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Assistant Portfolio Manager Jobs in Ohio (NOW HIRING)

O-I

CAPEX & Portfolio Manager

Perrysburg, OH · On-site

The CAPEX and Portfolio Manager oversees all 15 plants and collaborates closely with Plant Managers ... * Assist plant and corporate project teams with fixed asset evaluation and the initiation of ...

O-I

CAPEX & Portfolio Manager

Perrysburg, OH · On-site

The CAPEX and Portfolio Manager oversees all 15 plants and collaborates closely with Plant Managers ... * Assist plant and corporate project teams with fixed asset evaluation and the initiation of ...

O-I

CAPEX & Portfolio Manager

Perrysburg, OH

The CAPEX and Portfolio Manager oversees all 15 plants and collaborates closely with Plant Managers ... * Assist plant and corporate project teams with fixed asset evaluation and the initiation of ...

UC Health

Project Portfolio Manager

Cincinnati, OH · On-site

The primary role of the Portfolio Project Manager is responsibility of the management of a focused ... Mentor and Develop: Assist domain team(s) with developing attainable goals and oversee ongoing ...

UC Health

Project Portfolio Manager

Cincinnati, OH

The primary role of the Portfolio Project Manager is responsibility of the management of a focused ... Mentor and Develop: * Assist domain team(s) with developing attainable goals and oversee ongoing ...

UC Health

Project Portfolio Manager

Cincinnati, OH · On-site

The primary role of the Portfolio Project Manager is responsibility of the management of a focused ... Mentor and Develop: * Assist domain team(s) with developing attainable goals and oversee ongoing ...

UC Health

Project Portfolio Manager

Cincinnati, OH · On-site

The primary role of the Portfolio Project Manager is responsibility of the management of a focused ... Mentor and Develop: * Assist domain team(s) with developing attainable goals and oversee ongoing ...

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All JobsPortfolio JobsAssistant Portfolio Manager JobsAssistant Portfolio Manager Jobs in Ohio

Assistant Portfolio Manager information

See Ohio salary details

$36.1K

$55.3K

$90.8K

How much do assistant portfolio manager jobs pay per year?

As of Aug 11, 2026, the average yearly pay for assistant portfolio manager in Ohio is $55,309.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $58,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an assistant portfolio manager, and why are they important?

To thrive as an Assistant Portfolio Manager, you need a solid understanding of financial analysis, investment strategies, and portfolio management, usually supported by a degree in finance or a related field. Proficiency with financial modeling software, Bloomberg terminals, and often progress toward certifications like the CFA is highly valuable. Strong analytical thinking, attention to detail, and effective communication skills help you interpret data and collaborate with both internal teams and clients. These skills are vital for making informed investment decisions, managing risk, and supporting the overall performance of the investment portfolio.

What is the difference between Assistant Portfolio Manager vs Financial Analyst?

AspectAssistant Portfolio ManagerFinancial Analyst
Required CredentialsBachelor's degree, CFA Level I or II often preferredBachelor's degree, CFA Level I or II often preferred
Work EnvironmentAsset management firms, investment companiesBanks, investment firms, corporate finance departments
Primary ResponsibilitiesAssisting in managing investment portfolios, research, client reportingAnalyzing financial data, preparing reports, supporting investment decisions

Assistant Portfolio Managers and Financial Analysts often share similar credentials and work in related environments within the finance industry. While Assistant Portfolio Managers focus on supporting portfolio management and client interactions, Financial Analysts primarily analyze data to inform investment strategies. Both roles require strong analytical skills and relevant certifications, but their daily tasks and responsibilities differ slightly, with Assistant Portfolio Managers taking on more client-facing and decision-making support functions.

How does an assistant portfolio manager collaborate with senior managers and analysts on investment decisions?

As an Assistant Portfolio Manager, you will regularly collaborate with senior portfolio managers and research analysts to evaluate investment opportunities and monitor portfolio performance. Your role often involves gathering and analyzing data, preparing investment reports, and contributing insights during strategy meetings. Open communication and teamwork are crucial, as your analyses help inform the team's decisions on asset allocation, risk management, and potential trades. This collaborative environment not only hones your analytical skills but also provides exposure to strategic thinking, preparing you for advancement within portfolio management.

What does an assistant portfolio manager do?

An assistant portfolio manager supports senior portfolio managers by helping to analyze investment opportunities, monitor portfolio performance, and execute trades. They often use financial analysis tools and research to assist in making investment decisions and may be involved in client communication and reporting. This role typically requires strong analytical skills, knowledge of financial markets, and relevant certifications such as the CFA.

How much does an assistant portfolio manager earn?

Assistant portfolio managers typically earn between $60,000 and $100,000 annually, depending on experience, location, and the size of the firm. They often have a background in finance, investment analysis, or related certifications like the CFA, and work closely with senior managers in investment environments.

How much do assistant portfolio managers get paid?

Assistant portfolio managers typically earn a median annual salary ranging from $70,000 to $120,000, depending on experience, location, and the size of the firm. They often work closely with senior managers and may hold certifications like the CFA to advance their careers.
What are the most commonly searched types of Portfolio Manager jobs in Ohio? The most popular types of Portfolio Manager jobs in Ohio are:
What are popular job titles related to Assistant Portfolio Manager jobs in Ohio? For Assistant Portfolio Manager jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Assistant Portfolio Manager jobs in Ohio look for? The top searched job categories for Assistant Portfolio Manager jobs in Ohio are:
What are popular job titles related to Assistant Portfolio Manager jobs in OH? For Assistant Portfolio Manager jobs in OH, the most frequently searched job titles are:
Assistant Portfolio Manager jobs near you
Infographic showing various Assistant Portfolio Manager job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 10% Part Time, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $55,309 per year, or $26.6 per hour.

Portfolio Manager

Meeder Investment Management

Dublin, OH • On-site

Full-time

Re-posted 12 days ago

Job description

Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.
Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.
Meeder has been managing short and intermediate term fixed income public sector portfolios for over 30 years, serving more than 350 public entities across the country. The short term and fixed income portfolios including money market funds, local government investment pools (LGIPS) to customized separately managed account solutions. Our team works with operating funds, bond proceeds, insurance and capital reserves, and other funds to structure portfolios to meet client objectives.
Primary Responsibilities:
  • Manage portfolios consistently across accounts while balancing unique objectives for each client (primarily yield, income driven – passively managed).
  • Participate in investment strategy discussions and assist in the development of portfolio strategies spanning LGIP’s, Money Market Funds, and the separately managed account landscape.
  • Source, analyze, trade and monitor individual securities in the municipal, corporate, and government sectors, based upon the analysis of macro-economic factors and sector fundamentals as they affect the level of interest rates and the relative value among fixed income sectors.
  • Contribute to Meeder Public Funds overall fixed income strategy.
  • Maintain Broker Dealer relationships to ensure proper coverage and best execution in fixed income.
  • Perform credit analysis on a set of corporate issuers or sectors (approximately 10% of time spent).
  • Be a member of and expected to contribute to the oversight of credit exposure as a representative on the credit committee.
Critical Success Factors
  • Fiduciary and client-oriented mindset
  • Extensive knowledge of financial markets/instruments/regulations, economic theories and relationships, valuation tools, etc. particularly as it relates to fixed income investing
  • Strong organizational and time management skills to effectively manage over 75 fixed income portfolios
  • Excellent communication skills and ability to work with other team members toward a common goal
  • Flexibility and adaptability to a dynamic environment within a growing firm
  • High level of integrity and strong ethical standards
Skills Required:
  • Bachelor's degree required in business administration with emphasis in accounting, finance, or related field.
  • Progress toward the CFA, CMT, or similar designation preferred.
  • Proficiency in, Bloomberg, Charles River, MarketAxess, and other research/data compilation tools.
  • Advanced knowledge of Microsoft Office products.

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