Investment Portfolio Manager, Sr. jobs in Arizona

Investment Portfolio Manager, Sr. manages the research and analysis of financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Implements policies and procedures to guide the analysis and evaluation of investment products and ensure investment activities comply with regulatory standards. Being an Investment Portfolio Manager, Sr. reviews economic data, financial metrics, and market conditions to evaluate financial models, forecasts, and investment strategies. Monitors and manages an organization's investment portfolio to ensure optimal performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Portfolio Manager, Sr. requires a bachelor's degree. Typically reports to a director. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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HOA Portfolio Manager
  • Heywood Realty & Investment, Inc.
  • Gilbert, AZ FULL_TIME
  • Do you pride yourself on taking initiative, managing yourself, and just getting the job done?


    Tired of your current boss or manager up in your business all the time?


    Want to be treated like an adult?


    If so, we've been searching for someone exactly like YOU.


    At Heywood Community Management, we value people who just want to:


    1. Show up

    2. Work hard

    3. Have fun

    4. Get the job done


    No drama!



    Our management style empowers the go-getters to get things done.


    Property Managers (for HOA & Condos) at our company are responsible for managing a book of business, taking care of client's needs, and building relationships for long-term retention.



    Responsibilities

    --------

    As a Portfolio Community Manager, you will:


    • Manage Operations: Oversee a portfolio of HOA and Condo associations
    • Exceed Client Expectations: Determine, maintain, and provide results that go beyond what the clients expect
    • Support Board Members: Offer administrative, operational, and managerial support and advice
    • Vendor Management: Assist in hiring, overseeing, and approving vendors' work and payments
    • Budget Management: Handle budgetary items and aid in creating and maintaining operating expenses
    • Educate Stakeholders: Engage with board members and homeowners in-person, over the phone, and via email, keeping them informed and educated
    • Customer Service: Provide prompt responses to all inquiries and ensure all tasks and procedures are completed to satisfaction
    • Documentation Handling: Read, understand, and be knowledgeable of client operative documents and maintain corporate records in alignment with company policies



    Qualifications

    --------

    - Ability to multi-task and prioritize tasks
    - Excellent typing skills (55 WPM)
    - Proficient in the use of desktop PC, Windows
    - Proficient use of internet-based databases and apps
    - Superb communication skills: oral, written, and listening
    - Strong understand of Microsoft Office suite of tools
    - Willingness to learn from co-workers and eagerness to share your experiences

    - A go-getter attitude with the ability to learn on-the-job



    Who this job is perfect for:

    --------

    - Individuals passionate about community management, particularly within HOA & Condos.

    - Professionals with a commitment to exceeding client expectations and maintaining community standards.

    - Those proficient with Microsoft Tool Suite, smartphone apps, and project management tools.

    - Candidates with strong self-motivation, time management, and excellent communication skills.

    - Persons interested in long-term growth and stable employment within an established, community-focused company.

    - Individuals with or willing to gain knowledge in construction management and conflict resolution.



    Who this job IS NOT for:

    --------

    - People who lack initiative and the drive to take personal responsibility for delivering quality work.

    - Those not committed to prompt replies, attention to detail, and thorough customer service.

    - Individuals uncomfortable with enforcing rules & deed restrictions, or managing budgetary items.

    - Candidates without the desired computer skills, including proficiency with basic software like Word or Excel

    - Persons looking for short-term employment or not aligned with the company's focus on long-term retention.



    About Heywood Community Management (The company)

    --------

    We're all about long-term retention and stability.


    Our average client has been with us for 15 years; our longest 50 years.


    Our average employee tenure is 10 years, with many surpassing 20 years.


    What does this mean for you?


    A stable place for meaningful work.


    We manage HOA & Condo communities. We work for community leaders.


    They're unpaid volunteers, so we're hired to get stuff done on their behalf.


    Things like hiring and managing vendors, collecting assessments, managing and accounting for their money, and more.


    Some days it's great, other days it's boring.


    But at the end of the day, our goal is to take care of our clients by providing a personalized and consistent level of service that they can't get anywhere else. The key to long-term client retention is continuity, consistent effort, and speed to action.


    Our competitors are big, bloated, and driven by numbers and charts.


    They value their clients like a row on an excel sheet - calculated.


    Our clients are worth more than the amount they pay us each month.


    We value them as if we were a member of their team.


    If you want a place of employment where you can plant your flag and do good work, apply today!



    p.s. We don't hire Community Managers via job posts often. So if you see this post online, apply before we close it up!


    ----


    Job Type: Full Time
    Salary: DOE based on experience

  • 9 Days Ago

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Portfolio Manager
  • Tekrek Solutions Inc
  • Phoenix, AZ CONTRACTOR,FULL_TIME
  • Job Description: Bank-forced closures initiated by the first line of defence (FLOD), the second line of defence (SLOD), and compliance Service disablement related to accounts closed through the dorman...
  • 1 Month Ago

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Portfolio Management Sr Associate - Scottsdale
  • Bank of America
  • Scottsdale, AZ FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 1 Day Ago

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Property Manager
  • Heywood Realty & Investment, Inc.
  • Gilbert, AZ FULL_TIME
  • Do you pride yourself on taking initiative, managing yourself, and just getting the job done? Tired of your current boss or manager up in your business all the time? Want to be treated like an adult? ...
  • 9 Days Ago

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Manager, Portfolio Finance
  • Clearway Energy
  • Scottsdale, AZ FULL_TIME
  • What The Role Is Reporting to the Senior Director of Portfolio Finance, the Manager of Portfolio Finance is responsible for managing commercial matters with financing parties for multiple construction...
  • 1 Day Ago

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Associate Portfolio Manager
  • Robert Half
  • Scottsdale, AZ PER_DIEM
  • Associate Portfolio Manager - Implementation of portfolio rebalancing- Treasury bond rebalancing - Organization and maintenance of client portfolios and models- Monitoring cash levels and NSF alerts a...
  • 29 Days Ago

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Senior Financial Advisor
  • Baystate Financial
  • Wellesley, MA
  • About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baysta...
  • 6/11/2024 12:00:00 AM

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Treasurer
  • Noble Credit Union
  • Fresno, CA
  • Noble Credit Union has grown and expanded over the years as they strive to better serve the needs of communities in Cali...
  • 6/11/2024 12:00:00 AM

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Finance & Administration Senior Director (on-site)
  • LTD GLOBAL, LLC
  • Burlingame, CA
  • Job Description Job Description About the organization A nonprofit organization dedicated to animal welfare and the prot...
  • 6/11/2024 12:00:00 AM

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Family Office Manager
  • YMR
  • Jupiter, FL
  • Job Description Job Description We are looking to hire a Office Manager to join our small, focused investor/philanthropi...
  • 6/10/2024 12:00:00 AM

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Office Manager
  • YMR
  • Jupiter, FL
  • Job Description Job Description We are looking to hire a Office Manager to join our small, focused investor/philanthropi...
  • 6/9/2024 12:00:00 AM

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Senior Investment Analyst
  • W.R. Berkley Corporation
  • Bridgeport, CT
  • Finance: W.R. Berkley Corporation (Greenwich, CT) seeks Senior Investment Analyst with BS in finance, business administr...
  • 6/9/2024 12:00:00 AM

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Cash Investment Portfolio Manager - Trader - Executive Director
  • JPMorgan Chase
  • New York, NY
  • The Cash Investment Desk is responsible for the investment of client cash collateral received against securities financi...
  • 6/8/2024 12:00:00 AM

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Portfolio Manager
  • The Anderson Search Group
  • Las Vegas, NV
  • The Anderson Search Group has been engaged by the wealth management division of a 150 year old bank to identify an Inves...
  • 6/7/2024 12:00:00 AM

Arizona (/ˌærɪˈzoʊnə/ (listen); Navajo: Hoozdo Hahoodzo Navajo pronunciation: [xòːztò xɑ̀xòːtsò]; O'odham: Alĭ ṣonak Uto-Aztecan pronunciation: [ˡaɺi ˡʂonak]) is a state in the southwestern region of the United States. It is also part of the Western and the Mountain states. It is the sixth largest and the 14th most populous of the 50 states. Its capital and largest city is Phoenix. Arizona shares the Four Corners region with Utah, Colorado, and New Mexico; its other neighboring states are Nevada and California to the west and the Mexican states of Sonora and Baja California to the south and so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$178,589 to $285,331

Investment Portfolio Manager, Sr. in Syracuse, NY
The sum total of your investments managed toward a specific goal.
January 19, 2020
Investment Portfolio Manager, Sr. in Temple, TX
Today we look at adding our portfolio to Morningstar.
January 27, 2020
Investment Portfolio Manager, Sr. in Phoenix, AZ
In fact, if you started with a solid investment plan, you'll be able to spend most of your time paying attention to your daily life, not your portfolio.
February 01, 2020