Portfolio Manager jobs in Washington

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
  • Indigo Real Estate
  • Bellingham, WA FULL_TIME
  • Job Description

    At Indigo Real Estate, we attribute much of our properties’ successes to the strengths of our team members and we are seeking an experienced Portfolio Manager who is passionate about customer service, affordable housing, and is driven to succeed.

    We are looking for a highly organized, energetic, self-starter who enjoys a fast-paced work environment and takes ownership in all aspects of their work. The successful candidate will possess outstanding customer service and sales talents, multitasking and problem-solving skills and the ability to react with appropriate levels of discretion and urgency to situations or events that require quick response and superb communication. This candidate will be passionate about providing exceptional service and hospitality to consistently exceed customer expectations, finding great satisfaction in helping to create a sense of community. They will also demonstrate a strong sense of initiative, a collaborative work style, and a strong work ethic, taking pride in accurate data-entry, accounting, compliance standards, reporting and professional work product. This position may require weekend and holiday work. Physical aspects of the job include the abilities to lift and carry up to 35 pounds, standing/walking for long periods of time, bending, kneeling, stooping, climbing, and balancing.

    Objectives of this Role

    • Responsible for planning, controlling, and directing the day-to-day operation of properties, and for maintaining effective and harmonious resident relations.
    • Manage to meet corporate financial objectives and protect the value and integrity of the real estate, respective of all fair housing requirements and any applicable government agency standards.
    • Responsible to ensure the compliance requirements of each property are met.
    • This role includes, but is not limited to, personnel training and management, leasing, collections, resident services, maintenance, budgeting, capital improvements, accurate reporting, and compliance with all applicable laws and company policies.
    • Ensure adherence to safety policies and procedures.
    • Maintain accurate accounting for site level revenue and expenses including rent collection and timely submission of invoices and bids.
    • Enact standards for weekly and monthly reporting, maintaining accurate resident files and affordable housing compliance, if applicable.
    • Collaborate to support property marketing strategies consistent with established procedures.
    • Assist in coordination and updates to advertisements and listings, especially via third-party Independent Listing Services (ILS).
    • Preparing materials for annual budgets and ongoing monitoring of cost center expenditures and forecasts, adhering to financial targets.
    • General support for the Investment Manager, and other duties as assigned.

    Desirable Qualifications

    • Ability to supervise a team of 6 or more.
    • Ability to communicate effectively both verbally and in writing.
    • Experience with successfully managing more than one community.
    • Able to work well under pressure, is self-motivated, self-directed, and able to work with/without direct supervision.
    • Tax Credit experience

    Required Experience

    • Presently or recently employed with a property management company.
    • Must have tax credit and bond experience.
    • Minimum of 3 years of property management experience.
    • Minimum of 3 or more years of experience working in the Low-Income Housing Tax Credit (LIHTC) program.
    • Ability to communicate effectively both verbally and in writing.
    • Ability to exercise quick and accurate judgement and maintain confidentiality.
    • Effective conflict resolution and customer service skills
    • Ability to set priorities and multi-task with a strong attention to detail.
    • Working knowledge of Yardi or other property management software preferred.

    Employment Benefits

    Indigo offers a positive, team-oriented work environment, competitive salary, performance incentives, and a full benefits package for full-time employment upon meeting eligibility requirements.

    • Compensation is $26 DOE
    • Medical/Dental/Vision
    • Medical Flex-spend Account
    • Life Insurance
    • 401(k) Retirement Savings plan with Employer match
    • Vacation Time
    • Sick & Safe Leave
    • Paid Holidays
    • Numerous, additional employee resource programs

    Indigo Real Estate is a WA Best Workplaces Winner

    Indigo is committed to the full inclusion of all qualified individuals. As part of this commitment, Indigo will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Shannon Steinbeigle, SHRM-CP, HR Manager at shannons@indigorealestate.com or Tiffany Kahn, HR and Benefits Manager at tiffany@rminc.com.

  • 1 Month Ago

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Associate Portfolio Manager - Parametric
  • Morgan Stanley
  • Seattle, WA FULL_TIME
  • ABOUT MORGAN STANLEYMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offi...
  • 12 Days Ago

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Portfolio Manager - On Premise (FT)
  • Southern Glazer's Wine and Spirits
  • Seattle, WA FULL_TIME
  • Portfolio Manager - On Premise - Full Book Division (Seattle, Metro)Great Opportunity!Territory - Driving own vehicle in the Seattle Metro area of Washington.To be considered, apply to open position u...
  • 12 Days Ago

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Portfolio Relationship Manager
  • GBC International Bank
  • Shoreline, WA FULL_TIME
  • Job SummaryThe Portfolio Relationship Manager owns primary responsibility for the underwriting quality, portfolio administration, the credit quality of the assigned portfolio, and working directly wit...
  • 14 Days Ago

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Regional Portfolio Manager
  • QUANTUM RESIDENTIAL
  • Yakima, WA OTHER
  • Job Details Job Location: Yakima, WA Position Type: Full Time Salary Range: Undisclosed DescriptionJOB SUMMARY: Responsible for maintaining the integrity of the physical asset and maximizing the retur...
  • 1 Day Ago

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Assistant HOA Portfolio Manager
  • Invest West Management
  • Vancouver, WA FULL_TIME
  • Assistant HOA Portfolio Manager Pay: Full-Time; Hourly / Non-Exempt Reports to: HOA Portfolio Manager Salary and Benefits: $20.00 to $25.00 per hour commensurate with experience Commission Bonus eligi...
  • 1 Day Ago

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Portfolio Manager
  • Durlston Partners
  • Job Description: Durlston Partners is currently recruiting on behalf of a prestigious hedge fund client for a talented a...
  • 4/18/2024 12:00:00 AM

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Portfolio Manager
  • Durlston Partners
  • Job Description: Durlston Partners is excited to partner with a leading hedge fund to recruit an Interest Rate Volatilit...
  • 4/18/2024 12:00:00 AM

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Portfolio Manager
  • Leeds Professional Resources
  • Miami, FL
  • We are seeking a portfolio manager with their series 7 to join our client's team. This role requires fluency in English ...
  • 4/17/2024 12:00:00 AM

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Portfolio Manager
  • Recruiting Industry Specific Experts Llc
  • Chevy Chase, MD
  • Growing Independent Investment Adviser based in Greater DC Metro Area is adding a Portfolio Manager to support their ong...
  • 4/16/2024 12:00:00 AM

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Portfolio Manager
  • Jcw
  • New Canaan, CT
  • We have partnered with an exciting, fast-growing commercial bank to find a Portfolio Manager to join their team. This po...
  • 4/16/2024 12:00:00 AM

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Portfolio Manager
  • Leeds Professional Resources
  • Miami, FL
  • We are seeking a portfolio manager with their series 7 to join our client's team. This role requires fluency in English ...
  • 4/16/2024 12:00:00 AM

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Portfolio Manager
  • Us Tech Solutions
  • Woonsocket, RI
  • Duration: 4 months contract Job Description: Process, Portfolio & Delivery Management (PPDM) is responsible for building...
  • 4/16/2024 12:00:00 AM

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Portfolio Manager
  • JCW
  • New Canaan, CT
  • We have partnered with an exciting, fast-growing commercial bank to find a Portfolio Manager to join their team. This po...
  • 4/15/2024 12:00:00 AM

Washington (/ˈwɒʃɪŋtən/), officially the State of Washington, is a state in the Pacific Northwest region of the United States. Washington is the northwestern-most state of the contiguous United States. It borders Idaho to the east, bounded mostly by the meridian running north from the confluence of the Snake River and Clearwater River (about 116°57' west), except for the southernmost section where the border follows the Snake River. Oregon is to the south, with the Columbia River forming the western part and the 46th parallel forming the eastern part of the Oregon-Washington border. To the wes...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$123,882 to $171,712