Investment Portfolio Manager, Sr. jobs in Cleveland, OH

Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. 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. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

Recently Added Investment Portfolio Manager, Sr. jobs

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Investment Portfolio Associate- Beachwood, OH
  • Raymond James Financial, Inc.
  • Beachwood, OH FULL_TIME
  • Investment Portfolio Associate- Beachwood, OH-2400919

    Description

    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 Behaviors
    At 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 Services
    Primary Location US-OH-Beachwood
    Organization Northern
    Schedule Full-time
    Shift Day Job
    Travel Yes, 10 % of the Time

    Eligible for Discretionary Bonus Yes
    #LI-AC1
  • 1 Month Ago
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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...
  • 8 Days Ago
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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
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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
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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
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Sr. Program Manager
  • Visa
  • Mentor, OH FULL_TIME
  • Company DescriptionVisa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government en...
  • 18 Days Ago
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0 Investment Portfolio Manager, Sr. jobs found in Cleveland, OH area

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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...
  • 4/26/2024 12:00:00 AM
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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...
  • 4/26/2024 12:00:00 AM
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Acquisitions Associate – Multifamily (Semi-Remote)
  • Advice Personnel
  • Cleveland, OH
  • Real Estate Acquisitions Associate – Multifamily (Semi-Remote) A prominent national real estate investment and managemen...
  • 4/25/2024 12:00:00 AM
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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...
  • 4/25/2024 12:00:00 AM
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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...
  • 4/25/2024 12:00:00 AM
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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
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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
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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
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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, Sr. jobs
$141,860 to $235,583
Cleveland, Ohio area prices
were up 1.6% from a year ago
View detail

What does an Investment Portfolio Manager, Sr. do?

Investment Portfolio Manager, Sr. in Lansing, MI
Kevin Bakker, CFA, is co-head of high yield and a portfolio manager.
December 16, 2019
Investment Portfolio Manager, Sr. in Abilene, TX
For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.
December 08, 2019
Investment Portfolio Manager, Sr. in San Diego, CA
Every single time when you decide on what suitable investment portfolio to consider, stakes will be high.
January 08, 2020