Portfolio Manager jobs in Phoenix, AZ

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 Community Manager
  • FirstService Residential
  • Peoria, AZ FULL_TIME
  • Job Overview:

    In conjunction with the Regional Manager and Board of Directors, the Portfolio Manager will manage the business of the associations assigned to deliver exceptional services and solutions that enhance the value of the property and the lifestyle of the residents.

    Compensation: $65,000 annually

    FirstService Residential will compensate the successful candidate in accordance with the posted range. The salary or wage paid to the successful candidate will be commensurate with experience, education, and specific job responsibilities. For positions designated at a client's property, the salary or wage will also be premised upon the client's directive. The base pay range is subject to change and may be modified in the future.

    Your Responsibilities:

    • Responsible for operations and administrative management of assigned communities
    • Recommend and implement procedures that ensure compliance with federal, state, and local laws as well as with all community association governing documents and policies
    • Track non-compliance/violation issues, send appropriate notices according to established policies
    • Manage architectural control process ensuring compliance with established design guidelines and policies for design review
    • Inspect building and exterior common areas, building systems, landscape and other common amenities and then ensure necessary repair and maintenance activities are conducted in a timely manner
    • Establish, draft, execute and supervise community annual budget, manage capital improvements, review monthly financial statements, prepare variance reporting, monitor community A/P, delinquent accounts, approve and code all vendor invoices
    • Secure competitive contract bids, present comparative bid reviews, supervise and ensure compliance of all executed contract terms and conditions and oversee community and contractor liability insurance requirements
    • Review monthly financials with the Regional Director and Board when necessary
    • Plan, organize and assist the Board in conducting Board and annual membership meetings

    Skills and Qualifications:

    • Financial Literacy
    • Exceptional interpersonal and communication skills resulting in strong working relationships
    • Affinity for problem solving with the ability to work through change
    • Able to identify issues and resolve before problems arise
    • Able to work independently with little supervision
    • Superb judgment and decision-making skills
    • Able to prioritize and adjust to incoming demands

    Education and Experience

    • 3 years of HOA management experience with CMCA certification preferred
    • Property management experience preferred
    Physical Requirements:
    • Sit at a desk using a computer in an office setting
    • Walk and move throughout the community common areas and facilities
    • Sit and stand for moderate periods of tim

    Work Location: Peoria Corporate Office, 16150 N Arrowhead Fountain Center Dr. Suite 200 Peoria, AZ 85382

    Work Hours: Monday - Friday, 8a - 5p with some evenings and weekends as required

    Travel Requirements: Some local travel with use of personal vehicle

    What We Offer:

    • 11 company paid holidays
    • Paid volunteer time
    • Paid sick and vacation time
    • Medical, dental, vision
    • HSA and FSA
    • Company paid life insurance and Employee Assistance Plan
    • Supplemental life, disability, accident, critical illness, hospital indemnity
    • Identity theft, legal services
    • Pet insurance
    • 401(k) with company match

    About us:

    FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United States and Canada.
    Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace culture. Our 19,000 associates can count on competitive salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued professional development.
    Experience exceptional service with a fulfilling career in property management with FirstService Residential.

    To learn more about our company and culture, visit https://www.fsresidential.com/arizona/

    Disclaimer:
    The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time.
    FirstService Residential is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.
    Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances. All offers of employment with FirstService Residential are contingent upon a satisfactory background check.
  • 14 Days Ago

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On-Premise Portfolio Manager - AZ
  • Beam Inc.
  • Phoenix, AZ FULL_TIME
  • Date: Mar 18, 2024 Location: Phoenix, AZ, US Company: Beam Suntory Beam Suntory is Crafting the Spirits that Stir the World. Rooted in two centuries of family heritage, Beam Suntory has evolved into t...
  • 30 Days Ago

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Technology Portfolio Manager - Autonomy
  • honeywell
  • Phoenix, AZ FULL_TIME
  • Are you forward thinking, able to see the big picture, open to feedback from multiple sources and able to collaborate well with others? Are you keen to look into the future and dream of what Honeywell...
  • 1 Month Ago

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Commercial Credit Underwriter Portfolio Manager
  • Republic Bank of Arizona
  • Phoenix, AZ FULL_TIME
  • Our Mission: Republic Bank of Arizona (“RBAZ”) is seeking an enthusiastic, experienced commercial banking professional to support and grow a portfolio that includes both C&I and commercial real estate...
  • 15 Days Ago

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Portfolio Manager (VP - SVP Level)
  • Farm Credit West
  • Yuma, AZ FULL_TIME
  • If you are looking for a rewarding career– Farm Credit West may be a great fit for you. With more than $13 billion in assets, Farm Credit West is a cooperatively-owned institution providing financial ...
  • 19 Days Ago

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Portfolio Manager- Mission Management and Trust
  • Notre Dame Federal Credit Union
  • Phoenix, AZ OTHER
  • PRIMARY FUNCTION: The position serves as a member of the portfolio management team and is responsible for all aspects of investment management for clients. Responsibilities of the portfolio management...
  • 25 Days Ago

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0 Portfolio Manager jobs found in Phoenix, AZ area

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VP - Portfolio Manager - Sponsor Finance
  • Western Alliance Bancorporation
  • Phoenix, AZ
  • Job Title: VP - Portfolio Manager - Sponsor Finance Location: CityScape What you'll do: The position of Portfolio Manage...
  • 4/19/2024 12:00:00 AM

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Principal Product Portfolio Manager - MiTek Builder Products
  • MiTek Industries, Inc.
  • Tolleson, AZ
  • Job Description MiTek is a platform innovator and enabler that exists to transform the building industry with better bui...
  • 4/19/2024 12:00:00 AM

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Vice President of Portfolio Management
  • Cardone Ventures
  • Scottsdale, AZ
  • POSITION SUMMARY The EVP of Portfolio Management will oversee all functions of partner operations at Cardone Ventures, w...
  • 4/18/2024 12:00:00 AM

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Corporate Real Estate Manager
  • Govig & Associates
  • Phoenix, AZ
  • Exclusive opportunity to join a Fortune 500 company with a legacy spanning three decades! If you are a strong corporate ...
  • 4/18/2024 12:00:00 AM

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Senior Portfolio Manager
  • Meredith Lodging
  • Scottsdale, AZ
  • Job Type: Full-time Pay: From $72,000-$84,000/year including Bonus Potential Benefits: 401(k) 401(k) matching Dental ins...
  • 4/17/2024 12:00:00 AM

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Senior Portfolio Manager
  • Meredith Lodging
  • Scottsdale, AZ
  • Job Type: Full-time Pay: From $72,000-$84,000/year including Bonus Potential Benefits: 401(k) 401(k) matching Dental ins...
  • 4/16/2024 12:00:00 AM

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Vice President of Portfolio Management
  • Cardone Ventures
  • Scottsdale, AZ
  • POSITION SUMMARY The EVP of Portfolio Management will oversee all functions of partner operations at Cardone Ventures, w...
  • 4/16/2024 12:00:00 AM

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Corporate Real Estate Manager
  • Govig & Associates
  • Phoenix, AZ
  • Exclusive opportunity to join a Fortune 500 company with a legacy spanning three decades! If you are a strong corporate ...
  • 4/16/2024 12:00:00 AM

Phoenix is in the southwestern United States, in the south-central portion of Arizona; about halfway between Tucson to the southeast and Flagstaff to the north. By car, the city is approximately 150 miles (240 kilometers) north of the US-Mexico border at Sonoyta and 180 mi (290 km) north of the border at Nogales. The metropolitan area is known as the "Valley of the Sun" due to its location in the Salt River Valley. It lies at a mean elevation of 1,086 feet (331 m), in the northern reaches of the Sonoran Desert. Other than the mountains in and around the city, the topography of Phoenix is gener...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$113,539 to $157,376
Phoenix, Arizona area prices
were up 2.2% from a year ago