Portfolio Manager jobs in Tulsa, OK

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 Manager
  • CASA
  • Tulsa, OK FULL_TIME
  • Seeking a highly professional and dedicated Portfolio Manager to join our dynamic team. The ideal candidate will possess an unwavering commitment to excellence, with a proven track record of consistently delivering high-quality work, even under tight deadlines. This role demands a proactive mindset, exceptional organizational skills, and the ability to navigate complex challenges with a solutions-oriented approach. As a critical thinker, you will excel in independent work as well as collaborative team environments. We value individuals who thrive in fast-paced settings and are eager to contribute to our company's success. If you're a dedicated professional with a strong work ethic, seeking to make a positive impact in a professional setting while serving the community, we encourage you to apply.

    Job description

    Responsibilities:
    - Offer precise and timely information to customers about their community association, covering assessments, rules and regulations, and maintenance requests, among other topics.
    - Ensure that issues are appropriately escalated to the relevant personnel or department for efficient resolution.
    - Maintain and update customer profiles accurately within our management system.
    - Assist in preparing and distributing communication materials, including newsletters and meeting notices, to keep community members informed.
    - Collaborate with vendors and contractors to coordinate maintenance and repair requests effectively.
    - Extend administrative support to the management team based on business needs.

    Requirements:
    - A minimum of 2 years of customer service experience, with a preference for candidates with prior exposure to high-volume environments.
    - Exceptional verbal and written communication skills.
    - Strong organizational and time management capabilities.
    - Demonstrated ability to multitask and prioritize tasks effectively, especially in a fast-paced environment.
    - Strong customer service skills to effectively interact with clients
    - Proficiency in Microsoft Office and prior experience with CRM software.
    - Experience in property management or real estate is considered a plus.
    - Willingness to work occasional evenings, as required.

    If you possess a positive attitude, thrive in a collaborative environment, and have a deep commitment to delivering exceptional customer service, we encourage you to apply for this exciting opportunity!

    Note: This job description is intended to provide a general overview of the position. It is not an exhaustive list of responsibilities, skills, duties, or requirements. Additional tasks may be assigned as needed.

    Job Type: Full-time

    Pay: $18.00 - $20.00 per hour

    Expected hours: 40 per week

    Experience level:

    • 2 years

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Ability to Relocate:

    • Tulsa, OK: Relocate before starting work (Required)

    Work Location: In person

  • 26 Days Ago

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Commercial Portfolio Manager I
  • SB Simmons Bank
  • Tulsa, OK FULL_TIME
  • It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Job Description Commercial Portfolio Manager sup...
  • 1 Month Ago

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Commercial Portfolio Manager I
  • Simmons Bank
  • Tulsa, OK FULL_TIME
  • It's fun to work in a company where people truly BELIEVE in what they're doing!We're committed to bringing passion and customer focus to the business.Job DescriptionCommercial Portfolio Manager suppor...
  • 1 Month Ago

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Real Estate Portfolio Manager - Relocation to Chesapeake, VA
  • Arch Advisory Group
  • Broken Arrow, OK FULL_TIME
  • Manage the real estate function of the company s portfolio of existing stores in a given territory. &Responsibilities include lease negotiations, dispositions, and the contractual side of lease renewa...
  • 21 Days Ago

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Grounds Keeper
  • ParkLand Ventures, Inc. (MHP Manager LLC)
  • Pryor, OK PART_TIME
  • Local multi-family property is seeking a candidate to join our team as a Part-Time Property Grounds Keeper. This position will require approximately 25 hours of work per week. We are looking for excep...
  • 1 Month Ago

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Finance Portfolio Associate
  • The University of Tulsa
  • Tulsa, OK FULL_TIME
  • Posting Details Position Information Position Title Finance Portfolio Associate Job Description JOB SUMMARY: Responsible for providing finance and procurement support in compliance with all applicable...
  • 27 Days Ago

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0 Portfolio Manager jobs found in Tulsa, OK area

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Client Executive
  • Paynada
  • Tulsa, OK
  • Job Title: Outside Sales - Client Executive About Us: Paynada is a pioneering force in B2B payment technology services, ...
  • 4/24/2024 12:00:00 AM

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Software Developer
  • Resource Informatics Group
  • Tulsa, OK
  • Position: Dotnet developer Location: Contract, Fully Onsite, Tulsa only Sub vending allowed: Yes Visa Constraints : None...
  • 4/24/2024 12:00:00 AM

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Senior Officer, Strategy & Implementation Management, 11-month LTE
  • Bill & Melinda Gates Foundation
  • Tulsa, OK
  • Senior Officer, Strategy & Implementation Management, 11-month LTE page is loaded Senior Officer, Strategy & Implementat...
  • 4/23/2024 12:00:00 AM

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Product Development in Retail Banking & Financial Services 2022
  • Equip Global Pte Ltd
  • Terlton, OK
  • Global Retail Banking Product Development Expert - Over 30 years of industry experience in insurance product development...
  • 4/23/2024 12:00:00 AM

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Risk | Associate | New York
  • Goldman Sachs
  • Tulsa, OK
  • FunctionalStore and/or access information on a devicePrecise geolocation data, and identification through device scannin...
  • 4/23/2024 12:00:00 AM

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Credit Analyst
  • Addison Group
  • Tulsa, OK
  • Addison Group is partnering with an established and growing financial institution that is in search of a credit analyst ...
  • 4/22/2024 12:00:00 AM

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Credit Analyst
  • Addison Group
  • Tulsa, OK
  • Addison Group is partnering with an established and growing financial institution that is in search of a Commercial Cred...
  • 4/22/2024 12:00:00 AM

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Senior System Administrator
  • Saic
  • Tulsa, OK
  • SAIC is currently searching for a skilled and seasoned professional to step into the role of Senior Systems Administrato...
  • 4/22/2024 12:00:00 AM

Tulsa is located in the northeastern corner of Oklahoma, 99 miles (159 km) northeast of Oklahoma City; situated between the edge of the Great Plains and the foot of the Ozarks in a generally forested region of rolling hills. The city touches the eastern extent of the Cross Timbers, an ecoregion of forest and prairie transitioning from the drier plains of the west to the wetter forests of the east. With a wetter climate than points westward, Tulsa serves as a gateway to "Green Country", a popular and official designation for northeast Oklahoma that stems from the region's green vegetation and r...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$108,713 to $150,686
Tulsa, Oklahoma area prices
were up 1.2% from a year ago