Portfolio Manager jobs in Melbourne, FL

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 Assistant Property Manager
  • Castle Group
  • Vero Beach, FL FULL_TIME
  • Overview

    Supports the licensed Community Association Manager on site with any delegated administrative, financial or operational tasks.

    The Assistant Property Manager also provides exemplary service in a manner consistent with the values and mission of the Castle Group. He or she performs all responsibilities while demonstrating outstanding customer service skills representative of Castle Royal Service as it relates to this function. This includes working interdepartmentally, as well as, with our external customers.

    Responsibilities

    (May include some or all of the following as applicable)

    • Reviews all invoices for appropriate documentation and approval prior to processing.
    • May oversee and schedule staff for site.
    • Maintains schedules and timesheets/cards for payroll purposes.
    • Keeps track of activity logs and incident reports for the Community Association Manager’s review.
    • Assists in preparation of reports for inclusion in monthly board packages.
    • Assists with vendor and invoice reconciliation.
    • Collects monthly rental payments, makes deposits, runs delinquency reports and sends out delinquency notices, as applicable.
    • Prepares rental or new resident packages as required.
    • May fill front desk shifts when needed.
    • May provide training for new hires in corresponding department.
    • Assists in investigations, tape/log reviews for any unusual incidents.
    • Assists Community Association Manager with any special requests, i.e. administrative work, mailings, etc.
    • May monitor Emergency Response System, if applicable.
    • Monitors and controls Electronic Security Control System, where applicable.
    • Maintains daily log, records and forms.
    • Resolves and follows-up on all complaints/issues and reports to Community Association Manager.
    • Maintains a safe and secure environment throughout the building/property(s).
    •  Ensures all safety precautions and procedures are followed while performing duties.
    • May be assigned other duties by the on-site Community Association Manager.

    Qualifications

    Education/Training/Certifications/Licenses:

    High school diploma required. Associates degree with concentration in business preferred, or equivalent combination of education and experience.

    Experience/Knowledge/Skills:

    Two (2) to three (3) years of business experience preferred. Strong customer service, communication and interpersonal skills required. Detailed oriented and able to multitask. Effective written and verbal communication skills. Demonstrates excellent customer service, communication and time management skills.

    Strong verbal and written communication skills creating effective customer-focused relationships with all levels within the organization.

    Computer literacy: 

    Intermediate command of computer hardware/software is required; specifically, knowledge of Microsoft Windows, Word, Excel, Power Point and Outlook. Experience in maintaining a website is desired.

    Language requirements:

    Multiple language fluency is desirable.

    Travel and availability requirements:

    May be required to travel for training sessions off-site on an ad-hoc basis. May be occasionally required to cover for front desk staff at other communities within a reasonable commuting distance when needed.

    Ability to work extended hours and weekends on as needed basis.

    Physical Requirements:

    Ability to lift up to 5 lbs. and work in a sitting position for long periods of time. Extensive use of fingers for typing and visual use of the computer monitor. Communicate, receive and exchange ideas and information by means of the spoken and written word; ability to quickly and easily navigate the property/building as required to meet the job functions.

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Working Conditions:

    The majority of work will be completed indoors in a temperature-controlled environment with little to moderate noise levels. May require outdoor site visits on an occasional basis.

    Disclaimer: This is not an all-inclusive job description. In addition, management has the right to change any portion of this job description at any time and for any reason.

  • 17 Days Ago

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Community Association Manager (Portfolio)
  • Leland Management, Inc
  • Rockledge, FL FULL_TIME
  • DescriptionProperty Managers are certified and licensed by the State of Florida for Community Association Management (CAM). CAM’s ensure the entire community is organized and operated in accordance wi...
  • 4 Days Ago

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Community Association Manager (Portfolio)
  • FirstService Residential
  • Vero Beach, FL FULL_TIME
  • Job Overview: As a Portfolio Community Association Manager, you'll be responsible for managing, directing, and provide leadership to multiple assigned properties/books of business. They effectively ma...
  • 1 Month Ago

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Manager
  • Urban Air Adventure Parks
  • Port Saint Lucie, FL FULL_TIME
  • MANAGER JOB SUMMARY Urban Air Adventure Park is gearing up to ACTIVATE AWESOME. We are seeking a highly-motivated candidate to support our vision. In this role, the Manager motivates, instills account...
  • 15 Days Ago

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Manager
  • Dunkin | Mustafa Management
  • Sebring, FL FULL_TIME
  • As a Dunkin' franchisee, we are committed to our employees as much as we are committed to our customers. We value hardworking and enthusiastic employees and we make it a priority to ensure their succe...
  • 21 Days Ago

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Manager
  • Subway - 4727-0
  • Rockledge, FL FULL_TIME
  • As part of the Subway® Team, you as a Manager will focus on eight main things: Providing an excellent guest experience Ensuring that great food is prepared & servedKeeping our restaurants functional, ...
  • Just Posted

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0 Portfolio Manager jobs found in Melbourne, FL area

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Project Manager
  • Orange County Clerk of Courts
  • Orlando, FL
  • Job Title Project Manager Location Clerk of Courts - Orlando, FL US (Primary) Category Professional Salary Grade $28.04 ...
  • 4/24/2024 12:00:00 AM

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RN Registered Nurse Float Pool Full Time Nights $20,000 Bonus $3,000 Relo
  • Hiring Now!
  • Melbourne, FL
  • Registered Nurse Float Pool at AdventHealth New Smyrna Beach Address: 401 Palmetto St. New Smyrna, FL 32168 Top Reasons ...
  • 4/24/2024 12:00:00 AM

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Retail Keyholder- Orlando- $300 Sign-on Bonus
  • ZWILLING J.A. Henckels LLC
  • Orlando, FL
  • ** Retail Keyholder- Orlando- $300 Sign-on Bonus** **Job Category****:** Associates **Requisition Number****:** RETAI001...
  • 4/24/2024 12:00:00 AM

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Sr Specialist, Service Associate - Schwab Wealth Advisory
  • Charles Schwab
  • Christmas, FL
  • Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/22/2024 12:00:00 AM

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Asset Manager - Multifamily Apartment
  • NorthPoint Search Group
  • Orlando, FL
  • Multifamily Apartment Asset Management Specialist Location: Primary Preference: Orlando, FL Compensation: Base Salary be...
  • 4/22/2024 12:00:00 AM

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Managing Director of Custom Solutions
  • ssur
  • Orlando, FL
  • Together with commercial leadership, the Managing Director of Custom Solutions will develop and implement strategies for...
  • 4/22/2024 12:00:00 AM

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MAINTENANCE SUPERVISOR (Manufacturing Industry)
  • DBSI Services, Inc.
  • Melbourne, FL
  • Benefits: 401(k) 401(k) matching Competitive salary Dental insurance Health insurance Paid time off Relocation bonus Vis...
  • 4/22/2024 12:00:00 AM

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RN Registered Nurse Float Pool Full Time Nights $20,000 Bonus $3,000 Relo
  • Adventhealth New Smyrna Beach
  • Indialantic, FL
  • Registered Nurse Float Pool at AdventHealth New Smyrna Beach Address: 401 Palmetto St. New Smyrna, FL 32168 Top Reasons ...
  • 4/20/2024 12:00:00 AM

Melbourne /ˈmɛlbərn/ is a city in Brevard County, Florida, United States. As of the 2010 census, the population was 76,068. The municipality is the second-largest in the county by both size and population. Melbourne is a principal city of the Palm Bay – Melbourne – Titusville, Florida Metropolitan Statistical Area. In 1969 the city was expanded by merging with nearby Eau Gallie. Melbourne is located approximately 60 miles (97 km) southeast of Orlando on the Space Coast, along Interstate 95. It is approximately midway between Jacksonville and Miami. According to the United States Census Bureau,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$104,920 to $145,429
Melbourne, Florida area prices
were up 1.5% from a year ago