Portfolio Manager jobs in Cleveland, OH

The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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In-House Counsel
  • Portfolio
  • Strongsville, OH FULL_TIME
  • Description

    At 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 research, and assisting and managing litigation. Works to ensure that the company follows regulatory compliance procedures and is within all legal limits.


    *Potential candidates MUST meet every one of these requirements:

    • Admitted to the Ohio State Bar.
    • Obtained a J.D. degree from an accredited law school.
    • Worked at a single law firm for at least 2 years straight, in an attorney role.
    • Minimum 4 years experience as an attorney.
    • Must be located within /- 40 miles from the Strongsville, OH office and able to report full-time. Hybrid subject to successful completion of the probationary period only.

    *Hybrid career opportunity; will be required to report to Portfolio's Strongsville, OH office daily for at least the first 120 days. Following the first 120 days - 2 days in office, 3 days at home.


    Schedule: Standard Business Hours. Monday - Friday. Reporting to Strongsville, OH office daily.

    Compensation: $96,500.00k - 120,000.00k, commensurate with experience and background. Comprehensive Benefits package!


    Essential Functions:

    • Draft, review, and negotiate contracts, agreements, and other legal documents.
    • Assist with acquisitions and other corporate transactions.
    • Manage and maintain relationships with outside counsel.
    • Manage defense of consumer disputes.
    • Collaborate with business units to ensure legal compliance and best practices followed.
    • Maintain working knowledge of the company’s operations, legal agreements, and partner relationships.
    • Corporate governance.
    • Assist with intellectual property matters, including trademark and copyright registration and renewals.
    • Assist Compliance team members with form review, legal analysis, and filings.
    • Identify and mitigate potential legal risks and provide proactive solutions.
    • Stay updated on industry and regulatory changes that may affect the company.
    • Conduct legal research and analysis to ensure compliance with local, state, and federal laws and regulations, as needed.
    • Other job duties as assigned.

    Requirements

    Education and Qualification Requirements:

    • 4 to 7 years in a law firm and/or similar in-house experience.
    • Has worked at a single law firm for at least 2 years straight, in an attorney role.
    • J.D. degree from an accredited law school.
    • Ohio State Bar Admittance required.

    Preferred Requirements:

    • Highly motivated with the ability to multi-task and prioritize assignments.
    • Work independently and exercise sound judgment when escalating issues for review.
    • Excellent organizational, time management, and computer skills, including Microsoft Office Suite and specialized software applications.
    • Strong interpersonal and communication skills (oral, written, and presentation) to facilitate effective working relationships with internal and external contacts.

    Work Environment and Physical Requirements:

    • Vision acuity is required to include close vision, color vision, distant vision, and the ability to adjust focus.
    • Ability to grasp objects such as telephone or computer mouse, finger dexterity to use a keyboard, calculator, and standard office equipment.
    • Ability to walk, stand, reach with hands and arms; stoop kneel, crouch, and lift up to 25 pounds.
    • Ability to frequently sit for long periods of time.
    • Ability to hear and talk, both in person and by phone.
    • Ability to spend extended hours in front of a computer screen.
  • 9 Days 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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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...
  • 2 Days Ago

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Commercial Portfolio Associate
  • CFBank
  • Woodmere, OH OTHER
  • Job Details Job Location: Eton - Woodmere, OH Salary Range: Undisclosed DescriptionWe are a fast-growing high-achieving organization that thrives on winning. We are proud to be ranked nationally in th...
  • 19 Days Ago

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VP, Portfolio Management
  • KeyBank
  • Cleveland, OH FULL_TIME
  • Location:127 Public Square - Cleveland, Ohio 44114About the JobPerform financial analysis and prepare underwriting documents to support complex multimillion-dollar credit requests for Utility and Powe...
  • 26 Days Ago

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0 Portfolio Manager 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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Senior Full Stack Developer- Hybrid or Remote
  • Cumberland Advisors
  • Cleveland, OH
  • Senior Full-Stack Developer Location: Sarasota, FL (Hybrid or Remote) Job Description Cumberland Advisors is seeking an ...
  • 4/26/2024 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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Senior Full Stack Developer- Hybrid or Remote
  • Cumberland Advisors
  • Cleveland, OH
  • Senior Full-Stack Developer Location:Sarasota, FL (Hybrid or Remote) Job Description Cumberland Advisors is seeking an e...
  • 4/24/2024 12:00:00 AM

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SVP, Portfolio Management (Utilities, Power and Renewable Energy)
  • Key Bank
  • Cleveland, OH
  • SVP, Portfolio Management (Utilities, Power and Renewable Energy) Occupation: ManagementSpecialty: ManagementLocation:12...
  • 4/23/2024 12:00:00 AM

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Vice President, Portfolio Management (Utilities, Power and Renewable Energy)
  • Key Bank
  • Cleveland, OH
  • Vice President, Portfolio Management (Utilities, Power and Renewable Energy) Occupation: ManagementSpecialty: Executive ...
  • 4/23/2024 12:00:00 AM

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Vice President, Portfolio Management (Utilities, Power and Renewable Energy)
  • KeyBank
  • Cleveland, OH
  • Location: 127 Public Square - Cleveland, Ohio 44114 About the Job Perform financial analysis and prepare underwriting do...
  • 4/23/2024 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

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 Portfolio Manager jobs
$112,850 to $156,420
Cleveland, Ohio area prices
were up 1.6% from a year ago