Portfolio Manager jobs in Maine

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.

    • 19 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...
    • 3 Days Ago

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    Service Portfolio Manager
    • Derivco
    • Lovell, ME FULL_TIME
    • Job Profile Summary At Derivco, we work alongside our clients who are considered giants in the industry, to create and develop the platform that hosts some of the best online casino games in the indus...
    • 4 Days Ago

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    Commercial Portfolio Manager
    • Kennebec Savings Bank
    • Portland, ME FULL_TIME
    • Description POSITION SUMMARY: This position is responsible for: (a) administering and managing the bank’s portfolio of commercial loans; (b) partnering with lenders in managing their loan relationship...
    • 26 Days Ago

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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 ...
    • 11 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...
    • 7 Days Ago

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    Portfolio Manager
    • Confidential
    • Scranton, PA
    • Our confidential client has an immediate need for a Commercial Banking Portfolio Manager. In partnership with the Commer...
    • 5/6/2024 12:00:00 AM

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    Portfolio Manager
    • Gaetani Real Estate
    • San Francisco, CA
    • JOB TITLE: Portfolio Manager DEPARTMENT: Property Management REPORTS TO: Director of Operations Company Background: Gaet...
    • 5/6/2024 12:00:00 AM

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    Portfolio Manager
    • PHH Mortgage
    • West Palm Beach, FL
    • The Portfolio Manager, Commercial SBC will provide oversight for the performance of assigned portfolio and quality colle...
    • 5/5/2024 12:00:00 AM

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    Portfolio Manager
    • Reedy & Company
    • Memphis, TN
    • Reedy & Company is seeking to hire a Portfolio Manager in Memphis, TN. This position is responsible for providing excell...
    • 5/5/2024 12:00:00 AM

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    Portfolio Manager
    • TBG | The Bachrach Group
    • Houston, TX
    • Portfolio Management Sr. Description a commercial real estate private equity firm that manages a series of discretionary...
    • 5/4/2024 12:00:00 AM

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    Portfolio Manager
    • LaSalle Network
    • Rosemont, IL
    • We are partnering with a leading American food and beverage distributor and bottler with a rich history of providing qua...
    • 5/3/2024 12:00:00 AM

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    Portfolio Manager
    • Leavell Investments
    • Birmingham, AL
    • In 1979, Tom Leavell founded Leavell Investment Management, Inc. in Mobile, Alabama. Tom saw a need in the financial ser...
    • 5/3/2024 12:00:00 AM

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    Portfolio Manager
    • MidWestOne Bank
    • Conrad, IA
    • Overview: At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on ...
    • 5/2/2024 12:00:00 AM

    To the south and east is the Atlantic Ocean and to the north and northeast is New Brunswick, a province of Canada. The Canadian province of Quebec is to the northwest. Maine is both the northernmost state in New England and the largest, accounting for almost half of the region's entire land area. Maine is the only state in the continental US to border only one other American state (New Hampshire to the South and West). Maine is the easternmost state in the United States in both its extreme points and its geographic center. The town of Lubec is the easternmost organized settlement in the United...
    Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
    Income Estimation for Portfolio Manager jobs
    $112,099 to $155,385