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Portfolio Management Jobs in Ohio (NOW HIRING)

Jobtailor

Planning & Portfolio Manager

Wilmington, OH · On-site

$120 - $160/hr

Strong understanding of product lifecycle management and new product development processes ... portfolio management and product lifecycle management, with a strong focus on aligning product ...

New

Qnity

Planning & Portfolio Manager

Circleville, OH · On-site

Strong understanding of product lifecycle management, portfolio optimization, and new product development processes. * Experience leading cross-functional initiatives within a matrixed organization.

Qnity

Planning & Portfolio Manager

Delaware, OH

Strong understanding of product lifecycle management, portfolio optimization, and new product development processes. * Experience leading cross-functional initiatives within a matrixed organization.

Truepoint Wealth Counsel

Portfolio Manager

Blue Ash, OH · On-site

$90 - $130/hr

Develop client communication and educational materials related to investment philosophy, portfolio management, market topics, and investment strategy. Professional Competencies of this Career Level ...

Truepoint Wealth Counsel

Portfolio Manager

Blue Ash, OH · On-site

Develop client communication and educational materials related to investment philosophy, portfolio management, market topics, and investment strategy. Professional Competencies of this Career Level ...

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Showing results 1-20

All JobsPortfolio Management JobsPortfolio Management Jobs in Ohio

Portfolio Management information

See Ohio salary details

$35.2K

$95.5K

$178.3K

How much do portfolio management jobs pay per year?

As of Aug 21, 2026, the average yearly pay for portfolio management 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 portfolio management?

Portfolio management is the process of selecting, monitoring, and adjusting a collection of investments—such as stocks, bonds, or other assets—to meet specific financial goals and risk tolerance. It involves ongoing analysis and decision-making to maximize returns while managing risks. Portfolio managers may work for individuals, companies, or investment funds, using a mix of strategies and tools to achieve optimal performance. Effective portfolio management requires a deep understanding of financial markets, asset allocation, and investment analysis.

What are some common challenges faced by professionals in portfolio management roles?

Portfolio management professionals often navigate challenges such as balancing risk versus return, adapting to rapidly changing market conditions, and managing client expectations. They must continuously analyze economic trends, re-evaluate asset allocations, and ensure that investment strategies remain aligned with clients’ objectives. Collaboration with research analysts, compliance officers, and client relationship managers is also essential to make informed decisions and maintain regulatory standards. Developing strong communication skills and staying updated with market developments are key to overcoming these challenges and succeeding in the role.

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

To thrive as a Portfolio Manager, you need strong analytical abilities, financial acumen, and typically a degree in finance, economics, or a related field, often complemented by certifications such as CFA or MBA. Mastery of portfolio management software, financial modeling tools, and familiarity with investment platforms like Bloomberg or Morningstar are essential. Outstanding communication, decision-making, and risk management skills help you build client trust and adapt to changing market conditions. These skills ensure effective investment strategies and long-term portfolio growth while meeting client objectives.

What is the difference between Portfolio Management vs Financial Analyst?

AspectPortfolio ManagementFinancial Analyst
CredentialsCertifications like CFA, CFP often preferredCertifications like CFA, CPA common
Work EnvironmentManage investment portfolios for clients or firmsAnalyze financial data to support investment decisions
Employer & IndustryFinancial firms, asset management companiesBanks, investment firms, corporations

While both roles involve finance and investments, Portfolio Management focuses on overseeing entire investment portfolios, making strategic decisions to meet client goals. Financial Analysts primarily analyze data to support investment choices, often working under Portfolio Managers. Understanding these differences helps in choosing the right career path or job search focus.

Are portfolio managers paid well?

Portfolio managers typically earn high salaries that include base pay, bonuses, and profit-sharing, reflecting their responsibility for investment decisions and client assets. Compensation varies based on experience, firm size, and performance, with experienced managers often earning six-figure to seven-figure incomes. Strong analytical skills, certifications like the CFA, and a track record of successful investments can enhance earning potential.

How much do portfolio managers earn?

Portfolio managers typically earn a median annual salary ranging from $80,000 to over $200,000, depending on experience, location, and the size of the assets they manage. Compensation often includes bonuses and performance incentives, especially in investment firms or hedge funds. Advanced certifications like the CFA can also influence earning potential.

How much do portfolio managers get paid?

Portfolio managers typically earn a median annual salary ranging from $80,000 to over $200,000, depending on experience, location, and the size of the firm. Compensation often includes bonuses and performance-based incentives, especially in investment firms and hedge funds.

What degree do I need to be a portfolio management professional?

A portfolio management professional typically needs at least a bachelor's degree in finance, economics, business, or a related field. Many also pursue advanced certifications such as the Chartered Financial Analyst (CFA) designation to enhance their qualifications and demonstrate expertise in investment analysis and portfolio strategies.

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 jobs in Ohio?

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

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

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

What cities in Ohio are hiring for Portfolio Management jobs?

Cities in Ohio with the most Portfolio Management job openings:

Portfolio Management jobs near you
Infographic showing various Portfolio Management job openings in Ohio as of August 2026, with employment types broken down into 100% Full Time. Highlights an 60% In-person, and 40% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Director Portfolio Management

Clearstead Advisors LLC

Cleveland, OH • On-site

Full-time

Posted yesterday

New

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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