Investment Portfolio Manager, Sr. jobs in Everett, WA

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)

T
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

  • 22 Days Ago

H
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...
  • 4 Days Ago

A
Sr. Infrastructure Technical Program Manager, Backbone Regional Border Deployment
  • Amazon Data Services, Inc.
  • Everett, WA FULL_TIME
  • Amazon has an immediate opening for a Sr Technical Program Manager to support Network Deployment growth initiatives. The TPM will lead cross functional teams to drive the implementation and deployment...
  • 2 Months Ago

A
Sr. Infrastructure Technical Program Manager, Backbone Regional Border Deployment
  • Amazon Data Services, Inc.
  • Mukilteo, WA FULL_TIME
  • Amazon has an immediate opening for a Sr Technical Program Manager to support Network Deployment growth initiatives. The TPM will lead cross functional teams to drive the implementation and deployment...
  • 2 Months Ago

A
Sr. Infrastructure Technical Program Manager, Backbone Regional Border Deployment
  • Amazon Data Services, Inc.
  • Lynnwood, WA FULL_TIME
  • Amazon has an immediate opening for a Sr Technical Program Manager to support Network Deployment growth initiatives. The TPM will lead cross functional teams to drive the implementation and deployment...
  • 2 Months Ago

G
Sr. Personal Financial Representative
  • GESA CREDIT UNION
  • Lake Stevens, WA OTHER
  • Job Details Level: Senior Job Location: Lake Stevens - Lake Stevens, WA Position Type: Full Time - Hourly Education Level: High School Salary Range: $21.93 - $32.90 Hourly Job Shift: Day DescriptionTa...
  • 12 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Investment Portfolio Manager, Sr. jobs found in Everett, WA area

G
Regional Maintenance Manager
  • GRE Management
  • Seattle, WA
  • Position Summary: The Regional Maintenance Lead is responsible for overseeing the daily operations of maintenance projec...
  • 4/19/2024 12:00:00 AM

A
Director, PMO-Hardware Engineering
  • Akkodis
  • Everett, WA
  • Akkodis is looking for a Director, PMO-Hardware Engineering (direct hire) in the Everett, Washington location Ideally, a...
  • 4/19/2024 12:00:00 AM

P
Financial Advisor
  • Pure Financial Advisors, LLC
  • Seattle, WA
  • Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement plann...
  • 4/18/2024 12:00:00 AM

S
Philanthropic Advisor
  • SM Diversity
  • Seattle, WA
  • Join our prestigious client, Seattle Foundation, and embark on a rewarding journey as a Philanthropic Advisor! With your...
  • 4/18/2024 12:00:00 AM

G
Wealth Manager
  • Garde Capital, Inc.
  • Seattle, WA
  • Title/Position Available: Wealth Manager Location: Seattle, WA Description: We are seeking a wealth management service a...
  • 4/17/2024 12:00:00 AM

C
Wealth Manager
  • Claire Myers Consulting
  • Seattle, WA
  • Compensation - $100,000 - $130,000 base salary plus bonuses and benefits The Wealth Manager role is an integral part of ...
  • 4/17/2024 12:00:00 AM

H
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...
  • 4/16/2024 12:00:00 AM

F
Wealth Planner- Tukwila, WA
  • Fidelity TalentSource LLC
  • Tukwila, WA
  • Job Description: Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies? Do you lo...
  • 4/15/2024 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, Sr. jobs
$156,594 to $260,053
Everett, Washington area prices
were up 2.9% 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