Investment Portfolio Manager jobs in Cincinnati, OH

Investment Portfolio Manager manages the company's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Portfolio Manager studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Portfolio Manager typically reports to a head of a unit/department. The Investment Portfolio Manager contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Portfolio Manager typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

Recently Added Investment Portfolio Manager jobs

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Portfolio Manager
  • HORAN
  • Cincinnati, OH FULL_TIME
  • Job Title: Portfolio Manager Full or Part Time: Full Time
    Department: HORAN Wealth FLSA Status: Exempt
    Position Reports To: Principal & Portfolio Manager
    Position Summary:
    The Portfolio Manager position works with individual, family and/or trust account clients and manages investment relationships consistent with the established investment objectives and strategies of HORAN Wealth and/or the client. As a Portfolio Manager, you will advise clients on current and proposed asset allocation, portfolio strategy, specific investment rationale, as well as general economic and capital market events. The Portfolio Manager contributes to the investment strategy process for the firm’s clients and is responsible for individual security research. Opportunity for ownership long-term.
    Core Responsibilities:
    • Contributes to the development and implementation of investment portfolio strategies and model portfolios.
    • Research responsibilities encompass one or more economic sector(s), along with various industry and company coverage.
    • Research responsibilities should draw primarily from the HORAN Wealth’s research universe to successfully identify portfolio, sector, and security strategies for client portfolios.
    • Manages and constructs personal and institutional investment portfolios designed to achieve client financial goals.
    • A strong focus on managing client account retention and shared responsibility for soliciting, developing, managing, and retaining client relationships for HORAN Wealth consistent with the HORAN Wealth’s growth objectives.
    • Investment research is a dual responsibility and includes conducting investment analysis leading to recommendations for the firm's equity, fixed income, and alternative investment portfolios.
    • Contributes to decision making at the strategy and portfolio level through our team decision making process.
    Qualifications Required:
    • Bachelor’s degree in business, Finance, or a related field.
    • Minimum of 5 years of investment management and overall securities market experience, including equity research and servicing affluent/high-net-worth and institutional clientele.
    • CFA Designation preferred.
    Desired Skills:
    • Ability to effectively present investment strategies to clients.
    • In-depth investment knowledge with a passion for investments.
    • Demonstrated success in portfolio management and research.
    • Excellent investment and financial acumen as well as excellent interpersonal skills.
    • Ability to make critical decisions independently.
    • Highly developed communication skills (written, verbal, listening and presentation).
    • Strong sales and relationship management/client service skills.
    • General proficiency in computer and database applications.
    • Adherence to the highest ethical and professional standards.
    • Facilitate the open exchange of information among our investment professionals.
    • Demonstrates ongoing professional development.
    • Ability to work in a team-oriented environment and the ability to work independently on research efforts.
    • Demonstrates proficiency in Microsoft Office products.
    HORAN History:
    Since 1948, HORAN has served as a trusted advisor offering retirement planning, wealth management, and life insurance for estate and business planning.
    HORAN has a strong regional presence with a national footprint. With offices in Cincinnati, Ohio; and Ft. Mitchell, Kentucky HORAN serves both corporate and individual clients in 48 states. We strive to bring the best services, resources, and value to our clients through premier national partnerships with M Financial Group and Retirement Planning Advisory Group.
    Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN has built a reputation for delivering high quality products and services. Visit horanwealth.com to learn more.
    How to Apply:
    Please visit the HORAN Careers Page or www.horanwealth.com/careers and click on the job title to apply, or email jobs@horanwealth.com if you have any questions.
  • 11 Days Ago
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Client Portfolio Manager
  • Allied Universal
  • Mason, OH FULL_TIME
  • Allied Universal®, North America’s leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workpl...
  • 1 Day Ago
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PWM Portfolio Manager
  • U.S. Bank National Association
  • Cincinnati, OH FULL_TIME
  • 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 succee...
  • 20 Days Ago
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Wealth Advisor, Portfolio Manager
  • Bartlett Wealth Management
  • Cincinnati, OH FULL_TIME
  • Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 employees. Wealth management at Bartlett is a team approach to providing customized investment management...
  • 23 Days Ago
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Senior Portfolio Manager
  • Fifth Third Bank
  • Cincinnati, OH FULL_TIME
  • Make banking a Fifth Third betterWe 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:Acts independent...
  • 25 Days Ago
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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...
  • 1 Month Ago
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0 Investment Portfolio Manager jobs found in Cincinnati, OH area

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Lead Electrical Engineer 4 - Hydropower & Renewables - Sacramento, CA (Hybrid)
  • Black & Veatch
  • Cincinnati, OH
  • **Lead Electrical Engineer 4 - Hydropower & Renewables - Sacramento, CA (Hybrid)** Date: Apr 6, 2024 Location: Rancho Co...
  • 4/19/2024 12:00:00 AM
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Regional Marketing Manager, Quality Controls and Toxicology, CDD North America
  • ThermoFisher Scientific
  • Cincinnati, OH
  • Job Description Regional Marketing Manager North America As a Regional Marketing Manager for the Clinical Diagnostics Di...
  • 4/19/2024 12:00:00 AM
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Business Specialist II (4th & Vine)
  • First Financial Bank
  • Cincinnati, OH
  • We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as ...
  • 4/18/2024 12:00:00 AM
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Senior Controls Project Manager
  • Ameresco
  • Cincinnati, OH
  • Ameresco, Inc. (NYSE:AMRC) is a leading cleantech integrator and renewable energy asset developer, owner and operator. O...
  • 4/18/2024 12:00:00 AM
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Clinical Research Manager, Department of Neurology & Rehabilitation Medicine, Stroke Division
  • University of Cincinnati
  • Cincinnati, OH
  • Current UC employees must apply internally via SuccessFactors > http://bit.ly/UCEMPL Founded in 1819, the University of ...
  • 4/18/2024 12:00:00 AM
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Substation Design Electrical Engineer 4 - College Station, TX (Hybrid)
  • Black & Veatch
  • Cincinnati, OH
  • **Substation Design Electrical Engineer 4 - College Station, TX (Hybrid)** Date: Mar 21, 2024 Location: College Station,...
  • 4/18/2024 12:00:00 AM
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Substation Design - Electrical Engineer 4 - Dallas, TX (Hybrid)
  • Black & Veatch
  • Cincinnati, OH
  • **Substation Design - Electrical Engineer 4 - Dallas, TX (Hybrid)** Date: Mar 21, 2024 Location: Dallas, TX, US US TX, U...
  • 4/18/2024 12:00:00 AM
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Mental & Behavioral Health Institute Director, Professor
  • Cincinnati Children's Hospital Medical Center
  • Cincinnati, OH
  • POSITION TITLE: INSTITUTE DIRECTOR DEPARTMENT: Mental Health Institute SUPERVISOR'S TITLE: Vice Chair, Clinical Affairs ...
  • 4/15/2024 12:00:00 AM
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About Cincinnati, Ohio

Cincinnati (/ˌsɪnsɪˈnæti/ SIN-sih-NAT-ee) is a major city in the U.S. state of Ohio, and is the government seat of Hamilton County. Settled in 1788, the city is located at the northern side of the confluence of the Licking and Ohio rivers, the latter of which marks the state line with Kentucky. The city drives the Cincinnati–Middletown–Wilmington combined statistical area, which had a population of 2,172,191 in the 2010 census making it Ohio's largest metropolitan area. With a population of 296,943, Cincinnati is the third-largest city in Ohio and 65th in the United States. Its metropolitan ar...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$117,656 to $175,922
Cincinnati, Ohio area prices
were up 1.1% from a year ago
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