Portfolio Manager Jobs in Crestview Hills, KY
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.
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 1 day ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 1 day ago
Job Description In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive...
Director, Portfolio Management - Consumer & Financial
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 4 days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 4 days ago
Description Summary: 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...
Remote Work- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 7 days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 7 days ago
Credit and Risk ManagerJob LocationsUnited States-OH-CincinnatiCategoryAccount ManagementJob SummaryOur corporate activities are growing rapidly, and we are currently seeking a full-time,...
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 11 days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 11 days ago
Rumpke is a family owned and operated company that ranks as one of the largest firms in the waste and recycling industry. Our mission is simple: to deliver exceptional waste and recycling...
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 11 days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 11 days ago
Job Description At Strategy & Consulting, we work closely with C-suite executives and industry leaders to drive transformation across all areas of their businesses. Our mission is to help...
Commercial Portfolio Manager - Equipment Finance
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 14 days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 14 days ago
Description Summary: The Commercial Portfolio Manager - Equipment Finance services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated...
Remote Work- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 17 days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 17 days ago
Description The Sr. Capital Risk Analyst, as part of the second line capital risk function, is the lead analyst to support independent review and challenge of the CCAR stress testing and capital...
Remote WorkCorporate/Specialty Banking Portfolio Manager
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 17 days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 17 days ago
The Corporate/Specialty Banking Portfolio Manager (Portfolio Manager) is primarily responsible for managing a portfolio of assigned Corporate/Specialty Banking relationships in adherence to Bank policies...
Associate Director, Portfolio Management - Lender Finance
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 21 days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 21 days ago
Portfolio Managers balance supporting the Commercial Bank's growth while ensuring a scalable, well-managed business....
Remote Work- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 24 days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 24 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...
Senior Asset Manager - Equipment Finance
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 29 days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 29 days ago
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 WorkCorporate Risk Manager Location: Crestview Hills, KY Company: Crestview Management LLC Job Type: Full-Time Position Summary The Corporate Risk Manager will be responsible for managing the companys...
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 30+ days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 30+ days ago
Additional Responsibilities: Work with the Portfolio Manager to ensure that all conditions for conversion from construction to permanent loan status are met; ensure that the responsibilities for each...
Senior Client Portfolio Manager Equities
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 60+ days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 60+ days ago
manager, equity manager research or equity research) - A qualified candidate will have extensive experience in investment management, either directly working as a portfolio manager or CPM, or as an...
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 90+ days ago
- Cincinnati, OH (11 miles from Crestview Hills, KY)
- 90+ days ago
Our corporate activities are growing rapidly, and we are currently seeking a full-time, office-based Risk Manager to join our Commercial Operations team. This role is responsible for monitoring...
Demographic Data for Crestview Hills, KY
Moving to Crestview Hills, KY? Find some basic demographic data about Crestview Hills, KY below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Crestview Hills, KY
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Crestview Hills, KY 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
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Treasury Management
- Derivatives
- BSA
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Investment Analysis
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Investment Banking
- Investment Management
- Lending
- Anti-Money Laundering
- Financial Analysis
- Client Relationships
- Financial Services
- Mortgage Processing
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Negotiation
- Written Communication
- Auditing
- Consulting
- Presentation
- Collaboration
- Documentation
- Reporting
- Interpersonal Skills
- Budgets
- 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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