Investment Portfolio Manager jobs in the United States

Investment Portfolio Manager manages the company's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Portfolio Manager studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Portfolio Manager typically reports to a head of a unit/department. The Investment Portfolio Manager contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Portfolio Manager typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

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Portfolio Manager
  • Mez Investment Group, Inc.
  • Los Angeles, CA FULL_TIME
  • The Portfolio Manager role will be responsible for working alongside our management and acquisition team for our in-house real estate portfolio. This would include working closely with the principal as well as the legal, accounting, and management teams. The ideal candidate is someone with prior management experience in the commercial real estate industry. This individual will have first-hand exposure to many parts of the portfolio.


    Company Background:

    Mez Investment Group, Inc. also known as MezInvestments is a corporation established to manage a private investment fund. Founded in 2012, MezInvestments focuses on acquiring as well as managing retail, industrial, and multi-family properties within Western U.S. markets. MezInvestments rapidly growing portfolio focuses on retail and multi-family investments. 


    Responsibilities: 

    • Oversee and assist the management of a portfolio of commercial properties ranging from multifamily, retail, and industrial. 
    • Coordinating and communicating with tenants, third-party property managers, legal counsel, and leasing teams.
    • Review and analyze due diligence items (e.g., title commitments, zoning items, surveys, organizational documents, and various third-party reports).
    • Reporting monthly profit & loss statements. Creating detailed ledgers including all income and expenses per specific properties.
    • Coordinating maintenance programs relating to the interior and exterior conditions and appearance of the assigned property.
    • Maintaining monthly delinquency reports, renewal trackers, and rent increase statuses.
    • Property inspections to ensure quality and control. Including traveling to markets in Northern California, Las Vegas, Arizona, and Texas.
    • Estimating and obtaining quotes for repairs and maintenance. Including supervision of third-party vendors for repairs to ensure quality control oversight.
    • Drafting and recommending annual budget reports.
    • Lease preparation for legal counsel review. 
    • Provide additional support to the executive team as needed.


    Qualifications:

    • 2-4 years experience in commercial Real Estate.
    • Strong understanding of budget preparation, accounting, and financial reporting.
    • Prior experience with estimating repairs and vendor relations.
    • Organized self-starter with the ability to interact with staff at all levels in a fast-paced environment.
    • Bachelor’s Degree is preferred or a mix of education and direct business-related experience.
    • Proficiency with Microsoft Office suite including Outlook, Word, and Excel.
    • Basic understanding of tenant laws.
  • 13 Days Ago

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Portfolio Manager
  • Thornburg Investment Management
  • Santa Fe, NM FULL_TIME
  • DescriptionThornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-...
  • 1 Month Ago

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Portfolio Manager
  • Pacific Investment Mgt Co. LLC
  • Newport, CA FULL_TIME
  • PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveragin...
  • 6 Days Ago

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Customer Relations Manager
  • Portfolio
  • Strongsville, OH FULL_TIME
  • DescriptionAt this time, a Customer Relations Manager (Client Relations Manager - CRM) is needed to provide support for all functions within the Client Relations team with a primary focus on rate (sch...
  • 6 Days Ago

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Portfolio Manager
  • PIMCO Ltd. - Pacific Investment Management Company
  • Newport, CA FULL_TIME
  • PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveragin...
  • Just Posted

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Regional Portfolio Manager
  • Frost Investment Services, LLC
  • San Antonio, TX FULL_TIME
  • Job DescriptionIt’s about being the person that wants to see others succeed.Are you always looking for innovative ways to help people? Do you love serving others and enjoy lending a helping hand regar...
  • Just Posted

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Financial Advisor
  • Sandy Spring Bank
  • Vienna, VA
  • About Us: Are you someone who seeks opportunity and has a true desire to grow your career with an organization that has ...
  • 7/14/2024 12:00:00 AM

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Summer Intern - Net Lease Investments
  • Bridge Investment Group
  • Arlington, VA
  • To apply please include your resume in the link provided. You will receive a confirmation email with an invitation to co...
  • 7/13/2024 12:00:00 AM

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Cloud Strategy Consultant
  • Accenture
  • Washington, DC
  • At Accenture Federal Services, nothing matters more than helping the US federal government make the nation stronger and ...
  • 7/13/2024 12:00:00 AM

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Finance Manager
  • Steampunk
  • Mc Lean, VA
  • Overview: Overview Steampunk is seeking a Finance Manager. Reporting to the Portfolio Finance Director, the Finance Mana...
  • 7/13/2024 12:00:00 AM

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Financial Advisor (Base Salary/Series 65/L&H)
  • Abich Financial Services Inc.
  • Ashburn, VA
  • About us Abich Financial Services is a leading fiduciary financial planning firm that specializes in phase 2 retirement ...
  • 7/12/2024 12:00:00 AM

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Veterans Affairs Portfolio Manager
  • Leidos
  • Reston, VA
  • Description The Leidos Health Solution Business Area, Federal Health Solutions Division is seeking a Veterans Affairs Po...
  • 7/11/2024 12:00:00 AM

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Associate Director Of Finance
  • Hyatt Regency Dulles
  • Herndon, VA
  • About Us: Join our award-winning family at the Hyatt Regency Dulles, where taking care of our people is the foundation f...
  • 7/10/2024 12:00:00 AM

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Health Solutions Portfolio Director (NIH)
  • Leidos
  • Reston, VA
  • Description At Leidos, we deliver innovative solutions through the efforts of our diverse and talented people who are de...
  • 4/23/2024 12:00:00 AM

Income Estimation for Investment Portfolio Manager jobs
$120,302 to $179,879