Investment Portfolio Manager, Sr. jobs in Lawrence, MA

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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Portfolio Property Manager (L1)
  • Brigs LLC
  • Salem, NH FULL_TIME
  • Description

    Position Summary:


    Oversee and coordinate all fiscal and operational functions and activities associated with each Condominium and Homeowners Association. Candidate will be responsible for the management of a portfolio of residential properties in and around Boston and suburbs and will provide direction for governing Boards on operating and capital costs, as well as preparing the annual budget for the properties.


    RESPONSIBILITIES:

    • Property Manager in daily operations and management of the property.
    • Handle tenant inquiries, complaints, and maintenance requests in a professional and timely manner.
    • Maintain accurate records of tenant interactions and transactions using property management software.
    • Coordinate with maintenance staff to ensure prompt resolution of maintenance issues.
    • Responsible for effective Trustee and resident management relations.
    • Prepares annual budget for operating and reserves.
    • Provide long term fiscal planning and analyze the property’s cash requirements.
    • Maintain complete vendor, insurance and legal records.
    • Prepare maintenance schedules and monitor progress.
    • Enforce rules and regulations of the Association to maintain a harmonious environment.
    • Maintain open communications with residents and trustees using telephone, site visits, email and meetings.
    • Evaluate all contracts for your Association and make recommendations to the board for practical cost savings and efficiency.
    • Oversees the management of the facilities provided by a range of outside contractors and vendors.
    • Oversees activities of contractors, vendor personnel, and suppliers; Monitors contracts for compliance and controls costs; monitors general expenditures; performs quality control inspections to ensure adherence to contract specifications and industry standards.
    • Solicits bids for maintenance contractors and construction projects and participates in the selection of contractors.
    • Performs quality control inspections to ensure adherence to contract specifications and industry standards.
    • Oversee collection of fees of homeowners within portfolio.
    • Review monthly reports and prepare variance report for trustees.

    Requirements

    • Bachelor's degree or equivalent.
    • At least 3 years property management experience.
    • Condominium property management experience is a must.
    • Excellent customer service skills.
    • Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.
    • Excellent skills using computers, preferably in a PC, Windows environment.
    • Demonstrated skills in organizing resources and priorities.
    • Knowledge of contracting process and associated local, state, federal, and other regulations.
  • 1 Month Ago

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Sr. Manager, Product Management
  • Fresenius Medical Care
  • Lawrence, MA FULL_TIME
  • PURPOSE AND SCOPE: As the Sr. Manager of Product Management, Fluids, you will take full ownership of the global product strategy and roadmap. This role is pivotal in leading the product definition for...
  • 9 Days Ago

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Sr. Manager, Product Management
  • NMI USA NxStage Medical Inc.
  • Lawrence, MA FULL_TIME
  • PURPOSE AND SCOPE: As the Sr. Manager of Product Management, Fluids, you will take full ownership of the global product strategy and roadmap. This role is pivotal in leading the product definition for...
  • 23 Days Ago

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Sr. Manager, Product Management
  • Fresenius Medical Care
  • Lawrence, MA FULL_TIME
  • PURPOSE AND SCOPE:As the Sr. Manager of Product Management, Fluids, you will take full ownership of the global product strategy and roadmap. This role is pivotal in leading the product definition for ...
  • 23 Days Ago

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Sr Project Manager (Medical Device)
  • TekOne IT Services Pvt. Ltd.
  • Andover, MA CONTRACTOR
  • Role: Senior Project Manager (Medical Device)Location: Andover MA 01810Duration: 24 monthsSummaryThe Sr. Project Manager is responsible for leading cross-functional teams, in introducing of injection ...
  • 2 Months Ago

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Sr. Product Manager Tech HW, Blink
  • Amazon
  • North Reading, MA FULL_TIME
  • DESCRIPTIONBlink is the result of one of the most successful Kickstarter campaigns ever, growing the business at an astounding rate since the first product introduction in 2016. Now at the forefront o...
  • 6 Days Ago

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0 Investment Portfolio Manager, Sr. jobs found in Lawrence, MA area

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Assistant Controller with Private Equity Experience
  • Professional Staffing Group
  • Boston, MA
  • Assistant Controller with Private Equity Experience Are you an experienced accounting professional looking for a challen...
  • 12/12/2024 12:00:00 AM

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Lead Financial Analyst - Liberty Mutual Investments
  • Liberty Mutual
  • Boston, MA
  • Pay Philosophy The typical starting salary range for this role is determined by a number of factors including skills, ex...
  • 12/11/2024 12:00:00 AM

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ETRA Principal Technology Risk Analyst
  • Fidelity Investments
  • Boston, MA
  • Job Description: The Role The Technology Risk team for Fidelity Brokerage (FB) within Enterprise Technology Risk & Analy...
  • 12/11/2024 12:00:00 AM

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Treasury Sales Associate - Commercial Real Estate
  • JPMorgan Chase
  • Boston, MA
  • Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found...
  • 12/10/2024 12:00:00 AM

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Financial Analyst
  • NeuroLogica
  • Danvers, MA
  • Financial Analyst WHO WE ARE: NeuroLogica Corp., a subsidiary of Samsung Electronics Co. Ltd., develops, manufactures, a...
  • 12/9/2024 12:00:00 AM

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Merrill Experienced Financial Advisor
  • Bank of America
  • Manchester, NH
  • Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New ...
  • 12/9/2024 12:00:00 AM

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Treasury Sales Associate
  • Bank of America
  • Boston, MA
  • Treasury Sales Associate New York, New York;Miami, Florida; Austin, Texas; Boston, Massachusetts **Job Description:** At...
  • 12/8/2024 12:00:00 AM

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Registered Branch Associate
  • Edward Jones
  • Needham, MA
  • Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward...
  • 10/22/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 7.4 square miles (19 km2), of which 7.0 square miles (18 km2) is land and 0.4 square miles (1.0 km2) (6.07%) is water. Lawrence is on both sides of the Merrimack River, approximately 26 miles (42 km) upstream from the Atlantic Ocean. On the north side of the river, it is surrounded by Methuen. On the south side of the river, the town is bordered by North Andover to the east, and Andover to the south and southwest. Lawrence is approximately 30 miles (48 km) north-northwest of Boston and 27 miles (43 km) southeast of Manc...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$198,847 to $317,691
Lawrence, Massachusetts area prices
were up 1.6% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
Kevin Bakker, CFA, is co-head of high yield and a portfolio manager.
December 16, 2019
Investment Portfolio Manager, Sr. in Abilene, TX
For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.
December 08, 2019
Investment Portfolio Manager, Sr. in San Diego, CA
Every single time when you decide on what suitable investment portfolio to consider, stakes will be high.
January 08, 2020