14 portfolio management analyst jobs at 11 companies in Ohio
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COMMERCIAL PORTFOLIO ANALYST
Warren, Ohio, United States
OnsiteFull Time
2+ YOERequires commercial loan underwriting/portfolio management experience, strong financial analysis and reporting skills, attention to detail, and proficiency with Microsoft Word and Excel.
Microsoft Word, Microsoft Excel, Loan Origination
2w
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Portfolio Manager/Compliance Analyst
Columbus, Ohio, United States
RemoteFull Time
Affordable housing program experience including LIHTC, Section 8, PRA 811, or HOME; Microsoft Office Suite proficiency; analytical, accounting, regulatory, organizational, and communication skills. Bachelor's degree preferred.
Microsoft Office Suite, RealPage OneSite, FASSUBTRACS, IMAX, PASS, EIV, TRACS, HUD
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Corporate Banking Portfolio Manager I
Pittsburgh or Powell or Independence or Harrisburg
OnsiteFull Time
3+ YOEBachelor's in business/finance/accounting/economics required; 3+ years credit analyst or portfolio management experience; ability to underwrite commercial loans, strong communication, analytical and computer skills, valid driver’s license.
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Corporate Banking Portfolio Manager I
Powell or Independence
OnsiteFull Time
3+ YOEBachelor's in business/accounting/finance/economics required; 3–7 years credit analyst or portfolio management experience; ability to underwrite commercial loans; valid driver’s license and travel (some overnight); strong communication and computer skills.
2mo
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Commercial Portfolio Manager - Huntington Technology Finance - Portfolio Monitoring
Charlotte or Chicago or Waterloo or Atlanta or Houston or Akron or Birmingham or Zeeland or Milwaukee or Bloomfield Hills or Tupelo or Denver or Detroit or Minnetonka or Port Huron or Cincinnati or Columbus or Farmers Branch
$57k-$124k/yr OnsiteFull Time
5+ YOEBachelor's in Finance/Accounting, 5+ years commercial credit analysis and underwriting, experience with financial statement analysis, credit monitoring, preparing financial spreads, mentoring analysts; CLFP and equipment finance experience preferred.
2mo
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Wealth & Investment Portfolio Manager III
Columbus, Ohio, United States
OnsiteFull Time
5+ YOEBachelor’s degree; 5+ years investments/analyst experience.
2mo
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Capital Planning Business Analyst
St. Louis or Arizona or Colorado or Florida or Georgia or Kentucky or Maryland or Michigan or North Carolina or Ohio or Oregon or Pennsylvania or Virginia
$80k-$140k/yr HybridFull Time
8+ YOE8+ years CPIC experience, strong knowledge of OMB A-11, experience mentoring analysts, gate review preparation, familiarity with business case and portfolio requirements, and U.S. citizenship required.
CPIC, OMB A-11, EVM, OMB300, FBC
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Supervisor Forecasting - Portfolio Management - Akron FirstEnergy Headquarters
Akron or West Virginia or Pennsylvania or Ohio or New Jersey
$111k-$157k/yr OnsiteFull Time
5+ YOESupervise financial analysts to deliver project-level forecasting, accruals, variance analysis, and reporting; 5+ years relevant experience; bachelor’s preferred; strong analytical and communication skills; proficiency with forecasting systems.
Microsoft Excel, PowerPoint, Word, Access, SAP, PowerPlan, Unifier/Ecosys, CREWS, OPPM, PlannerDash
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Insurance Analyst
Ohio or United States
RemoteFull Time
10+ YOE10 years insurance experience for commercial real estate, strong Excel/Word skills, ability to manage portfolios, excellent organization and communication, high attention to detail; CPCU/CISR/CIC/AIS/CRM designations a plus.
Microsoft Excel, Microsoft Word
1w
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Sr. Operations Analyst
Cleveland, Ohio, United States
$70k-$95k/yr OnsiteFull Time
3+ YOEBachelor’s degree or equivalent experience and 3–5 years in financial services or wealth management operations. Requires reconciliation, portfolio accounting, problem-solving, communication, and organizational skills.
Orion Advisor Technology
2d
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Sr. Analyst, Investment Data & Analytics
Cincinnati, Ohio, United States
OnsiteFull Time
3+ YOEBachelor's degree in a relevant field and 3–5 years of portfolio management support, investment analytics, asset management, OCIO, consulting, or analytical investment operations experience. Requires advanced Excel and portfolio construction knowledge.
Microsoft Excel, SQL, Python, Power BI, Tableau, FactSet, Black Diamond, SS&C, Addepar, Clearwater, Tamarac
3mo
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Capital Pillar Senior Analyst
Columbus, Ohio, United States
$88k-$115k/yr OnsiteFull Time
4+ YOEBachelor’s in business/finance/economics/public administration; 4 years in investment analysis; strong quantitative, analytical, and communication skills; Excel/PowerPoint proficiency; data/portfolio management experience.
Excel, PowerPoint, Data/Portfolio Management Platforms
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Supervisor, Credit- Advance Partners
Highland Hills or West Henrietta or Irving
$57k-$90k/yr HybridFull Time
5+ YOELead and train credit analysts, manage commercial credit portfolios, develop policies and procedures, mitigate credit risk; Bachelor's in Business/Finance/Accounting required, 5+ years in banking/finance/accounting, factoring preferred.
VMS, HCM
2mo
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Supervisor, Credit- Advance Partners
Highland Hills or West Henrietta or Irving
$57k-$90k/yr HybridFull Time
5+ YOEBachelor's in Business/Finance/Accounting required, 5+ years in banking/finance/accounting with commercial credit emphasis; prior factoring preferred. Manages and trains credit analysts, performs portfolio reviews, and may travel for meetings. US work authorization required.
VMS, iCIMS, Paychex, Paycor