Portfolio Manager jobs in Daytona Beach, FL

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)

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Portfolio Community Association Manager- Flagler Beach
  • Vesta Property Services
  • Flagler, FL FULL_TIME
  • FLORIDA COMMUNITY ASSOCIATION MANAGER LICENSE REQUIRED FOR CONSIDERATION.

    COMPANY OVERVIEW

    At Vesta Property Services our philosophy is to provide a hands-on learning environment that utilizes one’s professional expertise and knowledge; in turn, you gain the exposure and experiences this industry has to offer! Vesta Property Services provides exceptional property management services to residential associations and developers across the state making us Florida’s most trusted community management company. Headquartered in downtown Jacksonville, Vesta has 15 offices and more than 1,000 employees throughout Florida. We are always looking for unique talent and leadership to help us grow within our industry.

    SUMMARY

    The Community Association Manager provides management, direction and leadership to ensure the property is maintained and operated in accordance with Vesta Management and are performed as stated, in the Management Agreement between the governing Board of Directors and Vesta Property Services. Community Association Managers are certified and licensed by the State of Florida for Community Association Management (CAM). Responsibilities include working closely with the association, Board of Directors and/or the developer to manage and operate the community, facilitate solutions to problems between communities and internal support staff. Complies with the provisions of Florida Laws and Statutes. Performs regular inspections for overall maintenance and repair and with a reference to violations and enforcement. Strong management skills, customer service skills and supervisory skills in support of the care and maintenance of the community or communities they service.

    RESPONSIBILITIES AND DUTIES include the following:

    • Monitor collections with regard to Association Assessments
    • Approve all invoices outside the regularly budgeted items and submit for payment
    • Ensure correct coding for financial statements
    • Work with Board in the preparation of a yearly budget and monitor its adherence
    • Distribute the budget as required by governing documents and statutes
    • Knowledge of the purpose of financial reports (e.g. general ledger, variance, accounts payable, income statement, balance sheet)
    • Write routine reports and correspondence
    • Communicate clearly and be able to work with and present ideas to a variety of people including owners, tenants, the general public, Board of Directors, staff, contractors and service providers
    • Multi-task, embrace change, solve practical problems and deal with a variety of concrete variables
    • Monitor vendor performance to ensure adherence to contract responsibilities and duties. Coordinate with board for Proposals to ensure appropriate price and service levels. Obtain and file business licenses and insurance for all vendors
    • Draft and post Board Agendas prepare Board Packages, attend Board of Director meetings and record minutes.
    • Transcribe all board meeting and annual meeting minutes (as applicable).
    • Respond to requests from title/mortgage/real estate companies
    • Assist Maintenance Supervisor as needed with review of work orders and expedite as appropriate
    • Complete monthly inspections of the buildings, facilities, and grounds to insure vendor job performance and note violations of C&R's. Inspection reports will be included in the monthly management reports provided to the board.
    • Read and interpret documents such as safety rules, operation and procedural manuals, State Statutes affecting COA/HOA and corresponding condominium documents, by-laws and rules and regulations
    • Serve as liaison between the association/board of directors, legal counsel, and community association members
    • Document, submit and coordinate insurance claims
    • Know how to ensure contractor compliance with contract terms related to deposits, progress payments, retention and final payments
    • Supervise outside vendors and/or site employees as necessary
    • Compile all information for annual and budget meeting mailings
    • Administer all Association rules and regulations
    • Pose fixes, possible solutions, suggestions and recommendations for the board to consider, using resources available
    • Knowledge of the requirements for different types of meetings and elections
    • Prepare and submit a management report to the board
    • Respond to owner/resident inquiries
    • Identify and record violations of association restrictions, rules and regulations
    • Implement enforcement policies (e.g., rules, architectural controls) as directed by the association
    • Develop, establish and implement systems and controls to ensure maintenance needs are documents and completed

    COMPETENCIES:

    • Financial Management.
    • Performance Management.
    • Ethical Conduct.
    • Attention to Detail.
    • Organized.
    • Leadership.

    SUPERVISORY RESPONSIBILITY:

    The Community Association Manager manages all employees and vendors of the associations they are assigned to and is responsible for the performance association management services.

    WORK ENVIRONMENT:

    This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

    PHYSICAL DEMANDS:

    This is a largely sedentary role.

    TRAVEL:

    Daily travel is expected for this position.

    QUALIFICATIONS:

    • 2 to 5 years of experience.
    • LCAM designation.

    PREFERRED EDUCATION:

    • Bachelor’s degree a plus but not required.

    BENEFITS:

    One of the many advantages of working at Vesta Property Services and its family of companies are the great benefits that we offer to you and your eligible dependents. We offer benefits that foster the health and well-being of you and your family such as medical, dental and vision coverage along with programs to enhance your financial security such as disability, life insurance and a 401 (k) retirement plan just to name a few. Vesta benefits are offered to full-time employees (30 hours per week).

    AAP/EEO Statement

    We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    DRUG FREE WORKPLACE

    In compliance with the Drug-Free Workplace Act of 1988, Vesta Property Services has a longstanding commitment to provide a safe, quality-oriented and productive work environment consistent with the standards of the community in which the company operates. Alcohol and drug abuse poses a threat to the health and safety of Vesta Property Services employees and to the security of the company's equipment and facilities. For these reasons, Vesta Property Services is committed to the elimination of drug and alcohol use and abuse in the workplace.

    OTHER DUTIES MAY BE ASSIGNED

    The above statements reflect the general information considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all work requirements that may be inherent in the position. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

    Job Type: Full-time

    Pay: $47,000.00 - $55,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Employee assistance program
    • Employee discount
    • Health insurance
    • Health savings account
    • Life insurance
    • Paid time off
    • Professional development assistance
    • Referral program
    • Vision insurance

    Experience level:

    • 2 years

    Schedule:

    • 8 hour shift
    • Monday to Friday
    • Weekends as needed

    Ability to Relocate:

    • Flagler Beach, FL 32136: Relocate before starting work (Required)

    Work Location: In person

  • 1 Month Ago

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Portfolio LCAM - Semi Sited
  • FirstService Residential
  • Daytona Beach, FL FULL_TIME
  • FirstService Residential is currently looking for a Licensed Community Association Manager for one of our semi-sited communities in the Daytona Beach area. Salary Range: $55K - $60K Job Summary Perfor...
  • 6 Days Ago

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Portfolio CAM - North Region
  • VESTA PROPERTY SERVICES INC
  • Flagler, FL OTHER
  • Job Details Job Location: Flagler - Flagler Beach, FL Position Type: Full Time Salary Range: $47,000.00 - $550,000.00 Salary Job Shift: Day DescriptionCOMPANY OVERVIEW At Vesta Property Services our p...
  • 1 Month Ago

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Manager
  • Ford's Garage-Daytona, FL
  • Daytona Beach, FL FULL_TIME
  • The Ford’s Garage Restaurant Manager is responsible for the day-to-day management of the restaurant. Responsible for teaching, training, and leading all Team Members and working with entire management...
  • 11 Days Ago

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Manager
  • Chili’s
  • Beach, FL FULL_TIME
  • With a career at HMSHost, you really benefit! We offer: Health, dental and vision insurance Generous paid time off (vacation, flex or sick) Holiday pay Meal and Transportation Benefits 401(k) retireme...
  • 14 Days Ago

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Manager
  • Chili’s
  • Beach, FL FULL_TIME
  • With a career at HMSHost, you really benefit! We offer: Health, dental and vision insurance Generous paid time off (vacation, flex or sick) Holiday pay Meal and Transportation Benefits 401(k) retireme...
  • 14 Days Ago

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0 Portfolio Manager jobs found in Daytona Beach, FL area

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Senior Vice President, Fund/Client Accounting Manager
  • BNY Mellon
  • Lake Mary, FL
  • ~Senior Vice President, Controller~ (Hybrid) Bring your ideas. Make history. BNY Mellon offers an exciting array of futu...
  • 4/24/2024 12:00:00 AM

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Network Engineer
  • Apexon
  • Sanford, FL
  • Company Description: Apexon is a digital-first technology services firm backed by Goldman Sachs Asset Management and Eve...
  • 4/24/2024 12:00:00 AM

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Senior Investment Advisor
  • Compass Asset Management Group
  • Daytona Beach, FL
  • Company Description Compass Asset Management Group is a bespoke wealth management firm located in Newburgh, NY and Dayto...
  • 4/23/2024 12:00:00 AM

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Business Development Director - Kw5aZw7n5AsC-6400
  • Daniels Sharpsmart Inc
  • Sanford, FL
  • Daniels Sharpsmart Inc Business Development Director - Kw5aZw7n5AsC-6400 Chicago , Illinois Apply Now This job was poste...
  • 4/23/2024 12:00:00 AM

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Business Financial Analyst
  • B&R Industrial Automation
  • Ormond Beach, FL
  • Business Financial Analyst Take your next career step at ABB with a global team that is energizing the transformation of...
  • 4/23/2024 12:00:00 AM

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Network Engineer
  • Apexon
  • Sanford, FL
  • Company Description: Apexon is a digital-first technology services firm backed by Goldman Sachs Asset Management and Eve...
  • 4/22/2024 12:00:00 AM

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Senior Investment Advisor
  • Compass Asset Management Group
  • Daytona Beach, FL
  • Company Description Compass Asset Management Group is a bespoke wealth management firm located in Newburgh, NY and Dayto...
  • 4/21/2024 12:00:00 AM

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Administrative Assistant
  • Frank Reynolds & Company
  • Daytona Beach, FL
  • Job Description Job Description About Frank Reynolds & Co.: Frank Reynolds & Co. is a growing advisory firm that offers ...
  • 4/20/2024 12:00:00 AM

Daytona Beach is a city in Volusia County, Florida, United States. It lies about 51 miles (82.1 km) northeast of Orlando, 86 miles (138.4 km) southeast of Jacksonville, and 242 miles (389.5 km) northwest of Miami. In the 2010 U.S. Census, it had a population of 61,005. It is a principal city of the Deltona–Daytona Beach–Ormond Beach metropolitan area, which was home to 600,756 people as of 2013. Daytona Beach is also a principal city of the Fun Coast region of Florida. The city is historically known for its beach where the hard-packed sand allows motorized vehicles to drive on the beach in res...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$104,346 to $144,633
Daytona Beach, Florida area prices
were up 1.5% from a year ago