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 is responsible for ensuring their portfolio of homes is managed and maintained to industry leading standards. You will oversee a housekeeping and maintenance team that will provide best in class care. This includes ensuring that checkout cleans are completed and inspected and that all the furniture, appliances, electronics, kitchen equipment and personal property are kept in like new condition. You will be expected to care for the homes as if they were your own and ensure that your team operates effectively and efficiently. This is a customer service position, and the Portfolio Manager is expected to always provide excellent service and attention to the homeowners to ensure their needs and requests are addressed promptly.
Compensation
Areas of Responsibility and Duties
Key Competencies
Qualifications
Working Conditions
This position operates in a professional work environment with half of the time in the office and half in the field. This position routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Occasional travel to other regional offices may be required. All potential employees are required to pass a background and motor vehicle check before being hired. Candidates may not have any tattoos visible above the shoulders. Smoking/Vaping are strictly prohibited within all company work areas, managed properties, owned properties, company vehicles, and within 10 feet of all entrances, exits, accessibility ramps, windows, and air-intake vents. This position requires employees to follow company dress code.
Physical requirements
This job is primarily performed at a stationary desk in an office and can be done sitting or standing and walking homes for inspection. Lifting/moving requirements are generally 25 pounds or less. There may be occasional need to crouch, stoop, bend and lift amounts greater than 25 pounds. Normal workdays are between eight and nine hours, but additional hours may be needed based on workflow.
The preceding description is not designed to be a complete list of all duties and responsibilities required of the job. The company reserves the right to modify or change the job description at any time with or without notice. Employment is “at will”, and nothing in the job description should be construed as a contract for employment for any specified period of time.