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.
Description Summary: The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities...
Remote WorkAre you ready to write your next chapter? Make your mark at one of the biggest names in payments. We're looking for a Credit Risk Analyst to join our ever-evolving Risk team and help us unleash...
Location: For Those Who Work At Home, Colorado * Interpret cash flow, balance sheet, income statements, and tax returns (both personal and business) to determine credit worthiness. * Use credit...
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 financial...
Overview The Cybersecurity Risk Analyst II will assist the Manager, Cybersecurity Risk with identifying, analyzing, reporting and recommending appropriate treatments of cybersecurity risks across...
About Lumen** Lumen connects the world. We are igniting business growth by connecting people, data and applications quickly, securely, and effortlessly. Together, we are building a culture and...
Location:** 127 Public Square, Cleveland Ohio **JOB BRIEF (PURPOSE)** The Portfolio Management Vice President will be responsible for performing financial analysis and preparing underwriting...
Remote WorkAt 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...
Does this position interest you? You should apply even if you dont match every single requirement! We're known as an auto glass company. That's the focus of what we do. But beyond the glass, we're...
Commercial Banking Portfolio Manager II Commercial Banking Portfolio Manager II remote type Hybrid locations Akron Building time type Full time posted on Posted 2 Days Ago job requisition id R-887 Work...
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...
Commercial Portfolio Manager - Huntington Vendor Finance Modifications
- Cleveland, OH
- 6 days ago
- Cleveland, OH
- 6 days ago
Description The Commercial Portfolio Manager - Equipment Finance (PM) services, deepens, and retains assigned customer relationships by pro-actively evaluating and mitigating associated business risks...
Remote WorkRisk Management - Business Banking Deposit Product Risk Manager - Vice President
- Columbus, OH
- 7 days ago
- Columbus, OH
- 7 days ago
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a...
The Director, Commercial Portfolio Management is a high-level management position responsible for overseeing all commercial loan servicing, portfolio management and collections activities on the...
SAP - Plant Maintenance - Asset Manager - EAM - Senior Manager - Consulting - Location OPEN
- Cleveland, OH
- 7 days ago
- Cleveland, OH
- 7 days ago
Location: Anywhere in Country At EY, were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you...
Demographic Data for Ohio
Moving to Ohio? Find some basic demographic data about Ohio below.
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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
- Asset Allocation
- FactSet
- Credit Underwriting
- Comprehensive Capital Analysis and Review
- Treasury
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Financial Modeling
- Derivatives
- Treasury Management
- Cash Flow Analysis
- Balance Sheets
- Fixed Income
- Commercial Real Estate
- Valuation
- Capital Markets
- Investment Management
- Credit Analysis
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Quantitative Analysis
- 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
- Written Communication
- Presentation
- Verbal Communication
- Mentoring
- Collaboration
- Flexibility
- Reporting
- Documentation
- Budgets
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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