Investment Portfolio Manager, Sr. jobs in Columbus, 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
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
Property Manager - Apartment Community
- Monarch Investment and Management Group
-
Columbus, OH
FULL_TIME
- Description Do you enjoy managing a team to be the best while ensuring superior customer service? Monarch Investment and Management Group, the 8th largest multi-family company is the U.S. is ready to ...
- 11 Days Ago
Property Manager - Apartment Community
- Monarch Investment and Management Group
-
Reynoldsburg, OH
FULL_TIME
- Description Do you enjoy managing a team to be the best while ensuring superior customer service? Monarch Investment and Management Group, the 8th largest multi-family company is the U.S. is ready to ...
- 13 Days Ago
Property Manager - Apartment Community
- Monarch Investment and Management Group
-
Reynoldsburg, OH
FULL_TIME
- Description Do you enjoy managing a team to be the best while ensuring superior customer service? Monarch Investment and Management Group, the 8th largest multi-family company is the U.S. is ready to ...
- 13 Days Ago
IT Portfolio Manager
- Blue Star Partners LLC
-
Columbus, OH
FULL_TIME
- Job Title: IT Portfolio Manager Pay Range: $60-$70 per hour Employment Type: Temp-to-Hire Resource, W-2Location: Columbus, OhioDuration: 12/15/23 – 12/31/24Location: Columbus, Ohio | Hybrid role with ...
- 19 Days Ago
Portfolio Manager- Fixed Income
- Strive
-
Dublin, OH
FULL_TIME
- Strive is one of the fastest growing asset managers in the United States generating over $1B in AUM in only a year. Founded in 2022, we’re just getting started, and we’re looking for dynamic team memb...
- 4 Days Ago
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0 Investment Portfolio Manager, Sr. jobs found in Columbus, OH area
Wealth Advisor
- Hyre Personal Wealth Advisors
-
Columbus, OH
- Wealth Advisor Columbus, OH 43221 WHO WE ARE Hyre Personal Wealth, a growing wealth management practice, is seeking a We...
- 4/23/2024 12:00:00 AM
Acquisitions Associate - Multifamily (Semi-Remote)
- Advice Personnel
-
Columbus, OH
- Real Estate Acquisitions Associate Multifamily (Semi-Remote) A prominent national real estate investment and management ...
- 4/22/2024 12:00:00 AM
Financial Advisor
- Frazier Financial Advisors Llc
-
Columbus, OH
- Join Frazier Financial Advisors to support our growing team! Before the details, what we're really looking for is someon...
- 4/21/2024 12:00:00 AM
Treasury Analyst (Remote)
- Designer Brands
-
Columbus, OH
- Treasury is responsible for developing, recommending, and executing financial policy. It sets an appropriate capital str...
- 4/21/2024 12:00:00 AM
Wealth Advisor
- Hyre Personal Wealth Advisors
-
Upper Arlington, OH
- Wealth Advisor Columbus, OH 43221 WHO WE ARE Hyre Personal Wealth, a growing wealth management practice, is seeking a We...
- 4/20/2024 12:00:00 AM
Acquisitions Associate – Multifamily (Semi-Remote)
- Advice Personnel
-
Columbus, OH
- Real Estate Acquisitions Associate – Multifamily (Semi-Remote) A prominent national real estate investment and managemen...
- 4/20/2024 12:00:00 AM
Accolade, Balance Sheet Advisor I
- Corporate One FCU
-
Columbus, OH
- Job Description Job Description Are you passionate about finance and eager to make a meaningful impact in the credit uni...
- 4/20/2024 12:00:00 AM
Financial Advisor
- Frazier Financial Advisors, LLC
-
Upper Arlington, OH
- Join Frazier Financial Advisors to support our growing team! Before the details, what we're really looking for is someon...
- 4/19/2024 12:00:00 AM
About Columbus, Ohio
The confluence of the Scioto and Olentangy rivers occurs just north-west of Downtown Columbus. Several smaller tributaries course through the Columbus metropolitan area, including Alum Creek, Big Walnut Creek, and Darby Creek. Columbus is considered to have relatively flat topography thanks to a large glacier that covered most of Ohio during the Wisconsin Ice Age. However, there are sizable differences in elevation through the area, with the high point of Franklin County being 1,132 ft (345 m) above sea level near New Albany, and the low point being 670 ft (200 m) where the Scioto River leaves...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$141,860 to $235,583
Columbus, Ohio area prices
were up 1.3% from a year ago
were up 1.3% from a year ago
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