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)
Associa is currently looking for a Community Association Manager (CAM) to join our team in St. Petersburg, FL. As a Community Association Manager, you will work closely with our clients and vendors, and partner with other Associa departments. To be successful in this role you will need great customer service skills and the ability to work on multiple projects.
What do we offer?
Associa offers a competitive benefits package to our full-time employees including medical, dental, and vision insurance, 401k, disability insurance, and support with wellness and development initiatives and more. We have been designated Great Place to Work for six consecutive years and many of our locations are awarded as Best and Brightest.
How will you make an impact?
The Community Association Manager (CAM) helps the company grow by:
Requirements:
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0 Portfolio Manager jobs found in Saint Petersburg, FL area