Portfolio Manager jobs in Bellingham, WA

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
  • Indigo Real Estate
  • Bellingham, WA FULL_TIME
  • Job Description

    At Indigo Real Estate, we attribute much of our properties’ successes to the strengths of our team members and we are seeking an experienced Portfolio Manager who is passionate about customer service, and affordable housing, and is driven to succeed.

    Portfolio Manager Job Description 

    Qualifications  

    • Minimum of one years’ experience at on-site and supervisory levels including multi-site responsibilities. 

    • Strong leadership and team building abilities. 

    • Self-motivated and self-directed individual. 

    • Exceptional communication skills and ability to effectively interact with ownership representatives. 

    • Proficient in understanding financial statements and creating business plans/budgets. 

    • Possess a working knowledge of property management software, Federal Fair Housing, Landlord/Tenant and ADA legislation. 

    Summary of Responsibilities: 

    • Responsible for maintaining the integrity of the physical assets and maximizing the returns from those assets. 

    • Responsible for oversight and compliance management regarding regulatory requirements related to owner’s financing and owner’s mission. 

    • Responsible for supervision, training, and development oversight of all personnel within his/her management portfolio. 

    • Maintains relationships with suppliers, vendors, and others serving the communities within his/her management portfolio. 

    Duties: 

    Duties include but are not limited to: 

    • Conduct regular site visits to evaluate the progress and/or needs of the individual communities within his/her portfolio. 

    • Maintaining the physical asset— 

    • Supervises employees and contractors. 

    • Assures adherence to specifications (contractual; operations manual). 

    • Conducts formal site inspections of building interiors and exteriors within management portfolio. 

    • Makes recommendations for physical repairs and/or replacements. 

    • Ensures observance of safety regulations. 

    • Marketing and leasing— 

    • Provides supervisory oversight for team leaders, business managers. 

    • Regularly evaluates market conditions and property comparable. 

    • Evaluates and monitors community’s marketing plan. 

    • Periodically reviews rental applications and lease forms for accuracy and compliance with established policies and procedures. 

    • Revenue management— 

    • Supervises rent collection in accordance with established policies. 

    • Approves and monitors rental rate recommendations for new leases and renewals based on current market information. 

    • Financial reporting and control— 

    • Reviews and helps develop annual property management plan and operating budget. 

    • Reviews all monthly financial reports. 

    • Reviews and approves payments (payroll, invoices). 

    • Approves expenditures in accordance with established policy and procedures. 

    • Administration— 

    • Handles employee selection, training, and control, and assures that all supervised employees comply with the appropriate policies and procedures. 

    • Ensures property files and records are maintained. 

    • Spends agreed-upon percentage of time on obtaining market knowledge, community relations, and asset evaluation. 

    Employment Benefits 

    Indigo offers a positive, team-oriented work environment, competitive salary, performance incentives, and a full benefits package for full-time employment upon meeting eligibility requirements. 

    • Medical/Dental/Vision 
    • $27-$28 per hour DOE
    • Medical Flex-spend Account.

    • Life Insurance 

    • 401(k) Retirement Savings Plan with Employer match 

    • Vacation Time 

    • Sick & Safe Leave 

    • Paid Holidays 

    • Numerous, additional employee resource programs 

    401K, medical, dental, paid vacation, personal, and sick time available after successful completion of introductory period. 

    Job Type: Full-time 

    Indigo Real Estate is a WA Best Workplaces Winner

    Indigo is committed to the full inclusion of all qualified individuals. As part of this commitment, Indigo will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Shannon Steinbeigle, SHRM-CP, HR Manager at shannons@indigorealestate.com or Tiffany Kahn, HR and Benefits Manager at tiffany@rminc.com.

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Team Manager
  • Panera Bread
  • Burlington, WA FULL_TIME
  • Our Panera cafes are upscale, friendly cafes which feature freshly baked breads and pastries. We serve made-to-order soups, salads and sandwiches as well as specialty espresso beverages. We're known f...
  • 21 Days Ago

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Assistant Manager
  • Panera Bread
  • Burlington, WA FULL_TIME
  • Our Panera cafes are upscale, friendly cafes which feature freshly baked breads and pastries. We serve made-to-order soups, salads and sandwiches as well as specialty espresso beverages. We're known f...
  • 21 Days Ago

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Manager lodge
  • Guest Services, Inc
  • Stehekin, WA FULL_TIME
  • GREAT PEOPLE GREAT BENEFITS JOIN OUR ALL-STAR TEAM! Chef Manager - $ Would you like to spend your summer working at a mystical and peaceful lodge? The North Cascades Lodge at Stehekin’s picturesque la...
  • 18 Days Ago

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Care Manager
  • Visiting Angels
  • Bellingham, WA FULL_TIME
  • Visiting Angels is looking to add a Care Manager to our team! This is an in office position in our Bellingham location. Our office hours are Monday-Friday 7:30am-4pm. Who are we? A team who genuinely ...
  • 18 Days Ago

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Marketing Manager
  • Swinomish Markets
  • Anacortes, WA FULL_TIME
  • $25.00/hr. Full time Eligible After Completion of Probationary Period (FT Employees): Health, dental, and vision coverage, 401K subject to plan terms; Eligibility for company-paid benefits, such as li...
  • 18 Days Ago

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0 Portfolio Manager jobs found in Bellingham, WA area

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Geotechnical Department Manager
  • RMA Companies
  • Bellingham, WA
  • POSITION OVERVIEW: RMA is a growing national provider of testing, inspection, and certification services that support in...
  • 4/26/2024 12:00:00 AM

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Executive Director of Human Resources
  • Bellingham Technical College
  • Bellingham, WA
  • Bellingham Technical College invites applicants for the following position: Executive Director of Human Resources. This ...
  • 4/26/2024 12:00:00 AM

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Vice President - Wealth Manager
  • Claire Myers Consulting
  • Bellingham, WA
  • Compensation - $110,000 - 175,000 base salary plus bonuses and benefits The Vice President Wealth Manager is an integral...
  • 4/25/2024 12:00:00 AM

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Part Time Warehouse Associate
  • Total Safety U.S. Inc.
  • Anacortes, WA
  • ** Part Time Warehouse Associate** **Job Category****:** Operations **Requisition Number****:** PARTT003856 Showing 1 lo...
  • 4/24/2024 12:00:00 AM

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Vice President - Wealth Manager
  • Claire Myers Consulting
  • Bellingham, WA
  • Compensation - $110,000 - 175,000 base salary plus bonuses and benefits The Vice President – Wealth Manager is an integr...
  • 4/24/2024 12:00:00 AM

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Manufacturing Systems Senior Administrator
  • Perdue Farms Inc.
  • Mount Vernon, WA
  • Perdue Farms, Inc. Manufacturing Systems Senior Administrator Mount Vernon , Washington Apply Now Perdue Farms is a fami...
  • 4/23/2024 12:00:00 AM

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Accountant I/II/III
  • City of Bellingham, WA
  • Bellingham, WA
  • Salary: $6,475.00 - $9,537.00 Monthly Location : City of Bellingham, WA Job Type: Full Time Job Number: 24-Accountant De...
  • 4/22/2024 12:00:00 AM

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Registered Branch Associate
  • Edward Jones
  • Mount Vernon, WA
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 1/23/2024 12:00:00 AM

The city is located at 48°45′N 122°29′W / 48.750°N 122.483°W / 48.750; -122.483 (48.75, −122.48). The city is situated on Bellingham Bay which is protected by Lummi Island, Portage Island, and the Lummi Peninsula, and opens onto the Strait of Georgia. It lies west of Mount Baker and Lake Whatcom (from which it gets its drinking water) and north of the Chuckanut Mountains and the Skagit Valley. Whatcom Creek runs through the center of the city. Bellingham is 18 miles (29 km) south of the US-Canada border and 50 miles (80 km) southeast of Vancouver. According to the United States Census Burea...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$118,136 to $163,748
Bellingham, Washington area prices
were up 2.9% from a year ago