The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Rock Point Real Estate is seeking a highly motivated and dedicated Portfolio Manager to oversee a specific group of communities within our portfolio. As a direct report to the Regional Manager, this role is vital in executing management policies, stewarding physical assets, and serving our residents to enhance property value for the owners.
You will also engage in market research, SOP development, training, and support for Community Managers, embodying an ownership mentality that focuses on optimal service to owners and residents alike.
Key Responsibilities
Qualifications
Why Join Rock Point Real Estate? You'll join a Mission and Core value-driven company committed to excellence in the real estate sector. We offer competitive compensation and opportunities for growth and development within the company. Be part of a culture that values initiative, service, and the well-being of our out team and communities.
Salary: $45,000-$48,000 base. Plus commission up to $15,000
Benefits include:
How to Apply
Please fill out an application and submit your resume, cover letter, and any relevant certifications to our offical hiring website at hollyhillconstruction.com. When filling out our application, please ensure your application highlights your experience related to the key responsibilities and qualifications listed above.
Rock Point Real Estate is an Equal Opportunity Employer and welcomes applications from all qualified candidates.
Join us in shaping the future of real estate management. Apply now!
Job Type: Full-time
Pay: $45,000.00 - $48,000.00 per year
Benefits:
Experience level:
Schedule:
Work Location: In person
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