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Portfolio Associate Jobs in Ohio (NOW HIRING)

Clearstead

Director Portfolio Management

Cleveland, OH · On-site

$90K - $150K/yr

... Associates to manage client investment portfolios • Participating in Investment Research and Asset Allocation Committee meetings • Regularly communicate with Research Department on investment ...

Truepoint Wealth Counsel

Portfolio Manager

Blue Ash, OH · On-site

$90 - $130/hr

The Portfolio Manager also supports the direction, training, and development of associate team members through collaboration, mentorship, and day-to-day guidance. This role contributes to and may ...

Huntington

Portfolio Manager - Healthcare

Columbus, OH · On-site

$70K - $140K/yr

The Associate Director will frequently collaborate with internal partners including Relationship ... Monitor a portfolio of commercial loans, proactively identifying emerging risks and escalating ...

Huntington

Portfolio Manager - Healthcare

Cleveland, OH · On-site

$70K - $140K/yr

The Associate Director will frequently collaborate with internal partners including Relationship ... Monitor a portfolio of commercial loans, proactively identifying emerging risks and escalating ...

Huntington

Portfolio Manager - Healthcare

Columbus, OH · On-site

$70K - $140K/yr

The Associate Director will frequently collaborate with internal partners including Relationship ... Monitor a portfolio of commercial loans, proactively identifying emerging risks and escalating ...

Huntington

Portfolio Manager - Healthcare

Cleveland, OH · On-site

$70K - $140K/yr

The Associate Director will frequently collaborate with internal partners including Relationship ... Monitor a portfolio of commercial loans, proactively identifying emerging risks and escalating ...

Huntington

Portfolio Manager - Healthcare

Cleveland, OH

$70K - $140K/yr

The Associate Director will frequently collaborate with internal partners including Relationship ... Monitor a portfolio of commercial loans, proactively identifying emerging risks and escalating ...

Huntington

Portfolio Manager - Healthcare

Cleveland, OH · On-site

$70K - $140K/yr

The Associate Director will frequently collaborate with internal partners including Relationship ... Monitor a portfolio of commercial loans, proactively identifying emerging risks and escalating ...

Huntington

Portfolio Manager - Healthcare

Toledo, OH · On-site

$70K - $140K/yr

The Associate Director will frequently collaborate with internal partners including Relationship ... Monitor a portfolio of commercial loans, proactively identifying emerging risks and escalating ...

Fifth Third

Associate Portfolio Manager

Cincinnati, OH · On-site

Proficient in excel Associate Portfolio Manager At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities ...

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Portfolio Associate information

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How much do portfolio associate jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for portfolio associate in Ohio is $18.08, according to ZipRecruiter salary data. Most workers in this role earn between $14.38 and $19.18 per hour, depending on experience, location, and employer.

What is a portfolio associate?

A Portfolio Associate is a finance professional who supports portfolio managers in overseeing investment portfolios. Their main responsibilities include monitoring portfolio performance, conducting research and analysis, preparing reports, and handling trade execution and compliance tasks. They act as a bridge between portfolio managers, clients, and other financial teams to ensure smooth investment operations. Portfolio Associates typically work at asset management firms, banks, or investment companies and play a crucial role in helping manage client assets effectively.

How does a portfolio associate typically collaborate with portfolio managers and analysts in daily operations?

As a Portfolio Associate, you will work closely with portfolio managers and analysts to ensure the smooth execution of investment strategies. This includes assisting with trade execution, monitoring portfolio performance, and preparing reports for client meetings. You may also help with research, data analysis, and responding to client inquiries. Effective communication and attention to detail are essential, as you'll often serve as a bridge between investment teams and other departments such as compliance and operations.

What are the key skills and qualifications needed to thrive as a portfolio associate, and why are they important?

To thrive as a Portfolio Associate, you need a solid understanding of finance, investment principles, and portfolio management, often supported by a bachelor's degree in finance, economics, or a related field. Familiarity with portfolio management software, financial modeling tools, and proficiency in Excel are commonly required, and certifications like CFA Level I can be advantageous. Strong analytical thinking, attention to detail, and effective communication are critical soft skills for collaborating with managers and interpreting data. These skills ensure accurate portfolio monitoring, informed decision-making, and efficient support of investment strategies.

Does portfolio management pay well?

Portfolio management is generally a well-paying profession, especially for experienced managers and those working in finance or investment firms. Salaries can vary based on location, level of experience, and performance bonuses, with many roles offering six-figure compensation for senior positions.

What are the most commonly searched types of Portfolio jobs in Ohio?

The most popular types of Portfolio jobs in Ohio are:

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

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

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

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

What cities in Ohio are hiring for Portfolio Associate jobs?

Cities in Ohio with the most Portfolio Associate job openings:

Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 23% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $37,599 per year, or $18.1 per hour.

Director Portfolio Management

Clearstead Advisors LLC

Cleveland, OH • On-site

Full-time

Posted 8 days ago

Job description

Description

Position Summary:  


This position will be responsible for investment portfolio construction, implementation of strategy, and proactive portfolio oversight while maintaining the Clearstead Investment Philosophy to provide superior client service and support.   


Position responsibilities: 


Create complex investment analysis or modeling to support sophisticated investment clients

Evaluates prospect investment data, leads and delivers the design of investment portfolio proposals, and collaborates with team members in a positive and passionate manner to win new business

Facilitate live investment portfolio reviews with current clients and prospects

Communicate portfolio updates and rebalance initiatives to assigned clients as needed

Follow the Clearstead approach of creating client meeting agendas/recaps

Advanced knowledge of clients through reading internal CRM notes, studying client files, and collaborating with team members

Has ambitions of becoming a client facing advisor and managing their own book of business. 

Active in business development efforts within the community

Maintain strong command of capital market dynamics and economic landscape, portfolio theory, market history and trends, and appreciation of individual investor behavioral traits

Advanced understanding of and utilize Tamarac Advisor View/Rebalancer, Addepar and other software systems to analyze and manage client portfolios

Serve as the primary Clearstead point of contact for several clients carrying an investment focus, and support contact for clients receiving comprehensive services (Planning, Tax, Investments)

Collaborate and mentor Portfolio Associates to manage client investment portfolios

Participating in Investment Research and Asset Allocation Committee meetings  

Regularly communicate with Research Department on investment strategy

Manage client databases and investment policy information to uphold data integrity

Organize and track client assignments to efficiently manage workload

Use internal systems to manage work efforts and communicate effectively to drive consistent and professional client experiences

Complete other duties as assigned

Requirements

Essential skills and experience:

  • Bachelor's degree in business administration, Finance, Economics or related field; master's degree preferred
  • Advanced designation (i.e., CFA, CFP, CAIA) strongly preferred
  • 7+ years of investment and financial market experience within a financial services institution; experience within a private wealth advisory setting preferred
  • Passion for investments
  • Ability to work under pressure, organize and manage multiple priorities in a demanding environment where time management, attention to detail, follow-through and meeting deadlines are critical
  • Demonstrated analytical skills
  • Strong computer proficiency (e.g. Word, Excel, Adobe and Outlook)
  • Demonstrated client service skills
  • Excellent interpersonal and communication skills, written and verbal
  • Has a strong ability to solve problems and an entrepreneurial drive to get things done 
  • Strong team player with the ability to interact with staff at all levels of the organization
  • Commitment to company values

About Clearstead: 


Clearstead is an independent financial advisory firm servicing wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures. 

We fulfill our mission by creating a unified investment framework for our clients and integrating financial planning, tax planning and compliance, trust services, and investment management to address complex financial situations. 

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