Investment Portfolio Manager jobs in Mesa, AZ

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
  • Heywood Realty & Investment, Inc.
  • Gilbert, AZ FULL_TIME
  • Do you pride yourself on taking initiative, managing yourself, and just getting the job done?


    Tired of your current boss or manager up in your business all the time?


    Want to be treated like an adult?


    If so, we've been searching for someone exactly like YOU.


    At Heywood Community Management, we value people who just want to:


    1. Show up

    2. Work hard

    3. Have fun

    4. Get the job done


    No drama!



    Our management style empowers the go-getters to get things done.


    Property Managers (for HOA & Condos) at our company are responsible for managing a book of business, taking care of client's needs, and building relationships for long-term retention.



    Responsibilities

    --------

    As a Portfolio Community Manager, you will:


    • Manage Operations: Oversee a portfolio of HOA and Condo associations
    • Exceed Client Expectations: Determine, maintain, and provide results that go beyond what the clients expect
    • Support Board Members: Offer administrative, operational, and managerial support and advice
    • Vendor Management: Assist in hiring, overseeing, and approving vendors' work and payments
    • Budget Management: Handle budgetary items and aid in creating and maintaining operating expenses
    • Educate Stakeholders: Engage with board members and homeowners in-person, over the phone, and via email, keeping them informed and educated
    • Customer Service: Provide prompt responses to all inquiries and ensure all tasks and procedures are completed to satisfaction
    • Documentation Handling: Read, understand, and be knowledgeable of client operative documents and maintain corporate records in alignment with company policies



    Qualifications

    --------

    - Ability to multi-task and prioritize tasks
    - Excellent typing skills (55 WPM)
    - Proficient in the use of desktop PC, Windows
    - Proficient use of internet-based databases and apps
    - Superb communication skills: oral, written, and listening
    - Strong understand of Microsoft Office suite of tools
    - Willingness to learn from co-workers and eagerness to share your experiences

    - A go-getter attitude with the ability to learn on-the-job



    Who this job is perfect for:

    --------

    - Individuals passionate about community management, particularly within HOA & Condos.

    - Professionals with a commitment to exceeding client expectations and maintaining community standards.

    - Those proficient with Microsoft Tool Suite, smartphone apps, and project management tools.

    - Candidates with strong self-motivation, time management, and excellent communication skills.

    - Persons interested in long-term growth and stable employment within an established, community-focused company.

    - Individuals with or willing to gain knowledge in construction management and conflict resolution.



    Who this job IS NOT for:

    --------

    - People who lack initiative and the drive to take personal responsibility for delivering quality work.

    - Those not committed to prompt replies, attention to detail, and thorough customer service.

    - Individuals uncomfortable with enforcing rules & deed restrictions, or managing budgetary items.

    - Candidates without the desired computer skills, including proficiency with basic software like Word or Excel

    - Persons looking for short-term employment or not aligned with the company's focus on long-term retention.



    About Heywood Community Management (The company)

    --------

    We're all about long-term retention and stability.


    Our average client has been with us for 15 years; our longest 50 years.


    Our average employee tenure is 10 years, with many surpassing 20 years.


    What does this mean for you?


    A stable place for meaningful work.


    We manage HOA & Condo communities. We work for community leaders.


    They're unpaid volunteers, so we're hired to get stuff done on their behalf.


    Things like hiring and managing vendors, collecting assessments, managing and accounting for their money, and more.


    Some days it's great, other days it's boring.


    But at the end of the day, our goal is to take care of our clients by providing a personalized and consistent level of service that they can't get anywhere else. The key to long-term client retention is continuity, consistent effort, and speed to action.


    Our competitors are big, bloated, and driven by numbers and charts.


    They value their clients like a row on an excel sheet - calculated.


    Our clients are worth more than the amount they pay us each month.


    We value them as if we were a member of their team.


    If you want a place of employment where you can plant your flag and do good work, apply today!



    p.s. We don't hire Community Managers via job posts often. So if you see this post online, apply before we close it up!


    ----


    Job Type: Full Time
    Salary: DOE based on experience

  • 1 Month Ago

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Property Manager
  • Heywood Realty & Investment, Inc.
  • Gilbert, AZ FULL_TIME
  • Do you pride yourself on taking initiative, managing yourself, and just getting the job done? Tired of your current boss or manager up in your business all the time? Want to be treated like an adult? ...
  • 1 Month Ago

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HOA Portfolio Community Manager
  • Pride Community Management
  • Chandler, AZ FULL_TIME
  • EXPERIENCED HOA PORTFOLIO MANAGER ******************Rock Stars Wanted*********************** Job Summary Our Community Managers will work together with their team to handle the day to day oversight of...
  • 2 Days Ago

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Wealth Management Portfolio Manager
  • Sunflower Bank NA
  • Scottsdale, AZ FULL_TIME
  • DescriptionSunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of Wealth Management Portfolio Manager in one of our Sunflower Bank locations in Dallas, C...
  • 19 Days Ago

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Manager, Portfolio Finance
  • Clearway Energy
  • Scottsdale, AZ FULL_TIME
  • What The Role Is Reporting to the Senior Director of Portfolio Finance, the Manager of Portfolio Finance is responsible for managing commercial matters with financing parties for multiple construction...
  • 24 Days Ago

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Portfolio Community Manager
  • FirstService Residential
  • Scottsdale, AZ FULL_TIME
  • Job Overview: In conjunction with the Regional Director and Board of Directors, the Portfolio Manager will manage the business of the Community Associations assigned to deliver exceptional services an...
  • 2 Months Ago

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0 Investment Portfolio Manager jobs found in Mesa, AZ area

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Trust Officer
  • BOK Financial Corp.
  • Scottsdale, AZ
  • Req ID: 74211 Location: Scottsdale -SCOTT, Albuquerque -ALBQ, Phoenix -PHOE Areas of Interest: Trust; Investment Sales; ...
  • 5/9/2024 12:00:00 AM

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VP - Portfolio Manager - Sponsor Finance
  • Western Alliance Bancorporation
  • Phoenix, AZ
  • Job Title: VP - Portfolio Manager - Sponsor Finance Location: CityScape What you'll do: The position of Portfolio Manage...
  • 5/9/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • Gilbert, AZ
  • Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160...
  • 5/8/2024 12:00:00 AM

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Director of Finance and Accounting
  • Marriott International
  • Phoenix, AZ
  • Job Description JOB SUMMARY Functions as the property's strategic financial business leader. The position champions, dev...
  • 5/8/2024 12:00:00 AM

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Financial Service Representative
  • Morgan Stanley
  • Gilbert, AZ
  • Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you...
  • 5/6/2024 12:00:00 AM

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Financial Service Representative - SIE
  • Morgan Stanley
  • Gilbert, AZ
  • Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you...
  • 5/6/2024 12:00:00 AM

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Financial Analyst
  • Cove Communities
  • Phoenix, AZ
  • Job Summary The Financial Analyst will play a crucial role in providing financial reporting, business insights, and anal...
  • 5/6/2024 12:00:00 AM

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Acquisitions Associate – Multifamily (Semi-Remote)
  • Advice Personnel
  • Phoenix, AZ
  • Real Estate Acquisitions Associate – Multifamily (Semi-Remote) A prominent national real estate investment and managemen...
  • 5/5/2024 12:00:00 AM

Mesa (/ˈmeɪsə/ MAY-sə) is a city in Maricopa County, in the U.S. state of Arizona. It is a suburb located about 20 miles (32 km) east of Phoenix in the East Valley section of the Phoenix Metropolitan Area. It is bordered by Tempe on the west, the Salt River Pima-Maricopa Indian Community on the north, Chandler and Gilbert on the south along with Queen Creek, and Apache Junction on the east. Mesa is the largest suburban city by population in the United States, the third-largest city in Arizona after Phoenix and Tucson, and the 36th-largest city overall in the US. The city is home to 496,401 pe...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$118,859 to $177,721
Mesa, Arizona area prices
were up 2.2% from a year ago