2 Jobs in Cincinnati, OH
HORAN is Hiring a Portfolio Manager Near Cincinnati, OH
- Contributes to the development and implementation of investment portfolio strategies and model portfolios.
- Research responsibilities encompass one or more economic sector(s), along with various industry and company coverage.
- Research responsibilities should draw primarily from the HORAN Wealth’s research universe to successfully identify portfolio, sector, and security strategies for client portfolios.
- Manages and constructs personal and institutional investment portfolios designed to achieve client financial goals.
- A strong focus on managing client account retention and shared responsibility for soliciting, developing, managing, and retaining client relationships for HORAN Wealth consistent with the HORAN Wealth’s growth objectives.
- Investment research is a dual responsibility and includes conducting investment analysis leading to recommendations for the firm's equity, fixed income, and alternative investment portfolios.
- Contributes to decision making at the strategy and portfolio level through our team decision making process.
- Bachelor’s degree in business, Finance, or a related field.
- Minimum of 5 years of investment management and overall securities market experience, including equity research and servicing affluent/high-net-worth and institutional clientele.
- CFA Designation preferred.
- Ability to effectively present investment strategies to clients.
- In-depth investment knowledge with a passion for investments.
- Demonstrated success in portfolio management and research.
- Excellent investment and financial acumen as well as excellent interpersonal skills.
- Ability to make critical decisions independently.
- Highly developed communication skills (written, verbal, listening and presentation).
- Strong sales and relationship management/client service skills.
- General proficiency in computer and database applications.
- Adherence to the highest ethical and professional standards.
- Facilitate the open exchange of information among our investment professionals.
- Demonstrates ongoing professional development.
- Ability to work in a team-oriented environment and the ability to work independently on research efforts.
- Demonstrates proficiency in Microsoft Office products.
Job Summary
Full Time
Restaurants & Catering Services
$99k-138k (estimate)
04/07/2024
06/05/2024
horanassoc.com
TOKUGYO, CHUBU
100 - 200
1948
FUSA TO
<$5M
Restaurants & Catering Services
Related Companies
The job skills required for Portfolio Manager include Portfolio Management, Planning, Presentation, Economics, Microsoft Office, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Portfolio Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Portfolio Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Portfolio Manager positions, which can be used as a reference in future career path planning. As a Portfolio Manager, it can be promoted into senior positions as a Portfolio Manager III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Manager. You can explore the career advancement for a Portfolio Manager below and select your interested title to get hiring information.
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