Investment Portfolio Manager jobs in Saint Petersburg, 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 Community Manager
  • Associa
  • Saint Petersburg, FL FULL_TIME
  • Associa is currently looking for a Community Association Manager (CAM) to join our team in St. Petersburg, FL. As a Community Association Manager, you will work closely with our clients and vendors, and partner with other Associa departments. To be successful in this role you will need great customer service skills and the ability to work on multiple projects.

    What do we offer?

    Associa offers a competitive benefits package to our full-time employees including medical, dental, and vision insurance, 401k, disability insurance, and support with wellness and development initiatives and more. We have been designated Great Place to Work for six consecutive years and many of our locations are awarded as Best and Brightest.

    How will you make an impact?

    The Community Association Manager (CAM) helps the company grow by:

    • Acting as or overseeing the primary liaison with the Association Board of Directors and homeowners as needed.
    • Traveling to client associations to attend board meetings, perform inspections, conduct walk-throughs, and attend community events as needed and per the management agreement.
    • Preparing annual disclosure packages, annual meeting notifications, and annual financial statement packages for all homeowners and arrange bulk mailing of same within the time frames set by state statute or governing documents.
    • Reviewing monthly financial reports and ensuring management summary is submitted to the association Board of Directors.
    • Providing and/or overseeing recommendations to the Association Board of Directors and committees regarding major capital expenditures as required to maintain the desired community appearance and operation.
    Requirements:

    Requirements:

    • Valid Florida Community Association Manager (CAM) License
    • Proficiency in Microsoft Office (word, excel, outlook)
    • Experience in Community Management, customer service, hospitality or other related industry
    • Proficiency in typical business correspondence (grammar, structure, punctuation, spelling, etc.).
    • Proficient in Customer Service and conflict resolution
    • Able to work effectively with others in person and in group setting
    • Able to prioritize, manage time, and meet deadlines.
    • Able to communicate effectively and professionally on phone, email, and in-person

    #LI-MA1

  • 21 Days Ago

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Portfolio Reviewer
  • eTeam Inc.
  • Saint Petersburg, FL FULL_TIME
  • Job Title: Portfolio Reviewer Job Location: Remote basis Job Duration: 3 months contract Work Schedule: 8:00am-4:30pm eastern, Monday through Friday Job Summary: This person will be responsible for su...
  • 20 Days Ago

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Portfolio Counselor
  • Fisher Investments
  • Saint Petersburg, FL FULL_TIME
  • Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fis...
  • 16 Days Ago

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Portfolio Counselor
  • Fisher Investments
  • Saint Petersburg, FL FULL_TIME
  • Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fis...
  • 16 Days Ago

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Research Associate, Autonomous Technology & Robotics
  • ARK Investment Management
  • Saint Petersburg, FL FULL_TIME
  • Autonomous Technology & Robotics Research Associate Who We Are ARK is a global investment manager focused solely on investing in disruptive innovation that is changing the way the world works. Majorit...
  • 22 Days Ago

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Sales Associate
  • Paulson Investment Company
  • Saint Petersburg, FL FULL_TIME
  • Seeking experienced registered representatives or highly motivated individuals to work with seasoned professionals. This is a commission based sales position with a focus on financial services product...
  • 12 Days Ago

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0 Investment Portfolio Manager jobs found in Saint Petersburg, FL area

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Financial Operations Analyst
  • Star Mountain Capital
  • Tampa, FL
  • Star Mountain Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less comp...
  • 4/25/2024 12:00:00 AM

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Acquisitions Associate – Multifamily (Semi-Remote)
  • Advice Personnel
  • Tampa, FL
  • 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 | Top-Ranked Training Program
  • Northwestern Mutual
  • Saint Petersburg, FL
  • GET MORE OUT OF YOUR CAREER When you bring your talent, hard work, and experience, we offer the training, mentorship, an...
  • 4/25/2024 12:00:00 AM

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Financial Planning Associate
  • Northwestern Mutual
  • Sarasota, FL
  • COMPANY OVERVIEW Northwestern Mutual is among the top financial services companies in the industry, helping clients achi...
  • 4/25/2024 12:00:00 AM

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Financial Operations Analyst
  • Star Mountain Capital
  • Tampa, FL
  • Star Mountain Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less comp...
  • 4/25/2024 12:00:00 AM

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Private Wealth Advisor - Financial Advisor Training Program
  • Northwestern Mutual
  • Tampa, FL
  • Private Wealth Advisor - Financial Advisor Training Program A career with Northwestern Mutual brings mutual success. Whe...
  • 4/25/2024 12:00:00 AM

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Financial Planning Associate
  • Northwestern Mutual
  • Sarasota, FL
  • COMPANY OVERVIEW Northwestern Mutual is among the top financial services companies in the industry, helping clients achi...
  • 4/24/2024 12:00:00 AM

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Private Wealth Advisor - Financial Advisor Training Program
  • Northwestern Mutual
  • Tampa, FL
  • Private Wealth Advisor - Financial Advisor Training Program A career with Northwestern Mutual brings mutual success. Whe...
  • 4/24/2024 12:00:00 AM

St. Petersburg is a city in Pinellas County, Florida, United States. As of the 2015 census estimate, the population was 257,083, making it the fifth-most populous city in Florida and the largest in the state that is not a county seat (the city of Clearwater is the seat of Pinellas County). St. Petersburg is the second-largest city in the Tampa Bay Area, after Tampa. Together with Clearwater, these cities comprise the Tampa–St. Petersburg–Clearwater Metropolitan Statistical Area, the second-largest in Florida with a population of around 2.8 million. St. Petersburg is located on the Pinellas pen...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$114,047 to $170,526
Saint Petersburg, Florida area prices
were up 1.1% from a year ago