Portfolio Manager
$65k - $68kFirstService Residential
Description Job Overview: As a Portfolio Manager, you will provide strong leadership and management direction on behalf of Board of Directors and FirstService Residential. This position will oversee the entire operation and consistently adhere to and execute the mission and vision of the Boards and communities. This position has oversight of all aspects related to the business and operations of the communities. The purpose of this role is to create a single point of contact in the communities, enhance communication and create effective oversight of staff and operations. The Portfolio Manager has the sole duty of the day-to-day operations, legal compliance and overall oversight of the associations and staff. Your Responsibilities Provide leadership and direction in the development of short-term and long-range plans. Develop recommendations for goals and action plans to achieve Board objectives. Lead annual goal setting. Review organization structure, job descriptions, and functions. Make recommendations to the Board as to any potential changes. Partner with public, private and volunteer organization to provide community services when necessary. Support the activities of the various Board sub-committees. Knowledge of all Community Governing documents. Provide recommendations on revisions. Continual process of seamless connection between the Board of Directors and committees. Provide community leadership and guidance to ensure that the needs or desires of the homeowners are being addressed. In partnership with the Board, create, or cause to be created, and implement the annual working budget, subject to approval by the Board of Directors. Monitor and report on the monthly financial position of the association. Provide leadership to each meeting involving the Board of Directors in terms of agenda support and written and oral reports. Summarize the priorities of each meeting with appropriate follow up. Recruit, hire, train and supervise all community staff in accordance with the documented management plan, if applicable. Work closely with local emergency organizations to maintain established emergency and community evacuation plans as appropriate. As appropriate, confer with other departments, divisions and outside agencies, including community groups and organizations. Identify, develop and implement programs to meet community needs. Assess and monitor community needs: identify opportunities for improving service delivery methods and procedures and developing new programs. Implement programs or improvements. Attend and participate in professional group meetings. Stay abreast of new trends and innovations in fields of community management and community programming. On-site visibility throughout the common areas and facilities. Understanding of all agreements for corporate implementation. Ensure adherence to master calendar, maintenance calendar, association budgets and subsidy program. Review corporation policies on an ongoing basis to ensure compliance with civil code, declaration and other requirements of governing institutions. Perform building inspections of interior and exterior of property and prepare action plan for opportunities. Shall at all times ensure due diligence for the protection of client’s funds, property and assets against all reasonably foreseeable contingencies or losses. Regular attendance and punctuality. Skills & Qualifications Bachelor’s Degree in Business or related field from an accredited college or university, and three years’ experience in Property Operations, Hospitality or Construction; or equivalent combination of education and experience. Must have any state specific certifications and licenses or they are preferable of not required by the state. A minimum of seven years of successful community management experience or equivalent professional experience in a related field, with at least 4 of those years responsible for a staff with a variety of expertise, background and job assignments. Management experience in a small or medium-sized organization including responsibility for more than one functional department or division preferred. Understanding of physical building management, Condominium law, financial planning and law affecting property management. Valid Driver’s License and State Mandated Vehicle Insurance Commitment to obtain CPM, PCAM, ARM or AMS designations or equivalent. Physical Requirements / Working Environment The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Position involves sitting, standing, stooping, kneeling, pushing, shoving, lifting, carrying and moving objects that can weigh up to 25 lbs. This movement can occur throughout the day. Must also be able to climb several flights of stairs if necessary. Must be able to sit and stand for extended periods of time. Must be able to communicate both on the phone and in person with our clients in order to resolve issues and manage the business. Must have finger dexterity for typing/using a keyboard. Must be mobile enough to move around both the office in order to make copies, send mail and faxes and to walk around the property. This could include lengthy walks on uneven areas. Talking and hearing occur continuously in the process of communicating with guests, supervisors, and other associates. Capable of working extended hours, to include evenings, weekends and holidays as necessary. This position may alternate between working indoors in a controlled climate and with proper lighting, to an outdoors setting with variable climate and lighting. Must be able to interact with all types of individuals, be mentally alert, detail oriented, and with good reasoning skills. Must be able to work on more than one assignment at a time with frequent interruptions, changes and delays. Must be able to remain focused and work effectively, efficiently, and cheerfully under such circumstances. For safety reasons, employee must remain alert to working conditions and aware of safety, health, and environmental concerns. Must be able to work effectively and cheerfully in an environment which may be stressful due to adversarial situations resulting from the proper performance of duties. The work environment characteristics are normal office conditions for the role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Hours over and above normal office hours will occur, including evenings, holidays, and some weekends. Schedule is subject to change based on business needs. What We Offer Full-time exempt associate, eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision, and others. Eligible for time off benefits, paid holidays and a 401k with company match. Occasional travel may be required to attend training and other company functions. Compensation $65,000 - $68,000 / annually Disclaimer Statement The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time. Automated Employment Decision Tool (AEDT) Usage We may utilize an Automated Employment Decision Tool (AEDT) in connection with the assessment or evaluation of candidates. The AEDT is designed to assist in objectively evaluating candidate qualifications based on specific job-related characteristics. Job Qualifications and Characteristics Assessed The AEDT evaluates candidates based on job qualifications and characteristics pertinent to the role, including skills, experience, and competencies relevant to the position requirements. These qualifications are determined by the unique needs of each role within our company. Alternative Selection Process or Reasonable Accommodations Candidates who require an alternative selection process or a \"reasonable accommodation\", as defined under applicable disability laws, may make a request through our designated contact channel View email address on click.appcast.io. Requesting Information About the AEDT - NYC Local Law 144 Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. To submit a request, please contact us at View email address on click.appcast.io; we will respond in accordance with Local Law 144, within 30 days. #J-18808-Ljbffr FirstService Residential
$50 per hour
...HeadquartersBusiness Unit: Corporate HeadquartersStandard Job DescriptionLockheed Martin Ventures (LMV) is seeking an energetic Portfolio Manager to serve as a strategic bridge between Lockheed Martin and our portfolio companies. What You Will Be Doing:In this role, you...SuggestedFull timeTemporary workWork experience placementCasual workRemote workFlexible hours- Bryn Mawr Trust, a WSFS Company, seeks a Municipal Bond Credit Analyst/PM to oversee municipal bond portfolio management, trading, and issuer due diligence. The role spans broader fixed income contributions and client portfolio support. The ideal candidate has 10-15 years...Suggested
$111.44k - $183.08k
...Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a... ...role is responsible for all areas of the firm's municipal bond portfolio management including municipal bond trading, portfolio construction...SuggestedFull timeWork at officeFlexible hours$70k
Overview At Univest, we’re looking for a detail-oriented and relationship-driven Portfolio Manager to support our Commercial Lending team in Souderton and West Chester. In this role, you’ll work between both locations while partnering closely with Relationship Managers...SuggestedTemporary workWork at office- ...Fund Services division. You will act as the record keeper for funds, calculate NAVs, and communicate fund activity to investment managers and clients. You will train and supervise accounting analysts, participate in audits, and assist with SEC filings while ensuring accuracy...Suggested
- ...The client is seeking a Fund Accounting Manager to join its Private Equity & Hedge Fund Accounting Teams. The primary goal is to provide exceptional customer service, accounting, and administration services to hedge and private equity fund customers. The Fund Accounting...Local area
- ...Investment Funds | SEI The Tone: This is an entry-level position at SEI, located in Oaks, PA, within the rapidly growing Investment Manager Services (IMS) Division. SEI is a leading global provider of investment processing, investment management, and investment...Work experience placementInternship
- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Investment Fund Services accounting team. Our primary goal is to provide exceptional accounting and administration servicing for our clients’ assigned mutual funds...Flexible hours
$40k - $55k
...the Middle East. Our innovative employee programs, supportive management structure, and extensive career advancement opportunities make... ...rewarded for the work that they do. Job Description The Insite Portfolio Manager is accountable to ensure that all of the sites within...Immediate start$75k - $80k
...responsibilities and fund accounting oversight. The successful candidate will oversee fund accounting for hedge funds and private equity funds, ensure timely financial reporting, and coordinate with internal teams and investment managers. #J-18808-Ljbffr Russell TobinRemote work- SolomonEdwards is seeking a Hedge Fund Reporting Manager in King of Prussia, PA. This role leads financial reporting, analysis, and timely delivery of financial information to senior leadership. The ideal candidate has 5+ years in accounting/financial reporting within hedge...Work at officeRemote work
$100k - $120k
...for Remote) Compensation: $100,000-$120,000 base + 5,000 bonus Our client, a leading global investment processing and investment management services company, is looking to hire a Fund Accounting Manager - Alternative Investments in Oaks, PA . Responsibilities Serve...Local areaRemote work- Russell Tobin is seeking a Fund Accounting Manager to join its Private Equity & Hedge Fund Accounting Teams. The role focuses on delivering exceptional accounting and administration services to hedge and private equity fund clients and resolving complex accounting issues...
$50 - $51 per hour
...partners closely with Investment Teams within Brokerage Investment Management (MSIM). The AIS Team currently supports 300+ alternative... ...Responsibilities Monitor investment and investor activity across multiple portfolios and custodian banks, ensuring accurate and timely settlement...$81.4k - $153.5k
...packagesPrepare/facilitate the day-to-day operating activities for private equity and real estate fund administration clients, including cash management, wire setup, management fees, carried interest/waterfall calculations, subsequent closes, credit facility maintenance, deal...Full timeWork experience placementInternshipWork at officeLocal area- State Street is seeking a Senior Associate in its Private Equity and Real Assets Fund Services group in the United States. The role focuses on preparing, analyzing and reporting investment and fund performance data for global real estate funds and affiliated entities. Responsibilities...
- ...encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns... ...with lending guidelines and clients' requirements. + Manages a portfolio of customer relationships. Seeks prospective opportunities to...Full timeWork experience placementWork at office
- SEI is seeking a Marketing Manager to join the Asset Management Marketing team. You will develop and execute content and sales enablement tools for the North American market, promoting investment products to financial advisors. The role reports to the head of Product Marketing...
$77.5k - $106k
...Job Description The Asset Protection Manager is responsible for overall inventory shortage performance and full execution of the Asset Protection strategy for their assigned store. This role ensures a safe selling environment while protecting company assets through proactive...Work experience placementLocal area- ...Summary The Asset Protection Manager leads shortage-control strategy and inventory performance for an assigned store. The role protects company assets, maintains a safe selling environment, and partners with store leadership and investigators to improve results. Responsibilities...
- A well-established nonprofit organization is seeking a Development Manager to help lead fundraising, donor engagement, and strategic partnership efforts. This is an excellent opportunity for someone with a nonprofit development/fundraising background OR a strong sales/business...Monday to Friday
- ...a Director to join the Alternative Investment Services team supporting the Portfolio Solutions Group (PSG). This role provides leadership across investment operations and portfolio management support for multi-asset funds, separately managed accounts, and private equity...
- ...to model review and quality assurance across the team's analytical output Run life insurance carrier illustrations for COLI cases, managing inputs, assumptions, and outputs with precision Operate our proprietary in‑house illustration system and coordinate with carriers...Work at officeRemote work
$60k
...Property Manager ESSENTIAL DUTIES AND RESPONSIBILITIES of the property manager shall include but not be limited to the following: Oversight of all application processes, verifications, and any additional information as it relates to new move-in paperwork and applications...Full timeContract workFor contractorsWork at officeMonday to FridayWeekend work$68k - $120k
...Insurance Product Analyst role may be a great fit for you. In this role, the Personal Insurance Product Analyst assists the Product Management Regional Team on a variety of activities and projects across several states in the region. Examples include participation in rate...Temporary workWork at officeRemote work3 days per week- Fulton Bank, N.A. in King of Prussia, PA is seeking a Senior Mortgage Loan Officer. The role concentrates on working with customers to identify and secure mortgage loans while cultivating external referrals to generate loan originations. A significant portion involves building...
- ...sources, delivering exceptional service and guiding customers toward suitable lending solutions. You will counsel customers on options, manage the loan pipeline to meet milestones, and collaborate with key banking partners to drive growth while ensuring compliance and high-...
$92k - $95k
...Join to apply for the Property Manager role at Bozzuto . Base pay range $92,000 - $95,000 USD per year. When you join Bozzuto, you're not just accepting a job; you are becoming part of a community that cares about your overall well‑being and professional growth. We recognize...2 days per week$136k - $186.78k
...Eligibility After Five Years of Service Duties and responsibilities, as they align to Ryan’s Key Results People Leads the IT Asset Management team as a core ESM capability, fostering collaboration across global IT and business teams. Provides guidance, standards, and...Work at office- Business Analyst III - Investment Manager Services Division Support existing clients, operational service teams, and new business development, delivering standard and customized solutions. Responsibilities Lead new business onboarding including estimation, approach/design...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!




