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)
The Portfolio Manager will be responsible for managing a portfolio of properties in the greater Rochester area. The successful candidate will have experience in property management, contract management, and time management. They will be highly organized and able to manage multiple properties simultaneously. The Portfolio Manager will also have experience in the service industry and be able to provide excellent customer service to tenants and property owners. CMCA desired but not required.
Responsibilities include:
The ideal candidate will have excellent communication skills, be highly organized, and have experience in the service industry. They will be proficient in Microsoft Office and have experience in contract management. A bachelor's degree in business, real estate, or a related field is preferred.
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