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Portfolio Manager
2 weeks ago
The Sherwin-Williams Company Cleveland, United StatesThe Portfolio Manager is responsible for providing strategic direction and oversight to a portfolio of programs within the Enterprise Data & Insights (ED&I) organization. This role is critical in ensuring that the programs are aligned with the organization's overall strategy and ...
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SVP, Portfolio Management
2 weeks ago
KeyCorp Cleveland, United StatesSVP, Portfolio Management (Leveraged Finance) page is loaded · SVP, Portfolio Management (Leveraged Finance) · Apply · locations · Cleveland, OH · time type · Full time · posted on · Posted 8 Days Ago · job requisition id · R-24752 · Location:127 Public Square - Clevel ...
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Associate, Portfolio Management
11 hours ago
KeyBank NA Cleveland, United StatesLocation: 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) The Portfolio Management Associate will be responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit requests. Such requests i ...
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SVP, Portfolio Management
3 weeks ago
Key Bank Cleveland, United StatesLocation: · 127 Public Square - Cleveland, Ohio 44114 · Senior Vice President, Portfolio Management · Leveraged Finance · About the Job · Perform financial and business analysis and prepare underwriting documents to support the structuring of complex multimillion-dollar Leve ...
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SVP, Portfolio Management
1 week ago
Key Bank Cleveland, United StatesOccupation: Finance · Specialty: Finance · Location:127 Public Square - Cleveland, Ohio 44114Senior Vice President, Portfolio ManagementLeveraged FinanceAbout the JobPerform financial and business analysis and prepare underwriting documents to support the structuring of complex m ...
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Portfolio Manager
2 weeks ago
Sherwin-Williams Cleveland, United StatesThe Portfolio Manager is responsible for providing strategic direction and oversight to a portfolio of programs within the Enterprise Data & Insights (ED&I) organization. This role is critical in ensuring that the programs are aligned with the organization's overall strategy and ...
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Portfolio Manager
2 weeks ago
Sherwin-Williams Cleveland, United StatesThe Portfolio Manager is responsible for providing strategic direction and oversight to a portfolio of programs within the Enterprise Data & Insights (ED&I) organization. This role is critical in ensuring that the programs are aligned with the organization's overall strategy and ...
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Portfolio Manager
2 weeks ago
Sherwin-Williams Cleveland, United StatesJob Description · The Portfolio Manager is responsible for providing strategic direction and oversight to a portfolio of programs within the Enterprise Data & Insights (ED&I) organization. This role is critical in ensuring that the programs are aligned with the organization's ov ...
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Portfolio Manager
2 weeks ago
Sherwin-Williams Cleveland, United StatesThe Portfolio Manager is responsible for providing strategic direction and oversight to a portfolio of programs within the Enterprise Data & Insights (ED&I) organization. This role is critical in ensuring that the programs are aligned with the organi Portfolio Manager, Manager, P ...
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Portfolio Manager
2 weeks ago
Sherwin-Williams Cleveland, United StatesThe Portfolio Manager is responsible for providing strategic direction and oversight to a portfolio of programs within the Enterprise Data & Insights (ED&I) organization. This role is critical in ensuring that the programs are aligned with the organization's overall strategy and ...
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Portfolio Manager
2 weeks ago
Sherwin-Williams Cleveland, United States Full timeThe Portfolio Manager is responsible for providing strategic direction and oversight to a portfolio of programs within the Enterprise Data & Insights (ED&I) organization. This role is critical in ensuring that the programs are aligned with the organization's overall strategy and ...
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Sherwin-Williams Cleveland, United StatesJob DescriptionThe IT Director, Portfolio & Operations Management will be focused on maximizing business value within Digital Technology for enterprise-delivered services. They will be responsible for the process of portfolio and program management for enterprise-spanning teams, ...
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Pediatric Research Portfolio Manager
3 weeks ago
Case Western Reserve University Cleveland, United StatesWorking with a high degree of independence, the Research Portfolio Manager will provide overall administrative management and coordination of a research portfolio for the Department of Pediatrics within the School of Medicine, including working as th Research, Portfolio, Manager, ...
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Sherwin-Williams Cleveland, United StatesJob Description · The IT Director, Portfolio & Operations Management will be focused on maximizing business value within Digital Technology for enterprise-delivered services. They will be responsible for the process of portfolio and program management for enterprise-spanning tea ...
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Associate, Portfolio Management
3 days ago
KeyBank NA Cleveland, United StatesLocation: 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) The Portfolio Management Associate will be responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit requests. Such requests i ...
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Senior Portfolio Manager
4 weeks ago
Clearstead Cleveland, United StatesWe are seeking a Senior Portfolio Manager at our downtown Cleveland, Ohio wealth management firm. This position will provide comprehensive investment portfolio support to the Private Client Group senior management team and their clients. · In this position you will: · Be respon ...
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SVP, Portfolio Management
1 week ago
KeyBank Cleveland, United StatesJob Description · Location: · 127 Public Square - Cleveland, Ohio 44114Senior Vice President, Portfolio Management · Leveraged Finance · About the Job · Perform financial and business analysis and prepare underwriting documents to support the structuring of complex multimillion-d ...
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VP, Portfolio Management
1 week ago
KeyBank Cleveland, United StatesJob Description · Location: · 127 Public Square - Cleveland, Ohio 44114JOB BRIEF (PURPOSE) · The Portfolio Management Vice President will be responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit ...
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Key Bank Cleveland, United StatesLocation: · 4900 Tiedeman Road - Brooklyn, Ohio · JOB DESCRIPTION SUMMARY: · Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to ...
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The Sherwin-Williams Company Cleveland, United StatesThe Sherwin-Williams Company · IT Director, Portfolio and Operations Management · Cleveland , · Ohio · Apply Now · The IT Director, Portfolio & Operations Management will be focused on maximizing business value within Digital Technology for enterprise-delivered services. The ...
Senior Portfolio Manager - Cleveland, United States - Clearstead
Description
We are seeking aSenior Portfolio Manager
at our downtown Cleveland, Ohio wealth management firm. This position will provide comprehensive investment portfolio support to the Private Client Group senior management team and their clients.
In this position you will:
Be responsible for investment portfolio construction, implementation of strategy, and proactive portfolio oversight while maintaining the Clearstead Investment Philosophy
Create complex investment analysis or modeling to support sophisticated investment clients
Evaluate prospect investment data, leads the design of investment portfolio proposals, and collaborates with team members in a positive and passionate manner to win new business
Maintain strong command of capital market dynamics and economic landscape, portfolio theory, market history and trends, and appreciation of individual investor behavioral traits
Participate in Investment Research and Asset Allocation Committee meetings serving as a voting member on the Investment Committee
Regularly communicate with Research Department on investment strategy
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)
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 or assisting in their preparation
Develop advanced knowledge of clients through reading internal CRM notes, studying client files, and collaborating with team members
Utilize and manage Tamarac Advisor View/Rebalancer software to analyze and manage client portfolios
Review and assist in maintaining client databases and investment policy information to uphold data integrity
Organize and track client assignments to efficiently manage work-load
Assist with audit of client investment reports for accuracy and crafts impactful deliverables
Use internal systems to manage work efforts and communicates effectively to drive consistent and professional client experiences
Complete other duties as assigned
Requirements
The successful candidate will have:
Bachelor's degree in Business Administration, Finance, Economics or related field; Master's degree preferred
Advanced designation (i.e., CFA, CFP, CAIA) strongly preferred
5+ 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
Strong team player with the ability to interact with staff at all levels of the organization
Commitment to company values
Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women.
We are an equal opportunity-employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.
The qualified candidate can expect:
A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization
The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging
An opportunity to work with institutions across the country
A competitive base salary with an incentive bonus program
401(k) Savings plan with company contributions
Health, Dental, Vision, and Long-term disability insurances
Generous paid time off program
We are independent institutional and wealth advisory firm in Cleveland, Ohio.
Our private clients are families, individuals, and related entities. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations.
There's a popular line at Clearstead, "There are no sharp elbows." Employees have a voice in driving our success through our innovative, team-based approach.
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