Portfolio Manager jobs in Tucson, 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
  • Tucson, 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 required
    • CMCA or PCAM 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:7616 N La Cholla Blvd, Tucson, AZ 85704

    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.

  • Just Posted

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Portfolio Accountant
  • Robert Half
  • Tucson, AZ OTHER
  • Are you a detail-oriented accountant with a passion for financial statement preparation and analysis? We are currently seeking a Staff Accountant to join our team on a contract-to-hire basis in Tucson...
  • 1 Day Ago

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Field Engineer – MineProtect Portfolio
  • Hexagon Mining, Inc.
  • Tucson, AZ FULL_TIME
  • The Company:Hexagon is a global leader in digital reality solutions, combining sensor, software, and autonomous technologies. We are putting data to work to boost efficiency, productivity, quality, an...
  • 26 Days Ago

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Manager
  • Charro Steak & Del Rey
  • Tucson, AZ FULL_TIME
  • Restaurant managers ensure that restaurants operate efficiently and profitably while maintaining their reputation and ethics. They must coordinate a variety of activities, whatever the size or type of...
  • 18 Days Ago

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Manager
  • El Charro Cafe Original
  • Tucson, AZ FULL_TIME
  • Restaurant managers ensure that restaurants operate efficiently and profitably while maintaining their reputation and ethics. They must coordinate a variety of activities, whatever the size or type of...
  • 18 Days Ago

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Manager
  • VIOLA LLC
  • Tucson, AZ FULL_TIME
  • Barnyard Crafthouse and Eatery Manager The role of the Front-of-House Manager (FOHM) is to maintain a professional demeanor and image, as this is a customer facing job. This position is responsible fo...
  • Just Posted

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0 Portfolio Manager jobs found in Tucson, AZ area

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Project Manager II
  • Compass Consulting
  • Tucson, AZ
  • Job Description Job Description *THIS IS A HYBRID ROLE - 3 DAYS ONSITE* Our client develops, manufactures, and supplies ...
  • 4/26/2024 12:00:00 AM

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Financial Services Professional
  • Equitable
  • Tucson, AZ
  • With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry wi...
  • 4/26/2024 12:00:00 AM

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Financial Advisory Manager
  • Guidant Financial
  • Tucson, AZ
  • This is a fully and permanently remote work from home opportunity with a growing and stable company available in select ...
  • 4/24/2024 12:00:00 AM

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Project Manager
  • Nesco Resource
  • Tucson, AZ
  • Hybrid position, employee should plan to come to the office 3+ days a week in TUCSON, this may change if Client decision...
  • 4/23/2024 12:00:00 AM

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Administrative Analyst (Grand Canyon, AZ)
  • Planate Management Group
  • Tucson, AZ
  • Planate Management Group (PMG) is a Service-Disabled Veteran-Owned Small Business (SDVOSB) headquartered in Alexandria, ...
  • 4/23/2024 12:00:00 AM

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Fleet Maintenance Operations Manager
  • Ryder System
  • Tucson, AZ
  • Job Seekers can review the Job Applicant Privacy Policy by clicking HERE. (https://ryder.com/job-applicant-privacy-polic...
  • 4/22/2024 12:00:00 AM

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Project Manager II
  • SGA Inc.
  • Tucson, AZ
  • Software Guidance & Assistance, Inc., (SGA), is searching for a Project Manager II for a CONTRACT assignment with one of...
  • 4/22/2024 12:00:00 AM

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Information Technology Specialist
  • Staff Matters Llc.
  • Tucson, AZ
  • Attention: Temp to hire roll $55k-$65K DOE Hybrid role - 60% remote / 40% in-office Bachelors degree in computer science...
  • 4/22/2024 12:00:00 AM

Tucson (/ˈtuːsɒn, tuːˈsɒn/) is a city and the county seat of Pima County, Arizona, United States, and home to the University of Arizona. The 2010 United States Census put the population at 520,116, while the 2015 estimated population of the entire Tucson metropolitan statistical area (MSA) was 980,263. The Tucson MSA forms part of the larger Tucson-Nogales combined statistical area (CSA), with a total population of 1,010,025 as of the 2010 Census. Tucson is the second-largest populated city in Arizona behind Phoenix, both of which anchor the Arizona Sun Corridor. The city is 108 miles (174 km)...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$109,058 to $151,164
Tucson, Arizona area prices
were up 2.5% from a year ago