Investment Portfolio Manager jobs in Washington

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
  • 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.

  • Just Posted

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Portfolio Manager
  • Sentry Management
  • Spokane, WA FULL_TIME
  • Sentry Management, a leader in the HOA industry, has an exciting opportunity for a Portfolio Manager in our Spokane, Washington division office. The Portfolio Manager (PM) is responsible for the day-t...
  • 7 Days Ago

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Housekeeping Manager
  • Seawind Hotel Investment LLC
  • SeaTac, WA FULL_TIME
  • Essential Job FunctionsInterview, select, train, schedule, coach and support associates, ensuring they perform in accordance with established brand or hotel standards and consistent with the hotel’s c...
  • 14 Days Ago

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Self-Storage Property Manager
  • Spartan Investment Group
  • Black Diamond, WA FULL_TIME
  • At Spartan Investment Group our mission is to Improve lives through our values. We do this by finding value-add and opportunistic investments offering solid returns to our investors, providing an oppo...
  • 10 Days Ago

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Self-Storage Property Manager
  • Spartan Investment Group
  • Kent, WA FULL_TIME
  • At Spartan Investment Group our mission is to Improve lives through our values. We do this by finding value-add and opportunistic investments offering solid returns to our investors, providing an oppo...
  • 10 Days Ago

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Self-Storage Property Manager
  • Spartan Investment Group
  • Maple Valley, WA FULL_TIME
  • At Spartan Investment Group our mission is to Improve lives through our values. We do this by finding value-add and opportunistic investments offering solid returns to our investors, providing an oppo...
  • 10 Days Ago

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Asset & Wealth Management - Investing & Portfolio Management - Administrative Assistant - Private - New York
  • Goldman Sachs
  • New York, NY
  • The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that pro...
  • 4/26/2024 12:00:00 AM

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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...
  • 4/26/2024 12:00:00 AM

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Financial Advisor/Wealth Manager - Jacksonville, FL
  • Florida Financial Advisors
  • Jacksonville, FL
  • Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own....
  • 4/26/2024 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...
  • 4/25/2024 12:00:00 AM

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Wealth Management Services Director
  • Waukesha State Bank
  • Waukesha, WI
  • We are growing and need an experienced manager to lead our team. We are looking for a seasoned Wealth Manager with a pro...
  • 4/24/2024 12:00:00 AM

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Pre-College Instructor, Investment Portfolio Management, Summer 2024
  • Columbia University School of Professional Studies
  • New York, NY
  • Company Description Columbia University's Pre-College Programs offer high-achieving high school students the opportunity...
  • 4/23/2024 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...
  • 4/22/2024 12:00:00 AM

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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...
  • 4/22/2024 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 Investment Portfolio Manager jobs
$129,686 to $193,910