Portfolio Manager jobs in Oregon

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)

M
Portfolio Manager
  • Meredith Lodging
  • Bend, OR FULL_TIME
  • 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

    • $55 to $60K DOE


    Areas of Responsibility and Duties

    • Daily owner communication (calls, texts, emails)
    • Housekeeping quality control
    • Performance management – including training, evaluating, and recommending staff changes.
    • Monitoring, responding to and correcting reviews.
    • Reviewing owner statements
    • Creating, auditing, and processing work orders
    • Sourcing and scheduling vendors
    • VRBO/Airbnb monthly audits
    • Managing departmental budget and team expenses
    • Audit staff timecards and expense reports for accuracy
    • Prepare daily, weekly and monthly portfolio performance reports.
    • Ensure filing is organized and electronically preserved.
    • Work with the Business Development Team to recruit and on-board new homes.
    • Build rapport with other departments and their managers.
    • Other duties as assigned.


    Key Competencies

    • Organized and detail oriented – takes the time to ensure the job is completed and correct.
    • Auditing - willing to audit and be audited.
    • Communication – able to effectively communicate with homeowners and staff.
    • Adaptable and flexible – enjoys doing work that may require frequent shifts in direction.
    • Solution oriented – collect and analyze information, problem-solve and improve efficiency.
    • Reliability – is dependable, consistent and does not have attendance issues.
    • Achievement oriented – enjoys seeing tasks through to completion and hitting goals.
    • Self-starter – can work autonomously and will seek out new tasks rather than waiting for an assignment.
    • Growth oriented – a strong desire to grow professionally and learn new tasks and skills.


    Qualifications

    • Education
      • High school diploma or equivalent degree
      • Associate or 4 year preferred.
    • Skills
      • Proficient in Microsoft Office programs including Word, Excel and Outlook
      • Ability to manage a team of field staff.
      • Valid driver’s license required.
    • Abilities
      • Ability to effectively communicate, both orally and in writing
      • Ability to learn and use new software and tools.
      • Must have the ability to drive and have a valid driver’s license.
    • Experience
      • 3 – 5 years’ experience in hospitality or related field
      • Education or course work may be accepted in place of professional experience.


    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.

  • 19 Days Ago

M
Portfolio Manager
  • Meredith Lodging
  • Lincoln, OR FULL_TIME
  • 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 provi...
  • 19 Days Ago

P
Portfolio Manager
  • Princeton Property Management Inc
  • Portland, OR FULL_TIME
  • Princeton Property Management is seeking an experienced Portfolio Manager to join our dynamic team. As a Portfolio Manager you are primarily responsible for overseeing all aspects of management of mul...
  • 20 Days Ago

C
Portfolio Manager
  • CRMG
  • Portland, OR FULL_TIME
  • DescriptionCommercial and Residential Management Group (CRMG) is seeking a highly motivated Residential Portfolio Manager to join the growing residential team. Our Portfolio Managers are leaders who p...
  • 24 Days Ago

B
Portfolio Manager
  • BizTek People, Inc. | APA International Placement Consultants
  • Beaverton, OR FULL_TIME
  • Overview:This role is made for someone who loves structure, organization and developing/executing project plans. The three most important traits are influencing others, collaboration and attention to ...
  • 6 Days Ago

E
Portfolio Manager
  • Empirical Wealth Management
  • Portland, OR FULL_TIME
  • Empirical is an independent RIA managing almost $6 billion in AUM and operating with offices in Seattle, Portland, Bellevue, Irvine, San Francisco, San Mateo, Los Gatos and Fort Worth. Empirical provi...
  • 11 Days Ago

C
Portfolio Manager
  • C2R Ventures
  • Boston, MA
  • Our client, a Boston-based investment manager that provides global equity investment strategies with more than 150 billi...
  • 3/28/2024 12:00:00 AM

U
Portfolio Manager
  • USAA
  • Colorado Springs, CO
  • Why USAA? Why USAA? Lets do something that really matters. At USAA, we have an important mission: facilitating the finan...
  • 3/28/2024 12:00:00 AM

I
Portfolio Manager
  • InTrack Investment Management, Inc.
  • Norwich, VT
  • InTrack Investment Management is a privately owned registered investment advisor serving high net worth individuals, com...
  • 3/27/2024 12:00:00 AM

L
Portfolio Manager
  • Leavell Investments
  • Birmingham, AL
  • In 1979, Tom Leavell founded Leavell Investment Management, Inc. in Mobile, Alabama. Tom saw a need in the financial ser...
  • 3/24/2024 12:00:00 AM

A
Portfolio Manager
  • Albert Bow
  • Chicago, IL
  • Portfolio Manager | Large cut of PnL | 100% remote I am working with an incredibly exciting capital management fund, who...
  • 3/24/2024 12:00:00 AM

G
Portfolio Manager
  • GBC International Bank
  • Shoreline, WA
  • Job Summary The Portfolio Manager owns primary responsibility for the underwriting quality, portfolio administration, th...
  • 3/24/2024 12:00:00 AM

F
Portfolio Manager
  • First Horizon Bank
  • Huntsville, AL
  • About Us First Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial serv...
  • 3/8/2024 12:00:00 AM

F
Portfolio Manager
  • First Horizon Bank
  • Memphis, TN
  • About Us First Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial serv...
  • 2/26/2024 12:00:00 AM

Oregon (/ˈɒrɪɡən/ (listen) ORR-ih-gən) is a state in the Pacific Northwest region on the West Coast of the United States. The Columbia River delineates much of Oregon's northern boundary with Washington, while the Snake River delineates much of its eastern boundary with Idaho. The parallel 42° north delineates the southern boundary with California and Nevada. Oregon is one of only four states of the continental United States to have a coastline on the Pacific Ocean. Oregon was inhabited by many indigenous tribes before Western traders, explorers, and settlers arrived. An autonomous government ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$115,264 to $159,768