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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

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 ...

Builders Capital

RTL Portfolio Manager

Cleveland, OH · On-site

$70 - $90/hr

... * Assist senior management in evaluating collateral value, construction progress, loan ... RTL portfolio performance. * Perform other duties as assigned to support the objectives of the ...

Huntington

Portfolio Manager - Healthcare

Cleveland, OH

$70K - $140K/yr

The Healthcare Portfolio Manager - Corporate, Specialty and Government PM is responsible for the ... Conduct industry and market research using numerous resources available. * Assist with training and ...

New

Huntington

Portfolio Manager - Healthcare

Columbus, OH

$70K - $140K/yr

The Healthcare Portfolio Manager - Corporate, Specialty and Government PM is responsible for the ... Conduct industry and market research using numerous resources available. * Assist with training and ...

New

Huntington

Portfolio Manager - Healthcare

Columbus, OH

$70K - $140K/yr

The Healthcare Portfolio Manager - Corporate, Specialty and Government PM is responsible for the ... Conduct industry and market research using numerous resources available. * Assist with training and ...

New

Huntington

Portfolio Manager - Healthcare

Cleveland, OH · On-site

$70K - $140K/yr

The Healthcare Portfolio Manager - Corporate, Specialty and Government PM is responsible for the ... Assist with training and/or mentoring Analyst & Associate level colleagues. Review and negotiate ...

New

Huntington

Portfolio Manager - Healthcare

Toledo, OH

$70K - $140K/yr

The Healthcare Portfolio Manager - Corporate, Specialty and Government PM is responsible for the ... Conduct industry and market research using numerous resources available. * Assist with training and ...

New

Huntington

Portfolio Manager - Healthcare

Cleveland, OH · On-site

$70K - $140K/yr

The Healthcare Portfolio Manager - Corporate, Specialty and Government PM is responsible for the ... Conduct industry and market research using numerous resources available. * Assist with training and ...

New

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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 24, 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.

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 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 much do assistant portfolio managers get paid?

Assistant portfolio managers typically earn a median annual salary between $70,000 and $120,000, depending on experience, location, and the size of the firm. They often work closely with senior managers, utilizing financial analysis tools and certifications like the CFA to support investment decisions.

How much does an assistant portfolio manager earn?

An assistant portfolio manager typically earns between $60,000 and $100,000 annually, depending on experience, location, and the size of the firm. They often work closely with senior managers and may require relevant certifications such as the CFA designation.

What does an assistant portfolio manager do?

An assistant portfolio manager supports the lead portfolio manager in managing investment portfolios by conducting research, analyzing market trends, and helping to develop investment strategies. They often assist with monitoring asset performance, preparing reports, and ensuring compliance with regulations, typically requiring strong analytical skills and familiarity with financial tools. This role may involve collaboration with clients and other team members to optimize investment outcomes.

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 90% Full Time, 9% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $55,309 per year, or $26.6 per hour.

AVP & Portfolio Manager

Western & Southern Financial Group

Cincinnati, OH • On-site

$120 - $190/hr

Other

Re-posted 10 days ago

Western & Southern Financial Group rating

8.9

Company rating: 8.9 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

35th of 311 rated insurance

Job description

Overview

The Assistant Vice President, Portfolio Manager is accountable for the management of assigned Fort Washington portfolios, including portfolio strategy, risk budgeting, implementation, performance, liquidity, and alignment with client or enterprise objectives. The role exercises a high degree of independent judgment within approved mandates and works closely with senior portfolio managers, analysts, traders, ALM, risk, and other partners to deliver portfolio outcomes. Coverage may include investment‑grade credit, high‑yield/leveraged credit, emerging‑markets debt, securitized products, ALM‑related portfolios, alternative credit, or other assigned strategies.

Responsibilities
  • Determine and implement portfolio strategy for assigned portfolios within approved objectives, guidelines, and risk parameters.
  • Manage portfolio risk budgets, sector allocations, security selection, liquidity, cash deployment, and performance drivers.
  • Evaluate research recommendations, relative value, market conditions, and portfolio fit before making portfolio decisions.
  • Coordinate with analysts, traders, ALM, cash management, operations, and risk partners to execute portfolio strategy.
  • Monitor portfolio performance, exposures, income, liquidity, risk limits, and compliance with investment policies.
  • Lead portfolio reviews and communicate portfolio positioning, risks, and performance to internal stakeholders.
  • Represent assigned portfolios in client, marketing, or business development discussions as appropriate.
  • Support AUM growth and client retention through clear explanation of portfolio strategy and results.
  • Contribute to broader investment team discussions on market outlook, sector allocation, risk positioning, and relative value.
  • Provide informal coaching and investment guidance to analysts and assistant portfolio managers.
  • Performs other duties as assigned.
  • Complies with all policies and standards.
Qualifications
  • Bachelor's Degree in finance, accounting, economics, or a quantitative‑related field — Required.
  • Demonstrated ability to manage investment portfolios, make sound risk/return decisions, communicate investment views, and operate with a high degree of independence — Required.
  • Ability to translate research, market conditions, liquidity, income, and guideline constraints into portfolio construction and trade implementation decisions — Required.
  • Skill in coordinating with analysts, traders, risk, ALM, cash management, operations, and client‑facing partners to execute and explain portfolio strategy — Required.
  • Track record of risk‑adjusted performance — Required.
  • Chartered Financial Analyst (CFA) Upon Hire — Preferred.
Work Setting/Position Demands

Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned. Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis. Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions. Performs substantial movement of wrists, hands, and fingers for continuous computer work. Extended hours required during peak workloads or special projects/events. Occasional after‑hours work needed.

Travel Requirements

10% travel for company management meetings, industry conferences, and client engagements.

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What Western & Southern Financial Group employees say

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