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Cfa Portfolio Manager Jobs in Ohio (NOW HIRING)

Clearstead

Director Portfolio Management

Cleveland, OH · On-site

$90K - $150K/yr

... and manage client portfolios • Serve as the primary Clearstead point of contact for several ... Advanced designation (i.e., CFA, CFP, CAIA) strongly preferred * 7+ years of investment and ...

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All JobsCfa Portfolio JobsCfa Portfolio Manager JobsCfa Portfolio Manager Jobs in Ohio

Cfa Portfolio Manager information

See Ohio salary details

$35.2K

$95.5K

$178.3K

How much do cfa portfolio manager jobs pay per year?

As of Aug 30, 2026, the average yearly pay for cfa portfolio manager in Ohio is $95,505.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,300.00 and $123,600.00 per year, depending on experience, location, and employer.

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

AspectCfa Portfolio ManagerCfa Financial Analyst
CertificationsCFA Charter, possibly other certificationsCFA Charter, possibly other certifications
Work EnvironmentInvestment firms, asset management companiesFinancial institutions, research firms, banks
Primary ResponsibilitiesManaging investment portfolios, asset allocationAnalyzing securities, financial data, and market trends
Employer & Industry UsageAsset management, hedge funds, pension fundsInvestment banks, research firms, corporate finance

The main difference is that a Cfa Portfolio Manager oversees investment portfolios and makes asset allocation decisions, while a Cfa Financial Analyst focuses on analyzing securities and providing investment insights. Both roles require the CFA Charter and are integral to investment firms, but they differ in daily responsibilities and scope of work.

Is CFA good for portfolio management?

The CFA designation is highly regarded in portfolio management as it provides in-depth knowledge of investment analysis, ethics, and portfolio strategies. Many employers prefer or require CFA charterholders for senior investment roles, and the certification demonstrates a strong commitment to industry standards and expertise. However, practical experience and other skills like risk management and financial modeling are also important for success in the field.

Is a CFA portfolio manager a high position?

A CFA portfolio manager is considered a high-level position within the finance industry, responsible for overseeing investment portfolios and making strategic decisions. It typically requires advanced certifications like the CFA designation, significant experience, and strong analytical skills, reflecting a senior role in asset management or investment firms.

What is a CFA portfolio manager?

A CFA portfolio manager is a professional responsible for managing investment portfolios, making decisions on asset allocation, security selection, and risk management based on financial analysis and market research. They often hold the Chartered Financial Analyst (CFA) designation and use tools like financial modeling and research to meet clients' investment goals. The role requires strong analytical skills, knowledge of financial markets, and adherence to regulatory standards.

What are popular job titles related to Cfa Portfolio Manager jobs in Ohio?

For Cfa Portfolio Manager jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Cfa Portfolio Manager jobs in Ohio look for?

The top searched job categories for Cfa Portfolio Manager jobs in Ohio are:

What cities in Ohio are hiring for Cfa Portfolio Manager jobs?

Cities in Ohio with the most Cfa Portfolio Manager job openings:

Cfa Portfolio Manager jobs near you
Infographic showing various Cfa Portfolio Manager job openings in Ohio as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Portfolio Manager

Meeder Investment Management

Dublin, OH • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Meeder Investment Management Job Opportunity

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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