Portfolio Manager jobs in Massachusetts

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)

B
Portfolio Manager
  • Brigs LLC
  • Roxbury, MA FULL_TIME
  • Description

      

    Position Summary: 


    Oversee and coordinate all fiscal and operational functions and activities associated with each Condominium and Homeowners Association. Candidate will be responsible for the management of a portfolio of residential properties in and around Boston and suburbs and will provide direction for governing Boards on operating and capital costs, as well as preparing the annual budget for the properties.


    RESPONSIBILITIES:

    • Property Manager in daily operations and management of      the property.
    • Handle tenant inquiries, complaints, and maintenance      requests in a professional and timely manner.
    • Maintain accurate records of tenant interactions and      transactions using property management software.
    • Coordinate with maintenance staff to ensure prompt      resolution of maintenance issues.
    • Responsible for effective Trustee and resident      management relations.
    • Prepares annual budget for operating and reserves.
    • Provide long term fiscal planning and analyze the      property’s cash requirements.
    • Maintain complete vendor, insurance and legal records.
    • Prepare maintenance schedules and monitor progress.
    • Enforce rules and regulations of the Association to      maintain a harmonious environment.
    • Maintain open communications with residents and      trustees using telephone, site visits, email and meetings.
    • Evaluate all contracts for your Association and make      recommendations to the board for practical cost savings and efficiency.
    • Oversees the management of the facilities provided by      a range of outside contractors and vendors.
    • Oversees activities of contractors, vendor personnel,      and suppliers; Monitors contracts for compliance and controls costs;      monitors general expenditures; performs quality control inspections to      ensure adherence to contract specifications and industry standards.
    • Solicits bids for maintenance contractors and      construction projects and participates in the selection of contractors.
    • Performs quality control inspections to ensure      adherence to contract specifications and industry standards.
    • Oversee collection of fees of homeowners within      portfolio.
    • Review monthly reports and prepare variance report for      trustees.

    Requirements

      

    • Bachelor's degree or equivalent.
    • At least 3 years property management experience.
    • Condominium property management experience is a must.
    • Excellent customer service skills.
    • Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a      diverse community.
    • Excellent skills using computers, preferably in a PC, Windows environment.
    • Demonstrated skills in organizing resources and  priorities.
    • Knowledge of contracting process and associated local, state, federal, and other regulations.
  • 1 Month Ago

T
Portfolio Manager
  • Trillium Asset Management
  • Boston, MA FULL_TIME
  • Full Time , Boston, MA Trillium Asset Management, LLC1 (Trillium) offers investment strategies and services that seek to advance humankind towards a global sustainable economy, a just society, and a b...
  • 18 Days Ago

N
Commercial Portfolio Manager
  • Newburyport Bank
  • Newburyport, MA FULL_TIME
  • DescriptionNewburyport Bank is a premier community bank in the Greater Seacoast looking to expand our team. If you are seeking an organization who treats customers, employees, and community members wi...
  • 2 Days Ago

D
Senior Manager, Portfolio Management
  • Dragonfly Therapeutics
  • Waltham, MA FULL_TIME
  • Senior Manager, Portfolio Management Dragonfly is seeking an experienced and highly motivated Senior Manager of Portfolio Management to join our team. The successful candidate will have a strong scien...
  • 2 Days Ago

T
Credit Portfolio Manager II
  • TD Bank
  • Andover, MA FULL_TIME
  • Work Location: Andover, Massachusetts Hours: 40 Pay Details: $110,760.00 - $178,880.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included sa...
  • 7 Days Ago

R
Commercial Loan Portfolio Manager
  • Reading Cooperative Bank
  • Reading, MA FULL_TIME
  • Position SummaryWe are looking for a Portfolio Loan Officer who will be responsible for managing a part of the Commercial Lending portfolio which may include commercial real estate loans, construction...
  • 8 Days Ago

Q
Portfolio Manager
  • Quest Financial
  • Atlanta, GA
  • Our client located in Midtown is looking for a Portfolio Manager to join their team! Pay: $100k - $120k In Office/Hybrid...
  • 6/11/2024 12:00:00 AM

C
PORTFOLIO MANAGER
  • City of New York
  • New York, NY
  • Job Description The NYC Department of Environmental Protection (DEP) enriches the environment and protects public health...
  • 6/11/2024 12:00:00 AM

T
Portfolio Manager
  • The Energy Authority
  • Bellevue, WA
  • About The Energy Authority The Energy Authority is a public power-owned, nonprofit corporation with offices in Jacksonvi...
  • 6/10/2024 12:00:00 AM

H
Portfolio Manager
  • Harrington Starr
  • New York, NY
  • My client, a world renowned hedge fund, is looking for Portfolio Managers to join their team in one of their many U.S. o...
  • 6/10/2024 12:00:00 AM

S
Portfolio Manager
  • SOL Capital Management
  • Rockville, MD
  • SOL Capital Management’s Investment Committee is adding a Portfolio Manager to our team. The primary function of the Por...
  • 6/10/2024 12:00:00 AM

E
Portfolio Manager
  • EPITEC
  • Detroit, MI
  • Position: Portfolio Manager Location: Onsite - Detroit, MI Job Type: 1-year contract with the potential to be extended D...
  • 6/10/2024 12:00:00 AM

H
Portfolio Manager
  • Huntington Hospital
  • Pasadena, CA
  • When you join the Huntington Hospital team, you are aligning yourself with an organization whose values drive our philos...
  • 6/9/2024 12:00:00 AM

H
IT Portfolio Manager
  • Houston Methodist
  • Houston, TX
  • At Houston Methodist, the IT Portfolio Manager position is responsible for planning, directing, and coordinating a colle...
  • 5/7/2024 12:00:00 AM

Massachusetts is the 7th-smallest state in the United States. It is located in the New England region of the northeastern United States and has an area of 10,555 square miles (27,340 km2), 25.7% of which is water. Several large bays distinctly shape its coast. Boston is the largest city, at the inmost point of Massachusetts Bay, and the mouth of the Charles River. Despite its small size, Massachusetts features numerous topographically distinctive regions. The large coastal plain of the Atlantic Ocean in the eastern section of the state contains Greater Boston, along with most of the state's po...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$125,677 to $174,202