Portfolio Manager jobs in Baltimore, MD

The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Portfolio Manager
  • FirstService Residential
  • Towson, MD FULL_TIME
  • Job Overview:

    As a Portfolio Manager, you willprovidestrong leadership and management direction on behalf ofBoardof Directors and FirstService Residential. This position will oversee the entire operation and consistently adhere to and execute the mission and vision of the Boards and communities.Thisposition has oversight of all aspects related to the business and operations of the communities.The purpose of this role is to create a single point of contact in the communities, enhance communication and create effective oversight of staff and operations.The PortfolioManager has the sole duty of the day-to-day operations, legal compliance and overall oversight of the associations and staff.

    Your Responsibilities:

    • Provideleadership and direction in the development of short-term and long-range plans. Develop recommendations for goals and action plans to achieve Boardobjectives. Lead annual goal setting.
    • Review organization structure, job descriptions, and functions. Make recommendations to the Board as to any potential changes.
    • Partner with public,privateand volunteerorganizationtoprovidecommunity services when necessary.
    • Support the activities of the various Board sub-committees.
    • Knowledge of all Community Governing documents.Providerecommendations on revisions.
    • Continual process of seamless connection between the Board of Directors and committees.
    • Providecommunity leadership and guidance to ensure that the needs or desires of the homeowners are being addressed.
    • In partnership with the Board, create, or cause to be created, and implement the annual working budget, subject to approval by the Board of Directors.
    • Monitor and report on the monthly financial position of the association.
    • Provide leadership to each meeting involving the Board of Directors in terms of agenda support and written and oral reports.Summarize the priorities of each meeting withappropriate followup.
    • Recruit, hire, train and supervise all community staffin accordance withthe documented management plan, if applicable.
    • Work closely with local emergency organizations tomaintainestablished emergency and community evacuation plans asappropriate.
    • Asappropriate, confer with other departments,divisionsand outside agencies, including community groups and organizations.Identify,developand implement programs to meet community needs.
    • Assess and monitor community needs:identifyopportunities for improving service delivery methods and procedures and developingnew programs. Implement programs or improvements.
    • Attend andparticipatein professional group meetings. Stay abreast ofnew trendsand innovations infieldsof community management and community programming.
    • On-site visibility throughout thecommon areasand facilities.
    • Understanding of all agreements for corporate implementation.
    • Ensure adherence to master calendar, maintenance calendar, association budgets and subsidy program.
    • Review corporation policies on an ongoing basis to ensure compliance with civil code,declarationand other requirements of governing institutions.
    • Perform building inspections of interior and exterior of property and prepare action plan for opportunities.
    • Shall at all times ensure due diligence for the protection of client's funds, property and assets against all reasonably foreseeable contingencies or losses.
    • Regular attendance and punctuality

    Additional Responsibilities:

    • Practice and adhere to FirstService Residential Global Service Standards.
    • Conduct business at all times with the highest standards of personal, professional and ethical conduct.
    • Perform orassistwith any operations asrequiredtomaintainworkflow and to meet schedules. Notify supervision of unusual equipment or operating problems and the need foradditionalmaterial and supplies.
    • Mayparticipatein any variety of meetings and work groups to integrate activities, communicate issues, obtain approvals, resolveproblemsandmaintainspecified level of knowledgepertaining tonew developments, requirements, policies, and regulatory guidelines.
    • Ensure all safety precautions are followed while performing the work.
    • Follow all policies and Standard Operating Procedures as instructed by Management.
    • Assure that the policies,resolutionsand goals of the Board are carried out
    • Have general knowledge and understanding of building systems and components
    • Be available to be on-call to handle after-hours emergencies
    • Provide input andassistthe Board with the preparation of the Association's annual budget
    • Attend regular meetings of the Finance Committee, if any, to review the Association's fiscal and financial status
    • Coordinate receipt and review of invoices for services and ensuretimelypayment of bills
    • Assist Association and In House counsel on collection matters and monitor maintenance fee accounts
    • Verify checks when returned fromAccounting. Ensure that all invoicing backup is attached to check and duplicate payments are not received.
    • Correct any errors prior to Board signature.
    • Mail original invoices and 1 copy of package to Client Accounting.
    • Prepare specifications needed for all services received by the Association (e.g., landscaping, snow, trash, insurance, pool, etc.)
    • Manage bid process, review bid spec proposals and comparison spreadsheets and make Board recommendations asappropriate.
    • Negotiate Association contracts for routine services, subject to the Board's approval, andAssociation counsel as needed.
    • Manage vendor relations
    • Log work requests in Connect and generate work orders for maintenance staff and/or contractors
    • Complete andsubmitall required paperwork for closings, credits, charges, etc.
    • Conduct regular property inspections to ensure compliance with Association Rules andRegulations.
    • Ensure maintenance of all files,recordsand correspondencein accordance withcompany procedures and good business practices
    • Attend all Board meetings
    • Prepare Board meeting agenda, monthly management report and all other reports and material needed for Board Packet; distribute one week in advance of meeting
    • Prepare andmaintainlog of violations in Connect.
    • Update resale/governing document books, when applicable
    • Assist Board in transferring control from the developer to the owners, if applicable
    • Coordinate activities of association professionals including attorneys, auditing firms and engineering firms
    • Act as liaison for designated committees
    • Serve as liaison for committee, if appropriate
    • Establish an annual calendarindicatingall associationactivity, deadlines,election, meetings, projects, etc.
    • Review and be familiar with all policies of insurance to ensure adequate coverage
    • Update homeowner directory and create new homeowner file.
    • Update andmaintaincommunity information in Connect
    • UtilizeConnect'sResident Alert featurein order tokeep homeowners apprised of Association activities and important updates, subject to Board authorization
    • Providecustomer serviceassistanceto homeowners as needed.
    • Assistwith homeowners' calls andinquiresand respond accordingly ordirectto theappropriate party.
    • Log all homeowner inquires in Connect Call Log
    • Attend regular Membership meetings
    • Assistwith preparation of newsletter, where applicable
    • Perform any range of special projects, tasks and other related duties as assigned.

    Skills & Qualifications:

    • Bachelor's Degree in Businessor related field from an accredited college or university, and three years' experience in Property Operations, Hospitality or Construction; or equivalent combination of education and experience. Must have any state specific certifications and licenses or they are preferableofnot required by the state.
    • A minimum of seven years of successful community management experience or equivalent professional experience in a related field, with at least 4 of those years responsible for a staff with a variety ofexpertise,backgroundand job assignments.
    • Management experience in a small or medium-sized organization including responsibility for more than one functional department or division preferred.
    • Understanding of physical building management, Condominium law, financial planning and law affecting property management.
    • Valid Driver's License and State Mandated Vehicle Insurance
    • Commitment to obtain CPM, PCAM, ARM or AMS designations or equivalent.

    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, vision,and others. In addition, you will be eligible for time off benefits, paidholidaysand a 401k with company match. Occasional travel may berequiredto attend training and other company functions.

    Compensation:

    $70,000 - $80,000 /annually

    Disclaimer Statement:

    The above informationonthis description has been designed toindicatethe general nature and level of work performedby employees within this classification. It is not designed tocontainor be interpreted as a comprehensiveinventory of all duties, responsibilities, and qualificationsrequired ofemployees assigned to this job. This is not anall-inclusivejob description; therefore, management has the right to assign or reassign schedules,dutiesandresponsibilities to this job at any time.

  • 9 Days Ago

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Senior Portfolio Manager
  • Athenix Solutions Group
  • Annapolis, MD FULL_TIME
  • Athenix Cyber & SIGINT is seeking a Sr. Portfolio Analyst who will provide support to a program in the Annapolis Junction, MD area. This role will provide portfolio management support to the governmen...
  • 19 Days Ago

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Portfolio Manager – Mortgage Servicing
  • Dominion Financial Services
  • Baltimore, MD FULL_TIME
  • Dominion Financial Services (DFS) is a leading nationwide private lender that offers short-term investment loans to experienced borrowers for acquiring and renovating residential real estate as well a...
  • 21 Days Ago

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Design Associate - Portfolio Manager
  • COPT
  • Columbia, MD FULL_TIME
  • POSITION SUMMARY: A successful candidate in this role is a flexible self-starter, a creative space planner who can balance speed to market with inventive design solutions that meet program and budget ...
  • Just Posted

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Design Associate - Portfolio Manager
  • COPT DEFENSE PROPERTIES, LP
  • Columbia, MD FULL_TIME
  • POSITION SUMMARY: A successful candidate in this role is a flexible self-starter, a creative space planner who can balance speed to market with inventive design solutions that meet program and budget ...
  • Just Posted

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Senior Portfolio Manager
  • Amyx, Inc.
  • Aberdeen, MD FULL_TIME
  • Overview Amyx is seeking to hire a Senior Portfolio Manager to support Product Lead (PdL) MilTech Solutions information and knowledge management requirements at Aberdeen Proving Grounds in Maryland. T...
  • 1 Month Ago

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0 Portfolio Manager jobs found in Baltimore, MD area

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IT Portfolio Management Analyst
  • WWC Global
  • Arlington, VA
  • WWC Global is seeking an IT Portfolio Management Analyst to support Capital Planning and Investment Control (CPIC) for a...
  • 4/23/2024 12:00:00 AM

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Portfolio Manager, Multifamily
  • Cushman & Wakefield
  • Washington, DC
  • Portfolio Manager, Multifamily page is loaded Portfolio Manager, Multifamily Apply remote type Hybrid locations Washingt...
  • 4/23/2024 12:00:00 AM

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Portfolio Manager
  • Recruiting Industry Specific Experts, LLC
  • Chevy Chase, MD
  • Growing Independent Investment Adviser based in Greater DC Metro Area is adding a Portfolio Manager to support their ong...
  • 4/22/2024 12:00:00 AM

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IT Governance and Portfolio Management Consultant
  • Guidehouse
  • Washington, DC
  • Job Family: Technology Consulting Travel Required: None Clearance Required: Active Top Secret (TS) What You Will Do: The...
  • 4/22/2024 12:00:00 AM

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Renewables Asset Manager, Commercial Strategy - REMOTE
  • ThinkBAC Consulting
  • Arlington, VA
  • Job Description Renewables Asset Manager, Commercial Strategy - Energy Storage Locations: FULLY REMOTE (Anywhere in the ...
  • 4/22/2024 12:00:00 AM

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Portfolio Manager
  • Recruiting Industry Specific Experts Llc
  • Chevy Chase, MD
  • Growing Independent Investment Adviser based in Greater DC Metro Area is adding a Portfolio Manager to support their ong...
  • 4/21/2024 12:00:00 AM

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Product Innovation and Portfolio Manager
  • American Institute of Physics
  • College Park, MD
  • The American Institute of Physics (AIP) is a federation of 10 Member Societies which in turn have more than 130,000 memb...
  • 4/21/2024 12:00:00 AM

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NASA Portfolio Management & Investment Analysis: GPRAMA and Evidence Act
  • BryceTech
  • Washington, DC
  • Company Description BryceTech has partnered with technology and R&D clients to deliver mission and business success sinc...
  • 4/21/2024 12:00:00 AM

Baltimore (/ˈbɔːltɪmɔːr/) is the largest city in the state of Maryland within the United States. Baltimore was established by the Constitution of Maryland as an independent city in 1729. With a population of 611,648 in 2017, Baltimore is the largest such independent city in the United States. As of 2017[update], the population of the Baltimore metropolitan area was estimated to be just under 2.808 million, making it the 20th largest metropolitan area in the country. Baltimore is located about 40 miles (60 km) northeast of Washington, D.C., making it a principal city in the Washington-Baltimo...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$118,136 to $163,748
Baltimore, Maryland area prices
were up 1.5% from a year ago