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.
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...
Progressive is dedicated to helping employees move forward and live fully in their careers. Your journey has already begun. Apply today and take the first step to Destination: Progress. As the...
Remote WorkPortfolio Manager Role: Assist Bankers in preparation of any loan file comments, monitor loan covenants, monitor proper financial statement reporting, and monitor any collateral reporting as dictated...
ICG Portfolio Mgr 6 (Senior Underwriter) - Consumer and Retail
- Cincinnati, OH
- 13 hours ago
- Cincinnati, OH
- 13 hours ago
**Job Description** The Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage Consumer and Retail Institutional Client Group credit account relationships....
Managers (PMs) on a deal team, providing feedback and guidance to Analysts and third-party staff as appropriate....
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...
Mentors Credit Analysts and less experienced Portfolio Managers to develop required competencies and experience. Performs all other duties as assigned....
Remote WorkDescription Our Regulatory Reporting Capital Manager position is a highly visible and impactful financial reporting position working on Huntington's regulatory filings with a focus on the...
Remote WorkA local community bank is seeking to hire a full time Commercial Portfolio Manager that will sit hybrid onsite in Columbus or Marion Ohio....
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this...
SUMMARY Supports the job activities of Commercial Banker s. Acts as a liaison between lending sales personnel, the commercial operation and s ervice s upport groups, and perform s various customer...
Overview This is a remote role that may be hired in several markets (NC, OH, FL, TX, and AZ) across the United States. This Second Line of Defense role is responsible for assessment and oversight...
Remote WorkLocation: 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)....
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 WorkValidate findings related to credit process including but not limited to replicating work product of Commercial Portfolio Managers and related staff....
Demographic Data for Ohio
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Title Synonyms
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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
- Loss Control
- Asset Allocation
- FactSet
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- Treasury
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Financial Modeling
- Foreign Exchange
- Derivatives
- BSA
- Treasury Management
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Commercial Real Estate
- Capital Markets
- Fixed Income
- Valuation
- Investment Management
- Credit Analysis
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Analytical Skills
- Auditing
- Negotiation
- Consulting
- Written Communication
- Presentation
- Mentoring
- Education Experience
- Budgets
- Collaboration
- Reporting
- Documentation
- Policy Development
- Bachelor's Degree
- Regulations
- Microsoft Office
- Project Management
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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