Portfolio Manager jobs in Columbus, OH

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, Associations
  • LC
  • Albany, OH FULL_TIME
    • Team Member Title: Portfolio Manager, Associations
    • Location: Columbus, OH
    • Team: Associations
    • Team Member Description: Full Time

     

    Who We Are:


    Collective House Realty (“CHR”) is a Columbus-based opportunistic real estate company specializing in condominium and homeowners association management, real estate sales, and homebuilding throughout Central Ohio. As an affiliate of Lifestyle Communities (“LC”), you’ll join a dynamic team committed to providing a personalized experience showcasing our vision grounded by our purpose to Build a Connection.

    The Team You Will Join: 

    At the heart of Collective House is the vision to create community and build meaningful connections. We believe that when you’re home, you should feel safe and comfortable and enjoy the luxury of living made easy. We are unwavering in our commitment to push past the status quo and deliver an experience that goes beyond home and is bound by community.  

    Our difference lies in our integration with Lifestyle Communities, a leading real estate company with over 25 years of experience managing over 15,000 units across diverse markets. This affiliation ensures that our sales and associations team maintains cutting-edge practices with exposure to industry trends and innovations.

    The Difference You Will Make: 

    The Association Management team at CHR is looking for a talented individual to elevate our resident and community experience in a values-based manner that reflects our purpose. In this role, you’ll be responsible for the day-to-day business operations for a specified portfolio, never to exceed 2,500 units and/or ten (10) associations, and oversee a condominium conversion project. 

    Who You Are:

    • Manage a portfolio of associations serving as the primary point of contact for Board members, owners, and vendors;
    • Balance community needs with association budgets and monthly financial reporting;
    • Routine AP/AR tasks such as invoice review and approval;
    • Monthly review of association financials and budget management, ensuring financial health and stability;
    • Plan, organize and lead all regular, executive, special, and annual board meetings for each association client;
    • Annual budget preparation and presentation for each association client;
    • Capital project ownership and oversight, including RFPs, bid solicitation, and on-site management throughout the project to ensure quality completion;
    • Attend quarterly on-site inspections on an “as needed” basis, but bi-monthly inspections and compliance walks will be completed by support staff;
    • Supervise the activities of maintenance staff and work order management;
    • Ensure operations are compliant with community rules and regulations, policies, established laws, covenants, and restrictions contained in legal documents of the communities;
    • Manages compliance with regulatory and municipal rules, regulations, and codes;
    • Available 24/7 for emergencies related to portfolio community operations and/or occupant emergencies.
    • (Conversion Project Duty) Ensures property maintenance meets company quality standards at all times and ensures the community operates within an approved budget.
    • (Conversion Project Duty) Ensures the team completes work in accordance with all required compliance standards and applicable regulations.
    • (Conversion Project Duty) Manages general leasing and renewal activities and oversees rent collection.

    What You'll Bring:

    • Work requires strong attention to detail and accuracy.
    • Work requires excellent customer service skills 
    • Work requires knowledge or the ability to acquire knowledge of applicable software programs.
    • Work requires the ability to multitask and meet deadlines.
    • Education:  College degree or equivalent training and experience.
    • Relevant building and project management experience.
    • Relevant supervisory experience or experience that demonstrates a candidate is ready for the next level of management.

    How We’ll Take Care of You: 

    At LC, we pride ourselves on taking care of our team members. We offer a comprehensive benefits package with a variety of options to meet your unique needs. 

    Here are just some of the benefits we offer for being part of our team:

    • Full Suite of Health Benefits
    • Retirement Plan with Company Match
    • Competitive PTO policy 
    • Generous parental and family leave
    • Strong Company Culture
    • Career Growth Opportunities
    • Community Engagement and Volunteerism

    BRG123

     

  • 12 Days Ago

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IT Portfolio Manager
  • Blue Star Partners LLC
  • Columbus, OH FULL_TIME
  • Job Title: IT Portfolio Manager Pay Range: $60-$70 per hour Employment Type: Temp-to-Hire Resource, W-2Location: Columbus, OhioDuration: 12/15/23 – 12/31/24Location: Columbus, Ohio | Hybrid role with ...
  • 13 Days Ago

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Portfolio Manager Assistant
  • Johnson Investment Counsel
  • Columbus, OH FULL_TIME
  • Job Title: Portfolio Manager Assistant Date: March 2023 Department Private Client Group Reports To: Portfolio Manager FLSA Classification: Exempt Summary / objective of position: The Portfolio Manager...
  • Just Posted

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Global Portfolio Marketing Manager
  • Vertiv
  • Westerville, OH FULL_TIME
  • The Global Portfolio Marketing Manager serves as an expert for their portfolio in customer applications, market trends, competitive landscape, buyer personas and product positioning. Responsible for d...
  • 24 Days Ago

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Portfolio Manager (NJUS)
  • NetJets
  • Columbus, OH FULL_TIME
  • Purpose of PositionSeeking a strategic-minded, customer-service-focused and critical-thinking portfolio manager with experience handling aviation loans and leases for high-net-worth individuals and la...
  • 1 Month Ago

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Portfolio Manager- Fixed Income
  • Strive
  • Dublin, OH FULL_TIME
  • Strive is one of the fastest growing asset managers in the United States generating over $1B in AUM in only a year. Founded in 2022, we’re just getting started, and we’re looking for dynamic team memb...
  • 2 Months Ago

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0 Portfolio Manager jobs found in Columbus, OH area

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Investment Analyst Specialist Clerk
  • Rose International
  • Columbus, OH
  • Date Posted: 02/27/2024. Hiring Organization: Rose International Position Number: 459348 Job Title: Investment Analyst S...
  • 3/19/2024 12:00:00 AM

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Delivery Lead
  • OCLC, Inc.
  • Dublin, OH
  • Delivery Lead page is loaded **Delivery Lead** **Delivery Lead** locationsDublin, OH time typeFull time posted onPosted ...
  • 3/19/2024 12:00:00 AM

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Asset Manager
  • CAPITAL HOLDINGS EAST LLC
  • Columbus, OH
  • Job Description Job Description Are you a high energy, multi-tasking, ambitious professional looking for a challenge? Co...
  • 3/18/2024 12:00:00 AM

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ServiceNow Technical Consultant Strategic Portfolio Management (SPM) (Remote)
  • Sigital
  • Columbus, OH
  • Sigital is seeking an experienced, ServiceNow technical consultant with a focus on implementations in the Strategic Port...
  • 3/18/2024 12:00:00 AM

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Sr IT Asset Management Analyst
  • Connection
  • Columbus, OH
  • Job Description Job Description Connection Services has a fantastic opportunity through our managed services division fo...
  • 3/18/2024 12:00:00 AM

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Senior Analyst- Model Validation (US REMOTE)
  • Ally
  • Columbus, OH
  • **General information** **Ref #** 17030 **Remote?** Yes **Ally and Your Career** * Ally Financial only succeeds when its...
  • 3/16/2024 12:00:00 AM

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Wealth and Investment Service Specialist II
  • Careerbuilder
  • Columbus, OH
  • Description Provides first line sales and service support for The Private Bank customers through partnering with one or ...
  • 3/15/2024 12:00:00 AM

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Construction Project Manager
  • EPMA
  • Columbus, OH
  • Description One of our leading clients in construction field has a full time Construction Project Manager opening in Col...
  • 3/15/2024 12:00:00 AM

The confluence of the Scioto and Olentangy rivers occurs just north-west of Downtown Columbus. Several smaller tributaries course through the Columbus metropolitan area, including Alum Creek, Big Walnut Creek, and Darby Creek. Columbus is considered to have relatively flat topography thanks to a large glacier that covered most of Ohio during the Wisconsin Ice Age. However, there are sizable differences in elevation through the area, with the high point of Franklin County being 1,132 ft (345 m) above sea level near New Albany, and the low point being 670 ft (200 m) where the Scioto River leaves...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$112,566 to $156,028
Columbus, Ohio area prices
were up 1.3% from a year ago