Portfolio Manager jobs in Fort Collins, CO

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 Manager
  • Advance HOA Management, Inc.
  • Loveland, CO FULL_TIME
  • Advance HOA Management, Inc., a community association management leader, is seeking a full-time Community Manager to join our team in Loveland, Colorado! There are many different projects in our vibrant communities, ensuring that no two days will look the same. If you thrive on variety and enjoy leadership, problem-solving, and communication, consider this opportunity! We offer health insurance, 401K, paid vacation, holiday and sick leave, and the ability to grow your career with Advance HOA Management.

    Apply today!

    Position: Portfolio Community Association Manager

    Benefits: Health Insurance, Paid Holidays/Vacation/Sick Leave, 401k

    Schedule: Monday through Friday 8:30 am – 5:00 pm*

    • Events and board meetings occasionally take place after hours and on weekends

    Pay Range: $55,000 - $70,000 salary.

    ROLE

    The Portfolio Community Association Manager is responsible for the performance of the personnel and the maintenance of the physical properties or projects under his/her supervision in accordance with established company and Board policies and procedures. The Portfolio Manager maintains and retains community management accounts. The Manager will actively support respective community values, vision and philosophies, while demonstrating a style of leadership that allows residents needs to be met with a high level of satisfaction.

    The Community Association Manager shall act as a liaison between Advance HOA Management and the assigned communities.

    SUPERVISORY

    Supervises all on-site maintenance and other personnel, as applicable.

    RESPONSIBILITIES

    Management

    • Acquire and maintain a full working knowledge of all applicable State and Federal Regulation pertaining to common interest communities and of the governing documents of each assigned Association.
    • Develop and maintain a professional relationship with the Board of Directors for each assigned Association.
    • Facilitate long-term planning for the Association and refine, as required.
    • Facilitate and attend Homeowner Association meetings.
    • Enforce use restrictions and regulations of Association and related facilities.

    Administrative and Fiscal

    • Assist the Board of Directors in preparing the annual budgets for each project.
    • Review budgets and evaluate ways to improve service and/or cut expenses.
    • Ensure timely and accurate preparation of various weekly, monthly, quarterly, and annual reports
    • Create and prepare complete Board of Directors Packets and Agendas.
    • Answer electronic, paper, and telephone correspondence and respond to customer problem resolution issues in a professional and timely manner.
    • Facilitate upkeep of residential files and records, legal documents, property deeds, construction plans, member rosters, contracts, annual reports, meeting minutes, and all other relevant records.

    Maintenance

    • Evaluate and oversee CC&R compliance process.
    • Personally inspect exterior and common areas of each assigned project per client management contract, and prepare written recommendations for physical repairs and/or replacements as required by the Board of Directors.
    • Review all contractual services annually and/or as needed.
    • Manage vendors to include contracting, observing, procedure adherence, and evaluation.

    REQUIREMENTS

    Education and Experience

    • Associates Degree in Business or Administration or other equivalent experience (preferred)
    • Two (2) years’ experience as a Community Association Manager or other management experience
    • Certified Manager of Community Associations (CMCA) or higher a plus

    Knowledge, Skills and Abilities

    • Working legal knowledge pertaining to common interest communities
    • Excellent written and verbal communication skills
    • Strong initiative
    • Project management and leadership skills
    • High standard for customer service
    • Proficient in Microsoft Office Applications

    Working Conditions

    • In addition to regular business hours, this position may require extended hours at night and/or weekends to travel and attend meetings, activities, and events.
    • This position is hybrid and also occasionally requires presence on-site at the various associations.

    We believe it is a privilege to provide communities with service that exceeds the expectations of the Board and homeowners. Advance HOA Management has found a genuine desire by HOAs in Colorado for a different approach to management and the business model they formed is committed to delivering exceptional services and create a genuine sense of caring for our communities and homeowners. The mission of Advance HOA Management is to enhance every aspect of community and property values and to become long-term, committed, and respected partners with the communities we manage. Everything that we do at Advance HOA Management stems from our mission to enhance the quality of life and property values in the communities we manage, while delivering the highest level of customer service. Visit us at https://www.advancehoa.com/ to learn more.

    Job Type: Full-time

    Pay: $55,000.00 - $70,000.00 per year

    Benefits:

    • 401(k)
    • Dental insurance
    • Health insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • Monday to Friday

    License/Certification:

    • Driver's License (Preferred)

    Work Location: In person

  • 4 Days Ago

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VP, Portfolio Manager II
  • First Western Financial, Inc.
  • Fort Collins, CO FULL_TIME
  • First Western is seeking an VP, Portfolio Manager II to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional t...
  • 22 Days Ago

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Sr. Cybersecurity Global Portfolio Architect
  • Nutrien
  • Loveland, CO FULL_TIME
  • Pay Band:J At Nutrien, our purpose is Feeding the Future and we do so with safety, inclusion, integrity and results as our core values. Nothing is more important than sending our people home safe, eve...
  • 24 Days Ago

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Manager
  • Panera Bread
  • Greeley, CO FULL_TIME
  • Come Join Panera Bread- an award-winning leader in the restaurant industry and employer of choice for 2022! What's in it for you?A comprehensive benefit package including health, dental and visionPaid...
  • 15 Days Ago

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Manager
  • Panera Bread
  • Fort Collins, CO FULL_TIME
  • Come Join Panera Bread- an award-winning leader in the restaurant industry and employer of choice for 2022! What's in it for you?A comprehensive benefit package including health, dental and visionPaid...
  • 15 Days Ago

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Manager
  • Subway - 16279-0
  • Fort Collins, CO FULL_TIME
  • As part of the Subway® Team, you as a Manager will focus on eight main things: Providing an excellent guest experience Ensuring that great food is prepared & servedKeeping our restaurants functional, ...
  • 3 Days Ago

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0 Portfolio Manager jobs found in Fort Collins, CO area

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Trading Associate
  • Clear Haven Capital Management, LLC
  • Boulder, CO
  • Company Description Clear Haven is a credit manager that works closely with our counterparties to help solve some of the...
  • 4/23/2024 12:00:00 AM

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Student Operations Manager
  • Colorado State University
  • Fort Collins, CO
  • Posting Details Posting Detail Information Working Title Student Operations Manager Position Location Fort Collins, CO W...
  • 4/23/2024 12:00:00 AM

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Trading Associate
  • Clear Haven Capital Management Llc
  • Boulder, CO
  • Company Description Clear Haven is a credit manager that works closely with our counterparties to help solve some of the...
  • 4/22/2024 12:00:00 AM

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Executive Surety Underwriter
  • Allianz Trade In North America
  • Mead, CO
  • Job Purpose:Responsible and accountable for the marketing and underwriting of Surety portfolio within your region for th...
  • 4/22/2024 12:00:00 AM

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Senior Property Manager (240468)
  • Newmark
  • Boulder, CO
  • Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries (Newmark), is a world leader in commercial real estat...
  • 4/22/2024 12:00:00 AM

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Intern I - Asset Management - Engineering - Public Works
  • City of Greeley
  • Greeley, CO
  • Job Description Salary Range: $16.00 - $21.26 Hourly Job Summary: The City of Greeley is hiring a part-time temporary in...
  • 4/22/2024 12:00:00 AM

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Enterprise Architect - Remote
  • Ryder
  • Cheyenne, WY
  • _Job Seekers can review the Job Applicant Privacy Policy by clicking HERE. (https://ryder.com/job-applicant-privacy-poli...
  • 4/22/2024 12:00:00 AM

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Financial Analyst
  • Real Capital Solutions
  • Louisville, CO
  • COMPANY BACKGROUND Real Capital Solutions is a highly entrepreneurial real estate investment company pairing active capi...
  • 4/22/2024 12:00:00 AM

Fort Collins is the Home Rule Municipality that is the county seat and the most populous municipality of Larimer County, Colorado, United States. Situated on the Cache La Poudre River along the Colorado Front Range, Fort Collins is located 56 mi (90 km) north of the Colorado State Capitol in Denver. With a 2016 estimated population of 161,000, it is the fourth most populous city in Colorado after Denver, Colorado Springs, and Aurora. Fort Collins is a midsize college city, home to Colorado State University. Fort Collins is situated at the base of the Rocky Mountain foothills of the northern Fr...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$113,309 to $157,057
Fort Collins, Colorado area prices
were up 2.3% from a year ago