Investment Portfolio Manager jobs in Asheville, NC

Investment Portfolio Manager manages the company's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Portfolio Manager studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Portfolio Manager typically reports to a head of a unit/department. The Investment Portfolio Manager contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Portfolio Manager typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

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HOA Portfolio Manager
  • FirstService Residential
  • Asheville, NC FULL_TIME
  • Job Overview:
    As a Community Manager, you will provide strong leadership and management direction on behalf of Board of Directors and FirstService Residential. This position will oversee the entire operation and consistently adhere to and execute the mission and vision of the Board and community. This position has oversight of all aspects related to the business and operations of the community. The purpose of this role is to create a single point of contact in the community, enhance communication and create effective oversight of staff and operations. The Community Manager has the sole duty of the day-to-day operations, legal compliance and overall oversight of the association and staff.
    Your Responsibilities:
    • Provide leadership and direction in the development of short-term and long-range plans. Develop recommendations for goals and action plans to achieve Board objectives. Lead annual goal setting.
    • Review organization structure, job descriptions, and functions. Make recommendations to the Board as to any potential changes.
    • Partner with public, private and volunteer organization to provide community services when necessary.
    • Support the activities of the various Board sub-committees.
    • Knowledge of all Community Governing documents. Provide recommendations on revisions.
    • Continual process of seamless connection between the Board of Directors and committees.
    • Provide community leadership and guidance to ensure that the needs or desires of the homeowners are being addressed.
    • In partnership with the Board, create, or cause to be created, and implement the annual working budget, subject to approval by the Board of Directors.
    • Monitor and report on the monthly financial position of the association.
    • Provide leadership to each meeting involving the Board of Directors in terms of agenda support and written and oral reports. Summarize the priorities of each meeting with appropriate follow up.
    • Recruit, hire, train and supervise all community staff in accordance with the documented management plan, if applicable.
    • Work closely with local emergency organizations to maintain established emergency and community evacuation plans as appropriate.
    • As appropriate, confer with other departments, divisions and outside agencies, including community groups and organizations. Identify, develop and implement programs to meet community needs.
    • Assess and monitor community needs: identify opportunities for improving service delivery methods and procedures and developing new programs. Implement programs or improvements.
    • Attend and participate in professional group meetings. Stay abreast of new trends and innovations in fields of community management and community programming.
    • On-site visibility throughout the common areas and facilities.
    • Understanding of all agreements for corporate implementation.
    • Ensure adherence to master calendar, maintenance calendar, association budgets and subsidy program.
    • Review corporation policies on an ongoing basis to ensure compliance with civil code, declaration and other requirements of governing institutions.
    • Perform building inspections of interior and exterior of property and prepare action plan for opportunities.
    • Shall at all times ensure due diligence for the protection of client's funds, property and assets against all reasonably foreseeable contingencies or losses.
    • Regular attendance and punctuality
    Skills & Qualifications:
    • Bachelor's Degree in Business or related field from an accredited college or university, and three years' experience in Property Operations, Hospitality or Construction; or equivalent combination of education and experience. Must have any state specific certifications and licenses or they are preferable of not required by the state.
    • A minimum of seven years of successful community management experience or equivalent professional experience in a related field, with at least 4 of those years responsible for a staff with a variety of expertise, background and job assignments.
    • Management experience in a small or medium-sized organization including responsibility for more than one functional department or division preferred.
    • Understanding of physical building management, Condominium law, financial planning and law affecting property management.
    • Valid Driver's License and State Mandated Vehicle Insurance
    • Commitment to obtain CPM, PCAM, ARM or AMS designations or equivalent.
    What We Offer:
    As a full-time exempt associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision, and others. In addition, you will be eligible for time off benefits, paid holidays and a 401k with company match. Occasional travel may be required to attend training and other company functions.
    Compensation:
    $55,000 - $70,000annually
    Disclaimer Statement:
    The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time.
  • 4 Days Ago

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HOA Portfolio Manager
  • FirstService Residential
  • Asheville, NC FULL_TIME
  • Job Overview: As a Community Manager, you will provide strong leadership and management direction on behalf of Board of Directors and FirstService Residential. This position will oversee the entire op...
  • 4 Days Ago

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Investment Accountant
  • Western Carolina University
  • Cullowhee, NC FULL_TIME
  • The primary location of this position is the main Cullowhee, NC campus. Reporting to the University Controller, the University is seeking an organized, detail-oriented individual to lead various activ...
  • 26 Days Ago

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Investment Accountant - #000199
  • Western Carolina University
  • Cullowhee, NC FULL_TIME
  • Investment Accountant - #000199 Please see Special Instructions for more details. Applicants must apply online in order to be considered. Hard copy materials will not be accepted for review.Applicants...
  • 26 Days Ago

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Real Estate Investment Sales Specialist
  • Giving Tree Realty
  • Asheville, NC FULL_TIME
  • We are a high-performance real estate team on the lookout for a full-time real estate acquisitions specialist. You’ll hunt, prepare, and close deals, and ensure each transaction is smooth and successf...
  • 8 Days Ago

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Manager
  • Manero s Restaurant
  • Maggie Valley, NC FULL_TIME
  • Job Summary: The Restaurant Manager will oversee and manage the daily operations of the restaurant. Supervisory Responsibilities: Hires and trains restaurant staff, coaches and corrects as necessary. ...
  • Just Posted

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0 Investment Portfolio Manager jobs found in Asheville, NC area

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Entrepreneurial Agency Owner
  • AAA-The Auto Club Group
  • Asheville, NC
  • AAA - The Auto Club Group, is seeking ambitious, business-minded, and visionary Entrepreneurial Agency Owners to join ou...
  • 4/22/2024 12:00:00 AM

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Traveling Maintenance Supervisor
  • Nhe
  • Asheville, NC
  • Traveling Maintenance SupervisorLocation - SC & NCSummaryThe Traveling Maintenance Supervisor will assist in maintenance...
  • 4/22/2024 12:00:00 AM

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Chief Advancement Officer
  • Penland School of Craft
  • Penland, NC
  • Position Summary The Penland Chief Advancement Officer is a key senior staff position that drives the achievement of Pen...
  • 4/18/2024 12:00:00 AM

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Property Manager
  • Southwood Realty
  • Asheville, NC
  • Job Description Job Description We are seeking a Property Manager to become a part of our team! You will oversee all ope...
  • 4/18/2024 12:00:00 AM

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Direct Sales Representative, CRM - Asheville, NC
  • Abbott Laboratories
  • Asheville, NC
  • Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
  • 2/1/2024 12:00:00 AM

Asheville is a city and the county seat of Buncombe County, North Carolina, United States. It is the largest city in Western North Carolina, and the 12th-most populous city in the U.S. state of North Carolina. The city's population was 89,121 according to 2016 estimates. It is the principal city in the four-county Asheville metropolitan area, with a population of 424,858 in 2010. Asheville is located in the Blue Ridge Mountains at the confluence of the Swannanoa River and the French Broad River. According to the United States Census Bureau, the city has a total area of 45.3 square miles (117....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$110,558 to $165,309
Asheville, North Carolina area prices
were up 1.5% from a year ago