Portfolio Manager jobs in Arizona

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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Portfolio Manager
  • Tekrek Solutions Inc
  • Phoenix, AZ CONTRACTOR,FULL_TIME
  • Job Description:

    • Bank-forced closures initiated by the first line of defence (FLOD), the second line of defence (SLOD), and compliance
    • Service disablement related to accounts closed through the dormant process
    • Account closures resulting from compromised activity
    • Client-initiated account closures

    This position will:

    • Delivering an excellent client experience by providing a timely and accurate servicing of client records for the commercial bank.
    • Supporting client financial needs through proper maintenance of deposit accounts and online banking services.
    • Providing accurate and clear operational guidance to clients and internal business partners consistent with regulatory requirements, bank policy, and department procedures
    • Processing approximately 200-300 client requests per month while maintaining an accuracy rate of ***% or higher
    • Adherence to tight service level agreements on client requests
    • Ability to research simple to moderately complex requests and communicate to business partners a timely resolution of client inquiries
    • Flexibility with hours of support and coverage
    • May support tasks related to regulatory monitoring of accounts as needed

    Job Types: Full-time, Contract

    Pay: $25.00 - $27.00 per hour

    Benefits:

    • Dental insurance
    • Health insurance
    • Vision insurance

    Schedule:

    • 8 hour shift

    People with a criminal record are encouraged to apply

    Experience:

    • Transaction: 3 years (Required)
    • Banking: 4 years (Required)
    • Customer support: 4 years (Required)

    Ability to Relocate:

    • Phoenix, AZ 85040: Relocate before starting work (Required)

    Work Location: Hybrid remote in Phoenix, AZ 85040

  • 1 Month Ago

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HOA Portfolio Manager
  • Heywood Realty & Investment, Inc.
  • Gilbert, AZ FULL_TIME
  • Do you pride yourself on taking initiative, managing yourself, and just getting the job done? Tired of your current boss or manager up in your business all the time? Want to be treated like an adult? ...
  • 8 Days Ago

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Manager, Portfolio Finance
  • Clearway Energy
  • Scottsdale, AZ FULL_TIME
  • What The Role Is Reporting to the Senior Director of Portfolio Finance, the Manager of Portfolio Finance is responsible for managing commercial matters with financing parties for multiple construction...
  • Just Posted

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Associate Portfolio Manager
  • Robert Half
  • Scottsdale, AZ PER_DIEM
  • Associate Portfolio Manager - Implementation of portfolio rebalancing- Treasury bond rebalancing - Organization and maintenance of client portfolios and models- Monitoring cash levels and NSF alerts a...
  • 28 Days Ago

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Portfolio Community Manager
  • FirstService Residential
  • Tucson, AZ FULL_TIME
  • Job Overview: In conjunction with the Regional Manager and Board of Directors, the Portfolio Manager will manage the business of the associations assigned to deliver exceptional services and solutions...
  • 2 Months Ago

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Senior PMO Portfolio Manager
  • Western Alliance Bancorporation
  • Phoenix, AZ FULL_TIME
  • Job Title:Senior PMO Portfolio ManagerLocation:CityScapeWhat you'll do:Responsible for managing and supporting large, complex, cross-functional, enterprise-wide Digital Initiatives including our Consu...
  • 2 Months Ago

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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

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Portfolio Manager
  • Hedge Fund
  • Established Portfolio Manager/Trader with Proven Expertise Major Buy Side client look for an established Portfolio Manag...
  • 6/10/2024 12:00:00 AM

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Portfolio Manager
  • First New York
  • New York, NY
  • Multi Strategy Platform expands its global presence. FNY Investment Advisers (“First New York”) is an SEC Registered Inv...
  • 6/9/2024 12:00:00 AM

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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

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Portfolio Manager
  • Brigs LLC
  • Boston, MA
  • Job Type Full-time Description Position Summary: Oversee and coordinate all fiscal and operational functions and activit...
  • 6/8/2024 12:00:00 AM

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Portfolio Manager
  • Angel Oak
  • New York, NY
  • Overview: Angel Oak Capital Advisors is an investment management firm focused on providing compelling fixed income inves...
  • 6/8/2024 12:00:00 AM

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Portfolio Manager
  • Gaetani Real Estate
  • San Francisco, CA
  • JOB TITLE: Portfolio Manager DEPARTMENT: Property Management REPORTS TO: Director of Operations Company Background: Gaet...
  • 6/7/2024 12:00:00 AM

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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

Arizona (/ˌærɪˈzoʊnə/ (listen); Navajo: Hoozdo Hahoodzo Navajo pronunciation: [xòːztò xɑ̀xòːtsò]; O'odham: Alĭ ṣonak Uto-Aztecan pronunciation: [ˡaɺi ˡʂonak]) is a state in the southwestern region of the United States. It is also part of the Western and the Mountain states. It is the sixth largest and the 14th most populous of the 50 states. Its capital and largest city is Phoenix. Arizona shares the Four Corners region with Utah, Colorado, and New Mexico; its other neighboring states are Nevada and California to the west and the Mexican states of Sonora and Baja California to the south and so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$112,509 to $155,949