Portfolio Manager jobs in Saint Petersburg, 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 Manager
  • Associa
  • Saint Petersburg, FL FULL_TIME
  • 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:

    • Acting as or overseeing the primary liaison with the Association Board of Directors and homeowners as needed.
    • Traveling to client associations to attend board meetings, perform inspections, conduct walk-throughs, and attend community events as needed and per the management agreement.
    • Preparing annual disclosure packages, annual meeting notifications, and annual financial statement packages for all homeowners and arrange bulk mailing of same within the time frames set by state statute or governing documents.
    • Reviewing monthly financial reports and ensuring management summary is submitted to the association Board of Directors.
    • Providing and/or overseeing recommendations to the Association Board of Directors and committees regarding major capital expenditures as required to maintain the desired community appearance and operation.
    Requirements:

    Requirements:

    • Valid Florida Community Association Manager (CAM) License
    • Proficiency in Microsoft Office (word, excel, outlook)
    • Experience in Community Management, customer service, hospitality or other related industry
    • Proficiency in typical business correspondence (grammar, structure, punctuation, spelling, etc.).
    • Proficient in Customer Service and conflict resolution
    • Able to work effectively with others in person and in group setting
    • Able to prioritize, manage time, and meet deadlines.
    • Able to communicate effectively and professionally on phone, email, and in-person

    #LI-MA1

  • 20 Days Ago

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Portfolio Reviewer
  • eTeam Inc.
  • Saint Petersburg, FL FULL_TIME
  • Job Title: Portfolio Reviewer Job Location: Remote basis Job Duration: 3 months contract Work Schedule: 8:00am-4:30pm eastern, Monday through Friday Job Summary: This person will be responsible for su...
  • 19 Days Ago

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Portfolio Counselor
  • Fisher Investments
  • Saint Petersburg, FL FULL_TIME
  • Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fis...
  • 15 Days Ago

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Portfolio Counselor
  • Fisher Investments
  • Saint Petersburg, FL FULL_TIME
  • Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fis...
  • 15 Days Ago

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Manager
  • Tiki Docks
  • Saint Petersburg, FL FULL_TIME
  • The 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 staff. Must p...
  • 19 Days Ago

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Manager
  • Dunkin' | Legacy Network Group
  • Saint Petersburg, FL FULL_TIME
  • As a Dunkin' franchisee, we are committed to our employees as much as we are committed to our customers. We value hardworking and enthusiastic employees and we make it a priority to ensure their succe...
  • 22 Days Ago

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0 Portfolio Manager jobs found in Saint Petersburg, FL area

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Modern Workplace Engineer - M365 Portfolio Manager
  • MUFG Bank, Ltd.
  • Tampa, FL
  • Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (M...
  • 4/26/2024 12:00:00 AM

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Director of Commerical Loan, Asset Management
  • Amerinat
  • Tampa, FL
  • The Director of Commercial Loan, Asset Management manages and directs commercial loan asset management efforts associate...
  • 4/25/2024 12:00:00 AM

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Senior Private Equity Associate
  • Selby Jennings
  • Tampa, FL
  • Job Title: Senior Private Equity Associate Company Description: One of our key clients is looking to bring on a Senior A...
  • 4/25/2024 12:00:00 AM

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Portfolio Manager
  • Condominium Associates
  • Tampa, FL
  • About us: Condominium Associates began managing condominium and homeowner associations in the Tampa Bay area in 1982 and...
  • 4/24/2024 12:00:00 AM

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Portfolio Manager
  • Condominium Associates
  • Sarasota, FL
  • About us: Condominium Associates began managing condominium and homeowner associations in the Tampa Bay area in 1982 and...
  • 4/24/2024 12:00:00 AM

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Modern Workplace Engineer - M365 Portfolio Manager
  • Mufgamericas
  • Tampa, FL
  • Modern Workplace Engineer - M365 Portfolio Manager page is loaded Modern Workplace Engineer - M365 Portfolio Manager App...
  • 4/24/2024 12:00:00 AM

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Senior Vice President / Senior Portfolio Manager
  • Cfa Institute
  • Tampa, FL
  • The Sanibel Captiva Trust Company (SCTC) is a privately-owned independent Trust Company with primary office locations in...
  • 4/23/2024 12:00:00 AM

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Director of Commerical Loan, Asset Management
  • AmeriNat
  • Tampa, FL
  • The Director of Commercial Loan, Asset Management manages and directs commercial loan asset management efforts associate...
  • 4/23/2024 12:00:00 AM

St. Petersburg is a city in Pinellas County, Florida, United States. As of the 2015 census estimate, the population was 257,083, making it the fifth-most populous city in Florida and the largest in the state that is not a county seat (the city of Clearwater is the seat of Pinellas County). St. Petersburg is the second-largest city in the Tampa Bay Area, after Tampa. Together with Clearwater, these cities comprise the Tampa–St. Petersburg–Clearwater Metropolitan Statistical Area, the second-largest in Florida with a population of around 2.8 million. St. Petersburg is located on the Pinellas pen...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$108,943 to $151,005
Saint Petersburg, Florida area prices
were up 1.1% from a year ago