Portfolio Manager jobs in Wilmington, NC

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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Community Association Manager- Portfolio
  • Community Association Management Services (CAMS)
  • Southport, NC FULL_TIME
  • Description

    Are you looking to join a company that values a supportive culture, inclusion, growth, and the ability to work in and out of the office on a flexible basis? CAMS (Community Association Management Services), one of the fastest-growing HOA management companies in the southeastern US, was founded on the simple idea that people come first, and this idea is at the core of everything we do. At CAMS you will be immersed in a company that is technologically advanced and team-oriented.


    Why CAMS Needs You

    As a CAMS Community Manager, you will be responsible for managing a portfolio of homeowner's associations, building relationships with your boards of directors, and working to provide them with the trusted guidance they deserve. Our managers are supported internally by teams of specialists dedicated to assisting both you and the members of the communities we serve.


    What You'll Do Here

    • Maintain an open line of communication with boards of directors and homeowners
    • Prepare and present budgets to your boards
    • Analyze monthly financial reports and create variance reports for your boards
    • Create monthly management reports
    • Contact and coordinate with vendors for community maintenance projects
    • Oversee daily operations of your portfolio of communities
    • Regularly attend board meetings as well as internal team meetings
    • Supervise administrative and maintenance staff when applicable

    Requirements

     

    • Proven proficiency in learning new technology
    • Proficient in Microsoft Office applications (Word, Excel, Outlook)
    • Proven capability to review and analyze financial reports
    • Familiarity with insurance regarding HOAs
    • Grasp of contractual bidding processes
    • Knowledge of proper meeting order
    • Familiarity with the architectural request process
    • Ability to create and maintain a proper working budget

    Preferred Education, Licensing, and Experience

    • 1-2 years in the HOA management field (strongly preferred)
    • CAI designation(s) strongly preferred
    • Associate degree or higher preferred

    Benefits & Salary

    The starting salary range for this position is determined by the candidate's qualifications listed above and will be further discussed during the interview stages. New managers without prior experience working directly with Home Owner Associations and no CAI designations can expect to earn $45,000-$50,000 annually at first and more tenured managers who are accustomed to working with Home Owner Associations and have CAI designations will expect to be compensated anywhere from $50,000-60,000 annually to begin. Increases in compensation will be determined by employee performance annually. There is a bonus structure for this role based on portfolio size.   


    A relocation package will be determined if the candidate selected for hire must relocate outside of North Carolina for this position.


    The CAMS compensation package includes:

    • Paid Time Off
    • Company Paid Holidays
    • Comprehensive medical, dental, and vision plans are available
    • 401(k) with employer match at 1-year mark of employment
    • Life Insurance
    • Short-term Disability
    • Long-term Disability
    • Accident coverage
    • Critical Illness coverage
    • Employee Assistance Program
    • Bonus opportunities to be discussed in the interview stages
    • Cell phone stipend
    • Reimbursement for business mileage 

    Growth and Development Opportunities 

    At CAMS, we highly value professional growth and development, and that's why we provide our team with in-house training opportunities and support those pursuing external industry-related educational opportunities. Our internal training includes monthly community manager training seminars, wellness programs, and professional and personal growth opportunities. We are also big proponents of promoting and hiring from within, encouraging all of our employees to seek out career advancement. If you enjoy working in a fast-paced environment that provides opportunities to explore different positions, then CAMS may be the right place for you! 


    Life in Southport, NC (Brunswick County)

    If you have been considering relocating to a new area, Southport, NC has a lot to offer. Southport boasts a quaint waterfront downtown area and beautiful beaches, making it perfect for those looking to enjoy the quieter side of life. Just a short drive to Wilmington or Myrtle Beach, Southport would make the perfect home for someone looking to enjoy quiet coastal living while having the features of bigger cities close by.  

  • 22 Days Ago

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Community Association / Portfolio Manager
  • Priestley Management Company
  • Wilmington, NC FULL_TIME
  • Priestley Management Company has been a leader in community association management since 1990. Our mission is to provide superior customer service while preserving, protecting, and enhancing the value...
  • 15 Days Ago

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Business Banking Portfolio Manager
  • United Bank
  • Wilmington, NC FULL_TIME
  • JOB SUMMARY: Responsible for underwriting small business loan requests to achieve efficiencies and quality of the process to enhance client experience. Primary performance responsibilities include ana...
  • 1 Month Ago

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Community Association Manager- Portfolio
  • Community Association Management Services (CAMS)
  • Wilmington, NC FULL_TIME
  • Description Are you looking to join a company that values a supportive culture, inclusion, growth, and the ability to work in and out of the office on a flexible basis? CAMS (Community Association Man...
  • 30 Days Ago

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Community Association Manager- Portfolio
  • Community Association Management Services (CAMS)
  • Morehead, NC FULL_TIME
  • DescriptionAre you looking to join a company that values a supportive culture, inclusion, growth, and the ability to work in and out of the office on a flexible basis? CAMS (Community Association Mana...
  • 30 Days Ago

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HOA Manager- Portfolio (Property Manager)
  • CAMS Mgt.
  • Morehead, NC FULL_TIME
  • Are you looking to join a company that values a supportive culture, inclusion, growth, and the ability to work in and out of the office on a flexible basis? CAMS (Community Association Management Serv...
  • Just Posted

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0 Portfolio Manager jobs found in Wilmington, NC area

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Association Portfolio Manager
  • Priestley Management Company
  • Wilmington, NC
  • Priestley Management Company has been a leader in community association management since 1990. Our mission is to provide...
  • 4/26/2024 12:00:00 AM

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Association Portfolio Manager
  • Priestley Management Company
  • Wilmington, NC
  • Priestley Management Company has been a leader in community association management since 1990. Our mission is to provide...
  • 4/25/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Wilmington, NC
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 4/24/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Wilmington, NC
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/24/2024 12:00:00 AM

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Fleet Maintenance Operations Manager
  • Ryder System
  • Wilmington, NC
  • Job Seekers can review the Job Applicant Privacy Policy by clicking HERE. (https://ryder.com/job-applicant-privacy-polic...
  • 4/23/2024 12:00:00 AM

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Lead and Copper Regional Lead-Charlotte,NC
  • Black & Veatch
  • Wilmington, NC
  • **Lead and Copper Regional Lead-Charlotte,NC**Date: Mar 27, 2024Location:Charlotte, TX, US USCompany: Black & Veatch Fam...
  • 4/23/2024 12:00:00 AM

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Personal Insurance Account Manager (NC hybrid or East Coast Remote)
  • NFP
  • Wilmington, NC
  • Who We Are NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Div...
  • 4/22/2024 12:00:00 AM

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NURSE RETENTION COORDINATOR
  • Cape Fear Valley Health
  • Wilmington, NC
  • NURSE RETENTION COORDINATOR DEPARTMENT: Nursing Administration CLASSIFICATION: Exempt $20,000 sign-on bonus plus relocat...
  • 4/22/2024 12:00:00 AM

Wilmington is a port city and the county seat of New Hanover County in coastal southeastern North Carolina, United States. With a population of 119,045 in 2017, it is the eighth most populous city in the state. Wilmington is the principal city of the Wilmington Metropolitan Statistical Area, a metropolitan area that includes New Hanover and Pender counties in southeastern North Carolina, which has a population of 263,429 as of the 2012 Census Estimate. Wilmington was settled by the English along the Cape Fear River. The city was named after Spencer Compton who was the Earl of Wilmington. Its ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$105,265 to $145,907
Wilmington, North Carolina area prices
were up 1.5% from a year ago