Investment Portfolio Manager, Sr. jobs in Clearwater, FL

Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Portfolio Manager
  • PHP Management Services LLC
  • Clearwater, FL FULL_TIME
  • Description

    About us:

    Condominium Associates began managing condominium and homeowner associations in the Tampa Bay area in 1982 and presently have offices in Pasco, Pinellas and Hillsborough counties. We are a full-service association management company providing services in the areas of facilities management, financial management and administration.


    At Condominium Associates, we're not just managing properties; we're shaping communities and creating extraordinary living experiences. As a visionary Portfolio Manager, you will be at the forefront of revolutionizing how condominium communities are managed. Your strategic insights and creative approach will redefine the standard for excellence in property management.

    Requirements

    Responsibilities:

    · Take charge of day-to-day operations for assigned association(s), ensuring seamless efficiency and effectiveness.

    · Act as a key advisor to the community board, officers, and members, providing insightful guidance for strategic decisions.

    · Develop as a leader while you train, coach, and supervise on-site personnel, fostering a culture of growth, excellence, and teamwork.

    · Show off your financial management mastery while you execute fiscal management tasks with precision, oversee budgets and financial processes to ensure sound financial health.

    · Undertake various responsibilities contributing to the overall success and vibrancy of the managed communities.


    Qualifications:

    · Proficient in accounting software (experience with Cinc is a plus).

    · Strong attention to detail and accuracy in data entry.

    · Excellent organizational and time-management skills.

    · Effective communication and interpersonal skills.

    · Ability to thrive in a fast-paced and collaborative environment.


    Education and Experience:

    · High school diploma or equivalent 

    · 3 years of relevant experience in property management.

    · LCAM in the state of FL

    · Driver’s license 


    At Condominium Associates, we are proud to offer competitive salary commensurate with experience, a comprehensive benefits package, including health, dental, and 401(k) options, Professional development opportunities and a collaborative and inclusive work environment.


    Condominium Associates is an equal opportunity employer. We are committed to providing a workplace that is free from discrimination and promotes diversity and inclusion. We celebrate the unique backgrounds, perspectives, and talents of all our employees, fostering an environment where everyone feels valued, respected, and empowered. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, veteran status, disability status, or any other characteristic protected by applicable laws and regulations. Condominium Associates complies with all applicable federal, state, and local laws governing nondiscrimination in employment.

  • 19 Days Ago

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Portfolio Association Manager
  • Hueman PE Talent Solutions
  • Clearwater, FL FULL_TIME
  • Condominium Associates is hiring a Portfolio Association Manager for their Pinellas County properties. This position will work in an office setting and requires presence on-site at the various associa...
  • 7 Days Ago

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Manager IS PMO Portfolio
  • BayCare
  • Clearwater, FL FULL_TIME
  • At BayCare, we are proud to be one of the largest employers in the Tampa Bay area. Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatie...
  • 1 Month Ago

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House Person- Tribute Portfolio Marriott
  • The Karol Hotel - Tribute Portfolio Marriott Hotel
  • Clearwater, FL FULL_TIME
  • Job Description Position: House Attendant/House Person- MARRIOTT Location: Clearwater, FL Reports to: Housekeeping Manager and Supervisors Status: Non-Exempt Job Summary: House Attendant will be respo...
  • 10 Days Ago

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Room Attendant- Tribute Portfolio Marriott Hotel
  • The Karol Hotel - Tribute Portfolio Marriott Hotel
  • Clearwater, FL FULL_TIME
  • Job Description Position: Room/Lobby Attendant- MARRIOTT Location: Clearwater, FL Reports to: Housekeeping Manager and Supervisors Status: Non-Exempt Job Summary: Room/Lobby Attendant will be responsi...
  • 10 Days Ago

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Bartender- Vantage Rooftop - Tribute Portfolio Marriott Hotel
  • The Karol Hotel - Tribute Portfolio Marriott Hotel
  • Clearwater, FL FULL_TIME
  • Job Description Position: Bartender- Marriott Location: Clearwater, FL Reports to: Executive Chef, Food & Beverage Manager, Assistant Food and Beverage Manager, Food and Beverage Supervisor Status: No...
  • 10 Days Ago

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0 Investment Portfolio Manager, Sr. jobs found in Clearwater, FL area

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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

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Investment Advisor
  • Insight Global
  • Tampa, FL
  • Estimated Salary Range: 85-95k Exact compensation may vary based on several factors, including skills, experience, and e...
  • 4/24/2024 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 management ...
  • 4/22/2024 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...
  • 4/20/2024 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...
  • 4/20/2024 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...
  • 4/20/2024 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...
  • 4/20/2024 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...
  • 4/20/2024 12:00:00 AM

Clearwater is a city located in Pinellas County, Florida, United States, northwest of Tampa and St. Petersburg. To the west of Clearwater lies the Gulf of Mexico and to the southeast lies Tampa Bay. As of the 2010 census, the city had a population of 107,685. Clearwater is the county seat of Pinellas County and is the smallest of the three principal cities in the Tampa-St. Petersburg-Clearwater metropolitan area, most commonly referred to as the Tampa Bay Area. Cleveland Street is one of the city's historic avenues, and the city includes Spectrum Field and Coachman Park. The city is separated ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$136,226 to $226,227
Clearwater, Florida area prices
were up 1.1% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
Kevin Bakker, CFA, is co-head of high yield and a portfolio manager.
December 16, 2019
Investment Portfolio Manager, Sr. in Abilene, TX
For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.
December 08, 2019
Investment Portfolio Manager, Sr. in San Diego, CA
Every single time when you decide on what suitable investment portfolio to consider, stakes will be high.
January 08, 2020