Portfolio Manager
Kalepa Insurance Services, LLC
## Portfolio ManagerApplylocations: Cincinnati, OHtime type: Full timeposted on: Posted Todayjob requisition id: JR101449-The Portfolio Manager ensures consistent application of portfolio management standards, maintains clear visibility into portfolio health, and delivers actionable insights that help IT leadership make informed decisions. The role works closely with IT domain leads, Product Management, and Agile Delivery, and reports to the Portfolio Management Lead.The selected candidate will be required to work a **hybrid schedule (3 days in office / 2 remote)** from our **Cincinnati, OH** office. **No relocation assistance** is offered for this role.**Key Accountabilities/Deliverables:*** Implemented governance frameworks to drive consistent portfolio management practices, tools, and processes across all IT domains.* Maintained accurate portfolio data enabling consolidated, executive‐level reporting for the CIO, Chief of Staff, and IT leadership.* Validated dashboards and reports to ensure accuracy of investment performance, delivery progress, and risk visibility.* Ensured governance alignment with established standards and templates defined by the Portfolio Management Lead.* Analyzed portfolio demand and capacity to identify trends, variances, and improvement opportunities.* Reconciled financial and operational data in partnership with Finance to ensure completeness and accuracy.* Informed prioritization and planning by leveraging portfolio metrics and performance insights.* Improved data quality to strengthen metrics, reporting, and analytical capabilities.* Supported quarterly and annual planning with consistent data definitions and inputs across domains.* Reviewed domain dashboards to verify accuracy of key performance metrics.* Escalated portfolio risks to ensure timely visibility and mitigation.* Enhanced portfolio management standards by contributing to continuous improvement of templates, processes, and governance practices.* Collaborated with Agile Delivery to ensure Jira served as the single source of truth for portfolio reporting.**Technical Knowledge and Understanding:*** Portfolio Management Tools — Jira, ADO, ServiceNow, and portfolio reporting systems; understanding of work item structures, dependencies, and data flows.* Agile Delivery Practices — Epics, sprints, velocity, capacity planning, backlog management, and Agile metrics interpretation.* Data Analysis & Reporting — Advanced Excel, Power BI/Tableau, data validation, trend analysis, KPI development, and dashboard quality assurance.* Demand, Capacity & Financial Alignment — Resource planning, throughput analysis, CapEx/OpEx understanding, and reconciliation of operational and financial data.* Risk & Dependency Management**Experience:*** Bachelor’s degree in business, Information Technology, or a related field (or equivalent experience)* 5+ years of experience in portfolio, program, or project management, ideally within large-scale IT organizations* Strong analytical and problem-solving skills; able to synthesize data into actionable insights* Proven ability to manage complex data sets and produce clear, concise reports for senior stakeholders* Familiarity with portfolio management tools and processes* Excellent written and verbal communication skills and able to work collaboratively across multiple teams and levels of the organization* Experience with Jira-based reportingApplicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over work authorization sponsorship now or in the future for this position. #LI-Hybrid-At Core Specialty, you will receive a competitive salary and opportunities for professional development and advancement. We offer medical, dental, vision, and life insurances; short and long-term disability; a Company-match of 100% of a 6% contribution 401(k) plan; an Employee Assistance Plan; Health Savings Account, Flexible Spending Account, Health Reimbursement Account, and a wellness programCore Specialty offers a diversified range of property and casualty insurance products for small to mid-sized businesses. From underwriting offices spanning the U.S., the Company focuses on niche markets, local distribution, and superior underwriting knowledge, offering traditional as well as innovative insurance solutions to meet the needs of its customers and brokers. For further information about Core Specialty, please visit #J-18808-Ljbffr
- ...Portfolio Manager The Portfolio Manager ensures consistent application of portfolio management standards, maintains clear visibility into portfolio health, and delivers actionable insights that help IT leadership make informed decisions. The role works closely with...SuggestedTemporary workWork at officeRemote workRelocationFlexible hours
$118.17k - $144.43k
## PWM Portfolio ManagerApplylocations: Cincinnati, OHtime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 31... ...discover what you excel at—all from Day One.## **Job Description**Manages individual and/or trust account assets and investment...SuggestedTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ## Fixed Income Portfolio ManagerApplylocations: Cincinnati, OH: Grand Rapids, MItime type: Full timeposted on: Posted 9 Days Agotime left... ...a career in banking at Fifth Third Bank.**GENERAL FUNCTION:**Manages fixed income assets for one or more fixed income strategies across...SuggestedWork at office
- ...Portfolio Manager The Power & Utilities Division at U.S. Bank is seeking a Portfolio Manager to lead credit oversight and portfolio management for a complex and growing book of Independent Power Producer (IPP) relationships, with a focus on supporting continued revenue...SuggestedContract workTemporary work
- A financial institution in Ohio is seeking a Portfolio Manager to manage a complex portfolio of corporate banking clients. The role requires extensive credit analysis skills and the ability to grow relationships with clients. Ideal candidates will have a Bachelor's degree...SuggestedRemote work
- ...contributing to the teams' success as well as the organization. Job Purpose This position partners with and supports up to two Portfolio Managers in the day-to-day management of commercial loan portfolios, with a strong emphasis on timely financial information collection...Work experience placementLocal area
- U.S. Bank in Cincinnati, OH, is seeking a PWM Portfolio Manager. The role involves managing individual and trust account assets, focusing on client retention, and developing strong relationships. Candidates should have a Bachelor's degree and at least 10 years of investment...
$96.5k - $207.5k
Fifth Third Bank, N.A. is seeking a Commercial Senior Portfolio Manager located in Cincinnati, Ohio. The successful candidate will manage complex credit portfolios and engage directly with clients while ensuring robust risk management practices. This role requires at least...- ...Portfolio Manager At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared...Temporary workWork experience placement
$96.5k - $207.5k
...Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function The Commercial Senior Portfolio Manager is a key member of the "coverage team," managing transactions and the business portfolio. PMs are expected to be intimately...Work at office- U.S. Bank is seeking a Portfolio Manager in Cincinnati, Ohio, to oversee a portfolio of Non-Profit Healthcare Corporate Banking credit relationships. The ideal candidate will have over eight years of relevant experience and expertise in commercial lending. This role involves...
- Overview Description Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III's. Duties & Responsibilities: Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely...Work at officeRemote workWork from homeFlexible hours
- Kalepa Insurance Services, LLC seeks a Portfolio Manager to ensure consistent application of portfolio management standards while delivering key insights for IT leadership. The role involves governance framework implementation, oversight of portfolio health, and collaboration...
$96.5k - $207.5k
...Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION The Commercial Senior Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately...Work at office- A major financial institution is seeking a qualified Wealth and Investment Portfolio Manager III in Cincinnati, Ohio. The successful candidate will manage complex investment portfolios, ensuring alignment with both client and corporate objectives. Responsibilities include...Remote jobFlexible hours
- Description Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III. Duties & Responsibilities: Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with...Work at officeRemote workWork from homeFlexible hours
- Works closely with assigned Relationship Managers to manage a large and or complex portfolio of Corporate Banking clients. Oversees, along with Relationship Manager(s), receipt and ongoing review of client financial statements and reporting packages. Ensures credit quality...Immediate startRemote workNight shift
- U.S. Bank in Cincinnati, Ohio is seeking an experienced investment professional to manage client accounts and enhance client relationships. Candidates should have a strong background in investment management and at least 10 years of relevant experience. The role involves...
- Dormont Manufacturing Co in Cincinnati, Ohio is seeking a qualified Wealth and Investment Portfolio Manager III to manage complex investment portfolios. This role involves direct client interaction, monitoring investment performance, and working closely with business development...Remote jobWork at officeFlexible hours
- A leading financial services company is seeking a qualified Wealth and Investment Portfolio Manager III. This role involves managing complex portfolios based on client and corporate objectives, ensuring excellent customer service, and monitoring investment performance....Work at officeFlexible hours
- A leading financial institution is seeking a Wealth and Investment Portfolio Manager III in Cincinnati, OH. The role involves managing complex investment portfolios to meet client objectives, actively monitoring performance, and offering strategic recommendations. The ideal...Full timeWork at officeFlexible hours
- Core Specialty Insurance Holdings, Inc. is seeking a Portfolio Manager in Cincinnati, OH, responsible for maintaining portfolio health and driving management standards. This role involves collaboration with IT leadership and Product Management, requiring expertise in governance...
- ...for providing an independent perspective in underwriting and managing complex Wholesale Banking loans and relationships up to the bank... ...lending limit. Partners with Relationship Managers, Credit Portfolio Managers, and the Credit Portfolio Management Team Leader in delivering...Temporary workWork experience placement
$120k - $135k
Radiometer seeks a Product Manager for the Ultrasound Portfolio in Cincinnati, Ohio. This role is crucial for developing marketing strategies aimed at boosting sales and enhancing product adoption. The successful candidate will work closely with sales, education, and clinical...- Fifth Third is looking for a Fixed Income Portfolio Manager in Cincinnati, OH. The candidate will manage fixed income assets within established investment policy guidelines while supporting marketing and client relationship efforts. The position requires a Bachelor's degree...
- Atlantic Union Bank in Covington, Kentucky, is seeking a Credit Portfolio Manager III to lead the underwriting process for complex Wholesale Banking loans. This role involves in-depth financial analysis, management of portfolios, and strong collaboration with internal teams...
$124.36k - $146.3k
U.S. Bank in Cincinnati, Ohio is looking for a professional to manage commercial banking credit account relationships. The role requires strong relationship management skills and a deep understanding of commercial lending policies. Applicants should have 7-10 years of...$82.1k - $172.5k
...commercial construction loans. Primary responsibilities include the management and identification of construction risks associated with... ...disbursement process. Ensure current and accurate information for all portfolio reporting prepared for Management. As requested, supply...Full timeFor contractorsBank staff$80.5k - $169.1k
...you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provides credit risk management for portfolio credits having a moderate to complex degree of difficulty. Daily duties include performing analysis to underwrite and monitor...Full timeWork at office- U.S. Bank in Cincinnati, Ohio seeks a Portfolio Manager responsible for managing a portfolio of Corporate Banking credit relationships. The candidate will underwrite credit exposure, close new business, and maintain existing relationships while identifying customer needs...
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