Investment Portfolio Manager, Sr. jobs in Ohio
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
Portfolio Manager Assistant
- Johnson Investment Counsel
-
Columbus, OH
FULL_TIME
-
Job Title:Portfolio Manager AssistantDate:March 2023
DepartmentPrivate Client GroupReports To:Portfolio Manager
FLSA Classification:Exempt
Summary / objective of position:The Portfolio Manager Assistant proactively assists Portfolio Manager(s) in all aspects of portfolio management and financial planning. Responsible for managing the administrative functions within each workgroup. This requires the ability to prioritize and delegate tasks with the Client Support Assistant.Essential functions of position:- Maintain a strong knowledge of client accounts and individual objectives
- Ensure portfolio consistency with investment models for all client accounts
- Recommend and implement solutions on the following subject matters:
- Rebalance accounts based on investment objective
- Cash levels and pace of investments
- Non-representative accounts
- Non-model securities as directed by Portfolio Manager
- Process security purchase and sales and provide recommendations to Portfolio Manager
- Must be familiar with model portfolios and investment rationale for each holding
- Assist with client projects such as stock holding research, insurance policy assessments, income tax review and review of outside assets
- Develop knowledge of estate planning, charitable giving and other similar investment approaches to assist clients with their Financial Plan.
- Prospective client analysis
- Participate on relevant teams, focusing on area of interest.
- Ability to become a subject matter expert on relevant topics.
- Maintain strong knowledge of all relevant software applications (CRM, Portfolio Management, eMoney, etc)
- Assist Portfolio Manager(s) on client communications
- Work closely with Client Support Assistant(s) to handle administrative tasks, client and prospect meeting preparations, and account transfer process
- Professional development progress toward CFA or CFP is expected. Various duties and responsibilities that may be required by Portfolio Manager(s)
Preferred education and experience- Heart to serve clients
- High level of positivity
- Ability to work collaboratively
- Four-year undergraduate degree (finance or business related preferred)
- 0-3 years of industry related experience strongly preferred
- Must be organized and detail oriented
- Must be able to manage multiple projects simultaneously
- Must have an interest in investments
- Proficient in Excel and Word
- Able to work in a team environment
- Ability and willingness to learn
- Must demonstrate a high level of initiative
- Excellent communication skills (verbal and written)
- Ability to represent Johnson Investment Counsel externally
Supervisory responsibility: N/ATravel required: N/AWork environment: Temperature controlled, office environmentPhysical demands: Must be able to stand or sit at computer for 8 hours per day. May require extensive typing at times.Additional eligibility requirements: N/AWork authorization/security clearance requirements: United States Citizen or lawful permanent residentEEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. - 1 Month Ago
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
General Manager
- Trivest Portfolio Partners
-
Maumee, OH
FULL_TIME
- Massage Envy is hiring a Location Manager to work out of their Maumee, OH clinic. This is a full time, permanent position. PCRK Group, a member of the Trivest portfolio of companies, owns and operates...
- 5 Days Ago
General Manager
- Trivest Portfolio Partners
-
Maumee, OH
FULL_TIME
- Massage Envy is hiring a Location Manager to work out of their Maumee, OH clinic. This is a full time, permanent position. PCRK Group, a member of the Trivest portfolio of companies, owns and operates...
- 5 Days Ago
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 a...
- 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...
- 6 Days Ago
Investment Portfolio Manager, Sr. jobs at Popular Companies
Wealth Management Services Director
- Waukesha State Bank
-
Waukesha, WI
- We are growing and need an experienced manager to lead our team. We are looking for a seasoned Wealth Manager with a pro...
- 4/24/2024 12:00:00 AM
Pre-College Instructor, Investment Portfolio Management, Summer 2024
- Columbia University School of Professional Studies
-
New York, NY
- Company Description Columbia University's Pre-College Programs offer high-achieving high school students the opportunity...
- 4/23/2024 12:00:00 AM
Portfolio Manager
- The Anderson Search Group
-
Las Vegas, NV
- The Anderson Search Group has been engaged by the wealth management division of a 150 year old bank to identify an Inves...
- 4/22/2024 12:00:00 AM
Senior Financial Advisor
- Baystate Financial
-
Wellesley, MA
- About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baysta...
- 4/22/2024 12:00:00 AM
Senior Financial Analyst
- Craft Recruiting
-
Bethlehem, PA
- We are a manufacturer of electronics with over $1 billion in revenue and operations in Pennsylvania, Massachusetts, Texa...
- 4/22/2024 12:00:00 AM
Senior Financial Advisor
- Baystate Financial
-
Wellesley, MA
- About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baysta...
- 4/21/2024 12:00:00 AM
Financial Advisor/Wealth Manager - Jacksonville, FL
- Florida Financial Advisors
-
Jacksonville, FL
- Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own....
- 4/21/2024 12:00:00 AM
Portfolio Manager
- The Anderson Search Group
-
Las Vegas, NV
- The Anderson Search Group has been engaged by the wealth management division of a 150 year old bank to identify an Inves...
- 4/20/2024 12:00:00 AM
About Ohio
Ohio /oʊˈhaɪoʊ/ (listen) is a Midwestern state in the Great Lakes region of the United States. Of the fifty states, it is the 34th largest by area, the seventh most populous, and the tenth most densely populated. The state's capital and largest city is Columbus.
The state takes its name from the Ohio River, whose name in turn originated from the Seneca word ohiːyo', meaning "good river", "great river" or "large creek". Partitioned from the Northwest Territory, Ohio was the 17th state admitted to the Union on March 1, 1803, and the first under the Northwest Ordinance. Ohio is historically know...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$141,282 to $234,623
Most Popular Cities in Ohio for Investment Portfolio Manager, Sr. Jobs
What does an Investment Portfolio Manager, Sr. do?
Investment Portfolio Manager, Sr. in Syracuse, NY
The sum total of your investments managed toward a specific goal.
January 19, 2020
Investment Portfolio Manager, Sr. in Temple, TX
Today we look at adding our portfolio to Morningstar.
January 27, 2020
Investment Portfolio Manager, Sr. in Phoenix, AZ
In fact, if you started with a solid investment plan, you'll be able to spend most of your time paying attention to your daily life, not your portfolio.
February 01, 2020