager Jobs in Ohio
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.
Institutional Client Group Senior Portfolio Manager - Media & Telecom
- US Bank
- Cincinnati, OH
- 3 hours ago
- Cincinnati, OH
- 3 hours ago
Job Description Institutional Client Group Senior Portfolio Manager - Media & Telecom will oversee the underwriting and credit risk assessment of commercial loans within the Media & Telecom sector ensuring...
In PersonAbout PayU PayU, a leading payment and Fintech company in 50+ high-growth markets throughout Asia, Central and Eastern Europe, Latin America, the Middle East and Africa, part of Prosus group, one...
In PersonPortfolio Manager 2 - Commercial Admin Total Bank
- WesBanco
- Uniontown, OH
- 1 day ago
- Uniontown, OH
- 1 day ago
SUMMARY: Supports the job activities of Commercial Bankers. Acts as a liaison between lending sales personnel, the commercial operation and service support groups, and performs various customer...
In PersonMiddle Market Commercial Banking Portfolio Manager II
- Citizens Financial Group, Inc.
- Cleveland, OH
- 2 days ago
- Cleveland, OH
- 2 days ago
As a Middle Market Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting, monitoring, and portfolio management of new and existing commercial banking relationships...
In PersonPosition Summary The Foundation Pay Portfolio Manager is responsible for managing and growing a portfolio of commercial card and automated payables clients....
In PersonSmall Business Portfolio Management Specialist
- Northwest Bancorp, Inc.
- Columbus, OH
- 5 days ago
- Columbus, OH
- 5 days ago
NY0705 NY Region Business Office, OH0523 Independence Bus Office, OH0713 NW Bancshares HQ, PA0258 Bellevue, PA0736 Administration Center Job Description The Portfolio Management Specialist is...
In PersonLine Of Business Risk Manager Senior - Technology Risk
- PNC Financial Services Group, Inc.
- Strongsville, OH
- 6 days ago
- Strongsville, 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...
In PersonSpread financial statements and prepare financial models designed to assess probability of default and loss given default....
In PersonBusiness Technician- Portfolio Management - Any FE Location
- FirstEnergy Corp.
- Akron, OH
- 6 days ago
- Akron, OH
- 6 days ago
FirstEnergy at a Glance We are a forward-thinking electric utility powered by a diverse team of employees committed to making customers' lives brighter, the environment better and our communities...
In PersonCybersecurity Risk Manager The Cybersecurity Specialist has a strategic role within the Division of Risk Management, acting as the bridge between technical IT vulnerabilities and organizational...
In PersonCapital Portfolio Management Consultant
- The Ohio State University
- Columbus, OH
- 7 days ago
- Columbus, OH
- 7 days ago
Screen reader users may encounter difficulty with this site. For assistance with applying, please contact .... If you have questions while submitting an application, please review these frequently...
In PersonPortfolio Manager 1 - Commercial Admin Total Bank
- WesBanco
- Sylvania, OH
- 7 days ago
- Sylvania, OH
- 7 days ago
SUMMARY: The Portfolio Manager will work as a member of the commercial banking team....
In PersonVice President, Portfolio Management (Commercial and Industrial Upper Middle Market)
- KeyBank
- Cleveland, OH
- 8 days ago
- Cleveland, OH
- 8 days 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)...
HybridCapital Portfolio Management Consultant
- Ohio State University
- Columbus, OH
- 8 days ago
- Columbus, OH
- 8 days ago
Screen reader users may encounter difficulty with this site. For assistance with applying, please contact .... If you have questions while submitting an application, please review these frequently...
In PersonMeeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals...
In PersonDemographic Data for Ohio
Moving to Ohio? Find some basic demographic data about Ohio 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 Ohio
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Ohio offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Freddie Mac
- Credit Underwriting
- Financial Statements
- Asset Allocation
- Financial Statement Analysis
- Financial Modeling
- Wealth Management
- Treasury
- Commercial Lending
- Investment Banking
- Treasury Management
- Cash Flow Analysis
- BSA
- Derivatives
- Valuation
- Fixed Income
- Credit Analysis
- Capital Markets
- Investment Management
- Capital Planning
- Anti-Money Laundering
- Financial Analysis
- Commercial Real Estate
- Lending
- Underwriting
- Risk Analysis
- Portfolio Management
- Financial Services
- Due Diligence
- Asset Management
- Modeling
- Real Estate
- Business Administration
- Finance
- Accounting
- Reimbursement
- Analytical Skills
- Risk Management
- Strategy Development
- Decision Making
- Negotiation
- Auditing
- Written Communication
- Presentation
- Documentation
- Mentoring
- Budgets
- Implementation
- Verbal Communication
- Reporting
- Policy Development
- Collaboration
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Staff Supervision
- Scheduling
- Leadership
- Communication Skills
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