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...
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...
ICG Portfolio Mgr 6 (Senior Underwriter) - Consumer and Retail
- Cincinnati, OH
- 1 day ago
- Cincinnati, OH
- 1 day 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....
Date Posted: 2025-08-01 Country: United States of America Location: PW229: Wright-Patterson AFB 4375 Chidlaw Road Rm S021, WPAFB, OH, 45433 USA Position Role Type: Onsite U.S. Citizen, U.S....
Summary: Responsible for completing Fannie Mae, Freddie Mac and Life Insurance Company special request items including but not limited to Assumptions, Transfers of Interest, Easements, short-term...
Commercial Portfolio Manager - Huntington Technology Finance
- Cleveland, OH
- 4 days ago
- Cleveland, OH
- 4 days ago
Description Summary: The Commercial Portfolio Manager - Huntington Technology Finance (HTF) actively monitors an assigned portfolio and analyzes credit for large, complex customer relationships and...
Remote WorkDuties & Responsibilities: Gather and analyze financial and business information to determine credit worthiness for loans and credit products, including the identification and analysis of business model...
Remote WorkMake banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:...
Associate Director - Diversified Industries, Portfolio Management
- Columbus, OH
- 6 days ago
- Columbus, OH
- 6 days ago
Description Summary: The Associate Director - Diversified Industries PM is responsible for the management of a portfolio of commercial loans with a focus in complex middle market transactions....
Remote WorkJob Description : Summary The Associate Real Estate Portfolio Manager will act as a team lead in the negotiation, financial evaluation, problem solving and legal research associated with Ryders' Real...
Remote WorkBuild Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the...
Position Summary: We are currently seeking a detail-oriented and customer-focused Lease/Loan Portfolio Manager....
Managers (PMs) on a deal team, providing feedback and guidance to Analysts and third-party staff as appropriate.As part of the first line of defense, Associate PMs are expected to consistently demonstrate...
Oracle Fusion Cloud experience, particularly in: Risk Management and Compliance Advanced Access Controls (AAC) Advanced Financial Controls (AFC) Financial Reporting Compliance (FRC) Security...
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)...
Demographic 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
- Real Estate Management
- Loss Control
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- Financial Statement Analysis
- Treasury
- Derivatives
- Financial Statements
- Financial Modeling
- Commercial Lending
- Treasury Management
- BSA
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Fixed Income
- Capital Markets
- Valuation
- Lending
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Financial Services
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Auditing
- Accounting
- Negotiation
- Written Communication
- Documentation
- Presentation
- Education Experience
- Reporting
- Collaboration
- Flexibility
- Budgets
- Bachelor's Degree
- Policy Development
- Project Management
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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