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)
About the position
We are seeking a Portfolio Manager to join our leadership team. The Portfolio Manager is responsible for overall management of multiple properties in an Elevate portfolio. As a member of the leadership team, this position plays a key role in developing a culture that supports our mission statement outlined above. We are looking for someone that wants to join a great company that strives to be better than the rest.
Benefits
At Elevate, we are proud to offer a comprehensive and competitive benefits package. Our benefits include:
Responsibilities and Duties
Qualifications and Skills
About the Company
At Elevate Living, our mission is to create quality living environments for our residents that they can be proud to call home. We are a team of committed professionals, working together to enhance the lives of our residents and each other. We accomplish this mission through a collaborative, action-oriented culture that honors accountability and rewards exceptional customer service.
Elevate Living owns and manages 47 multi-family residential properties in Iowa, Nebraska, South Dakota, North Dakota and Missouri totaling about 7,000 units. We are a growing, fast-paced and entrepreneurially-minded company where you can have an impact
To be considered for this position, please complete and submit an online application.
Job Type: Full-time
Pay: From $68,000.00 per year
Benefits:
Schedule:
Work Location: In person
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