Portfolio Manager jobs in Minnesota

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 Director or Portfolio Manager
  • Aeon
  • Minneapolis, MN FULL_TIME
  • Organization Background

    Aeon is a nonprofit developer, owner and manager of quality, affordable homes in the Twin Cities. Since 1986, the award-winning nonprofit has built or renovated 5,900 apartments and townhomes. These homes provide stability to more than 17,000 people each year. At Aeon, we believe everyone deserves a home. But the threat of homelessness is real. Too many people are struggling to make ends meet. One illness, one day without work, one family emergency, could leave them with nowhere else to go. Together, we will act boldly to create and preserve quality, affordable homes for those who need them most. With Aeon, you'll discover hard work that's worth it. Learn more about Aeon at www.aeon.org.


    Summary

    We are looking for an exceptional business leader who has a demonstrated commitment to working in and with the communities that Aeon serves. This culturally competent, multifamily professional will be an integral part of Aeon's Property Operations leadership team. The team's mission is to provide high quality, sustainable affordable housing. We achieve high standards of excellence through strong resident relationships, resourceful management, intentional staff mentorship and dedication to Aeon's mission and values.


    We are open to considering a range of high-level property management experience and as such are prepared to offer either a Portfolio Director or a Portfolio Manager position, depending on experience and skill set. This Property Operations leader will report to Aeon's Senior Portfolio Director. They will lead, develop, and manage all on-site personnel at multiple properties in addition to maintaining strong working relationships with all Aeon management peers and other internal teams. They will implement, evaluate, develop, and continually improve practices for efficient and effective financial operations. The scope of work and size of their portfolio will vary depending on which position the candidate is hired into, between Portfolio Director and Portfolio Manager.


    Skills & Qualifications

    We are seeking candidates with a track record of building strong, mutually beneficial relationships and achieving results through empowering and effectively supporting people. The candidate will also possess proven success with leading, supervising and mentoring on-site management staff as well as excellent interpersonal, management, and conflict resolution skills. They should be a resourceful problem solver with attention to detail and a seeker of excellence who values results, hard work, customer service and teamwork. Above all, the candidate must have a strong belief in the mission and values of Aeon and in the people and neighborhoods it serves.


    In addition, we are looking to identify the following:


    • Minimum of 3-5 years of experience in property management as a senior level manager, area manager or regional property manager or related field such as hospitality, senior housing, etc.
    • Must have multi-site experience, having managed at least 400-1000 units.
    • Working knowledge of federally assisted housing regulations.
    • Proven success in staff development, leadership, and mentoring.
    • Candidate must possess proven abilities in financial analysis, property budgeting and reforecasting with superb attention-to-detail and follow-through.
    • Must excel in interpersonal interactions in a manner that is culturally responsive, ensuring consideration for differing needs and expectations of residents, staffs, vendors, community members, etc.
    • Results-oriented with demonstrated success balancing all business considerations.
    • Must have a demonstrated commitment to learning and participating in Aeon's diversity, equity, and inclusion efforts.
    • Must have valid driver's license, vehicle and vehicle insurance.
    • Physical Requirements:
      • Ability to sit and stand for extended periods of time.
      • Ability to complete tours between properties including but not limited to inspecting grounds, hallways, stairwells, and apartment homes.
      • Ability to file, open and close file drawers, and enter data into a computer for extended periods of time.
      • Ability to withstand external weather conditions.

    Compensation & Location Information

    Compensation is commensurate with experience. Aeon offers an impressive benefits package which includes medical, dental, vision, life insurance, short-term and long-term disability, retirement plan, paid time off and an employee assistance program.


    This position requires regular on-site work at our Minnesota properties. Aeon's properties are primarily located in the Twin Cities metropolitan area. This position may office remotely from time-to-time. When working remotely, the candidate is required to travel to and from Aeon properties for urgent or unplanned matters and for regularly planned on-site visits, trainings, and meetings. As such, candidates must either currently reside in and around the Twin Cities metro area, or plan to relocate to accommodate regular planned and unplanned on-site needs.


    If you are interested in applying for this position please visit:


    Position is open until filled.


    Aeon values a diverse work environment. Individuals with disabilities, persons from BIPOC communities, the LGBTQ community, and people from underrepresented communities are strongly encouraged to apply.


    Aeon is an Equal Opportunity / Affirmative Action Employer

    Employees and residents are encouraged to apply.

  • 25 Days Ago

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Portfolio Manager
  • Greco
  • Minneapolis, MN FULL_TIME
  • Greco is looking for an Portfolio Manager!The Portfolio Manager for Greco must have the ability to assemble and coach, develop and lead a team, manage to financial and physical goals of each property,...
  • 14 Days Ago

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Application Portfolio Manager
  • Computershare
  • Saint Paul, MN FULL_TIME
  • Location- St. Paul, MN, Columbia MD or Charlotte, NC (Hybrid) This is a hybrid position primarily based in St. Paul, MN, Columbia, MD or Charlotte NC. We’re committed to your flexibility and wellbeing...
  • 2 Days Ago

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Portfolio Manager/Credit Analyst
  • Sherburne State Bank
  • Monticello, MN FULL_TIME
  • Sherburne State Bank is hiring a Portfolio Manager / Credit Analyst. This is a career building opportunity for a talented individual seeking to grow into a Commercial Lender. This Portfolio Manager/Cr...
  • 3 Days Ago

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Portfolio Manager/ Credit Analyst
  • Sherburne State Bank
  • Becker, MN FULL_TIME
  • Position Summary: Work closely with Commercial Loan Officers to manage existing client relationships as well as underwrite and structure financial solutions for prospective clients.Essential Functions...
  • 4 Days Ago

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Technical Portfolio Manager - Cloud
  • U.S. Bank
  • Hopkins, MN FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 10 Days 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
  • Sony Corporation
  • Reston, VA
  • Sony Corporation of America, located in New York, NY, is the U.S. headquarters of Sony Group Corporation, based in Tokyo...
  • 6/10/2024 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
  • 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
  • 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
  • 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

Minnesota (/ˌmɪnɪˈsoʊtə/ (listen)) is a state in the Upper Midwest and northern regions of the United States. Minnesota was admitted as the 32nd U.S. state on May 11, 1858, created from the eastern half of the Minnesota Territory. The state has a large number of lakes, and is known by the slogan the "Land of 10,000 Lakes". Its official motto is L'Étoile du Nord (French: Star of the North). Minnesota is the 12th largest in area and the 22nd most populous of the U.S. states; nearly 60% of its residents live in the Minneapolis–Saint Paul metropolitan area (known as the "Twin Cities"). This area i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$118,169 to $163,795