Portfolio Manager jobs in Washington

The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

I
Portfolio Manager
  • Indigo Real Estate
  • Bellingham, WA FULL_TIME
  • Job Description

    At Indigo Real Estate, we attribute much of our properties’ successes to the strengths of our team members and we are seeking an experienced Portfolio Manager who is passionate about customer service, and affordable housing, and is driven to succeed.

    Portfolio Manager Job Description 

    Qualifications  

    • Minimum of one years’ experience at on-site and supervisory levels including multi-site responsibilities. 

    • Strong leadership and team building abilities. 

    • Self-motivated and self-directed individual. 

    • Exceptional communication skills and ability to effectively interact with ownership representatives. 

    • Proficient in understanding financial statements and creating business plans/budgets. 

    • Possess a working knowledge of property management software, Federal Fair Housing, Landlord/Tenant and ADA legislation. 

    Summary of Responsibilities: 

    • Responsible for maintaining the integrity of the physical assets and maximizing the returns from those assets. 

    • Responsible for oversight and compliance management regarding regulatory requirements related to owner’s financing and owner’s mission. 

    • Responsible for supervision, training, and development oversight of all personnel within his/her management portfolio. 

    • Maintains relationships with suppliers, vendors, and others serving the communities within his/her management portfolio. 

    Duties: 

    Duties include but are not limited to: 

    • Conduct regular site visits to evaluate the progress and/or needs of the individual communities within his/her portfolio. 

    • Maintaining the physical asset— 

    • Supervises employees and contractors. 

    • Assures adherence to specifications (contractual; operations manual). 

    • Conducts formal site inspections of building interiors and exteriors within management portfolio. 

    • Makes recommendations for physical repairs and/or replacements. 

    • Ensures observance of safety regulations. 

    • Marketing and leasing— 

    • Provides supervisory oversight for team leaders, business managers. 

    • Regularly evaluates market conditions and property comparable. 

    • Evaluates and monitors community’s marketing plan. 

    • Periodically reviews rental applications and lease forms for accuracy and compliance with established policies and procedures. 

    • Revenue management— 

    • Supervises rent collection in accordance with established policies. 

    • Approves and monitors rental rate recommendations for new leases and renewals based on current market information. 

    • Financial reporting and control— 

    • Reviews and helps develop annual property management plan and operating budget. 

    • Reviews all monthly financial reports. 

    • Reviews and approves payments (payroll, invoices). 

    • Approves expenditures in accordance with established policy and procedures. 

    • Administration— 

    • Handles employee selection, training, and control, and assures that all supervised employees comply with the appropriate policies and procedures. 

    • Ensures property files and records are maintained. 

    • Spends agreed-upon percentage of time on obtaining market knowledge, community relations, and asset evaluation. 

    Employment Benefits 

    Indigo offers a positive, team-oriented work environment, competitive salary, performance incentives, and a full benefits package for full-time employment upon meeting eligibility requirements. 

    • Medical/Dental/Vision 
    • $27-$28 per hour DOE
    • Medical Flex-spend Account.

    • Life Insurance 

    • 401(k) Retirement Savings Plan with Employer match 

    • Vacation Time 

    • Sick & Safe Leave 

    • Paid Holidays 

    • Numerous, additional employee resource programs 

    401K, medical, dental, paid vacation, personal, and sick time available after successful completion of introductory period. 

    Job Type: Full-time 

    Indigo Real Estate is a WA Best Workplaces Winner



    Indigo is committed to the full inclusion of all qualified individuals. As part of this commitment, Indigo will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Shannon Steinbeigle, SHRM-CP, HR Manager at shannons@indigorealestate.com or Tiffany Kahn, HR and Benefits Manager at tiffany@rminc.com.

    Powered by JazzHR

  • 4 Days Ago

C
Portfolio Manager
  • Commercial Fire Protection, Inc.
  • Seattle, WA FULL_TIME
  • JOB TITLE: Portfolio Manager LOCATION: Seattle Area DEPARTMENT: PNW Operations REPORTS TO: President FLSA Category: Exempt ESSENTIAL FUNCTIONS: Reasonable accommodations may be made to enable individu...
  • 1 Month Ago

M
Associate Portfolio Manager - Parametric
  • Morgan Stanley
  • Seattle, WA FULL_TIME
  • ABOUT MORGAN STANLEYMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offi...
  • 3 Days Ago

I
HOA Portfolio Manager
  • Invest West Management
  • Vancouver, WA FULL_TIME
  • HOA Portfolio Manager Pay: Salary / Exempt Reports to: Director of Association Management Invest West Management is a team of individuals that thrives on our Core Values of; Do the Right Thing, Act Sa...
  • 4 Days Ago

W
Portfolio Manager- Imports
  • Winebow Fine Wine and Spirits
  • Kent, WA FULL_TIME
  • Why Winebow? At Winebow, we are strongly committed to creating an environment that fosters diversity, equity, and inclusion. We are intentional in our efforts to ensure that every employee has a sense...
  • 4 Days Ago

F
Regional Portfolio Manager (REF4879U)
  • FPI Management, Inc.
  • Seattle, WA FULL_TIME
  • Company DescriptionMultifamily Property ManagementJob DescriptionProperty Name: BBWA - Remote3295 SW Avalon Way, Seattle, WA 98126, USAFull-TimeUnit Count: 1The Regional Portfolio Manager is the indiv...
  • 4 Days Ago

T
Portfolio Manager
  • The Energy Authority
  • Bellevue, WA
  • About The Energy Authority The Energy Authority is a public power-owned, nonprofit corporation with offices in Jacksonvi...
  • 6/10/2024 12:00:00 AM

H
Portfolio Manager
  • Hedge Fund
  • Established Portfolio Manager/Trader with Proven Expertise Major Buy Side client look for an established Portfolio Manag...
  • 6/10/2024 12:00:00 AM

S
Portfolio Manager
  • Sony Corporation
  • Reston, VA
  • Sony Corporation of America, located in New York, NY, is the U.S. headquarters of Sony Group Corporation, based in Tokyo...
  • 6/10/2024 12:00:00 AM

H
Portfolio Manager
  • Huntington Hospital
  • Pasadena, CA
  • When you join the Huntington Hospital team, you are aligning yourself with an organization whose values drive our philos...
  • 6/9/2024 12:00:00 AM

F
Portfolio Manager
  • First New York
  • New York, NY
  • Multi Strategy Platform expands its global presence. FNY Investment Advisers (“First New York”) is an SEC Registered Inv...
  • 6/9/2024 12:00:00 AM

B
Portfolio Manager
  • Brigs LLC
  • Boston, MA
  • Job Type Full-time Description Position Summary: Oversee and coordinate all fiscal and operational functions and activit...
  • 6/8/2024 12:00:00 AM

G
Portfolio Manager
  • Gaetani Real Estate
  • San Francisco, CA
  • JOB TITLE: Portfolio Manager DEPARTMENT: Property Management REPORTS TO: Director of Operations Company Background: Gaet...
  • 6/7/2024 12:00:00 AM

H
IT Portfolio Manager
  • Houston Methodist
  • Houston, TX
  • At Houston Methodist, the IT Portfolio Manager position is responsible for planning, directing, and coordinating a colle...
  • 5/7/2024 12:00:00 AM

Washington (/ˈwɒʃɪŋtən/), officially the State of Washington, is a state in the Pacific Northwest region of the United States. Washington is the northwestern-most state of the contiguous United States. It borders Idaho to the east, bounded mostly by the meridian running north from the confluence of the Snake River and Clearwater River (about 116°57' west), except for the southernmost section where the border follows the Snake River. Oregon is to the south, with the Columbia River forming the western part and the 46th parallel forming the eastern part of the Oregon-Washington border. To the wes...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$124,522 to $172,601