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)
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:
What You'll Bring:
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:
BRG123
Clear All
0 Portfolio Manager jobs found in Columbus, OH area