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Investment Portfolio Manager Jobs (NOW HIRING)

US Bank

PWM Investment Portfolio Manager

Cincinnati, OH

$111K - $131K/yr

... investment objectives and strategies of the company and/or the client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility ...

U.S. Bank

PWM Investment Portfolio Manager

Cincinnati, OH · On-site

$111K - $131K/yr

... investment objectives and strategies of the company and/or the client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility ...

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Investment Portfolio Manager information

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How much do investment portfolio manager jobs pay per year?

As of Jul 4, 2026, the average yearly pay for investment portfolio manager in the United States is $100,458.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $130,000.00 per year, depending on experience, location, and employer.

What are some common challenges faced by Investment Portfolio Managers when balancing client expectations with market realities?

Investment Portfolio Managers often encounter the challenge of aligning clients’ financial goals and risk tolerance with ever-changing market conditions. Managing expectations can be difficult, especially during periods of market volatility when clients may be anxious about short-term losses. Portfolio managers must communicate clearly, educating clients about long-term strategies and the importance of diversification to mitigate risk. Building trust through transparency and frequent updates is essential to maintaining strong client relationships and successfully navigating these challenges.

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

AspectInvestment Portfolio ManagerFinancial Analyst
CredentialsCFP, CFA, or similar certifications often preferredCFA, CPA, or related certifications common
Work EnvironmentManage client portfolios, investment firms, or banksAnalyze financial data, prepare reports, and support investment decisions
Industry UsageUsed in asset management, wealth management, and investment firmsUsed across finance, banking, and corporate finance sectors

While both roles involve finance and investments, Investment Portfolio Managers focus on managing client portfolios and making investment decisions, whereas Financial Analysts primarily analyze data to support investment strategies. The roles often overlap in skills and certifications but differ in daily responsibilities and scope.

What is an Investment Portfolio Manager?

An Investment Portfolio Manager is a financial professional responsible for creating and overseeing investment portfolios for individuals, companies, or institutions. They analyze market trends, assess clients' financial goals and risk tolerance, and make decisions about buying or selling assets such as stocks, bonds, and other securities. Their goal is to maximize returns while managing risk according to the client’s objectives. Portfolio managers typically work for investment firms, banks, or as independent advisors, and they must stay informed about economic developments and market conditions to make sound investment choices.

What are the key skills and qualifications needed to thrive as an Investment Portfolio Manager, and why are they important?

To thrive as an Investment Portfolio Manager, you need strong analytical skills, deep understanding of financial markets, and typically a degree in finance, economics, or a related field, often supported by certifications like the CFA. Proficiency in portfolio management software, financial modeling tools, and Bloomberg Terminal is commonly required. Excellent communication, decision-making, and client relationship management skills set top performers apart. These skills ensure effective investment strategies, risk management, and client satisfaction in a dynamic financial environment.
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Investment Portfolio Manager jobs near you
Infographic showing various Investment Portfolio Manager job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.
Sr Investment Portfolio Manager

Sr Investment Portfolio Manager

Artemis Consultants

Cincinnati, OH • On-site

Full-time

Posted 17 days ago

Job description

COMPANY OVERVIEW:
With over 150 years as a community-focused, this publicly traded bank and its subsidiaries build lasting prosperity through relationships and solutions that empower customers for success in their financial journeys. Customers across an eight-state footprint choose this bank for a comprehensive range and personalized delivery of retail and commercial banking solutions, as well as trust, brokerage, wealth management and insurance services, all designed to advance their financial goals. They leverage large bank capabilities and local focus to help make every community they serve a better place for people and businesses to thrive.
POSITION OVERVIEW:
In this role, you will participate in portfolio construction and ongoing portfolio management. You will also maintain a current body of knowledge of economic and financial market trends and conditions and their impact on portfolio construction. You will be responsible for preparing presentations and compiling supporting information for current clients and for developing new business by promoting investment management services.
PREFERRED PROFILE:
  • Bachelor's Degree in Business and/or Finance or related discipline.
  • Minimum of five years of Portfolio Management experience with a Trust Department or Asset Management Company.
  • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is preferred.
  • Strong written and verbal communication skills.
  • Ability to communicate effectively.

RESPONSIBILITIES:
  • Possess a working knowledge of investment management.
  • Prepares and maintains data on current and prospective investments.
  • Maintains a current body of knowledge of economic trends and conditions.
  • Familiarity with fiduciary principals and prudent investing concepts.
  • Participates in the preparation and presentation of reports to existing clients and new business proposals.

OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
  • Knowledge of f ixed income securities and their inclusion in an investment portfolio.
  • Proficiency in mathematics, accounting, finance, and economics.
  • Strong business development tools
  • Skills in relevant information technology to support portfolio management and business development responsibilities.
  • Certif ied Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is preferred.
  • Ability to maintain confidentiality.
  • Must be self-motivated.
  • Ability to handle travel to assigned offices.

LOCATION: Cincinnati, OH Metro
Job ID# 3580620
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