Investment Portfolio Manager jobs in Everett, 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 Account Manager
  • TransBlue
  • Everett, WA FULL_TIME
  • Who We Are

    As an industry leader in national facilities services and management, Transblue is focused on providing incredible customer experiences to fulfill our vision of contributing to the causes we support, both locally and globally. We're an agile, engaged team fueled by being the best in industry service provider for every company that joins us in our mission to “Change the World.” In fact, we have been recognized #1 on the Puget Sound Business Journal Corporate Citizenship List in our category two years in a row. As a rapidly evolving company, we offer an environment where every team member is a key player in our success.

    The Role

    The Account Manager will support our national landscaping and lot sweeping operations. Specific responsibilities include working with our Director of Landscaping, establishing work standards, conducting site evaluations, budget control, troubleshooting/problem solving, client onboarding, training of support personnel, customer relations, and special project work as requested. This individual will also ensure that all managed services are being provided in a proper and cost-effective manner.

    Responsibilities

    • Establish and maintain effective lines of communication with the client and contractors to understand that their needs and requirements related to the contract are being satisfied.
    • Source and evaluate qualified competitive vendors who meet all compliance standards.
    • Choose the best vendors to provide needed services and manage contracts with these vendors.
    • Ensure compliance on an ongoing basis consistent with company and customer requirements.
    • Investigate issues that arise pertaining to assigned accounts, working to determine the root cause of the problem and developing a plan for resolution.
    • Track all open tasks and jobs, evaluating the quality of service delivery to ensure they are completed on time and to the customer's satisfaction.
    • Provide appropriate documentation, consistent with the scope of work and customer expectations.
    • Prepare relevant documentation for invoicing and manage any invoicing disputes.
    • Communicate with clients to ensure account satisfaction and professionally handle any customer complaints.

    Requirements

    • Excellent people skills.
    • Strong service/quality attitude.
    • Ability to plan, organize, prioritize, and achieve effective time management.
    • Ability to work well under pressure and meet established goals and objectives.
    • Sense of urgency and ability to meet deadlines; self-directed.
    • Concern for delivering work on time to the customer’s satisfaction.
    • Strong computer skills to include Microsoft Office, Windows, and Power Point
    • Experience managing facility services preferred.

    Job Type: Full-time

    Pay: $90,000.00 - $105,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Paid time off
    • Vision insurance

    Experience level:

    • 3 years

    Schedule:

    • Monday to Friday
    • Weekends as needed

    Work Location: In person

  • 29 Days Ago

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Apartment Maintenance Supervisor
  • Investment Property Group
  • Everett, WA FULL_TIME
  • Hey YOU! We dare you to quit your boring job. We have the perfect position for you. Let’s talk. Now is the time to make your move!WHO ARE WE? – Investment Property Group owns and operates 151 properti...
  • 1 Day Ago

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Portfolio Specialist II
  • Housing Authority of Snohomish County
  • Everett, WA FULL_TIME
  • Salary Range B: $26.31 Hourly to start. Full Range: $54,715 - $75,739 annually. Reports To: Senior Asset Manager - Asset Management Department Position Status: Full Time, Non-Exempt As the Portfolio S...
  • 11 Days Ago

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General Manager
  • Ulta Beauty, Inc.
  • Lake Stevens, WA OTHER
  • OVERVIEWExperience a place of energy, passion, and excitement. A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences—for true beauty enthusiasts. At ...
  • 16 Days Ago

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Community Manager
  • The Michaels Organization
  • Oak Harbor, WA FULL_TIME
  • Overview Our business is real estate, but our organization is so much more than bricks and mortar, beautiful buildings and well-managed properties. Our business is about people who need a place to cal...
  • 16 Days Ago

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General Manager
  • Papa John's | A Pizza, LLC
  • Lynnwood, WA FULL_TIME
  • Papa John's Pizza is looking for a General Manager. Qualified candidates must possess strong management and organizational skills. This position ensures high quality products and customer service are ...
  • 1 Month Ago

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0 Investment Portfolio Manager jobs found in Everett, WA area

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Community Director
  • GRE Management
  • Seattle, WA
  • JOB DESCRIPTION The Community Director role is an established position suited for individuals with prior leadership expe...
  • 4/26/2024 12:00:00 AM

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Deputy Director, Regulation, Policy & Research (Inclusive Financial Systems)
  • Hiring Now!
  • Seattle, WA
  • The Foundation We are the largest nonprofit fighting poverty, disease, and inequity around the world. Founded on a simpl...
  • 4/26/2024 12:00:00 AM

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Acquisitions Associate – Multifamily (Semi-Remote)
  • Advice Personnel
  • Seattle, WA
  • Real Estate Acquisitions Associate – Multifamily (Semi-Remote) A prominent national real estate investment and managemen...
  • 4/25/2024 12:00:00 AM

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Financial Advisor
  • Pure Financial Advisors Llc
  • Seattle, WA
  • Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement plann...
  • 4/25/2024 12:00:00 AM

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Wealth Manager
  • Garde Capital Inc.
  • Seattle, WA
  • Title/Position Available:Wealth Manager Location:Seattle, WA Description: We are seeking a wealth management service adv...
  • 4/25/2024 12:00:00 AM

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Regional Maintenance Manager
  • GRE Management
  • Seattle, WA
  • Position Summary: The Regional Maintenance Lead is responsible for overseeing the daily operations of maintenance projec...
  • 4/24/2024 12:00:00 AM

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Financial Advisor
  • Pure Financial Advisors, LLC
  • Seattle, WA
  • Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement plann...
  • 4/23/2024 12:00:00 AM

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Philanthropic Advisor
  • SM Diversity
  • Seattle, WA
  • Join our prestigious client, Seattle Foundation, and embark on a rewarding journey as a Philanthropic Advisor! With your...
  • 4/23/2024 12:00:00 AM

Everett is the county seat of and the largest city in Snohomish County, Washington, United States. It is located 25 miles (40 km) north of Seattle and is one of the main cities in the metropolitan area and Puget Sound region. Everett is the seventh-largest city in Washington state and had a total population of 103,019 at the 2010 census. The city is located at the mouth of the Snohomish River along Port Gardner Bay, an inlet of Possession Sound (itself part of Puget Sound). American settlement on the Everett peninsula began in the 1860s, with several sawmills built to serve the area's growing ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$130,408 to $194,989
Everett, Washington area prices
were up 2.9% from a year ago