Portfolio Manager jobs in Boulder, CO

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
  • The Nabo Group
  • Winter Park, CO FULL_TIME
  • Description

    The Nabo Group seeks a motivated individual to manage a portfolio of communities (Condominiums & Homeowner Associations).

    Our growing company seeks an experienced Portfolio Manager with work experience in contract & financial management; working with the Board of Directors, homeowners, and vendors; balancing community needs with community budgets; performing property inspections, tracking and following up on issues; and soliciting bids for maintenance and/or renovation projects.

    We provide a relaxed, but professional, friendly work environment. We are looking for the right fit -- an individual who is a team player and will help our company grow to the next level.

    COMPANY OVERVIEW

    The Nabo Group is a Property Management firm focused in HOA & Condominium Management which operates in multiple markets.


    We have the BIG goal of expanding into new markets and doubling the portfolio of units under management by 2025. Property management is our bread and butter here at The Nabo Group and will continue to be the foundation that gets us to exceed our goals—that’s where you come in.


    POSITION OVERVIEW

    The Portfolio Manager is responsible for providing the overall supervision of assigned communities. The successful Portfolio Manager or Community Association Manager effectively interacts with internal and external customers including homeowners, vendors, board members and committee members, as well as onsite staff, various departments over regional offices, and within the branch office.


    COMPETENCIES & REQUIREMENTS


    Responsibilities:

    • Supervise the operation and administration of the Association in accordance with management agreement, state statutes, and the Association's policies and procedures.
    • Acts as or oversee the primary liaison with the Association Board of Directors and homeowners as needed.
    • Attend Board meetings per the management agreement and community events as needed.
    • Ensure the Board of Directors is aware of legal actions involving the Association.
    • Prepare Board packages according to established time frames.
    • Monitor corporate and client delinquency rates and collections process for account portfolio.
    • Approve all community invoices for payment.
    • Review and provide accurate monthly financial reports.
    • Prepare annual budgets including a review of community reserve studies and maintain all expenses within the budget.
    • Maintain unit and contract files relating to the operations of the Association.
    • Coordinate annual tax return filing with community CPA.
    • Oversee all capital improvement and replacement projects.
    • Bids projects to multiple vendors using standard RFP to provide a consistent scope of work.
    • Coordinate with maintenance staff to complete work orders as well as oversee contract vendors and ensure they meet their contractual obligations.


      Requirements:

      • Minimum 1-3 years of experience managing HOA's/Condos.
      • Professional customer service skills.
      • Associate degree required; Bachelor's degree preferred.
      • CMCA is required to be obtained within 6 months of hire. AMS Preferred.
      • Exceptional communication skills both written and verbal with a polished, professional, and friendly demeanor.
      • Knowledge of communities/property/real estate and homeowner’s associations.
      • Time management and time critical prioritization skills


      Benefits Package Includes:

      • Competitive Pay
      • Annual Bonus
      • Unlimited PTO
      • 100% Employer-paid Health, Dental, Vision for team member
      • Continued Education
      • Voluntary Benefits (Life Insurance, Disability, 401k)
      • Hybrid Work from Home Policy
      • And more...


      Job Information

      • Workplace Type: Hybrid
      • Location: Winter Park, CO (Work From Home Hybrid Policy Applies)
      • Company Name For Job: The Nabo Group
      • Position Title: Portfolio Manager
      • Industry: Property Management
      • Job Function: Portfolio Management
      • Job Type: Full-Time


      The Nabo Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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    Portfolio Manager III, Boulder - CO
    • IBTX Independent Bank
    • Boulder, CO FULL_TIME
    • This role has the opportunity to work hybrid. During the interview process, our Talent Acquisition Team will share additional details with you. The principal functions of the Portfolio Manager are to ...
    • 1 Month Ago

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    Portfolio Manager II (Hybrid) - Boulder, CO
    • IBTX Independent Bank
    • Boulder, CO FULL_TIME
    • This role has the opportunity to work hybrid. During the interview process, our Talent Acquisition Team will share additional details with you. The principal functions of the Portfolio Manager are to ...
    • 1 Month Ago

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    Portfolio Editor - SWP
    • Naropa University
    • Boulder, CO FULL_TIME
    • Portfolio Editor - SWP We are searching for an experienced Portfolio Editor - SWP at our Arapahoe Campus facility. Position Title: Portfolio Editor # of Positions to Fill: 2 Department/Program: Summer...
    • 1 Month Ago

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    Card Portfolio Director
    • Blue Federal Credit Union
    • Superior, CO FULL_TIME
    • * REMOTE Wyoming/Colorado* At Blue, we discover pathways to realize your possibilities. The Card Portfolio Director will drive innovation and cutting-edge card services that help our members live thei...
    • 1 Month Ago

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    Manager
    • Panera Bread
    • Longmont, CO FULL_TIME
    • Come Join Panera Bread- an award-winning leader in the restaurant industry and employer of choice for 2022! What's in it for you?A comprehensive benefit package including health, dental and visionPaid...
    • 17 Days Ago

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    0 Portfolio Manager jobs found in Boulder, CO area

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    Wealth Management Portfolio Manager
    • Sunflower Bank NA
    • Englewood, CO
    • Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of Wealth Management ...
    • 4/26/2024 12:00:00 AM

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    Renewables Asset Manager, Commercial Strategy - REMOTE
    • ThinkBAC Consulting
    • Denver, CO
    • Job Description Renewables Asset Manager, Commercial Strategy - Energy Storage Locations: FULLY REMOTE (Anywhere in the ...
    • 4/26/2024 12:00:00 AM

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    Portfolio Manager - Project Finance - Power and Renewable Energy
    • Hiring Now!
    • Englewood, CO
    • Benefits Overview A career at CoBank can offer you the opportunity to make a personal impact on the people and communiti...
    • 4/25/2024 12:00:00 AM

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    Senior Portfolio Manager - MFR (Institutional Investor) Experience
    • Atlas Real Estate
    • Denver, CO
    • Job Description Job Description Description: Do you want to work at a fast growing, employee-owned company, recognized b...
    • 4/25/2024 12:00:00 AM

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    Portfolio Manager, Digital Infrastructure
    • Hiring Now!
    • Englewood, CO
    • Benefits Overview A career at CoBank can offer you the opportunity to make a personal impact on the people and communiti...
    • 4/22/2024 12:00:00 AM

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    Portfolio Manager, Power, Energy, Utilities
    • Hiring Now!
    • Englewood, CO
    • Benefits Overview A career at CoBank can offer you the opportunity to make a personal impact on the people and communiti...
    • 4/22/2024 12:00:00 AM

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    Associate Portfolio Manager-Electric Distribution
    • Hiring Now!
    • Englewood, CO
    • Benefits Overview A career at CoBank can offer you the opportunity to make a personal impact on the people and communiti...
    • 4/22/2024 12:00:00 AM

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    Portfolio Specialist - Leasing
    • The Judge Group
    • Englewood, CO
    • Benefits Overview A career at CoBank can offer you the opportunity to make a personal impact on the people and communiti...
    • 4/22/2024 12:00:00 AM

    Boulder (/ˈboʊldər/) is the home rule municipality that is the county seat and the most populous municipality of Boulder County, Colorado, United States. It is the state's 11th most populous municipality; Boulder is located at the base of the foothills of the Rocky Mountains at an elevation of 5,430 feet (1,655 m) above sea level. The city is 25 miles (40 km) northwest of Denver. The population of the City of Boulder was 97,385 people at the 2010 U.S. Census, while the population of the Boulder, CO Metropolitan Statistical Area was 294,567. Boulder is known for its association with American fr...
    Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
    Income Estimation for Portfolio Manager jobs
    $120,549 to $167,093
    Boulder, Colorado area prices
    were up 2.3% from a year ago