Investment Portfolio Manager jobs in Springfield, OR

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
  • Meredith Lodging
  • Bend, OR FULL_TIME
  • The Portfolio Manager is responsible for ensuring their portfolio of homes is managed and maintained to industry leading standards. You will oversee a housekeeping and maintenance team that will provide best in class care. This includes ensuring that checkout cleans are completed and inspected and that all the furniture, appliances, electronics, kitchen equipment and personal property are kept in like new condition. You will be expected to care for the homes as if they were your own and ensure that your team operates effectively and efficiently. This is a customer service position, and the Portfolio Manager is expected to always provide excellent service and attention to the homeowners to ensure their needs and requests are addressed promptly.


    Compensation

    • $55 to $60K DOE


    Areas of Responsibility and Duties

    • Daily owner communication (calls, texts, emails)
    • Housekeeping quality control
    • Performance management – including training, evaluating, and recommending staff changes.
    • Monitoring, responding to and correcting reviews.
    • Reviewing owner statements
    • Creating, auditing, and processing work orders
    • Sourcing and scheduling vendors
    • VRBO/Airbnb monthly audits
    • Managing departmental budget and team expenses
    • Audit staff timecards and expense reports for accuracy
    • Prepare daily, weekly and monthly portfolio performance reports.
    • Ensure filing is organized and electronically preserved.
    • Work with the Business Development Team to recruit and on-board new homes.
    • Build rapport with other departments and their managers.
    • Other duties as assigned.


    Key Competencies

    • Organized and detail oriented – takes the time to ensure the job is completed and correct.
    • Auditing - willing to audit and be audited.
    • Communication – able to effectively communicate with homeowners and staff.
    • Adaptable and flexible – enjoys doing work that may require frequent shifts in direction.
    • Solution oriented – collect and analyze information, problem-solve and improve efficiency.
    • Reliability – is dependable, consistent and does not have attendance issues.
    • Achievement oriented – enjoys seeing tasks through to completion and hitting goals.
    • Self-starter – can work autonomously and will seek out new tasks rather than waiting for an assignment.
    • Growth oriented – a strong desire to grow professionally and learn new tasks and skills.


    Qualifications

    • Education
      • High school diploma or equivalent degree
      • Associate or 4 year preferred.
    • Skills
      • Proficient in Microsoft Office programs including Word, Excel and Outlook
      • Ability to manage a team of field staff.
      • Valid driver’s license required.
    • Abilities
      • Ability to effectively communicate, both orally and in writing
      • Ability to learn and use new software and tools.
      • Must have the ability to drive and have a valid driver’s license.
    • Experience
      • 3 – 5 years’ experience in hospitality or related field
      • Education or course work may be accepted in place of professional experience.


    Working Conditions

    This position operates in a professional work environment with half of the time in the office and half in the field. This position routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Occasional travel to other regional offices may be required. All potential employees are required to pass a background and motor vehicle check before being hired. Candidates may not have any tattoos visible above the shoulders. Smoking/Vaping are strictly prohibited within all company work areas, managed properties, owned properties, company vehicles, and within 10 feet of all entrances, exits, accessibility ramps, windows, and air-intake vents. This position requires employees to follow company dress code.


    Physical requirements

    This job is primarily performed at a stationary desk in an office and can be done sitting or standing and walking homes for inspection. Lifting/moving requirements are generally 25 pounds or less. There may be occasional need to crouch, stoop, bend and lift amounts greater than 25 pounds. Normal workdays are between eight and nine hours, but additional hours may be needed based on workflow.


    The preceding description is not designed to be a complete list of all duties and responsibilities required of the job. The company reserves the right to modify or change the job description at any time with or without notice. Employment is “at will”, and nothing in the job description should be construed as a contract for employment for any specified period of time.

  • 1 Month Ago

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Private Equity Investment Sales Associate
  • Paulson Investment Company, LLC
  • Bend, OR FULL_TIME
  • Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) marke...
  • 16 Days Ago

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Manager
  • Panera Bread
  • Springfield, OR FULL_TIME
  • Come Join Panera Bread- an award-winning leader in the restaurant industry and employer of choice for 2022! What's in it for you?A comprehensive benefit package including health, dental and visionPaid...
  • 17 Days Ago

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Project Manager
  • BASX INC
  • Redmond, OR OTHER
  • Job Details Job Location: BASX - Redmond Headquarters - Redmond, OR Salary Range: $93,168.00 - $139,752.00 Salary DescriptionThe Project Manager will plan, direct and coordinate activities of designat...
  • 18 Days Ago

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Assistant Manager
  • Surf Thru Express Car Wash
  • Bend, OR FULL_TIME
  • We are looking for a full-time entry level management-job seekers to join the team at our state of the art exterior express car wash. We are a fast-growing car wash company and are interested in candi...
  • 19 Days Ago

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Project Manager
  • Skanska USA
  • Bend, OR FULL_TIME
  • Job Overview Skanska is searching for a dynamic Project Manager to join our team in Bend, Oregon. This is a great opportunity to start a career with a company that builds things that matter and values...
  • 19 Days Ago

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0 Investment Portfolio Manager jobs found in Springfield, OR area

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Principal Scientist
  • Bausch + Lomb
  • Eugene, OR
  • Bausch + Lomb (NYSE/TSX: BLCO) is a leading global eye health company dedicated to protecting and enhancing the gift of ...
  • 4/26/2024 12:00:00 AM

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Audit Manager - Financial Services
  • Eugene School District
  • Eugene, OR
  • Salary : $86,361.00 - $113,252.00 Annually Location : Eugene, OR Job Type: Full Time Job Number: 2024-00133 School/Depar...
  • 4/25/2024 12:00:00 AM

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Risk Adjustment Analyst
  • PacificSource Administrators, Inc.
  • Springfield, OR
  • **Position Overview:** The Risk Adjustment (RA) Analyst assists in the accurate and comprehensive data submission to reg...
  • 4/24/2024 12:00:00 AM

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J.P. Morgan Wealth Management - Private Client Advisor - Corvallis, Or (Urgent Search)
  • Jpmorgan Chase & Co
  • Corvallis, OR
  • JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, build...
  • 4/23/2024 12:00:00 AM

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Director financial services
  • University Of Oregon
  • Eugene, OR
  • Full job description Job no: 533720Work type: Officer of AdministrationLocation: Eugene, ORCategories: Accounting/Financ...
  • 4/23/2024 12:00:00 AM

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Director, Financial Services
  • University Of Oregon
  • Eugene, OR
  • University of Oregon Director, Financial Services Eugene , Oregon Apply Now Apply now (https://secure.dc4.pageuppeople.c...
  • 4/23/2024 12:00:00 AM

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Information Services Supervisor
  • Eugene Water & Electric Board (EWEB)
  • Eugene, OR
  • The Eugene Water & Electric Board (EWEB) is seeking an Information Services (IS) Supervisor to provide leadership and su...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Eugene, OR
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

Springfield is a city in Lane County, Oregon, United States. Located in the Southern Willamette Valley, it is within the Eugene-Springfield Metropolitan Statistical Area. Separated from Eugene to the west, mainly by Interstate 5, Springfield is the second-most populous city in the metropolitan area after Eugene. As of the 2010 census, the city has a total population of 59,403. The Briggs family first settled the Springfield area, arriving in 1848. The community was incorporated as a city in 1885. The city was named after a natural spring located in a field or prairie within the current city bo...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$120,062 to $179,520
Springfield, Oregon area prices
were up 2.5% from a year ago