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Portfolio Manager Intern Jobs in Ohio (NOW HIRING)

KeyBank

$16.25 - $21/hr

... portfolio management, quantitative analytics, and asset recovery activities. About the Risk Management Internship Program The Risk Management Intern Program is designed to build KeyBank risk ...

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Portfolio Manager Intern information

See Ohio salary details

$13.3K

$60.6K

$138.9K

How much do portfolio manager intern jobs pay per year?

As of Sep 3, 2026, the average yearly pay for portfolio manager intern in Ohio is $60,624.00, according to ZipRecruiter salary data. Most workers in this role earn between $32,451.00 and $78,157.00 per year, depending on experience, location, and employer.

What does a portfolio manager intern do?

A Portfolio Manager Intern supports the portfolio management team by conducting research, analyzing financial data, and assisting in the evaluation of investment opportunities. Their responsibilities may include preparing reports, monitoring market trends, and creating presentations for internal or client meetings. This role provides valuable exposure to investment strategies and decision-making processes, allowing interns to gain hands-on experience in the finance industry. The internship is often a stepping stone to more advanced roles in asset management or investment banking.

What skills and qualifications are needed to thrive as a portfolio manager intern?

To thrive as a Portfolio Manager Intern, you need a solid understanding of finance, investment principles, and data analysis, often supported by progress toward a finance or economics degree. Familiarity with financial modeling tools such as Excel, Bloomberg Terminal, and portfolio management software is highly valued. Strong analytical thinking, attention to detail, and effective communication are crucial soft skills for interpreting market trends and collaborating with team members. These capabilities are essential for making informed investment decisions and supporting portfolio strategies in a fast-paced financial environment.

What typical projects or tasks can a portfolio manager intern expect to work on during their internship?

As a Portfolio Manager Intern, you’ll typically assist with analyzing market trends, evaluating investment opportunities, and monitoring the performance of existing assets within the portfolio. You may be tasked with preparing reports, conducting financial modeling, and supporting senior portfolio managers in decision-making processes. Interns often collaborate closely with analysts and other team members, gaining exposure to both the qualitative and quantitative aspects of portfolio management. This hands-on experience helps interns develop a solid understanding of investment strategies and portfolio construction, setting a strong foundation for a future career in finance.

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

AspectPortfolio Manager InternFinancial Analyst Intern
Required CredentialsTypically pursuing finance, economics, or related degree; some firms prefer CFA Level ISimilar educational background; often pursuing finance, accounting, or economics
Work EnvironmentUsually in asset management firms, investment firms, or banks; focus on investment portfoliosIn banks, investment firms, or corporate finance departments; focus on financial data analysis
Employer & Industry UsageCommonly used in asset management and investment firmsWidely used across finance, banking, and corporate sectors

While both roles involve financial analysis and require similar educational backgrounds, a Portfolio Manager Intern focuses on assisting with investment strategies and managing client portfolios, whereas a Financial Analyst Intern typically analyzes financial data to support investment decisions or business planning.

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

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

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

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

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

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

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

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

Portfolio Manager Intern jobs near you

Summer 2026 Wealth Mgmt. Co-Op

Johnson Investment Counsel

Kenwood, OH • On-site

Temporary

Retirement

Posted yesterday

New

Job description

Summary / objective of position:
Interns / co-ops will be exposed to a wide array of financial planning/advisory services that Johnson Investment Counsel, Inc. offers and exposure to investment research through client driven projects. Interns / co-ops will be working an in-person M-F 8:30-5:00 p.m. format with their respective Co-Op management teams.
Essential functions of position:
Gathering and analyzing financial information on clients from our Portfolio Managers, Associate Portfolio Managers, Portfolio Manager Assistants and others working on projects related to:
  • Investment management / research
  • Retirement planning
  • Tax planning
  • Cash flow analysis
  • Insurance planning / policy review
  • Estate planning
  • Charitable gifting
  • System Conversions
Work in state-of-the-art portfolio management, financial planning, portfolio analysis/reporting and investment research software systems. Analyze data and build customized reports within MS Excel.
Interface with third-party custodian to find relevant information or assist with client-related tasks
Assembling of Your Wealth Review materials and additional prospect and client meeting preparation projects
Research and make recommendations on various investment account types / plans such as taxable accounts (individual, joint, Trusts), IRAs (Roth and Traditional), employer-sponsored retirement plans (401(k), 403(b), 457 plans), 529 college savings plans and more.
Investment related projects – stock research, mutual fund research, etc.…
Assist Portfolio Manager in execution of client investment strategies
Depending on depth of knowledge and ability there could be exposure and projects in both our fixed income and equity research areas.
Preferred education and experience
  • Working on a degree in Finance/ Accounting/Economics
  • Demonstrated interest in investments the markets and economy
  • Work well in a team environment
  • Proficient in Microsoft Office products specifically in Excel
  • High attention to detail
  • Excellent organizational skills
  • Demonstrates initiative
  • Ability to handle and maintain confidentiality of client sensitive information
Supervisory responsibility: N/A
Travel required: N/A
Work environment: Temperature controlled, office environment
Physical demands: Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.
Additional eligibility requirements: N/A
Work authorization/security clearance requirements: United States Citizen or lawful permanent resident
EEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.
Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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