21 portfolio manager jobs at 15 companies in Ashtabula, OH
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Portfolio Advisor
Hermitage or Pennsylvania or Ohio or Maryland or West Virginia or Virginia or North Carolina or South Carolina
OnsiteFull Time
5+ YOEBA/BS, 5+ years related experience, manage complex high-net-worth portfolios, obtain Series 65 within 60 days, CFA preferred, strong communication, project management, and MS Office skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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Portfolio Manager II or III
Buffalo or Columbus or State College or Erie or Pittsburgh or Fishers or Independence
$62k-$110k/yr HybridFull Time
Experience in commercial credit analysis and monitoring, ability to perform financial analysis and risk assessment, familiarity with loan documentation and construction loans, strong analytical and organizational skills, and proficiency with Microsoft Office.
Microsoft Office
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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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ERIEBANK, Commercial Loan Portfolio Manager
Erie, Pennsylvania, United States
$25-$58/hr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years commercial lending experience; strong financial analysis, communication, and problem-solving skills; ability to prepare reviews, evaluate credit risk, and work with regulators.
1mo
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Senior Regional Retail Property Manager
Chicago or Indianapolis or Minneapolis or Beachwood
$98k-$122k/yr RemoteFull Time
5+ YOEExperience overseeing retail property portfolios, budgeting and financial management, vendor and tenant relationship management, capital project oversight, regulatory compliance, and leading regional teams; frequent travel required.
3w
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Account Manager
Erie, Pennsylvania, United States
OnsiteFull Time
5+ YOEManage client portfolio, drive revenue growth and retention, perform estimating and sales, coordinate with production, and use Microsoft Office and Asset software.
Asset, Windows XP, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
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Investment Market Manager
Erie or Mechanicsburg or Scranton
OnsiteFull Time
8+ YOE5+ MgmtLeads a market team to grow assets under management and retain clients; manages ~15 investment advisors, requires strong portfolio and risk management, leadership, and client relationship skills; travel across PA markets.
1d
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Ag Relationship Manager
Meadville or Clarion County or Jefferson County or Clearfield County
$50k-$77k/yr HybridFull Time
0+ YOEBachelor's degree or equivalent experience in business, agriculture, economics, finance, or related fields; up to 8 years of related sales, lending, agriculture, or financial experience; strong communication and portfolio management skills.
Farm Credit
2mo
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Business Technician- Portfolio Management - Any FE Location
Akron or Reading or Greensburg or Fairmont or Morristown or Holmdel or Erie or Toledo
$62k-$97k/yr HybridFull Time
2+ YOEBachelor’s degree in business, finance, accounting, economics or related; 2+ years related experience; advanced degree a plus.
Microsoft Excel, PowerPoint, Word, Power BI, QlikView
5d
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Director, Enterprise Program Management Office (EPMO)
Cleveland, Ohio, United States
$200k-$240k/yr OnsiteFull Time
Leads enterprise PMO strategy, governance, portfolio prioritization, IT investment planning, business relationship management, organizational capability development, and global team leadership.
Project and Portfolio Management (PPM)
1w
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Treasury Management Specialist
Westlake or Akron or Beachwood
OnsiteFull Time
1+ YOE1+ year treasury management experience, bachelor's in business/finance or equivalent 5 years' experience, sales aptitude, advanced Microsoft Office and Sales Force familiarity, ability to manage portfolio and meet revenue goals.
Microsoft Office, Sales Force
2w
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Investment Implementation Lead
Dublin or Berwyn or Mayfield Heights or Akron
OnsiteFull Time
8+ YOE8+ years in investment/wealth management with leadership experience; deep portfolio construction, trading, rebalancing, and operations knowledge; bachelor’s in finance/economics/business; strong communication and project management; Salesforce experience.
Salesforce
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Financial Services Representative - State Farm Agent Team Member
Mayfield Village, Ohio, United States
$50k-$70k/yr OnsiteFull Time
3+ YOE3+ years in financial services; strong analytical and communication skills; consult customers on financial planning, portfolio management, and product recommendations; FINRA Series 7 and 63 preferred; maintain regulatory compliance.
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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
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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
2mo
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Communications Intern
Erie, Pennsylvania, United States
$15/hr OnsiteInternship
Currently pursuing or recently completed degree in Graphic Design, Marketing, Communications, or related field. Basic-intermediate Adobe Creative Suite/Canva skills, portfolio required, comfortable working with children, strong attention to detail, communication, and time management.
Adobe Creative Suite, Canva, Premier Pro, After Effects, CapCut, HTML, CSS
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