Portfolio Manager jobs in Fort Wayne, IN

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)

Recently Added Portfolio Manager jobs

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Property Manager, Mixed Use Portfolio
  • Bradley Company
  • Fort Wayne, IN FULL_TIME
  • Bradley Company provides property management and facilities maintenance for both commercial and multi-family properties, including conventional, affordable and student housing. We have been in business for over 45 years with over 320 professionals across the Midwest. We are committed to attracting the best talent and creating an environment where all professionals can contribute to their fullest potential.

    Our goal is to build partnerships, improve communities and provide innovative solutions to our clients. Entrepreneurial, collaborative, integrity and champion are the core values that represent who we are as a company and what we believe in. We take pride in our pursuit of an excellent company culture that continues to guide us over the long term.  We are positioned for growth which means there will be opportunities to grow your career with us. 

    Are you ready to embark on a fulfilling journey with us?
     
    We currently have an opening for the following position: Property Manager, Mixed-Use Portfolio (Multifamily and Commercial)  
     
    Overview:
    The Property Manager is responsible for the effective management and operations of assigned conventional apartments and commercial properties within the portfolio. The Property Manager sets the direction to increase the value of individual properties while leading a team of property management professionals to achieve operational, financial, and department performance goals. The Property Manager reports to the Regional Property Manager, Multifamily. 

    Location: Skyline Tower (Fort Wayne, Indiana)
    Work Schedule: M-F, 8a – 5p ET
    FLSA Status: Full-time, exempt, salary pay
     
    The Perks: 
    • Flexible work schedules
    • Competitive bi-weekly pay
    • Medical benefits within 30-60 days
    • 401(k) with company matching contributions with access to a financial advisor
    • Generous PTO package – receive 15 days annually, with PTO benefits beginning on start date
    • Paid holidays beginning on start date
    • Training Programs (Internal and External)
    • Education Reimbursement for qualified and approved courses
    • Internal growth opportunities
    • Entrepreneural and Collaborative company culture

    Primary Responsibilities:
    • LMA (Lead, Manage, and Accountability) 
    • Customer Service 
    • Leasing / Marketing
    • Asset Value Enhancement / Quality Control
    • Budget Adherence
     
    Essential Functions and Responsibilities:
    The duties and responsibilities include but are not limited to the following:
    • Serve as a Property Manager for a conventional apartment community and a set of high-profile/complex commercial clients.
    • Management functions for the portfolio:  A/P, dues collection oversight, maintenance scheduling, vendor contracting, regular office hours (where applicable) and resident/owner relations/correspondence including community newsletters. 
    • Monitor and review of Occupancy Reports and Control Logs for assigned conventional properties.
    • Monitor waiting lists and review and approval of any advertising for assigned conventional properties.  This includes working with site managers on marketing the property to maintain 100% occupancy and a robust waiting list. 
    • Responsible for a portfolio of properties and their financial performance in the market or region within the market and provides recommendations for tactical and strategic planning to their client(s). 
    • Ensuring each property is managed to achieve the goals of the ownership and mentoring staff to understand the differences in management to achieve different goals (e.g., a not-for-profit owner vs. and short-term hold for an investor).
    • Review and approval of Contractor Bids, as well as tracking vendor contracts and coordinating annual re-bidding process at assigned properties.
    • Handle Owner/Resident complaints at the condo/HOA properties and any complaint appeals at the conventional properties.
    • Analyzing complex business/financial data and developing innovative solutions. 
    • Update, develop, and implement policies and procedures and formalize Standard Operating Procedures Manual and ensure all policies and procedures are implemented at each of the properties consistently.
    • Interact regularly with clients to ensure that objectives are being met, anticipates, and responds to clients’ needs. 
    • Oversee the preparation of annual property budgets, forecasts, management plans, monthly performance reports, and variance reports & ensures the delivery of accurate, timely, and complete client communication.
    • Performs regular inspections of properties (minimum of semi-annual), recommends, and directs alterations, maintenance, and reconditioning of properties as necessary. 
    • Ensure overall compliance with best practices for the industry.
    • As the department grows, ensure that new properties are integrated properly and timely.
    • Participates in civic and business organizations and attends BOMA and or IREM programs and activities.  
    • Conducts and maintains relationships with "key" clients/tenants, industry and trade associations, representatives of government, public service organizations, customers, and vendors as necessary.
    • Responsible for identifying training needs, tracking performance, coaching, and motivating the department.
    • Strategic involvement with project management of major repairs and/or capital improvements.
    • Involved with the business development and growth of the department, both organically and with new clientele.  Involved with sales presentations, as needed.
    • Prepare and analyze profitability analysis for managed accounts and provide recommendations for necessary fee adjustments and/or modified/continued services.
    • Supervision of assigned personnel including leading, managing, and accountability of staff 
    • Responsible to assist on-site at the properties with management functions as needed (for instance when site mangers are on vacation or ill). 
    • Monitor and review of Delinquent and Prepaid Reports at all assigned properties.
    • Conduct monthly and quarterly tenant file Audits for assigned conventional properties.
    • Participate in training for assigned properties.
    • Assist in Preparation for Quarterly Safety/Training Meetings. 
    • Conduct Quarterly Property Inspections at assigned conventional properties. 
     
    This list of duties is representative of the work performed by the Property Manager, however, by no means is this list all-inclusive and can change at any time.
     
    Qualifications/Requirements:
    • Bachelor’s degree in Real Estate, Management, Finance, Business Administration, or a related field preferred.
    • 3-5 years’ experience in property or asset management.
    • Demonstrated strong and effective leadership, staff development, and communication skills. 
    • Exhibit financial and analytical skills.
    • Critical thinker able to assess, synthesize and communicate issues and solutions as a key part of the management team. 
    • Be disciplined and results-driven with strong project management skills to ensure consistent focus on key drivers and performance.
    • Ability to manage multiple and complex operational matters and prioritize tasks to ensure corporate goals and time frames are met. 
    • Proven improvement of operating results, particularly revenue enhancement and cost-effective expense management 
    • Superb customer service skills: demonstrated ability to maintain strong working relations with both internal and external clients. 
    • Ability to comprehend, analyze and interpret complex business documents. 
    • Ability to respond effectively to sensitive issues, and write reports, manuals, speeches, and articles using a distinctive style. 
     
    To perform this job successfully, an individual must be able tp perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Please note, this list of essential functions is not exhaustive and may be supplemented as necessary.

    Bradley Company is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
     

  • 6 Days Ago
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Property Manager, Mixed Use Portfolio
  • Bradley Company
  • Fort Wayne, IN FULL_TIME
  • Bradley Company provides property management and facilities maintenance for both commercial and multi-family properties, including conventional, affordable and student housing. We have been in busines...
  • 6 Days Ago
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Regional Service Manager - Fort Wayne, IN (Remote)
  • Signode -Regional Service Manager
  • Fort Wayne, IN FULL_TIME
  • Regional Service Manager - Fort Wayne, IN (Remote) Apply Now Description/Job Summary About Signode:With over $2B in revenue, 80 manufacturing facilities across 6 continents and over 9,000 employees wo...
  • 20 Days Ago
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Investment Portfolio Specialist
  • Reynolds Wealth Management
  • Fort Wayne, IN FULL_TIME
  • Reynolds Wealth Management, a rapidly growing wealth management practice, is seeking an experienced Investment Portfolio Specialist with strong mathematical aptitude to manage create and maintain mode...
  • 1 Month Ago
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In-Force Portfolio Analyst - (Hybrid Work Model)
  • Swiss RE
  • Fort Wayne, IN FULL_TIME
  • Position objectives and position summary To support the portfolio growth of the Financial Solutions Ambition announced as part of the L&H Ambition Reset Strong technical will be important. Technical s...
  • Just Posted
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Manager
  • Holder Construction
  • Fort Wayne, IN FULL_TIME
  • WHO WE ARE The best teams trust Holder to deliver their most important work. Our people redefine the construction experience. We lead with integrity. We seek excellence. We care more. As a strong and ...
  • 3 Days Ago
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0 Portfolio Manager jobs found in Fort Wayne, IN area

About Fort Wayne, Indiana

Fort Wayne is a city in the U.S. state of Indiana and the seat of Allen County, United States. Located in northeastern Indiana, the city is 18 miles (29 km) west of the Ohio border and 50 miles (80 km) south of the Michigan border. With a population of 253,691 in the 2010 census, it is the second-most populous city in Indiana after Indianapolis, and the 75th-most populous city in the United States. It is the principal city of the Fort Wayne metropolitan area, consisting of Allen, Wells, and Whitley counties, a combined population of 419,453 as of 2011. Fort Wayne is the cultural and economic c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$107,219 to $148,615
Fort Wayne, Indiana area prices
were up 1.3% from a year ago
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