Investment Portfolio Manager, Sr. jobs in Ohio
Investment Portfolio Manager, Sr. manages the research and analysis of financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Implements policies and procedures to guide the analysis and evaluation of investment products and ensure investment activities comply with regulatory standards. Being an Investment Portfolio Manager, Sr. reviews economic data, financial metrics, and market conditions to evaluate financial models, forecasts, and investment strategies. Monitors and manages an organization's investment portfolio to ensure optimal performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Portfolio Manager, Sr. requires a bachelor's degree. Typically reports to a director. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
Recently Added Investment Portfolio Manager, Sr. jobs
Portfolio Manager Assistant
- Johnson Investment Counsel
-
Kenwood, OH
FULL_TIME
-
Job Title:Portfolio Manager AssistantDate:May 2024
DepartmentFamily Office ServicesReports To:Portfolio Manager
FLSA Classification:Exempt
Summary / objective of position:The Portfolio Manager Assistant proactively assists Portfolio Manager(s) in all aspects of portfolio management and financial planning. Responsible for managing the administrative functions within each workgroup. This requires the ability to prioritize and delegate tasks with the Client Support Assistant.Essential functions of position:- Preparation and analysis for comprehensive client reviews and ad hoc meetings
- Maintain a strong knowledge of client accounts and individual objectives
- Ensure portfolio consistency with investment models for all client accounts
- Recommend and implement solutions on the following subject matters:
- Rebalance accounts based on investment objective
- Cash levels and pace of investments
- Non-representative accounts
- Non-model securities as directed by Portfolio Manager
- Process security purchase and sales and provide recommendations to Portfolio Manager
- Must be familiar with model portfolios and investment rationale for each holding
- Assist with client projects such as stock holding research, insurance policy assessments, income tax review and review of outside assets
- Develop knowledge of estate planning, charitable giving and other similar investment approaches to assist clients with their Financial Plan.
- Prospective client analysis
- Participate on relevant teams, focusing on area of interest.
- Ability to become a subject matter expert on relevant topics.
- Maintain strong knowledge of all relevant software applications (CRM, Portfolio Management, eMoney, etc)
- Assist Portfolio Manager(s) on client communications
- Work closely with Client Support Assistant(s) to handle administrative tasks, client and prospect meeting preparations, and account transfer process
- Professional development progress toward CFA (preferred) or CFP is expected. Various duties and responsibilities that may be required by Portfolio Manager(s)
Preferred education and experience- Heart to serve clients
- High level of positivity
- Ability to work collaboratively
- Four-year undergraduate degree (finance or business related preferred)
- 0-3 years of industry related experience strongly preferred
- Must be organized and detail oriented
- Must be able to manage multiple projects simultaneously
- Must have an interest in investments
- Proficient in Excel and Word
- Able to work in a team environment
- Ability and willingness to learn
- Must demonstrate a high level of initiative
- Excellent communication skills (verbal and written)
- Ability to represent Johnson Investment Counsel externally
Supervisory responsibility: N/ATravel required: N/AWork environment: Temperature controlled, office environmentPhysical demands: Must be able to stand or sit at computer for 8 hours per day. May require extensive typing at times.Additional eligibility requirements: N/AWork authorization/security clearance requirements: United States Citizen or lawful permanent residentEEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. - 2 Days Ago
Customer Relations Manager
- Portfolio
-
Strongsville, OH
FULL_TIME
- DescriptionAt this time, a Customer Relations Manager (Client Relations Manager - CRM) is needed to provide support for all functions within the Client Relations team with a primary focus on rate (sch...
- 22 Days Ago
VP & Sr Portfolio Manager
- Western & Southern Financial Group
-
CINCINNATI, OH
FULL_TIME
- Overview Summary of Responsibilities: Deliver high-touch wealth management services to new and existing clients. Partner with Wealth Planners to build, enhance, and execute a client acquisition strate...
- 3 Days Ago
AVP Sr Investment Manager
- Western & Southern Financial Group
-
CINCINNATI, OH
FULL_TIME
- Overview Summary of Responsibilities: The AVP/Senior Investment Manager is a member of the Private Equity team with specific responsibilities serving on deal teams and leading the due diligence on inv...
- 24 Days Ago
Sr. Manager of Investment Operations
- Equity Trust
-
Westlake, OH
FULL_TIME
- This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after probationary period. JOB SUMMARY:The Senior Manager of Investments leads, develops, and manages a team...
- 27 Days Ago
Treasury Capital Markets - Sr. Portfolio Manager
- The Huntington National Bank
-
Columbus, OH
FULL_TIME
- Description The Treasury Capital Markets – Sr. Portfolio Manager oversees the management of diversified portfolios for the purpose of interest rate risk sensitivity management, liquidity, and profitab...
- 1 Day Ago
Investment Portfolio Manager, Sr. jobs at Popular Companies
Portfolio Manager
- The Anderson Search Group
-
Las Vegas, NV
- The Anderson Search Group has been engaged by the wealth management division of a 150 year old bank to identify an Inves...
- 6/2/2024 12:00:00 AM
Senior Financial Advisor
- Baystate Financial
-
Wellesley, MA
- About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baysta...
- 6/1/2024 12:00:00 AM
Treasurer
- Noble Credit Union
-
Fresno, CA
- Noble Credit Union has grown and expanded over the years as they strive to better serve the needs of communities in Cali...
- 6/1/2024 12:00:00 AM
Finance & Administration Senior Director (on-site)
- LTD GLOBAL, LLC
-
Burlingame, CA
- Job Description Job Description About the organization A nonprofit organization dedicated to animal welfare and the prot...
- 6/1/2024 12:00:00 AM
Family Office Manager
- YMR
-
Jupiter, FL
- Job Description Job Description We are looking to hire a Family Office Manager to join our small, focused investor/phila...
- 5/30/2024 12:00:00 AM
Senior Investment Analyst
- W.R. Berkley Corporation
-
Bridgeport, CT
- Finance: W.R. Berkley Corporation (Greenwich, CT) seeks Senior Investment Analyst with BS in finance, business administr...
- 5/30/2024 12:00:00 AM
Cash Investment Portfolio Manager - Trader - Executive Director
- JPMorgan Chase
-
New York, NY
- The Cash Investment Desk is responsible for the investment of client cash collateral received against securities financi...
- 5/29/2024 12:00:00 AM
Financial Advisor
- Catalyst Corporate Federal Credit Union
-
Plano, TX
- Full Time, Permanent Opportunity for Advisor (Must be local to PLANO, TX) Catalyst and Your Career At Catalyst Corporate...
- 5/29/2024 12:00:00 AM
About Ohio
Ohio /oʊˈhaɪoʊ/ (listen) is a Midwestern state in the Great Lakes region of the United States. Of the fifty states, it is the 34th largest by area, the seventh most populous, and the tenth most densely populated. The state's capital and largest city is Columbus.
The state takes its name from the Ohio River, whose name in turn originated from the Seneca word ohiːyo', meaning "good river", "great river" or "large creek". Partitioned from the Northwest Territory, Ohio was the 17th state admitted to the Union on March 1, 1803, and the first under the Northwest Ordinance. Ohio is historically know...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$178,856 to $285,753
Most Popular Cities in Ohio for Investment Portfolio Manager, Sr. Jobs
What does an Investment Portfolio Manager, Sr. do?
Investment Portfolio Manager, Sr. in Syracuse, NY
The sum total of your investments managed toward a specific goal.
January 19, 2020
Investment Portfolio Manager, Sr. in Temple, TX
Today we look at adding our portfolio to Morningstar.
January 27, 2020
Investment Portfolio Manager, Sr. in Phoenix, AZ
In fact, if you started with a solid investment plan, you'll be able to spend most of your time paying attention to your daily life, not your portfolio.
February 01, 2020