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.
Healthcare Process Risk Manager (Internal Audit)
- Cleveland, OH
- 4 hours ago
- Cleveland, OH
- 4 hours ago
As a Process Risk Manager, you will have the opportunity to grow and contribute to our clients' success by helping them identify and understand their business risks. You will play a key role in...
Location: 127 Public Square - Cleveland, Ohio 44114 ABOUT THE BUSINESS: KeyBank is committed to growing their National Affordable Housing Platform through their Community Development Lending &...
Investment Manager/Portfolio Research Specialist - Defined Contribution Plans
- Cleveland, OH
- 15 hours ago
- Cleveland, OH
- 15 hours ago
Preferred experience/skills: Investment due diligence Attribution analysis and writing client-facing fund commentary Leadership & training of co-workers Experience with mutual funds, CITs or other investments...
VP, Portfolio Management (Native American Financial Services)
- Cleveland, OH
- 18 hours ago
- Cleveland, OH
- 18 hours ago
The Portfolio Manager must understand all aspects of each client's governmental operations and multiple enterprise businesses....
The Commercial Portfolio Manager (Portfolio Manager) is primarily responsible for managing a portfolio of assigned relationships in adherence to Bank policies and procedures and in accordance with sound...
CrossCountry Mortgage (CCM)is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C....
Ally Auto Fraud Investigator BL Risk Analyst II in Columbus , Ohio General information Ref # 19478 Remote? Yes Ally and Your Career * Ally Financial only succeeds when its people do - and that's...
Description Summary: The Senior Asset Manager is responsible for equipment asset management functions including current and future valuations of complex highly visible assets such as aircraft,...
Remote WorkJoin the AgCredit Team: Risk Manager Fostoria, OH About AgCredit Our mission at AgCredit is to create lifelong opportunities for our customers and employees by striving to be the premier...
Portfolio Mgr. of Medical/Surgical Products locations Ohio (US) 1 - Remote 100% South Carolina (US) 1 - Remote 100% Michigan (US) 1 - Remote 100% Indiana (US) 1 - Remote 100% Iowa (US) 1 - Remote...
Risk Analyst#25-57187 $21.14-$23.09 per hour Toronto, ON, Canada All On-site Job Description Our Client, a Banking company, is looking for a Risk Analyst for their Toronto, ON/Hybrid location....
A local community bank is seeking to hire a full time Commercial Portfolio Manager that will sit hybrid onsite in Columbus or Marion Ohio....
Designs and executes brand strategies for the company and identifies new opportunities for assigned products, product lines, lines of business, or on a company-wide campaign basis. Responsible for...
May assist more senior PCS Portfolio Managers with larger and more complex accounts....
Location: For Those Who Work At Home - Various, Ohio 44144 ABOUT THE JOB Administer the operational event data collection process and related database. Maintain hierarchies, category frameworks...
Remote WorkDemographic Data for Ohio
Moving to Ohio? Find some basic demographic data about Ohio below.
Portfolio Manager Online Courses and Training Opportunities
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
- Cash Forecasting
- Financial Modeling
- Treasury
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Financial Statements
- Treasury Management
- Management Reporting
- Derivatives
- Foreign Exchange
- Credit Underwriting
- Balance Sheets
- Investment Analysis
- Internal Control
- Capital Markets
- Fixed Income
- Credit Analysis
- Valuation
- Commercial Real Estate
- Lending
- Financial Analysis
- Investment Management
- Anti-Money Laundering
- Financial Services
- Underwriting
- Portfolio Management
- Due Diligence
- Asset Management
- Risk Analysis
- Resolution
- Real Estate
- Finance
- Accounting
- Reimbursement
- Strategy Development
- Risk Management
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Negotiation
- Presentation
- Mentoring
- Written Communication
- Documentation
- Budgets
- Collaboration
- Interpersonal Skills
- Coaching
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Staff Supervision
- Organization
- Research Skills
- Scheduling
- Leadership
- Communication Skills
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