Portfolio Manager jobs in South Portland, ME

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 Manager
  • The Nabo Group
  • Portland, ME FULL_TIME
  • Description

    The Nabo Group seeks a motivated individual to manage a portfolio of communities (Condominiums & Homeowner Associations).

    Our growing company seeks an experienced Portfolio Manager with work experience in contract & financial management; working with the Board of Directors, homeowners, and vendors; balancing community needs with community budgets; performing property inspections, tracking and following up on issues; and soliciting bids for maintenance and/or renovation projects.

    We provide a relaxed, but professional, friendly work environment. We are looking for the right fit -- an individual who is a team player and will help our company grow to the next level.

    COMPANY OVERVIEW

    The Nabo Group is a Property Management firm focused in HOA & Condominium Management which operates in DC Metro Area and Maine.


    We have the BIG goal of expanding into new markets and doubling the portfolio of units under management by 2025. Property management is our bread and butter here at The Nabo Group and will continue to be the foundation that gets us to exceed our goals—that’s where you come in.


    POSITION OVERVIEW

    The Portfolio Manager is responsible for providing the overall supervision of assigned communities. The successful Portfolio Manager or Community Association Manager effectively interacts with internal and external customers including homeowners, vendors, board members and committee members, as well as onsite staff, various departments over regional offices, and within the branch office.


    COMPETENCIES & REQUIREMENTS


    Responsibilities:

    • Supervise the operation and administration of the Association in accordance with management agreement, state statutes, and the Association's policies and procedures.
    • Acts as or oversee the primary liaison with the Association Board of Directors and homeowners as needed.
    • Attend Board meetings per the management agreement and community events as needed.
    • Ensure the Board of Directors is aware of legal actions involving the Association.
    • Prepare Board packages according to established time frames.
    • Monitor corporate and client delinquency rates and collections process for account portfolio.
    • Approve all community invoices for payment.
    • Review and provide accurate monthly financial reports.
    • Prepare annual budgets including a review of community reserve studies and maintain all expenses within the budget.
    • Maintain unit and contract files relating to the operations of the Association.
    • Coordinate annual tax return filing with community CPA.
    • Oversee all capital improvement and replacement projects.
    • Bids projects to multiple vendors using standard RFP to provide a consistent scope of work.
    • Coordinate with maintenance staff to complete work orders as well as oversee contract vendors and ensure they meet their contractual obligations.


      Requirements:

      • Minimum 1-3 years of experience managing HOA's/Condos.
      • Professional customer service skills.
      • Associate degree required; Bachelor's degree preferred.
      • CMCA is required to be obtained within 6 months of hire. AMS Preferred.
      • Exceptional communication skills both written and verbal with a polished, professional, and friendly demeanor.
      • Knowledge of communities/property/real estate and homeowner’s associations.
      • Time management and time critical prioritization skills


      Benefits Package Includes:

      • Competitive Pay
      • Annual Bonus
      • Unlimited PTO
      • 100% Employer-paid Health, Dental, Vision for team member
      • Continued Education
      • Voluntary Benefits (Life Insurance, Disability, 401k)
      • Hybrid Work from Home Policy
      • And more...


      Job Information

      • Workplace Type: Hybrid
      • Location: Portland, Maine (Work From Home Hybrid Policy Applies)
      • Company Name For Job: The Nabo Group
      • Position Title: Portfolio Manager
      • Industry: Property Management
      • Job Function: Portfolio Management
      • Job Type: Full-Time


      The Nabo Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

    • 6 Days Ago

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    Condominium Portfolio Manager
    • Property Management Services of Maine
    • Topsham, ME FULL_TIME
    • We manage some of the most beautiful Homeowner and Condominium Association communities throughout southeastern coastal Maine from York/Ogunquit/Kennebunk to Cape Elizabeth/Portland and as far north as...
    • 16 Days Ago

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    Project Portfolio Manager
    • Robert Half
    • King of Prussia, PA OTHER
    • · Support standardization and increase capabilities for project, program and portfolio management. Contribute to continuous improvement by assessing results, improving processes, and managing portfoli...
    • Just Posted

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    Product Portfolio Manager
    • Derivco
    • Lovell, ME FULL_TIME
    • Job Profile Summary Together, let's make a difference and shape the future of tech! JOIN THE TECH REVOLUTION WITH DERIVCO! Are you ready to be part of a global tech business shaping the future of the ...
    • 24 Days Ago

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    KPB Wealth Services Portfolio Manager
    • KeyBank
    • Portland, ME FULL_TIME
    • Location:1 Canal Plaza - Portland, Maine 04101ABOUT THE JOB (JOB BRIEF):Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appro...
    • 20 Days Ago

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    Breakfast Server
    • Residential Community Manager
    • Portland, ME PART_TIME
    • Calling all Restaurant Rockstars! The Hilton Garden Inn Portland Airport is now hiring for a Breakfast Server Part Time. Must be detail oriented, able to work on own and in a team, and must have good ...
    • 4 Days Ago

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    0 Portfolio Manager jobs found in South Portland, ME area

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    Relationship Specialist
    • AFC Automotive Finance Corporation
    • Portland, ME
    • Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35...
    • 5/19/2024 12:00:00 AM

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    HOSPITALITY SPECIALIST
    • Compass Group
    • Portland, ME
    • HOSPITALITY SPECIALISTClick Here to Apply OnlineJob Description Flik Hospitality Group Salary:$24 - $28 / HourOther Form...
    • 5/18/2024 12:00:00 AM

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    Independent Optometrist
    • Sam's Club
    • Scarborough, ME
    • What you'll do at Position Summary... What you'll do... Launch your services in Walmart stores! As an Independent Optome...
    • 5/18/2024 12:00:00 AM

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    Assistant Store Manager
    • Genuine Parts Company
    • Windham, ME
    • Job Description Imagine the position to use your automotive or customer service expertise with both our wholesale and re...
    • 5/18/2024 12:00:00 AM

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    CRA Asset Management Associate (ME, NJ, NY, MA, PA)
    • TD Bank
    • Portland, ME
    • Work Location: Portland, Maine Hours: 40 Pay Details: $28.25 - $45.00 USD TD is committed to providing fair and equitabl...
    • 5/17/2024 12:00:00 AM

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    Financial Analyst - EERP & Civic
    • Tyler Technologies
    • Yarmouth, ME
    • Tyler Technologies is looking for a Financial Analyst to join our EERP & Civic Finance team in the Yarmouth, ME office! ...
    • 5/17/2024 12:00:00 AM

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    Financial Analyst
    • Colgate-Palmolive
    • Kennebunk, ME
    • Relocation Assistance Offered Within Country # 158923 - Kennebunk, Maine, United States **Who We Are** Colgate-Palmolive...
    • 5/17/2024 12:00:00 AM

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    Regulatory Affairs Specialist II
    • DivIHN Integration Inc
    • Scarborough, ME
    • DivIHN (pronounced “divine”) is a CMMI ML3-certified Technology and Talent solutions firm. Driven by a unique Purpose, C...
    • 5/15/2024 12:00:00 AM

    South Portland is a city in Cumberland County, Maine, United States, and is the fourth-largest city in the state, incorporated in 1898. As of the 2010 census, the city population was 25,002. Known for its working waterfront, South Portland is situated on Portland Harbor and overlooks the skyline of Portland and the islands of Casco Bay. Due to South Portland's close proximity to air, marine, rail, and highway transportation options, the city has become a center for retail and industry in the region. Despite the name, South Portland was never part of the city of Portland, but rather part of Cap...
    Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
    Income Estimation for Portfolio Manager jobs
    $113,943 to $157,940
    South Portland, Maine area prices
    were up 1.6% from a year ago