21 portfolio analyst jobs at 14 companies in Ohio

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COMMERCIAL PORTFOLIO ANALYST
Warren, Ohio, United States
OnsiteFull Time
7 17 Credit Union
7 17 Credit Union: Member-owned, not-for-profit Ohio credit union providing personal and business banking to Northeast Ohio communities.
2+ YOERequires commercial loan underwriting/portfolio management experience, strong financial analysis and reporting skills, attention to detail, and proficiency with Microsoft Word and Excel.
Microsoft Word, Microsoft Excel, Loan Origination
2w
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Strategic Portfolio Planning Analyst
Akron or Toledo or Reading or Greensburg
OnsiteFull Time
FirstEnergy
FirstEnergyNYSE: FE: Electric utility holding providing generation, transmission, and distribution services.
2+ YOEBachelor's degree in Business, Finance, Engineering, Real Estate, Facilities Management, Planning, or related field; 2+ years in strategic planning, capital planning, facilities management, or portfolio management; strong analytical and financial modeling skills.
OPPM
4w
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Senior Credit Portfolio Analyst
Beachwood or Louisville or Marietta
OnsiteFull Time
Peoples Bank
Peoples BankNASDAQ: PEBO: Ohio-chartered community bank serving individuals and businesses with banking, lending, wealth, insurance, and specialized financing services.
2+ YOEBachelor's degree in accounting, finance, or business operations or equivalent experience; 2+ years commercial credit analysis or underwriting; strong analytical, communication, and problem-solving skills; valid driver's license for travel.
Microsoft Excel, Microsoft Office, IBS, ImageCentre
2mo
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Portfolio Manager/Compliance Analyst
Columbus, Ohio, United States
RemoteFull Time
Woda Cooper Companies
Woda Cooper Companies: Employee-owned affordable housing firm developing, designing, constructing, and managing communities for residents across 19 U.S. states.
Affordable housing program experience including LIHTC, Section 8, PRA 811, or HOME; Microsoft Office Suite proficiency; analytical, accounting, regulatory, organizational, and communication skills. Bachelor's degree preferred.
Microsoft Office Suite, RealPage OneSite, FASSUBTRACS, IMAX, PASS, EIV, TRACS, HUD
1mo
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Resource Coordinator/Portfolio Analyst
Akron, Ohio, United States
HybridFull Time
ArborMetrics Solutions, Inc.
ArborMetrics Solutions, Inc.: Private vegetation-management and environmental consulting provider serving utilities, municipalities, and agencies across North America.
2+ YOEAssociate degree or equivalent experience, 2+ years in project coordination or resource planning, Microsoft Office proficiency, analytical and organizational skills, valid driver's license, and acceptable driving record.
Microsoft Excel, Microsoft Outlook, Microsoft Teams, Microsoft SharePoint, Primavera P6, Power BI, Sage, CREWS, GIS, KMZ
1mo
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Portfolio Analytics & Strategy Analyst Senior - Decision Science
Pittsburgh or Philadelphia or Cleveland or Brecksville or Strongsville or Wilmington or Tysons Corner or Washington +1 more
$86k-$158k/yr OnsiteFull Time
PNC Financial Services Group
PNC Financial Services GroupNYSE: PNC: Diversified financial services providing banking and investment solutions.
1+ YOEBachelor's degree in a quantitative field and 1–2 years of analytics experience or an MBA. Requires SQL, Python, Microsoft Excel, analytical, communication, and problem-solving skills.
SQL, Python, JIRA, Confluence, Microsoft Excel, Tableau, Power BI
Job Posting
2w
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Associate Portfolio Management OR Analyst, Portfolio Management (Leveraged Loans Team)
Cleveland, Ohio, United States
$80k-$150k/yr HybridFull Time
KeyCorp
KeyCorpNYSE: KEY: Financial services holding providing retail and commercial banking.
3+ YOEBachelor's degree in finance, accounting, economics, or business; 3+ years commercial underwriting, credit, banking, or financial services experience; Microsoft Office and Excel proficiency; occasional travel.
Microsoft Office, Microsoft Excel
1w
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Credit Analyst - Portfolio Manager
Cincinnati or Columbus or Pittsburgh +1 more
OnsiteFull Time
Huntington Bank
Huntington BankNASDAQ: HBAN: A regional bank offering consumer, commercial, and financial services.
Bachelor's degree in finance, accounting, or related field; FINRA Series 79, 63 or other necessary combination required or obtainable within 4 months; experience in underwriting or commercial banking environment; authorized to work in the US.
Job Posting
1w
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Project Portfolio Management (PPM) Functional Owner
West Chester, Ohio, United States
OnsiteFull Time
GE Aerospace
GE AerospaceNYSE: GE: Leading provider of jet engines and aviation systems.
5+ YOEBachelor's degree from accredited university; 5+ years PPM product owner, business analyst, project manager, program manager, or similar; U.S. Person status (citizen, permanent resident, asylee, or refugee); legal authorization to work in the U.S.
Clarity PPM, Microsoft Project, Smartsheet, Deltek Open Plan, Visio
3mo
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Fixed Income Investment Analyst
Westfield Center, Ohio, United States
HybridFull Time
Westfield Insurance
Westfield Insurance: Mutual U.S. property-and-casualty insurer serving families, farms, businesses, and contractors through independent agents.
2+ YOE2+ years analyzing financial, investment, credit, or portfolio data; bachelor’s degree in finance/economics or related; CFA preferred; strong quantitative and qualitative analysis, financial modeling, and market research skills.
Bloomberg, Microsoft Office
1mo
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Staff Analyst, Investor Analytics
United States or Canada or Columbus or Austin or North America or New York City
$157k-$218k/yr RemoteFull Time
Upstart
UpstartNasdaq: UPST: Public AI lending marketplace connecting consumers with banks and credit unions for personal, auto, and home-equity loans.
5+ YOERequires 5+ years in financial services credit or debt, Python and SQL proficiency, credit portfolio analytics, data modeling and pipelines, and a quantitative degree. HELOC, mortgage, financial modeling, and AI-assisted development preferred.
Python, SQL, Databricks, Redshift, DBT, Tableau, PowerBI, Looker, Claude Code, Codex
1mo
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Credit Quantitative Analyst, Investment Professional
Columbus, Ohio, United States
$127k-$213k/yr HybridFull Time
Nationwide
Nationwide: A large insurance and financial services organization.
8+ YOEBachelor's degree in finance, economics, mathematics, statistics, engineering, computer science or related quantitative field preferred; 8+ years investment or quantitative experience; proficiency in Python and/or R; strong portfolio analytics and communication skills.
Python, R, Databricks
3w
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Equity Trader and Research Analyst
Cincinnati or Addison or Indianapolis
OnsiteFull Time
Allworth Financial
Allworth Financial: Private registered investment advisory firm providing retirement, investment, and wealth planning to individuals and retirement plans.
3+ YOE3-7 years equity trading or portfolio implementation experience; tax-aware trading knowledge; fundamental research experience; advanced Excel; bachelor's degree in finance, economics, accounting, mathematics or related field; Series 65 or equivalent preferred.
Microsoft Excel
4w
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Senior Capital Markets & Investment Portfoilio Risk Analyst
Phoenix or Las Vegas or Dallas or Columbus
$116k-$143k/yr OnsiteFull Time
Western Alliance Bancorporation
Western Alliance BancorporationNYSE: WAL: A national bank holding providing diverse commercial financial services.
4+ YOEBachelor's degree in finance, economics, mathematics or related field; 4+ years in asset liability management, investment portfolio oversight, or mortgage capital markets; familiarity with fixed income securities, derivatives, and hedging instruments; strong analytical and communication skills.