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Portfolio Manager Jobs in Ohio (NOW HIRING)

Truepoint Wealth Counsel

Portfolio Manager

Blue Ash, OH · On-site

The Portfolio Manager is responsible for managing moderately complex client portfolios in accordance with investment policy guidelines while supporting a high-quality and consistent client experience.

Tangram Flex

Portfolio Manager

Dayton, OH · On-site

Tangram Flex is seeking a Portfolio Manager [PfM] with a minimum of 8 years of experience in program leadership and/or technical oversight of defense projects to lead a key portfolio of programs ...

Tangram Flex

Portfolio Manager

Dayton, OH · On-site

Tangram Flex is seeking a Portfolio Manager [PfM] with a minimum of 8 years of experience in program leadership and/or technical oversight of defense projects to lead a key portfolio of programs ...

Tangram Flex

Portfolio Manager

Dayton, OH · On-site

Tangram Flex is seeking a Portfolio Manager [PfM] with a minimum of 8 years of experience in program leadership and/or technical oversight of defense projects to lead a key portfolio of programs ...

Tangram Flex

Portfolio Manager

Dayton, OH · On-site

Tangram Flex is seeking a Portfolio Manager [PfM] with a minimum of 8 years of experience in program leadership and/or technical oversight of defense projects to lead a key portfolio of programs ...

Qnity

Planning & Portfolio Manager

Delaware, OH

The Planning & Portfolio Manager serves as a key cross-functional leader, partnering with Product Management, R&D, Engineering, Operations, Finance, and Commercial teams to maximize portfolio ...

Astrion

Overview Oasis Systems has an exciting opportunity for a Portfolio Manager is to provide an interagency Liaison as DoD and Industry Technology Manager and Industry/Small Business Engagement ...

Qnity

Planning & Portfolio Manager

Circleville, OH · On-site

The Planning & Portfolio Manager serves as a key cross-functional leader, partnering with Product Management, R&D, Engineering, Operations, Finance, and Commercial teams to maximize portfolio ...

Astrion

Overview Oasis Systems has an exciting opportunity for a Portfolio Manager is to provide an interagency Liaison as DoD and Industry Technology Manager and Industry/Small Business Engagement ...

Keybank

Workout Portfolio Manager

Brooklyn, OH

Works in tandem with Senior Portfolio Managers, Relationship Managers and CCDO to ensure daily resolution to client's overdrafts and insufficient funds. * Displays proficiency in reviewing ...

KeyBank

Workout Portfolio Manager

Brooklyn, OH · On-site

Works in tandem with Senior Portfolio Managers, Relationship Managers and CCDO to ensure daily resolution to client's overdrafts and insufficient funds. * Displays proficiency in reviewing ...

O-I

CAPEX & Portfolio Manager

Perrysburg, OH · On-site

The CAPEX and Portfolio Manager oversees all 15 plants and collaborates closely with Plant Managers, Plant Engineers, Plant Controllers, Regional Finance Managers, and other key stakeholders to ...

O-I

CAPEX & Portfolio Manager

Perrysburg, OH · On-site

The CAPEX and Portfolio Manager oversees all 15 plants and collaborates closely with Plant Managers, Plant Engineers, Plant Controllers, Regional Finance Managers, and other key stakeholders to ...

O-I

CAPEX & Portfolio Manager

Perrysburg, OH · On-site

The CAPEX and Portfolio Manager oversees all 15 plants and collaborates closely with Plant Managers, Plant Engineers, Plant Controllers, Regional Finance Managers, and other key stakeholders to ...

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All JobsPortfolio JobsPortfolio Manager JobsPortfolio Manager Jobs in Ohio

Portfolio Manager information

See Ohio salary details

$35.2K

$95.5K

$178.3K

How much do portfolio manager jobs pay per year?

As of Aug 7, 2026, the average yearly pay for portfolio manager 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 the difference between Portfolio Manager vs Financial Analyst?

AspectPortfolio ManagerFinancial Analyst
Required CredentialsTypically CFA, CFP, or similar certificationsOften CFA, CPA, or relevant finance degrees
Work EnvironmentInvestment firms, asset management companies, banksCorporations, investment banks, consulting firms
Employer & Industry UsageFocus on managing investment portfolios for clients or firmsFocus on analyzing financial data to support investment decisions

While both roles require strong financial knowledge and certifications like CFA, Portfolio Managers primarily oversee investment portfolios and make strategic decisions, whereas Financial Analysts focus on analyzing data to inform those decisions. The roles often work closely but differ in scope and responsibilities.

Do you need a CFA to be a portfolio manager?

A CFA designation is not mandatory to become a portfolio manager, but it is highly valued and often preferred by employers for demonstrating expertise in investment analysis and portfolio management. Many portfolio managers also hold advanced degrees or relevant certifications, and strong analytical skills and experience are essential in this role.

What are some common challenges portfolio managers face when balancing multiple client portfolios?

Portfolio Managers often juggle multiple client accounts simultaneously, each with distinct investment goals, risk tolerances, and time horizons. One of the main challenges is maintaining clear communication with clients to understand their evolving objectives while ensuring that portfolio allocations remain aligned with market conditions and compliance standards. Additionally, Portfolio Managers must stay updated on market trends, manage performance reporting, and coordinate with analysts, traders, and compliance teams. Effective time management, strong analytical skills, and adaptability are essential to handle these complexities successfully.

What does a portfolio manager do?

A Portfolio Manager is responsible for making investment decisions and managing a collection of assets or securities on behalf of clients, such as individuals or institutions. They analyze market trends, assess risk, and develop strategies to achieve specific financial goals. Portfolio Managers regularly review and adjust investment holdings to maximize returns and minimize risks according to the client's objectives and constraints.

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 modeling expertise, and a solid educational background in finance or economics, often complemented by a CFA or MBA. Familiarity with portfolio management software, Bloomberg Terminal, and risk assessment tools is crucial for effective asset allocation and performance tracking. Excellent communication, decision-making, and relationship-building skills help you interact with clients and stakeholders. These competencies are vital for making informed investment decisions, managing risk, and building client trust in a competitive financial environment.

How much do portfolio managers make?

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 managed assets. Compensation often includes bonuses and performance-based incentives, especially in investment firms or hedge funds. Senior or specialized portfolio managers tend to earn higher salaries and bonuses.

What does a portfolio manager do?

A portfolio manager manages funds and investment strategies on behalf of a client. They may research and develop strategies for individuals or institutional investors, such as pension funds, or governmental entities, such as states municipalities. Although a portfolio manager has some sales duties, their primary responsibilities are as a financial research analyst, as they determine the amount of risk to which a client is willing to be exposed. This position is commonly found at investment banks or similar financial institutions. Qualifications to become a portfolio manager include a bachelor’s degree in statistics, economics, finance, or a related field as well as any relevant professional licenses.

What is the role of a portfolio manager?

A portfolio manager is responsible for overseeing investment portfolios to meet clients' financial goals. They analyze market trends, select assets, and make buy or sell decisions, often using financial tools and analysis skills. Their work involves risk management, performance monitoring, and strategic planning to optimize returns.

Is a portfolio manager a high position?

A portfolio manager is generally considered a high-level position within finance and investment firms, responsible for making investment decisions and managing client assets. The role often requires extensive experience, strong analytical skills, and relevant certifications such as the CFA. It is typically a senior role with significant responsibility and influence within an organization.
More about Portfolio Manager jobs
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 Manager jobs in Ohio? For Portfolio Manager jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Portfolio Manager jobs in Ohio look for? The top searched job categories for Portfolio Manager jobs in Ohio are:
What cities in Ohio are hiring for Portfolio Manager jobs? Cities in Ohio with the most Portfolio Manager job openings:
Portfolio Manager jobs near you
Infographic showing various Portfolio Manager job openings in Ohio as of July 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Portfolio Manager

Meeder Investment Management

Dublin, OH

Full-time

Re-posted 8 days ago

Job description

Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.
Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.
Meeder has been managing short and intermediate term fixed income public sector portfolios for over 30 years, serving more than 350 public entities across the country. The short term and fixed income portfolios including money market funds, local government investment pools (LGIPS) to customized separately managed account solutions. Our team works with operating funds, bond proceeds, insurance and capital reserves, and other funds to structure portfolios to meet client objectives.
Primary Responsibilities:
  • Manage portfolios consistently across accounts while balancing unique objectives for each client (primarily yield, income driven – passively managed).
  • Participate in investment strategy discussions and assist in the development of portfolio strategies spanning LGIP’s, Money Market Funds, and the separately managed account landscape.
  • Source, analyze, trade and monitor individual securities in the municipal, corporate, and government sectors, based upon the analysis of macro-economic factors and sector fundamentals as they affect the level of interest rates and the relative value among fixed income sectors.
  • Contribute to Meeder Public Funds overall fixed income strategy.
  • Maintain Broker Dealer relationships to ensure proper coverage and best execution in fixed income.
  • Perform credit analysis on a set of corporate issuers or sectors (approximately 10% of time spent).
  • Be a member of and expected to contribute to the oversight of credit exposure as a representative on the credit committee.
Critical Success Factors
  • Fiduciary and client-oriented mindset
  • Extensive knowledge of financial markets/instruments/regulations, economic theories and relationships, valuation tools, etc. particularly as it relates to fixed income investing
  • Strong organizational and time management skills to effectively manage over 75 fixed income portfolios
  • Excellent communication skills and ability to work with other team members toward a common goal
  • Flexibility and adaptability to a dynamic environment within a growing firm
  • High level of integrity and strong ethical standards
Skills Required:
  • Bachelor's degree required in business administration with emphasis in accounting, finance, or related field.
  • Progress toward the CFA, CMT, or similar designation preferred.
  • Proficiency in, Bloomberg, Charles River, MarketAxess, and other research/data compilation tools.
  • Advanced knowledge of Microsoft Office products.

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