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)
Are you an entrepreneur at heart, who thrives on ownership of projects and obtaining a return on investment?
Do you love working with people and provide excellent customer service?
Would you like to work for a company with opportunity for career growth?
If you answered "yes" to these questions, keep reading...
At Founders 3, we provide world class Real Estate Management service by caring for our clients’ assets as if they were our own. Our wide range of expertise ranges from pre-development consultation to full-service property management, accounting and maintenance services. Our depth of experience and stellar track record let our clients make confident investment decisions, knowing that their property investments are in excellent hands. We are currently looking for a Condominium Portfolio Manager to manage premier properties in Milwaukee, WI.
As the Property Manager, you are responsible for providing direct management oversight for a portfolio of properties. You are responsible for maximizing NOI and asset value on behalf of the property ownership. Specific responsibilities include property management, condo board communication, operations, maintenance, tenant relations, supporting the maintenance staff, accounts payable, collections, annual budgeting, risk management and financial reporting.
The ideal candidate will have a bachelor's degree in business or related field of study, and 3-5 years of residential property experience. Experience in residential apartments or condominiums is required. We offer a competitive compensation and benefit package.
Founders 3 is an Equal Opportunity Employer
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0 Portfolio Manager jobs found in Milwaukee, WI area