Portfolio Manager Jobs in Cleveland Heights, OH
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.
- Cleveland, OH (2 miles from Cleveland Heights, OH)
- 2 days ago
- Cleveland, OH (2 miles from Cleveland Heights, OH)
- 2 days ago
About the job The Third-Party Risk Manager will oversee and evolve PayU GPO's Third Party Risk and Merchant Credit Risk Management frameworks, focusing on identifying, assessing, and mitigating...
Neighborhood Investment Manager
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 5 days ago
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 5 days ago
Neighborhood Investment Manager Salary $50,000.00 - $72,800.00 Annually Location 9501 - Economic Development Job Type Full-time Job Number 8979-HR Department 9501 - Economic Development Division...
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 6 days ago
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 6 days ago
Description Job Description: The Operational Risk Manager Sr. position will be responsible for leading the continuous advancement of our 2nd Line of Defense oversight for our Enterprise Payments...
Remote WorkManagement Associate, Portfolio Management
- Beachwood, OH (5 miles from Cleveland Heights, OH)
- 8 days ago
- Beachwood, OH (5 miles from Cleveland Heights, OH)
- 8 days ago
Assist Portfolio Managers in the management of client portfolios....
Commercial Portfolio Manager - Technology Finance
- Cleveland Heights, OH
- 8 days ago
- Cleveland Heights, OH
- 8 days ago
Description Summary: The Commercial Portfolio Manager - Technology Finance is accountable for and manages an assigned portfolio by monitoring performance and trends, identifying issues, and following...
Remote Work- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 12 days ago
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 12 days ago
VP, Portfolio Management JOB BRIEF (PURPOSE) The Portfolio Management Vice President will be responsible for performing financial analysis and preparing underwriting documents to support complex,...
Reputation Risk Management Specialist - Sr
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 13 days ago
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 13 days ago
Description Reputation Risk Management Specialist - Sr position will support the 2nd Line Reputation Risk Program Job Description Summary The Risk Management Specialist - Senior will assist with...
Remote Work- Strongsville, OH (17 miles from Cleveland Heights, OH)
- 13 days ago
- Strongsville, OH (17 miles from Cleveland Heights, OH)
- 13 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...
- Willoughby, OH (14 miles from Cleveland Heights, OH)
- 14 days ago
- Willoughby, OH (14 miles from Cleveland Heights, OH)
- 14 days ago
Responsibilities Windsor Laurelwood is hiring a Director of Risk Management to join our Leadership Team! Originally established in 1898, Windsor Laurelwood has served the community for over 125...
VP, Portfolio Management (Asset Based Lending)
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 15 days ago
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 15 days ago
It is expected that the portfolio manager understand all aspects of each clients business and be proactive in identifying and resolving potential issues....
Third Party Risk Management Analyst
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 16 days ago
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 16 days ago
Overview The Third Party Risk Management Associate Program Analyst (Analyst) will be responsible for supporting the Global Third Party Due Diligence (TPDD) Program and effectively managing third...
VP, Portfolio Management (Healthcare)
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 22 days ago
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 22 days ago
Location: 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) The Portfolio Management Vice President will be responsible for performing financial analysis and preparing underwriting...
VP, Portfolio Management (Diversified)
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 22 days ago
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 22 days ago
Location: 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) The Portfolio Management Vice President will be responsible for performing financial analysis and preparing underwriting...
- Cleveland, OH (2 miles from Cleveland Heights, OH)
- 25 days ago
- Cleveland, OH (2 miles from Cleveland Heights, OH)
- 25 days ago
About PayU PayU, a leading payment and Fintech company in 50+ high-growth markets throughout Asia, Central and Eastern Europe, Latin America, the Middle East and Africa, part of Prosus group, one...
IT Technology Risk Management Specialist / IT Auditor / Risk Analyst
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 27 days ago
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 27 days ago
For immediate consideration, please connect with me on LinkedIn at and then email your resume, work authorization status, current location, availability, and compensation expectations directly to...
Demographic Data for Cleveland Heights, OH
Moving to Cleveland Heights, OH? Find some basic demographic data about Cleveland Heights, OH below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Cleveland Heights, OH
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Cleveland Heights, OH 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
- Treasury
- Wealth Management
- Financial Modeling
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Financial Statements
- Management Reporting
- Treasury Management
- Derivatives
- Foreign Exchange
- Credit Underwriting
- Balance Sheets
- Investment Analysis
- Capital Markets
- Fixed Income
- Credit Analysis
- Valuation
- Lending
- Investment Management
- Financial Analysis
- Commercial Real Estate
- Anti-Money Laundering
- Underwriting
- Financial Services
- Portfolio Management
- Due Diligence
- Asset Management
- Risk Analysis
- Finance
- Real Estate
- Reimbursement
- Accounting
- Strategy Development
- Risk Management
- Implementation
- Decision Making
- Auditing
- Negotiation
- Presentation
- Mentoring
- Written Communication
- Flexibility
- Collaboration
- Coaching
- Documentation
- Budgets
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Project Management
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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