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Portfolio Management 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 ...

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Portfolio Management Associate information

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How much do portfolio management associate jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for portfolio management 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 management associate?

Portfolio Management Associates are professionals who support portfolio managers in overseeing investment portfolios for clients or institutions. Their duties typically include researching investment opportunities, monitoring portfolio performance, preparing reports, and ensuring that investment strategies align with clients' goals. They act as a liaison between clients and portfolio managers and help execute investment decisions. This role requires strong analytical skills, attention to detail, and knowledge of financial markets.

How does a portfolio management associate typically contribute to investment decision-making within a team environment?

As a Portfolio Management Associate, you play a vital supporting role in the investment process by conducting research, analyzing market trends, and assisting with portfolio monitoring and reporting. You’ll collaborate closely with portfolio managers, analysts, and sometimes client service teams to gather data, prepare performance reports, and help execute investment strategies. This role requires strong attention to detail and effective communication skills, as your insights and analyses often inform key decisions. Teamwork and the ability to manage multiple tasks under tight deadlines are essential for success.

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

To thrive as a Portfolio Management Associate, you need strong analytical skills, a solid understanding of financial markets, and typically a degree in finance, economics, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and proficiency in Excel and financial modeling are highly valued, and certifications like the CFA can be advantageous. Excellent attention to detail, communication skills, and the ability to work collaboratively are important soft skills in this role. These abilities are crucial for making informed investment decisions, accurately managing client portfolios, and effectively supporting the portfolio management team.

What is the difference between Portfolio Management Associate vs Investment Analyst?

AspectPortfolio Management AssociateInvestment Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, often pursuing CFA or related certifications
Work EnvironmentFinancial firms, asset management companiesResearch firms, investment banks, asset managers
Primary ResponsibilitiesSupporting portfolio strategies, trade execution, client reportingAnalyzing securities, market research, financial modeling

While both roles support investment decision-making, Portfolio Management Associates focus on implementing strategies and managing client portfolios, whereas Investment Analysts primarily conduct research and analysis to inform investment choices.

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

The most popular types of Portfolio Management jobs in Ohio are:

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

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

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

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

What cities in Ohio are hiring for Portfolio Management Associate jobs?

Cities in Ohio with the most Portfolio Management Associate job openings:

Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 80% Physical, 2% Hybrid, and 18% 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 17 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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