Investment Portfolio Manager, Sr. jobs in West Virginia

Investment Portfolio Manager, Sr. manages the research and analysis of financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Implements policies and procedures to guide the analysis and evaluation of investment products and ensure investment activities comply with regulatory standards. Being an Investment Portfolio Manager, Sr. reviews economic data, financial metrics, and market conditions to evaluate financial models, forecasts, and investment strategies. Monitors and manages an organization's investment portfolio to ensure optimal performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Portfolio Manager, Sr. requires a bachelor's degree. Typically reports to a director. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Regional Manager
  • CALIFORNIA COMMERCIAL INVESTMENT GR
  • Huntington, WV FULL_TIME
  • We make good investments in our people, properties, tenants, and company.

    CCI is a nationwide full-service real estate platform focused on the acquisition, asset management, property management, and development. Our current property portfolio consists of around 8,000 apartments and townhomes, with a particular focus on providing affordable housing for seniors and persons with disabilities. We also own and manage a diverse and growing portfolio of other real estate assets covering traditional multifamily rentals, office, and light industrial uses. CCI employs around 400 associates in 34 states across the country and we’re growing!

    As we embark on the next phase of our company's growth, we seek associates who can help us take our management platform to new heights. We need individuals who are not afraid to dig in, optimize our systems, tools, and processes, and enhance our reputation for excellence. We're looking for ambitious self-starters who value collaboration and open communication. For those who challenge the status quo and find better ways of doing things, we offer recognition and rewards. While we provide classroom learning and structured training, we believe that hands-on experience and self-directed development are key to success. Join us and be a part of our journey to success.

    About the role:

    As a Regional Manager at California Commercial Investment Group, Inc. (CCI), you will play a vital role in ensuring the success of our property management team. Your leadership skills will be put to the test as you guide a team of Property Managers and their direct reports, as well as a portfolio of properties. Your experience as a confident and capable people manager will enable you to manage your team remotely and achieve the optimal balance between resident satisfaction, asset preservation, compliance, and investor returns.

    Your passion for real estate and property management will drive your efforts to deliver exceptional results. You will be an excellent communicator who can interact with internal and external stakeholders at all levels with confidence and poise. Your ability to learn quickly and teach effectively will be critical to your success, as you help your team members absorb, embrace, and adopt new concepts. You will be comfortable with ambiguity and have the confidence to make decisions, even with incomplete or imperfect information.

    In this role, you will have the opportunity to make a significant impact on the business while advancing your career. We are looking for a leader who can juggle multiple competing priorities, react, and recalibrate quickly without missing a beat as situations evolve. If this sounds like you, we encourage you to apply!

    What will you be doing?

    • Leadership and Management: Lead by example, displaying a strong commitment to CCI’s overall goals and business objectives and acting in line with our CCI Credo commitments to integrity, top-notch communication, and excellence across all our business activities. You'll need to build strong relationships with your team as well as a variety of internal and external stakeholders, continuing to enhance CCI’s reputation as a leading property owner/operator and employer of choice.

    • Portfolio Performance: Ensure that every property in your portfolio achieves peak performance, which we define as each asset achieving the optimal balance between the sometimes-competing goals of 1) full occupancy, 2) satisfied residents and staff teams, 3) compliance with all applicable laws, programs, and regulations, 4) safe, clean and comfortable homes for our residents, 5) strong cash flow & investor returns.

    • Customer Service & Service Standards: Establish clear customer service expectations, and ensure those expectations are met. Take personal responsibility for clear, efficient, and timely communication with residents, staff, and other internal and external stakeholders.

    • Budgeting & Financial Management: Maximize revenue by managing occupancy and leasing effectively, creating a well-executed budget, and achieving our financial objectives for each asset.

    • Program Compliance: Work collaboratively with our in-house Compliance Department, National Maintenance and Accounting to ensure all properties within your portfolio comply with all applicable Federal, State, local, and lender requirements.

    How do I succeed in this role?

    • Take initiative: Understanding the goal, developing a plan, and delivering it

    • Be Inquisitive: Not afraid to ask good questions and to challenge the status quo to find better ways to do things

    • Be Tech-savvy: Leverage technology to help increase efficiency and optimize organizational and individual performance

    • Be a Good Communicator: Value excellent communication and collaboration; ability to communicate effectively with stakeholders at all levels, verbally and in writing

    • Be Detailed-oriented: Understanding and appreciating the importance of the details while seeing the big picture

    • Be Flexible: Willing to go above and beyond and can adapt quickly to changing circumstances

    Are you curious about the experience CCI is after? Look no further! We're seeking individuals with the right skills and know-how to help drive our company to new heights - to become a part of a team that values innovation, expertise, and collaboration.

    Additionally, we'd like to hear from you if you have:

    • 5 years’ experience managing people, preferably a remote or hybrid team

    • 3 years’ experience in Property Management or related real estate discipline

    • 3 years’ experience with standard real estate software (Yardi, Microsoft Office 365 preferred)

    • 2 years’ experience with affordable housing programs (Project-based Section 8, Section 202, LIHTC preferred)

    • Bachelor’s degree or equivalent professional experience

    • Industry certification such as CPM, CAM, or similar preferred


    Why Join Us:

    CCI's approach is simple: we invest in our people. Our culture emphasizes long-term career development. We provide continuous job-specific training, resources, and support to maximize our Teammates' learning opportunities, making them our most valuable asset.

    We Say Yes to Uniqueness

    We are proud to be an Equal Employment Opportunity (EEO) employer. Our commitment to equal opportunity extends to all applicants and employees, regardless of national origin, race, sex, gender, sexual orientation, age, disability, or any other class protected by the laws in the states where we operate.

    What We Offer:

    We offer a comprehensive compensation and benefits package, a commitment to work-life balance, and ongoing career development opportunities.

    Benefits & Perks

    • Company Culture

    • 10 holidays per year

    • Paid Time Off (PTO)

    • Medical, dental & vision insurance

    • Basic life insurance & supplemental benefits

    • HSA/FSA

    • Employee Assistance Program (EAP)

    • 401(k) Plan

    • Other rewards throughout the year

    How We Hire:

    CCI is committed to finding the best talent to embody our Credo and grow with the Company. Our hiring timeline may vary based on the position you're applying for.

    Begin your journey with us today by submitting your resume or completing an online application!

  • 13 Days Ago

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Self-Storage Property Manager
  • Spartan Investment Group
  • White Sulphur Springs, WV FULL_TIME
  • At Spartan Investment Group our mission is to Improve lives through our values. We do this by finding value-add and opportunistic investments offering solid returns to our investors, providing an oppo...
  • 9 Days Ago

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Assistant Property Manager
  • CALIFORNIA COMMERCIAL INVESTMENT GR
  • Huntington, WV OTHER
  • Job Details Level: Entry Job Location: Highlawn Place Senior Apartments - Huntington, WV Position Type: Full-Time, Non-Exempt Education Level: Associates Degree Preferred Salary Range: $30,000.00 - $3...
  • Just Posted

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Assistant Self-Storage Property Manager
  • Spartan Investment Group
  • White Sulphur Springs, WV FULL_TIME
  • At Spartan Investment Group our mission is to Improve lives through our values. We do this by finding value-add and opportunistic investments offering solid returns to our investors, providing an oppo...
  • 9 Days Ago

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Alternative Investment Analyst
  • West Virginia Investment Management Board
  • Charleston, WV FULL_TIME
  • Alternative Investment Analyst The West Virginia Investment Management Board is accepting resumes for an Alternative Investment Analyst. This is a full-time position that offers a great work/life bala...
  • 23 Days Ago

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Real Estate Portfolio Manager - Relocation to Chesapeake, VA
  • Arch Advisory Group
  • Huntington, WV 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...
  • 24 Days Ago

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Portfolio Manager
  • The Anderson Search Group
  • Las Vegas, NV
  • The Anderson Search Group has been engaged by the wealth management division of a 150 year old bank to identify an Inves...
  • 6/12/2024 12:00:00 AM

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Asset & Wealth Management - Investing & Portfolio Management - XIG -Administrative Assistant - New York
  • Goldman Sachs
  • New York, NY
  • Responsibilities: * Provides administrative support in a complex team environment to a senior group or executive * Coord...
  • 6/11/2024 12:00:00 AM

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Trust Advisor
  • gpac
  • Plano, TX
  • Job Description We are seeking an experienced trust officer to provide investment management and trust administration se...
  • 6/11/2024 12:00:00 AM

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Trust Advisor
  • gpac
  • San Antonio, TX
  • Job Description We are seeking an experienced trust officer to provide investment management and trust administration se...
  • 6/11/2024 12:00:00 AM

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Senior Financial Advisor
  • Baystate Financial
  • Wellesley, MA
  • About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baysta...
  • 6/11/2024 12:00:00 AM

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Family Office Manager
  • YMR
  • Jupiter, FL
  • Job Description Job Description We are looking to hire a Office Manager to join our small, focused investor/philanthropi...
  • 6/10/2024 12:00:00 AM

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Office Manager
  • YMR
  • Jupiter, FL
  • Job Description Job Description We are looking to hire a Office Manager to join our small, focused investor/philanthropi...
  • 6/9/2024 12:00:00 AM

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Cash Investment Portfolio Manager - Trader - Executive Director
  • JPMorgan Chase
  • New York, NY
  • The Cash Investment Desk is responsible for the investment of client cash collateral received against securities financi...
  • 6/8/2024 12:00:00 AM

West Virginia (/vərˈdʒɪniə/ (listen)) is a state located in the Appalachian region in the Southern United States and is also considered to be a part of the Middle Atlantic States. It is bordered by Pennsylvania to the north, Maryland to the east and northeast, Virginia to the southeast, Kentucky to the southwest, and Ohio to the northwest. West Virginia is the 41st largest state by area, and is ranked 38th in population. The capital and largest city is Charleston. West Virginia became a state following the Wheeling Conventions of 1861, after the American Civil War had begun. Delegates from so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$165,021 to $263,653

Investment Portfolio Manager, Sr. in Syracuse, NY
The sum total of your investments managed toward a specific goal.
January 19, 2020
Investment Portfolio Manager, Sr. in Temple, TX
Today we look at adding our portfolio to Morningstar.
January 27, 2020
Investment Portfolio Manager, Sr. in Phoenix, AZ
In fact, if you started with a solid investment plan, you'll be able to spend most of your time paying attention to your daily life, not your portfolio.
February 01, 2020