Investment Portfolio Manager jobs in Fort Myers, FL

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
  • FirstService Residential
  • Estero, FL FULL_TIME
  • Job Overview:

    As a Portfolio Community Association Manger, you'll be responsible for managing, directing, and provide leadership to multiple assigned properties/books of business. They effectively manage working relationships with all departments acrossthe propertyin order toensure that company objectives are met. Our Community Association Managers partner with Regional Directors and their respectiveBoard of Directors to implement projects, overcome challenges, and provide quality service to our customers.

    Your Responsibilities:

    • Provide management and leadership to assigned property and book of business.
    • Manage the functions of a team within a property while maintaining standards of excellence for processes, methods, and personnel.
    • Act as liaison to ensure quality service is delivered, that Board expectations are met and to assist in prompt response and resolution to questions/problems.
    • Maintain knowledge and understanding of the contract between the association and FirstService Residential. Ensure all contractual obligations are being met.
    • Initiate contact with new residents.
    • Conduct site inspections regularly, identify deficiencies and provide recommendations and action plans to improve the property.
    • Oversee all construction projects and ensure property maintenance/improvement and other related projects are completed on time and within budget.
    • Create, maintain, and upload a wide variety of information in our portal including but not limited to work orders, signed meeting minutes and Monthly Management Report.
    • Interview, select, recommend, hire, train and schedule assigned staff. Ensure proper coverage and staffing levels. Provide direction to staff and assist in the investigation and resolution of problems.

    Skills & Qualifications:

    • 3 years of experience in property Operations, Hospitality, or construction
    • Bachelor's degree in business or related field
    • Must be Certified and Licensed by the State of Florida for Community Association Management (CAM)
    • Critical thinking, problem solving, judgement and decision-making abilities are necessary.
    • Proficiency in computer programs like Microsoft Office, Outlook and Windows required.
    • Excellent organization, motivation, leadership, management, and interpersonal skills
    • Ability to work with sensitive and/or confidential information.
    • Knowledge and ability to apply Florida Statutes and Community documents.

    Physical Requirements:

    • Ability to lift up to 50lbs following appropriate safety procedures.
    • Must be able to stand, sit, walk, and occasionally climb.
    • Ability to respond to emergencies in a timely manner.
    • Ability to work in different environmental working conditions (wind, heat, cold, rain, etc.).

    Supervisory Responsibilities

    Directly or indirectly supervise associates within the assigned property.

    Additional Information

    • Schedule: Monday-Friday 8:00am – 5:00pm

    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, and vision. 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: $68,000.00 - $70,000 annually

    Disclaimer Statement

    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.

    #LI-SH1

  • 12 Days Ago

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Portfolio Manager
  • FirstService Residential
  • Naples, FL FULL_TIME
  • FirstService Residential leads the property management industry, with over 8,600 communities in the United States and Canada operating under our professional management services. Recognized as a Great...
  • 1 Month Ago

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Portfolio Manager
  • Gehan Homes LTD
  • Punta Gorda, FL FULL_TIME
  • Position Purpose: Address needs of owners and tenants of properties in assigned area. General Duties and Responsibilities: Provide day-to-day support to property owners by answering questions related ...
  • Just Posted

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Portfolio Manager
  • Precedent Hospitality and Property Management
  • Fort Myers, FL FULL_TIME
  • About us: Precedent Hospitality and Property Management is a full-service property management company with a primary focus on providing personalized service to high-end properties and communities. At ...
  • 28 Days Ago

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Portfolio Manager
  • FirstService Residential
  • Fort Myers, FL FULL_TIME
  • The Community Association Manager is the leader of our entire on-site operation. They effectively manage working-relationships with all departments acrossthe propertyin order toensure that company obj...
  • 1 Month Ago

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Community Association Manager (Portfolio)
  • FirstService Residential
  • Naples, FL FULL_TIME
  • Job Overview: As a Portfolio Community Association Manager, you'll be responsible for managing, directing, and provide leadership to multiple assigned properties/books of business. They effectively ma...
  • 14 Days Ago

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0 Investment Portfolio Manager jobs found in Fort Myers, FL area

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Financial Advisor
  • Cetera Investment Services LLC
  • Fort Myers, FL
  • The Financial Advisor is responsible for providing financial planning, financial advice and investment management to ser...
  • 4/18/2024 12:00:00 AM

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Financial Advisor
  • Cetera Investment Services LLC
  • Naples, FL
  • The Financial Advisor is responsible for providing financial planning, financial advice and investment management to ser...
  • 4/18/2024 12:00:00 AM

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Vice President of Asset & Property Management
  • Seagate Development Group
  • Fort Myers, FL
  • About Seagate Development Group (SDG) is a leading, full-service company specializing in design-build processes. This is...
  • 4/18/2024 12:00:00 AM

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Vice President of Asset & Property Management
  • Seagate Development Group
  • Fort Myers, FL
  • About Seagate Development Group (SDG) is a leading, full-service company specializing in design-build processes. This is...
  • 4/18/2024 12:00:00 AM

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Lead Electrical Engineer - Substation Design and Power Electronics (STATCOM/FACTS/HVDC) - US Hybrid
  • Black & Veatch
  • Fort Myers, FL
  • **Lead Electrical Engineer - Substation Design and Power Electronics (STATCOM/FACTS/HVDC) - US Hybrid** Date: Apr 8, 202...
  • 4/18/2024 12:00:00 AM

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Wealth Planner - Naples, FL
  • Fidelity TalentSource LLC
  • Naples, FL
  • Job Description: Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies? Do you lo...
  • 4/16/2024 12:00:00 AM

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Real Estate Project Manager & Financial Analyst
  • SK2 Development
  • Naples, FL
  • Job Description Job Description Join our rapidly expanding development team! SK2 Development, the real estate developmen...
  • 4/15/2024 12:00:00 AM

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DDC Controls Engineer
  • Ameresco
  • Fort Myers, FL
  • Job Description Job Description Ameresco is seeking a talented and experienced DDC (Direct Digital Control) Controls Eng...
  • 4/15/2024 12:00:00 AM

Fort Myers or Ft. Myers, is the county seat and commercial center of Lee County, Florida, United States. It has grown rapidly in recent years. As of the 2010 census, the city population was 62,298 and in 2017 was estimated at 79,943. Fort Myers is a gateway to the Southwest Florida region and a major tourist destination within Florida. The winter estates of Thomas Edison ("Seminole Lodge") and Henry Ford ("The Mangoes") are major attractions. The city is named after Colonel Abraham Myers....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$112,603 to $168,367
Fort Myers, Florida area prices
were up 1.5% from a year ago