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.
The Portfolio Manager provides leadership for the deal team in analysis, approval, execution as well as documentation. She/he leads discussions with clients....
As the Commercial Real Estate (CRE) Portfolio Manager II within our Data Center platform, you will be responsible for credit underwriting, monitoring, and portfolio management of new and existing CRE...
Director - Sponsor and Leveraged Finance - Portfolio Management
- Columbus, OH
- 15 hours ago
- Columbus, OH
- 15 hours 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
- Cincinnati, OH
- 1 day ago
- Cincinnati, OH
- 1 day 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 WorkLocation: Cleveland, OH (open to relocating to Cleveland) As a Process Risk Manager, you will have the opportunity to grow and contribute to our clients' success by helping them identify and...
Risk Analyst Co-Op (Summer 2025) - Cincinnati, OH
- Cincinnati, OH
- 5 days ago
- Cincinnati, OH
- 5 days ago
Risk Analyst Co-Op (Summer 2025) - Cincinnati, OH Messer Construction Co. - 3.4 Cincinnati, OH Job Details Seasonal | Internship Estimated: $40K - $49.5K a year 1 day ago Qualifications Microsoft...
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...
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...
Huntington's Director, Portfolio Management will manage a book of business in the bank's Huntington's Consumer & Financial Banking group. The Director, Portfolio Management services and, in...
Remote WorkSummary Description of Position:The CFM 56/V 2500 Fleet Manager will provide program oversight from a commercial, reliability and technical standpoint for all CFM 56 powerplant related shop visit...
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...
Enterprise Financial Crimes Compliance Risk Manager
- Cincinnati, OH
- 7 days ago
- Cincinnati, OH
- 7 days ago
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...
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
- 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
- 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
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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