Investment Manager jobs in Cincinnati, OH

Investment Manager manages overall bank'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 Manager measures and evaluates return on investment and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Manager typically reports to a head of a unit/department. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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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 investment opportunities. Oversees investment analysts on various projects. Serves as the primary relationship manager on certain investments and is active in sourcing and evaluating prospective investment opportunities. May serve as a portfolio manager for a specific strategy under direction of the Investment Committee. Participates in marketing meetings and client meetings. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Managing Director when necessary and updating Managing Director on a regular basis.

    Responsibilities

    Position Responsibilities:

    • Leads and/or participates on deal teams for prospective investments.

    • Oversees investment analysts on deal teams and on various projects.

    • Manages the relationship management for existing investments.

    • Represents the firm for business development, conferences and speaking engagements.

    • Sources various investment opportunities.

    • Participates in marketing meetings.

    • Edits and reviews reporting information on underlying investments.

    • Attends events with limited partners, general partners and portfolio company management.

    • Writes reports and investment memoranda, and directs analysis in various investments.

    • Writes communications for quarterly and annual reports.

    • Edits and responds to Requests for Proposals on new business initiatives.

    • Attends meetings with Managers of prospective and existing investments.

    • Leads negotiating terms for investment documents.

    • Performs other duties as assigned by management.

    Qualifications

    Selection Criteria:

    • Must have a minimum five to seven years of related business experience (preferably financial analysis corporate development, investment management, consulting or private equity) or operate at a level consistent with this experience.

    • Must have a minimum four years of relevant private equity experience or operate at a level consistent with this experience (investing, consulting, transaction, operating).

    • Proven advanced abilities, experience and skills with Excel models.

    • Demonstrated excellent verbal and written communication skills with ability to convey information, verbally and in writing, to internal and external customers in a clear, accurate, focused and concise manner. Proven ability to effectively interact and communicate with all levels of staff and management. Demonstrated ability to document procedures and activities in a manner that is understandable to others and prepared using a prescribed format. Verbal and written communications are to conform to proper rules of punctuation, grammar, diction and style.

    • Demonstrated experience effectively influencing a group to a recommended course of action.

    • Proven experience coordinating multiple projects/assignments simultaneously, and completing assigned tasks, independently, accurately and on a timely basis. Must demonstrate strong attention to detail with excellent organizational skills and process orientation. Expected to cite examples of organization and time management methods used to manage or prioritize workload demands. Must demonstrate project management experience in planning, executing and maintaining a project from start to finish.

    • Proven strong project management skills. Must cite examples of developing, organizing, initiating and maintaining a project and successful accomplishing set goals.

    • Proven strong analytical skills, including demonstrated experience identifying, defining and resolving complex problems, and collecting, quantifying or interpreting data to establish facts, draw valid conclusions and provide creative resolutions. Must be able to cite examples of good decision-making skills when dealing with multiple alternatives. Demonstrated ability to conceptualize and use new methodologies. Proven experience in working with complex programs that require identifying complex data and analyzing the quality of the output provided.

    • Proven superb presentation skills with experience conveying information in a clear, focused and concise manner. Demonstrated use of strong listening and communication techniques.

    • Demonstrated ability to handle confidential information.

    Work Setting:

    • Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.

    • Requires visual acuity to read a variety of correspondence, reports and forms, and to prepare and analyze data.

    Educational Requirements:

    • Bachelor’s degree from a prestigious university.

    • MBA preferred.

    Computer Skills and Knowledge of Hardware & Software Required:

    • Proficient in word processing and spreadsheet applications.

    Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):

    • None required.

    Position Demands:

    • Extended hours required during peak workloads or special projects.

    • Extensive travel required by car or plane.

  • 20 Days Ago

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Investment Executive
  • 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:Accountable for ...
  • 21 Days Ago

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Investment Analyst
  • Western & Southern Financial Group
  • CINCINNATI, OH FULL_TIME
  • Overview Summary of Responsibilities: The Investment Analyst is a member of the Private Equity team with responsibilities relating to administration of investment opportunities through the investment ...
  • 23 Days Ago

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Investment Associate
  • Bartlett Wealth Management
  • Cincinnati, OH FULL_TIME
  • Bartlett Wealth Management is seeking an Investment Associate to join our team. The person in this position will have a significant opportunity to learn and grow within the firm and gain cross functio...
  • Just Posted

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Investment Associate
  • Western & Southern Financial Group
  • CINCINNATI, OH FULL_TIME
  • Overview Summary of Responsibilities: Provides direct and primary operational support for all Fort Washington departments. Position handles client account maintenance and may also perform operational ...
  • Just Posted

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Flight / Indoor Skydiving Instructor
  • Skygroup Investment LLC
  • Liberty, OH FULL_TIME
  • Posted: February 13, 2024 Full-TimeLocation:7689 Warehouse Row, Liberty Twp, OH 45069 Flight / Indoor Skydiving Instructor$18/hr starting guarantee and $1,000 Sign-On Bonus! Our mission is to deliver ...
  • 19 Days Ago

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0 Investment Manager jobs found in Cincinnati, OH area

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Investments Trader
  • ASPIRIANT LLC
  • Cincinnati, OH
  • Job Description Job Description What we are looking for - As a member of the Client Service Operations Team, the Investm...
  • 3/29/2024 12:00:00 AM

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Investment Management Analyst
  • ClearPoint Federal Bank & Trust
  • Batesville, IN
  • Job Description Job Description Investment Management Analyst Job Brief At ClearPoint, you are given the opportunity to ...
  • 3/29/2024 12:00:00 AM

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Fiduciary Paralegal
  • ClearPoint Federal Bank & Trust
  • Batesville, IN
  • Job Description Job Description Fiduciary Paralegal Job Brief At ClearPoint, you are given the opportunity to do meaning...
  • 3/29/2024 12:00:00 AM

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Investment Manager
  • Fort Washington Investment Advisors, Inc.
  • Cincinnati, OH
  • Welcome to Western & Southern Financial Group – Our focus on creating value for our customers through everything we do i...
  • 3/28/2024 12:00:00 AM

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Cyber Security Engineer
  • Western & Southern Financial Group
  • Cincinnati, OH
  • Western & Southern Financial Group (W&SFG) is a Fortune 500 Financial Services company with a long history of strength a...
  • 3/28/2024 12:00:00 AM

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Operations Processor
  • ClearPoint Federal Bank & Trust
  • Batesville, IN
  • Job Description Job Description Operations Processor Job Brief At ClearPoint, you are given the opportunity to do meanin...
  • 3/27/2024 12:00:00 AM

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Financial Advisor
  • Strategic Wealth Designers
  • Cincinnati, OH
  • Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motiva...
  • 3/26/2024 12:00:00 AM

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Salesforce Success Specialist
  • Western & Southern Financial Group
  • Cincinnati, OH
  • Western & Southern Financial Group (W&SFG) is a Fortune 500 Financial Services company with a long history of strength a...
  • 3/25/2024 12:00:00 AM

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 Manager jobs
$105,217 to $188,271
Cincinnati, Ohio area prices
were up 1.1% from a year ago

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For instance if you were working for a large US tech firm and as part of your remuneration package you receive share options it makes sense to give you less exposure to US tech companies within your investment portfolio.
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Similarly, the investor will pay the same level of fees even when their portfolio underperforms, but they do keep more of the winnings when the manager outperforms.
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Investment managers manage investment portfolios and operate under the government’s securities legislation.
October 08, 2019