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.
Senior Investment Manager - (Real Estate): PN: 20066894
- Columbus, OH
- 4 hours ago
- Columbus, OH
- 4 hours ago
MAJOR WORK CHARACTERISTICS: Knowledge: Institutional investment management industry, process, and implementation, including investment manager due diligence; Fixed income investment management acumen...
Vice President, Portfolio Management (Upper Middle Market)
- Cincinnati, OH
- 1 day ago
- Cincinnati, OH
- 1 day 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)...
Remote WorkEnterprise is a national nonprofit that exists to make a good home possible for the millions of families without one. We support community development organizations on the ground, aggregate and...
Purpose and Job Summary: The primary focus of the Asset Manager position is to provide outstanding service to internal and external clients, and to aid in the administration of our complex...
Portfolio Manager Overview As our Portfolio Manager, you will manage investment portfolios to meet the goals of high net worth clients....
Location: 4910 Tiedeman Road - Brooklyn, Ohio 44144 ABOUT THE JOB (JOB BRIEF) Provides support for designated Asset Recovery Group Relationship Manager(s) and Support Staff. Works within a...
Location: For Those Who Work At Home - Various, Ohio 44144 JOB TITLE: Sr. Credit Risk Analyst Grade/Benefit Designator: Job Code: TBD JOB BRIEF (PURPOSE) The first line Credit Risk team within...
Summary Strategic and results-driven Senior Risk Manager with over 10 years of experience in the financial services industry, specifically Payments, specializing in foundational risk activities...
Remote WorkCredit Risk Manager Asset Based Lending (Remote)
- Independence, OH
- 4 days ago
- Independence, OH
- 4 days ago
The Credit Risk Services Group serves the needs of a diversified client base, including financial institutions, non-bank lenders, debt funds, private equity and hedge funds, institutional investors,...
Remote WorkYou will be responsible for servicing customers and franchisees in a call center environment. You will communicate with customers on financial matters. In addition, you will input data to...
GENERAL FUNCTION: The Commercial Real Estate (CRE) Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks....
LOB Risk Manager Senior - Enterprise Change Office
- Cleveland, OH
- 6 days ago
- Cleveland, 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...
The Credit Risk Services Group serves the needs of a diversified client base, including financial institutions, non-bank lenders, debt funds, private equity and hedge funds, institutional investors,...
Remote WorkTitle: Senior Portfolio Manager Division: Asset Management Status: Exempt Reports to: Vice President of Asset Management Revision date: May 2025 Supervises: N/A PURPOSE According to prescribed policies...
Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an...
Demographic 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
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Treasury
- Credit Underwriting
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- Wealth Management
- Balance Sheets
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Valuation
- Investment Banking
- Capital Markets
- Credit Analysis
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Asset Management
- Due Diligence
- Modeling
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Consulting
- Auditing
- Negotiation
- Presentation
- Written Communication
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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