Investment Portfolio Manager, Sr. jobs in Mount Pleasant, SC

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)

Recently Added Investment Portfolio Manager, Sr. jobs

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Portfolio Manager
  • FirstService Residential
  • Summerville, SC FULL_TIME
  • Job Overview:
    As a Portfolio Manager, you will provide strong leadership and management direction on behalf of Board of Directors and FirstService Residential. This position will oversee the entire operation and consistently adhere to and execute the mission and vision of the Boards and communities. This position has oversight of all aspects related to the business and operations of the communities. The purpose of this role is to create a single point of contact in the communities, enhance communication and create effective oversight of staff and operations. The Portfolio Manager has the sole duty of the day-to-day operations, legal compliance and overall oversight of the associations and staff.
    Your Responsibilities:
    • Provide leadership and direction in the development of short-term and long-range plans. Develop recommendations for goals and action plans to achieve Board objectives. Lead annual goal setting.
    • Review organization structure, job descriptions, and functions. Make recommendations to the Board as to any potential changes.
    • Partner with public, private and volunteer organization to provide community services when necessary.
    • Support the activities of the various Board sub-committees.
    • Knowledge of all Community Governing documents. Provide recommendations on revisions.
    • Continual process of seamless connection between the Board of Directors and committees.
    • Provide community leadership and guidance to ensure that the needs or desires of the homeowners are being addressed.
    • In partnership with the Board, create, or cause to be created, and implement the annual working budget, subject to approval by the Board of Directors.
    • Monitor and report on the monthly financial position of the association.
    • Provide leadership to each meeting involving the Board of Directors in terms of agenda support and written and oral reports. Summarize the priorities of each meeting with appropriate follow up.
    • Recruit, hire, train and supervise all community staff in accordance with the documented management plan, if applicable.
    • Work closely with local emergency organizations to maintain established emergency and community evacuation plans as appropriate.
    • As appropriate, confer with other departments, divisions and outside agencies, including community groups and organizations. Identify, develop and implement programs to meet community needs.
    • Assess and monitor community needs: identify opportunities for improving service delivery methods and procedures and developing new programs. Implement programs or improvements.
    • Attend and participate in professional group meetings. Stay abreast of new trends and innovations in fields of community management and community programming.
    • On-site visibility throughout the common areas and facilities.
    • Understanding of all agreements for corporate implementation.
    • Ensure adherence to master calendar, maintenance calendar, association budgets and subsidy program.
    • Review corporation policies on an ongoing basis to ensure compliance with civil code, declaration and other requirements of governing institutions.
    • Perform building inspections of interior and exterior of property and prepare action plan for opportunities.
    • Shall at all times ensure due diligence for the protection of client's funds, property and assets against all reasonably foreseeable contingencies or losses.
    • Regular attendance and punctuality
    Additional Responsibilities:
    • Practice and adhere to FirstService Residential Global Service Standards.
    • Conduct business at all times with the highest standards of personal, professional and ethical conduct.
    • Perform or assist with any operations as required to maintain workflow and to meet schedules. Notify supervision of unusual equipment or operating problems and the need for additional material and supplies.
    • May participate in any variety of meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems and maintain specified level of knowledge pertaining to new developments, requirements, policies, and regulatory guidelines.
    • Ensure all safety precautions are followed while performing the work.
    • Follow all policies and Standard Operating Procedures as instructed by Management.
    • Assure that the policies, resolutions and goals of the Board are carried out
    • Have general knowledge and understanding of building systems and components
    • Be available to be on-call to handle after-hours emergencies
    • Provide input and assist the Board with the preparation of the Association's annual budget
    • Attend regular meetings of the Finance Committee, if any, to review the Association's fiscal and financial status
    • Coordinate receipt and review of invoices for services and ensure timely payment of bills
    • Assist Association and In House counsel on collection matters and monitor maintenance fee accounts
    • Verify checks when returned from Accounting. Ensure that all invoicing backup is attached to check and duplicate payments are not received.
    • Correct any errors prior to Board signature.
    • Mail original invoices and 1 copy of package to Client Accounting.
    • Prepare specifications needed for all services received by the Association (e.g., landscaping, snow, trash, insurance, pool, etc.)
    • Manage bid process, review bid spec proposals and comparison spreadsheets and make Board recommendations as appropriate.
    • Negotiate Association contracts for routine services, subject to the Board's approval, and Association counsel as needed.
    • Manage vendor relations
    • Log work requests in Connect and generate work orders for maintenance staff and/or contractors
    • Complete and submit all required paperwork for closings, credits, charges, etc.
    • Conduct regular property inspections to ensure compliance with Association Rules and Regulations.
    • Ensure maintenance of all files, records and correspondence in accordance with company procedures and good business practices
    • Attend all Board meetings
    • Prepare Board meeting agenda, monthly management report and all other reports and material needed for Board Packet; distribute one week in advance of meeting
    • Prepare and maintain log of violations in Connect.
    • Update resale/governing document books, when applicable
    • Assist Board in transferring control from the developer to the owners, if applicable
    • Coordinate activities of association professionals including attorneys, auditing firms and engineering firms
    • Act as liaison for designated committees
    • Serve as liaison for committee, if appropriate
    • Establish an annual calendar indicating all association activity, deadlines, election, meetings, projects, etc.
    • Review and be familiar with all policies of insurance to ensure adequate coverage
    • Update homeowner directory and create new homeowner file.
    • Update and maintain community information in Connect
    • Utilize Connect's Resident Alert feature in order to keep homeowners apprised of Association activities and important updates, subject to Board authorization
    • Provide customer service assistance to homeowners as needed.
    • Assist with homeowners' calls and inquires and respond accordingly or direct to the appropriate party.
    • Log all homeowner inquires in Connect Call Log
    • Attend regular Membership meetings
    • Assist with preparation of newsletter, where applicable
    • Perform any range of special projects, tasks and other related duties as assigned.
    Skills & Qualifications:
    • Bachelor's Degree in Business or related field from an accredited college or university, and three years' experience in Property Operations, Hospitality or Construction; or equivalent combination of education and experience. Must have any state specific certifications and licenses or they are preferable of not required by the state.
    • A minimum of seven years of successful community management experience or equivalent professional experience in a related field, with at least 4 of those years responsible for a staff with a variety of expertise, background and job assignments.
    • Management experience in a small or medium-sized organization including responsibility for more than one functional department or division preferred.
    • Understanding of physical building management, Condominium law, financial planning and law affecting property management.
    • Valid Driver's License and State Mandated Vehicle Insurance
    • Commitment to obtain CPM, PCAM, ARM or AMS designations or equivalent.
    What We Offer:
    As a full-time exempt associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision, and others. In addition, you will be eligible for time off benefits, paid holidays and a 401k with company match. Occasional travel may be required to attend training and other company functions.
    Compensation:
    $65,000/ annually
    Disclaimer Statement:
    The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time.
  • 3 Days Ago
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C
Community Association Manager- Portfolio
  • Community Association Management Services (CAMS)
  • Charleston, SC FULL_TIME
  • Description Are you looking to join a company that values a supportive culture, inclusion, growth, and the ability to work in and out of the office on a flexible basis? CAMS (Community Association Man...
  • 19 Days Ago
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Portfolio Community Manager
  • Ravenel Associates
  • Charleston, SC FULL_TIME
  • Portfolio Community Manager Ravenel Associates Inc. is searching for a Portfolio Community Manager to manage premier regimes and HOA communities in the Charleston area. A Portfolio Community Manager i...
  • 20 Days Ago
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Portfolio Association Manager
  • FirstService Residential
  • Summerville, SC FULL_TIME
  • p style="margin: 0px 0px 10.6667px; padding: 0px; color: windowtext; text-align: left;">Job Overview: As a Portfolio Manager, you will provide strong leadership and management direction on behalf of B...
  • 1 Month Ago
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Sr Project Manager
  • WxTite LLC
  • Charleston, SC FULL_TIME
  • Do you want to be part of a growing, well established, family friendly company? Samet Corp, headquartered in Greensboro, NC is looking for experienced, hardworking, dynamic people to join our team in ...
  • 17 Days Ago
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Sr Location Safety Manager
  • First Student
  • Charleston, SC OTHER
  • Location 5850 Dorchester Rd N Charleston, South Carolina 29418-5302 US Phone Number (843) 823-3738 Categories Management & Supervisory Req ID JR2674 Sr Location Safety Manager (Open)First for a reason...
  • 19 Days Ago
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0 Investment Portfolio Manager, Sr. jobs found in Mount Pleasant, SC area

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Registered Investment Advisor
  • Alphavest, LLC
  • For advisors today, the demands of the industry are increasing and we’re not advancing. Family and lifestyle suffer whil...
  • 4/26/2024 12:00:00 AM
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Regional Financial Analyst
  • Franklin Energy
  • Charleston, SC
  • COMPANY Summary As a combined organization, Franklin Energy and AM Conservation Group is undertaking what is perhaps the...
  • 4/26/2024 12:00:00 AM
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Managing Director, Investment Compliance & Risk
  • Greystar Worldwide, LLC
  • Charleston, SC
  • About Greystar: Greystar is a leading, fully integrated real estate company offering expertise in investment management,...
  • 4/26/2024 12:00:00 AM
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Financial Analyst
  • Brookfield Properties
  • Charleston, SC
  • Location Charleston - 997 Morrison Drive, Suite 402 Business We are a leader in the single-family rental (SFR) Aggregati...
  • 4/24/2024 12:00:00 AM
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Senior Electrical Engineer - Substation Design (US Hybrid)
  • Black & Veatch
  • Charleston, SC
  • **Senior Electrical Engineer - Substation Design (US Hybrid)**Date: Mar 26, 2024Location:USCompany: Black & Veatch Famil...
  • 4/24/2024 12:00:00 AM
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Lead BESS Electrical Engineer 6 - Hybrid
  • Black & Veatch
  • Charleston, SC
  • **Lead BESS Electrical Engineer 6 - Hybrid** Date: Apr 19, 2024 Location: Overland Park, KS, US US Cary, NC, US Ann Arbo...
  • 4/23/2024 12:00:00 AM
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B
Relations analyst
  • Blackbaud
  • Charleston, SC
  • Investor Relations AnalystAt Blackbaud, our unwavering commitment lies in enabling individuals and organizations to crea...
  • 4/23/2024 12:00:00 AM
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Regional Facilities Management Lead
  • Jones Lang Lasalle Incorporated
  • Charleston, SC
  • Regional Facilities Management Lead page is loaded Regional Facilities Management Lead Apply remote type On-site locatio...
  • 4/23/2024 12:00:00 AM
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About Mount Pleasant, South Carolina

Mount Pleasant is a large suburban town in Charleston County, South Carolina, United States. It is the fourth largest municipality and largest town in South Carolina, and for several years was one of the state's fastest-growing areas, doubling in population between 1990 and 2000. The population was 67,843 at the 2010 census,. The estimated population in 2014 was 77,796. At the foot of the Arthur Ravenel Bridge is Patriots Point, a naval and maritime museum, home to the World War II aircraft carrier USS Yorktown, which is now a museum ship. The Ravenel Bridge, an eight-lane highway that was c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$137,237 to $227,906
Mount Pleasant, South Carolina area prices
were up 1.5% from a year ago
View detail

What does an Investment Portfolio Manager, Sr. do?

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