Investment Portfolio Manager, Sr. jobs in Mesa, AZ

Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. 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. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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HOA Portfolio Manager
  • Heywood Realty & Investment, Inc.
  • Gilbert, AZ FULL_TIME
  • Do you pride yourself on taking initiative, managing yourself, and just getting the job done?


    Tired of your current boss or manager up in your business all the time?


    Want to be treated like an adult?


    If so, we've been searching for someone exactly like YOU.


    At Heywood Community Management, we value people who just want to:


    1. Show up

    2. Work hard

    3. Have fun

    4. Get the job done


    No drama!



    Our management style empowers the go-getters to get things done.


    Property Managers (for HOA & Condos) at our company are responsible for managing a book of business, taking care of client's needs, and building relationships for long-term retention.



    Responsibilities

    --------

    As a Portfolio Community Manager, you will:


    • Manage Operations: Oversee a portfolio of HOA and Condo associations
    • Exceed Client Expectations: Determine, maintain, and provide results that go beyond what the clients expect
    • Support Board Members: Offer administrative, operational, and managerial support and advice
    • Vendor Management: Assist in hiring, overseeing, and approving vendors' work and payments
    • Budget Management: Handle budgetary items and aid in creating and maintaining operating expenses
    • Educate Stakeholders: Engage with board members and homeowners in-person, over the phone, and via email, keeping them informed and educated
    • Customer Service: Provide prompt responses to all inquiries and ensure all tasks and procedures are completed to satisfaction
    • Documentation Handling: Read, understand, and be knowledgeable of client operative documents and maintain corporate records in alignment with company policies



    Qualifications

    --------

    - Ability to multi-task and prioritize tasks
    - Excellent typing skills (55 WPM)
    - Proficient in the use of desktop PC, Windows
    - Proficient use of internet-based databases and apps
    - Superb communication skills: oral, written, and listening
    - Strong understand of Microsoft Office suite of tools
    - Willingness to learn from co-workers and eagerness to share your experiences

    - A go-getter attitude with the ability to learn on-the-job



    Who this job is perfect for:

    --------

    - Individuals passionate about community management, particularly within HOA & Condos.

    - Professionals with a commitment to exceeding client expectations and maintaining community standards.

    - Those proficient with Microsoft Tool Suite, smartphone apps, and project management tools.

    - Candidates with strong self-motivation, time management, and excellent communication skills.

    - Persons interested in long-term growth and stable employment within an established, community-focused company.

    - Individuals with or willing to gain knowledge in construction management and conflict resolution.



    Who this job IS NOT for:

    --------

    - People who lack initiative and the drive to take personal responsibility for delivering quality work.

    - Those not committed to prompt replies, attention to detail, and thorough customer service.

    - Individuals uncomfortable with enforcing rules & deed restrictions, or managing budgetary items.

    - Candidates without the desired computer skills, including proficiency with basic software like Word or Excel

    - Persons looking for short-term employment or not aligned with the company's focus on long-term retention.



    About Heywood Community Management (The company)

    --------

    We're all about long-term retention and stability.


    Our average client has been with us for 15 years; our longest 50 years.


    Our average employee tenure is 10 years, with many surpassing 20 years.


    What does this mean for you?


    A stable place for meaningful work.


    We manage HOA & Condo communities. We work for community leaders.


    They're unpaid volunteers, so we're hired to get stuff done on their behalf.


    Things like hiring and managing vendors, collecting assessments, managing and accounting for their money, and more.


    Some days it's great, other days it's boring.


    But at the end of the day, our goal is to take care of our clients by providing a personalized and consistent level of service that they can't get anywhere else. The key to long-term client retention is continuity, consistent effort, and speed to action.


    Our competitors are big, bloated, and driven by numbers and charts.


    They value their clients like a row on an excel sheet - calculated.


    Our clients are worth more than the amount they pay us each month.


    We value them as if we were a member of their team.


    If you want a place of employment where you can plant your flag and do good work, apply today!



    p.s. We don't hire Community Managers via job posts often. So if you see this post online, apply before we close it up!


    ----


    Job Type: Full Time
    Salary: DOE based on experience

  • 20 Days Ago

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Portfolio Manager
  • STORE CAPITAL ADVISORS LLC
  • Scottsdale, AZ FULL_TIME
  • DescriptionSTORE Capital Advisors, LLC is seeking a Portfolio Manager to join our Underwriting and Portfolio Management team.How you will contribute to STORE’s mission:The Portfolio Manager is part of...
  • 6 Days Ago

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Portfolio Manager
  • STORE CAPITAL ADVISORS LLC
  • Scottsdale, AZ FULL_TIME
  • DescriptionSTORE Capital Advisors, LLC is seeking a Portfolio Manager to join our Underwriting and Portfolio Management team.How you will contribute to STORE’s mission:The Portfolio Manager is part of...
  • 6 Days Ago

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Property Manager
  • Heywood Realty & Investment, Inc.
  • Gilbert, AZ FULL_TIME
  • Do you pride yourself on taking initiative, managing yourself, and just getting the job done? Tired of your current boss or manager up in your business all the time? Want to be treated like an adult? ...
  • 20 Days Ago

S
Wealth Management Portfolio Manager
  • Sunflower Bank NA
  • Scottsdale, AZ FULL_TIME
  • DescriptionSunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of Wealth Management Portfolio Manager in one of our Sunflower Bank locations in Dallas, C...
  • 5 Days Ago

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Manager, Portfolio Finance
  • Clearway Energy
  • Scottsdale, AZ FULL_TIME
  • What The Role Is Reporting to the Senior Director of Portfolio Finance, the Manager of Portfolio Finance is responsible for managing commercial matters with financing parties for multiple construction...
  • 10 Days Ago

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0 Investment Portfolio Manager, Sr. jobs found in Mesa, AZ area

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Financial Advisor
  • Northwestern Mutual
  • Gilbert, AZ
  • Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160...
  • 4/23/2024 12:00:00 AM

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Senior Treasury Analyst
  • HonorHealth
  • Scottsdale, AZ
  • Overview Looking to be part of something more meaningful? At HonorHealth, you'll be part of a team, creating a multi-dim...
  • 4/23/2024 12:00:00 AM

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Acquisitions Associate - Multifamily (Semi-Remote)
  • Advice Personnel
  • Phoenix, AZ
  • Real Estate Acquisitions Associate Multifamily (Semi-Remote) A prominent national real estate investment and management ...
  • 4/22/2024 12:00:00 AM

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Financial Service Representative - SIE
  • Morgan Stanley
  • Gilbert, AZ
  • Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you...
  • 4/21/2024 12:00:00 AM

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Financial Service Representative
  • Morgan Stanley
  • Gilbert, AZ
  • Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you...
  • 4/21/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • Gilbert, AZ
  • Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160...
  • 4/21/2024 12:00:00 AM

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Task Force Director of Finance
  • Phoenix Growth - Highgate Hotels
  • Phoenix, AZ
  • Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management compa...
  • 4/21/2024 12:00:00 AM

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Task Force Director of Finance
  • Phoenix Growth - Highgate Hotels
  • Phoenix, AZ
  • Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management compa...
  • 3/20/2024 12:00:00 AM

Mesa (/ˈmeɪsə/ MAY-sə) is a city in Maricopa County, in the U.S. state of Arizona. It is a suburb located about 20 miles (32 km) east of Phoenix in the East Valley section of the Phoenix Metropolitan Area. It is bordered by Tempe on the west, the Salt River Pima-Maricopa Indian Community on the north, Chandler and Gilbert on the south along with Queen Creek, and Apache Junction on the east. Mesa is the largest suburban city by population in the United States, the third-largest city in Arizona after Phoenix and Tucson, and the 36th-largest city overall in the US. The city is home to 496,401 pe...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$142,726 to $237,022
Mesa, Arizona area prices
were up 2.2% 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