Portfolio Manager jobs in Virginia Beach, VA

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
  • Excel Property Management, LLC
  • Ocean, MD FULL_TIME
  • Excel Management Services is looking for a qualified Portfolio Manager candidate to manage multiple condominium and homeowner's associations in Ocean City, MD. Prior experience in condominium association management is preferred but other relevant abilities will be considered. The Portfoloio Manager will provide management, guidance, and leadership to ensure properties in the portfolio align with each association's and Excel's goals. This role requires excellent skills in property management, project management, time management, and customer service. Flexibility in working hours is necessary, including the ability to work nights and handle emergency situations.

    Compensation:

    $55,000 - $65,000 yearly

    Responsibilities:

    Listen attentively to questions and comments while maintaining a professional and composed demeanor at all times. Ensure timely and professional responses to phone calls and correspondence.

    Effectively manage time to balance multiple projects successfully. Demonstrate exceptional analytical skills in handling various situations that may arise.

    Stay updated on state regulatory agency statutes, as well as the community's documents, policies, and procedures for each client. Review Association financial reports and assist in developing Annual Budgets.

    Oversee property improvement and construction projects to ensure they are completed within budget and on time. Supervise front desk, maintenance, and janitorial staff, if applicable.

    Read and understand financial statements. Prepare annual budgets.

    Foster professional relationships with the Board of Directors, Unit Owners, residents, and vendors. Conduct and prepare for Board meetings, creating management reports in advance.

    Qualifications:

    • Prior experience in Condominium or home owners association management is preferred.
    • 3 years of experience in property management or real estate
    • Proven track record of managing portfolios and exceeding performance goals
    • Strong financial acumen and ability to create and manage budgets
    • Excellent interpersonal and communication skills

    About Company


    Excel Property Management LLC manages 45 communities between Rehoboth Beach and Ocean City. Our bookkeeping and financial reporting is second to none. Our customers are provided with clear, accurate, and easy-to-read reports monthly that provide them with all the information they need to make sound financial decisions. We also provide our customers with other reports such as Bid Analysis and Insurance Replacement Value.

  • 1 Day Ago

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Portfolio Manager
  • Local Community Management Company - Excel Management
  • Ocean, MD FULL_TIME
  • Excel Management Services is looking for a qualified Portfolio Manager candidate to manage multiple condominium and homeowner's associations in Ocean City, MD. Prior experience in condominium associat...
  • 7 Days Ago

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Portfolio Manager
  • Associa
  • Ocean, MD FULL_TIME
  • Community Association Manager Ocean City, MD. As a Community Association Manager, you will work closely with our clients and vendors, and partner with other Associa departments. To be successful in th...
  • 12 Days Ago

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Program Analyst (Policy and Program Advisor, Farm Production and Conservation Portfolio)
  • US Office of the Secretary of Agriculture
  • Wallops Island, VA FULL_TIME
  • Duties Serves as a subject matter expert (SME) and liaison between the Secretary and all agencies with policies, programs, and services on Indian land tenure and Indian Country land ownership patterns...
  • 27 Days Ago

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Manager
  • Panera Bread
  • Salisbury, MD FULL_TIME
  • Manager$52000 - $65000 /year with bonus potential.Come join Panera Bread ? an award winning leader in the restaurant industry. We are a top franchise group with great growth potential and we are looki...
  • 16 Days Ago

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Manager
  • Panera Bread
  • Ocean, MD FULL_TIME
  • Manager$52000 - $65000 /year with bonus potential.Come join Panera Bread ? an award winning leader in the restaurant industry. We are a top franchise group with great growth potential and we are looki...
  • 16 Days Ago

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0 Portfolio Manager jobs found in Virginia Beach, VA area

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Real Estate Asset Manager
  • Cohen Investment Group
  • Virginia Beach, VA
  • About Cohen Investment Cohen Investment Group (CIG), your premier real estate investment firm headquartered in the heart...
  • 4/26/2024 12:00:00 AM

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Software Asset Management Specialist
  • ABBTECH Professional Resources, Inc.
  • Virginia Beach, VA
  • HYBRID Applicants must be authorized to work in the U.S. _This program requires US Citizenship_ Analyzes user requests f...
  • 4/25/2024 12:00:00 AM

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Director, Real Estate Market Strategy
  • Dollar Tree Stores
  • Chesapeake, VA
  • ABOUT US Based in Chesapeake, VA, Dollar Tree, Inc. operates more than 16,000 stores across the 48 contiguous states and...
  • 4/25/2024 12:00:00 AM

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Portfolio Analyst- (Wealth Management)-Southside
  • Old Point
  • Hampton, VA
  • Position Summary: The Portfolio Analyst actively supports the client relationship team in managing client investment acc...
  • 4/24/2024 12:00:00 AM

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Senior Civil Engineer - Ports & Maritime (Norfolk)
  • Burns & McDonnell
  • Norfolk, VA
  • Description It's a great time to be a Ports and Maritime senior engineer at Burns & McDonnell. Experienced senior civil ...
  • 4/24/2024 12:00:00 AM

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BUDGET SPECIALIST (01343A)
  • Old Dominion University
  • Norfolk, VA
  • Budget Specialist (01343A)The Budget Office at Old Dominion University is seeking candidates for the Budget Specialist (...
  • 4/23/2024 12:00:00 AM

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Director, Real Estate Market Strategy
  • Dollar Tree Stores
  • Chesapeake, VA
  • ABOUT US Based in Chesapeake, VA, Dollar Tree, Inc. operates more than 16,000 stores across the 48 contiguous states and...
  • 4/23/2024 12:00:00 AM

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Credit Review Analyst I
  • Towne Family of Companies
  • Suffolk, VA
  • Primary Purpose: The Credit Review Analyst I position provides an excellent opportunity to expand foundational credit kn...
  • 4/23/2024 12:00:00 AM

Virginia Beach is located at 36°51′02″N 75°58′40″W / 36.8506°N 75.9779°W / 36.8506; -75.9779 (Virginia Beach). According to the United States Census Bureau, the city has a total area of 497 square miles (1,290 km2), of which 249 square miles (640 km2) is land and 248 square miles (640 km2) (49.9%) is water. It is the largest city in Virginia by total area and third-largest city land area. The average elevation is 12 feet (3.7 m) above sea level. A major portion of the city drains to the Chesapeake Bay by way of the Lynnhaven River and its tributaries. The city is located at the southeaster...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$109,862 to $152,279
Virginia Beach, Virginia area prices
were up 1.2% from a year ago