Investment Portfolio Manager jobs in Cleveland, 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
Investment Portfolio Associate- Beachwood, OH
- Raymond James Financial, Inc.
-
Beachwood, OH
FULL_TIME
-
Investment Portfolio Associate- Beachwood, OH-2400919Description
Job Summary:
Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.
Essential Duties and Responsibilities:
- Collects fundamental research on related companies as requested by Financial Advisors.
- Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
- Assists in preparation of written industry and company specific reports
- Assists in development of financial models for revenue and income forecasts.
- Assists with research and analytics used in Investment Strategy white papers for Financial Advisors.
- Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.
- May participate in client meetings to identify client goals and tolerances.
- Assists with developing individualized client investment strategy for Financial Advisor.
- Responds to inquiries from Financial Advisors to research and resolve issues.
- Prepares customized written industry and company specific reports upon request to Financial Advisor.
- Assists in development of financial models to forecast team revenue and income.
- Assists with preparation of scheduled and ad hoc performance reports.
- Maintains checklists for tracking periodic investment managers’ reviews by third party and independent investment manager searches.
- Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients.
- Interfaces effectively with all levels of staff in managing portfolios.
- Completes ad hoc projects and reports as assigned.
- Performs other duties and responsibilities as assigned.
Qualifications
Qualifications:
- Software necessary for portfolio analysis.
- Investment concepts, practices and procedures used in the industry.
- Principles of estate planning, trusts and securities industry operations.
- Financial markets and products.
- Effectively managing client relationships.
- Strategic planning as part of client retention focus.
- Gathering and compiling information and data.
- Preparing and delivering written and oral presentations.
- Operating standard office equipment and using required software applications.
- Complete job duties independently, with little supervision.
- Partner with other functional areas to accomplish objectives.
- Communicate effectively, both orally and in writing.
- Provide a high level of service.
- Establish and maintain effective working relationships at all organizational levels.
- Participate in professional organizations and activities.
- Maintain currency in industry services and products.
- Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment.
Educational/Previous Experience Requirements:
- Bachelor’s Degree (B.A.) in related field with a minimum of two (2) years of experience in financial services environment with an emphasis on conducting market research and analysis.
~or~- Any equivalent combination of education, experience and/or training approved by Human Resources.
Licenses/Certifications:
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7 required.
- Series 63, 65 and/or 66 as required by state.
- Additional licenses or desigations may be required as needed.
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.Job Administrative & Support ServicesPrimary Location US-OH-BeachwoodOrganization NorthernSchedule Full-timeShift Day JobTravel Yes, 10 % of the TimeEligible for Discretionary Bonus Yes#LI-AC1 - 1 Month Ago
In-House Counsel
- Portfolio
-
Strongsville, OH
FULL_TIME
- DescriptionAt this time, an In-House Counsel is needed to assist the General Counsel in all legal and compliance matters, including contract review, drafting, corporate governance matters, legal resea...
- 7 Days Ago
Tax Manager or Senior Manager, Registered Investment Companies
- Cohen & Company
-
Cleveland, OH
FULL_TIME
- Overview Cohen & Company Certified Public Accountants We are very excited about our opportunities and are seeking individuals with an entrepreneurial spirit and commitment to client service to join ou...
- 1 Month Ago
Multi-Family Real Estate Portfolio Manager
- Royal Bank of Canada
-
Cleveland, OH
FULL_TIME
- Job Summary Manages and monitors investment portfolios and transactions in an investment banking environment. Applies experience and seasoned knowledge, skills, and practices to perform a variety of a...
- 1 Month Ago
Multi-Family Real Estate Portfolio Manager
- RBC Capital Markets, LLC
-
Cleveland, OH
FULL_TIME
- Job SummaryManages and monitors investment portfolios and transactions in an investment banking environment. Applies experience and seasoned knowledge, skills, and practices to perform a variety of as...
- 1 Month Ago
Aesthetic Injector - Nurse Practitioner - Operations Manager
- Nurse Practitioner - Operations Manager - NUIQ Wellness Lounge
-
Cleveland, OH
FULL_TIME
- NUIQ Wellness Lounge, a premier wellness destination located in the heart of Cleveland, is seeking a skilled and experienced Nurse Practitioner with a passion for aesthetics and strong operational acu...
- Just Posted
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0 Investment Portfolio Manager jobs found in Cleveland, OH area
Financial Manager - Portfolio Manager
- Lynx Capital Group Ltd
-
Cleveland, OH
- Job Description Job Description Opportunity to work with a season professional Opportunity to grow into ownership Access...
- 4/22/2024 12:00:00 AM
Acquisitions Associate - Multifamily (Semi-Remote)
- Advice Personnel
-
Cleveland, OH
- Real Estate Acquisitions Associate Multifamily (Semi-Remote) A prominent national real estate investment and management ...
- 4/22/2024 12:00:00 AM
Vice President Finance
- Walnut Ridge
-
Beachwood, OH
- We are a small, but growing team with a big vision that collaboratively supports the investment, business, philanthropic...
- 4/22/2024 12:00:00 AM
Financial Planner/Client Advisor
- Carnegie Investment Counsel
-
Cleveland, OH
- Job Description We are currently seeking qualified candidates to join Carnegie Investment Counsel (CIC) as a Financial P...
- 4/21/2024 12:00:00 AM
VP Tax & Treasurer
- Sotera Health Services, LLC
-
Broadview Heights, OH
- Job Description The Vice President Tax & Treasurer is a key member of the Finance leadership team, Reporting to the Seni...
- 4/21/2024 12:00:00 AM
Acquisitions Associate – Multifamily (Semi-Remote)
- Advice Personnel
-
Cleveland, OH
- Real Estate Acquisitions Associate – Multifamily (Semi-Remote) A prominent national real estate investment and managemen...
- 4/20/2024 12:00:00 AM
Financial Planner/Client Advisor
- Carnegie Investment Counsel
-
Cleveland, OH
- Job Description We are currently seeking qualified candidates to join Carnegie Investment Counsel (CIC) as a Financial P...
- 4/20/2024 12:00:00 AM
Director of Finance
- Walnut Ridge
-
Beachwood, OH
- We are a small, but growing team with a big vision that collaboratively supports the investment, business, philanthropic...
- 4/20/2024 12:00:00 AM
About Cleveland, Ohio
Cleveland (/ˈkliːvlənd/ KLEEV-lənd) is a major city in the U.S. state of Ohio, and the county seat of Cuyahoga County. The city proper has a population of 385,525, making it the 51st-largest city in the United States, and the second-largest city in Ohio. Greater Cleveland is ranked as the 32nd-largest metropolitan area in the U.S., with 2,055,612 people in 2016. The city anchors the Cleveland–Akron–Canton Combined Statistical Area, which had a population of 3,515,646 in 2010 and is ranked 15th in the United States.
The city is located on the southern shore of Lake Erie, approximately 60 miles ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$118,137 to $176,642
Cleveland, Ohio area prices
were up 1.6% from a year ago
were up 1.6% from a year ago