Investment Portfolio Manager jobs in Bellingham, WA

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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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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Team Manager
  • Panera Bread
  • Burlington, WA FULL_TIME
  • Our Panera cafes are upscale, friendly cafes which feature freshly baked breads and pastries. We serve made-to-order soups, salads and sandwiches as well as specialty espresso beverages. We're known f...
  • 19 Days Ago

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Assistant Manager
  • Panera Bread
  • Burlington, WA FULL_TIME
  • Our Panera cafes are upscale, friendly cafes which feature freshly baked breads and pastries. We serve made-to-order soups, salads and sandwiches as well as specialty espresso beverages. We're known f...
  • 19 Days Ago

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Manager lodge
  • Guest Services, Inc
  • Stehekin, WA FULL_TIME
  • GREAT PEOPLE GREAT BENEFITS JOIN OUR ALL-STAR TEAM! Chef Manager - $ Would you like to spend your summer working at a mystical and peaceful lodge? The North Cascades Lodge at Stehekin’s picturesque la...
  • 15 Days Ago

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Care Manager
  • Visiting Angels
  • Bellingham, WA FULL_TIME
  • Visiting Angels is looking to add a Care Manager to our team! This is an in office position in our Bellingham location. Our office hours are Monday-Friday 7:30am-4pm. Who are we? A team who genuinely ...
  • 16 Days Ago

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Marketing Manager
  • Swinomish Markets
  • Anacortes, WA FULL_TIME
  • $25.00/hr. Full time Eligible After Completion of Probationary Period (FT Employees): Health, dental, and vision coverage, 401K subject to plan terms; Eligibility for company-paid benefits, such as li...
  • 16 Days Ago

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0 Investment Portfolio Manager jobs found in Bellingham, WA area

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Fuel Compliance Officer - 12 Month Register
  • Department Of The Treasury
  • Bellingham, WA
  • DutiesWHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION?A description of the business units can be found at: https://www....
  • 4/24/2024 12:00:00 AM

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Finance Soft Count Clerk - Part Time
  • Silver Reef Casino Resort
  • Ferndale, WA
  • Description Summary: Responsible for counting and reconciling all cash that comes through the Soft Count Room. Ensures c...
  • 4/23/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Bellingham, WA
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Pricing Manager
  • NDS - A member of NORMA Group
  • Bellingham, WA
  • Job Description Job Description As a highly visible and strategic leader, the Pricing Manager is responsible for driving...
  • 4/21/2024 12:00:00 AM

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Vice President - Wealth Manager
  • Claire Myers Consulting
  • Bellingham, WA
  • Compensation - $110,000 - 175,000 base salary plus bonuses and benefits The Vice President Wealth Manager is an integral...
  • 4/20/2024 12:00:00 AM

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Vice President - Wealth Manager
  • Claire Myers Consulting
  • Bellingham, WA
  • Compensation - $110,000 - 175,000 base salary plus bonuses and benefits The Vice President Wealth Manager is an integral...
  • 4/20/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Stanwood, WA
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 3/21/2024 12:00:00 AM

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Registered Branch Associate
  • Edward Jones
  • Mount Vernon, WA
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 1/23/2024 12:00:00 AM

The city is located at 48°45′N 122°29′W / 48.750°N 122.483°W / 48.750; -122.483 (48.75, −122.48). The city is situated on Bellingham Bay which is protected by Lummi Island, Portage Island, and the Lummi Peninsula, and opens onto the Strait of Georgia. It lies west of Mount Baker and Lake Whatcom (from which it gets its drinking water) and north of the Chuckanut Mountains and the Skagit Valley. Whatcom Creek runs through the center of the city. Bellingham is 18 miles (29 km) south of the US-Canada border and 50 miles (80 km) southeast of Vancouver. According to the United States Census Burea...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$123,671 to $184,916
Bellingham, Washington area prices
were up 2.9% from a year ago