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.
Managers....
Remote WorkAbout 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...
Description Huntington's Finance and Strategy organization (first line of defense) is seeking a Segment Risk Manager to join its Segment Risk Team. In this role, the qualified candidate will be...
Remote WorkMay assist more senior Portfolio Managers with larger and more complex accounts....
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...
Locations: Hybrid Columbus Minnetonka Flint Detroit Dallas (fully remote until office is ready) Chicago Charlotte Akron Cincinnati Description Job Description The Senior Infrastructure Lifecycle...
Manager, Functional Practice Operations - Audit Pricing and Portfolio Management
- Cleveland, OH
- 4 days ago
- Cleveland, OH
- 4 days ago
Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering...
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 WorkAdditional 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...
Be part of an amazing story. Macys is more than just a store. Were a story. One thats captured the hearts and minds of America for more than 160 years. A story about innovations and...
What You'll Do / Position Responsibilities Model Management Ensure accurate model data across Black Diamond, Power BI, and FactSet....
Job DescriptionAre you ready to write your next chapter?Make your mark at one of the biggest names in payments. With proven technology, we process the largest volume of payments in the world,...
Assist Portfolio Managers in the management of client portfolios....
Commercial Portfolio Manager - Technology Finance
- Cincinnati, OH
- 7 days ago
- Cincinnati, OH
- 7 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 WorkDirector of Product and Portfolio Management Project Heads
- Cincinnati, OH
- 7 days ago
- Cincinnati, OH
- 7 days ago
At Johnson & Johnson,we believe health is everything. Our strength in healthcare innovation empowers us to build aworld where complex diseases are prevented, treated, and cured,where treatments...
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
- Loss Control
- Asset Allocation
- FactSet
- Cash Forecasting
- Treasury
- Financial Modeling
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Financial Statements
- Management Reporting
- Treasury Management
- Derivatives
- Foreign Exchange
- Capital Planning
- Credit Underwriting
- 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
- 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
- Microsoft PowerPoint
- 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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