Portfolio Manager jobs in Springfield, OR

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
  • Meredith Lodging
  • Bend, OR FULL_TIME
  • The Portfolio Manager is responsible for ensuring their portfolio of homes is managed and maintained to industry leading standards. You will oversee a housekeeping and maintenance team that will provide best in class care. This includes ensuring that checkout cleans are completed and inspected and that all the furniture, appliances, electronics, kitchen equipment and personal property are kept in like new condition. You will be expected to care for the homes as if they were your own and ensure that your team operates effectively and efficiently. This is a customer service position, and the Portfolio Manager is expected to always provide excellent service and attention to the homeowners to ensure their needs and requests are addressed promptly.


    Compensation

    • $55 to $60K DOE


    Areas of Responsibility and Duties

    • Daily owner communication (calls, texts, emails)
    • Housekeeping quality control
    • Performance management – including training, evaluating, and recommending staff changes.
    • Monitoring, responding to and correcting reviews.
    • Reviewing owner statements
    • Creating, auditing, and processing work orders
    • Sourcing and scheduling vendors
    • VRBO/Airbnb monthly audits
    • Managing departmental budget and team expenses
    • Audit staff timecards and expense reports for accuracy
    • Prepare daily, weekly and monthly portfolio performance reports.
    • Ensure filing is organized and electronically preserved.
    • Work with the Business Development Team to recruit and on-board new homes.
    • Build rapport with other departments and their managers.
    • Other duties as assigned.


    Key Competencies

    • Organized and detail oriented – takes the time to ensure the job is completed and correct.
    • Auditing - willing to audit and be audited.
    • Communication – able to effectively communicate with homeowners and staff.
    • Adaptable and flexible – enjoys doing work that may require frequent shifts in direction.
    • Solution oriented – collect and analyze information, problem-solve and improve efficiency.
    • Reliability – is dependable, consistent and does not have attendance issues.
    • Achievement oriented – enjoys seeing tasks through to completion and hitting goals.
    • Self-starter – can work autonomously and will seek out new tasks rather than waiting for an assignment.
    • Growth oriented – a strong desire to grow professionally and learn new tasks and skills.


    Qualifications

    • Education
      • High school diploma or equivalent degree
      • Associate or 4 year preferred.
    • Skills
      • Proficient in Microsoft Office programs including Word, Excel and Outlook
      • Ability to manage a team of field staff.
      • Valid driver’s license required.
    • Abilities
      • Ability to effectively communicate, both orally and in writing
      • Ability to learn and use new software and tools.
      • Must have the ability to drive and have a valid driver’s license.
    • Experience
      • 3 – 5 years’ experience in hospitality or related field
      • Education or course work may be accepted in place of professional experience.


    Working Conditions

    This position operates in a professional work environment with half of the time in the office and half in the field. This position routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Occasional travel to other regional offices may be required. All potential employees are required to pass a background and motor vehicle check before being hired. Candidates may not have any tattoos visible above the shoulders. Smoking/Vaping are strictly prohibited within all company work areas, managed properties, owned properties, company vehicles, and within 10 feet of all entrances, exits, accessibility ramps, windows, and air-intake vents. This position requires employees to follow company dress code.


    Physical requirements

    This job is primarily performed at a stationary desk in an office and can be done sitting or standing and walking homes for inspection. Lifting/moving requirements are generally 25 pounds or less. There may be occasional need to crouch, stoop, bend and lift amounts greater than 25 pounds. Normal workdays are between eight and nine hours, but additional hours may be needed based on workflow.


    The preceding description is not designed to be a complete list of all duties and responsibilities required of the job. The company reserves the right to modify or change the job description at any time with or without notice. Employment is “at will”, and nothing in the job description should be construed as a contract for employment for any specified period of time.

  • 1 Month Ago

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Manager
  • Panera Bread
  • Springfield, OR 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...
  • 9 Days Ago

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Maintenance Manager/Service Manager
  • Neighborly Communities
  • Bend, OR FULL_TIME
  • Neighborly Communities is in search for a Service Manager to join our growing team at The Veridian! · Benefits: 401(k) Health Insurance Dental Insurance Vision Insurance Health Savings Account Life In...
  • 1 Month Ago

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Floating manager
  • Gecko Hospitality
  • Springfield, OR FULL_TIME
  • Job Posting : Restaurant Manager Opportunity in Springfield, OR and Beyond Are you a seasoned leader in the hospitality industry with a knack for orchestrating exceptional dining experiences? We are c...
  • 9 Days Ago

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Project Manager
  • BASX INC
  • Redmond, OR OTHER
  • Job Details Job Location: BASX - Redmond Headquarters - Redmond, OR Salary Range: $93,168.00 - $139,752.00 Salary DescriptionThe Project Manager will plan, direct and coordinate activities of designat...
  • 10 Days Ago

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Assistant Manager
  • Surf Thru Express Car Wash
  • Bend, OR FULL_TIME
  • We are looking for a full-time entry level management-job seekers to join the team at our state of the art exterior express car wash. We are a fast-growing car wash company and are interested in candi...
  • 11 Days Ago

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0 Portfolio Manager jobs found in Springfield, OR area

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Personal Banker River Road
  • WELLS FARGO BANK
  • Eugene, OR
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 4/17/2024 12:00:00 AM

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Program Manager
  • Rise and Shine Social Enterprise
  • Springfield, OR
  • Job Description Job Description WHO WE ARE: Rise & Shine is revolutionizing care-giving to our communities’ most vulnera...
  • 4/17/2024 12:00:00 AM

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Director of Finance
  • Alyrica Networks
  • Corvallis, OR
  • Company background Alyrica Networks is an Internet Service Provider in the Mid-Willamette valley that services its custo...
  • 4/16/2024 12:00:00 AM

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Pure Water Partners Program Coordinator
  • McKenzie Watershed Alliance
  • Springfield, OR
  • Job Description Job Description Posted: March 20, 2024 Applications Due: Open until filled. To be considered for the ini...
  • 4/16/2024 12:00:00 AM

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Restoration Project Manager
  • McKenzie Watershed Alliance
  • Springfield, OR
  • Job Description Job Description Posted: March 20, 2024 Applications Due: Open until filled. To be considered for the ini...
  • 4/16/2024 12:00:00 AM

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Director of Finance
  • Life Sciences Recruiting Group
  • Corvallis, OR
  • Job Description Job Description This is a rare opportunity to join a fast growing local telecommunications company as th...
  • 4/16/2024 12:00:00 AM

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Director of Finance
  • Alyrica Networks
  • Corvallis, OR
  • Company background Alyrica Networks is an Internet Service Provider in the Mid-Willamette valley that services its custo...
  • 4/16/2024 12:00:00 AM

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Senior Graphic Designer
  • FPW Media
  • Springfield, OR
  • FPW Media is a rapidly growing creative studio comprised of 40+ team members and located in Springfield, Oregon. From ph...
  • 4/16/2024 12:00:00 AM

Springfield is a city in Lane County, Oregon, United States. Located in the Southern Willamette Valley, it is within the Eugene-Springfield Metropolitan Statistical Area. Separated from Eugene to the west, mainly by Interstate 5, Springfield is the second-most populous city in the metropolitan area after Eugene. As of the 2010 census, the city has a total population of 59,403. The Briggs family first settled the Springfield area, arriving in 1848. The community was incorporated as a city in 1885. The city was named after a natural spring located in a field or prairie within the current city bo...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$114,689 to $158,969
Springfield, Oregon area prices
were up 2.5% from a year ago