Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Portfolio Manager

Regent Bank

About the Role:

The Portfolio Manager will be responsible for overseeing and optimizing a diverse portfolio of commercial real estate assets to maximize returns and minimize risks. This role involves conducting thorough financial analyses, due diligence, and market research to inform investment strategies and decisions. The Portfolio Manager will collaborate with various stakeholders, including asset managers, brokers, and financial analysts, to ensure effective asset management and alignment with organizational goals. Additionally, the role requires continuous monitoring of market trends and portfolio performance to identify opportunities for growth and improvement. Ultimately, the Portfolio Manager plays a critical role in driving the financial success of the portfolio while adhering to risk management protocols.

Minimum Qualifications:
  • Bachelor's degree in Finance, Real Estate, Business Administration, or a related field.
  • Minimum of 5 years of experience in portfolio management or asset management within the commercial real estate sector.
  • Strong understanding of financial analysis, risk management, and due diligence processes.
Preferred Qualifications:
  • Master's degree in Finance, Real Estate, or a related field.
  • Professional certifications such as CFA, CAIA, or CPM.
  • Experience with loan portfolio management and brokerage operations.
Responsibilities:
  • Develop and implement investment strategies for the commercial real estate portfolio.
  • Conduct financial analyses and due diligence on potential acquisitions and existing assets.
  • Monitor portfolio performance and market trends to make informed recommendations.
  • Collaborate with internal teams and external partners to optimize asset management.
  • Prepare and present reports on portfolio performance to senior management and stakeholders.

Skills:

The required skills in commercial real estate and portfolio management are essential for analyzing market conditions and making strategic investment decisions. Financial analytical skills are utilized daily to assess the performance of assets and identify areas for improvement. Risk management expertise is crucial for evaluating potential risks associated with investments and ensuring compliance with regulatory standards. Due diligence skills are applied when assessing new opportunities, ensuring that all aspects of an investment are thoroughly vetted. Additionally, strong asset management and brokerage skills facilitate effective collaboration with various stakeholders, enhancing the overall performance of the portfolio.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Portfolio Manager in Tulsa, OK vacancy
  •  ...understanding of basic accounting principles, fair credit practices and collection regulations Proven ability to calculate, post and manage accounting figures and financial records Data entry skills along with a knack for numbers Customer service orientation and... 
    Suggested

    Armada Distributing LLLP

    Tulsa, OK
    1 day ago
  •  ...locations. DO YOU HAVE WHAT IT TAKES? WHAT YOU'LL DO Build and maintain effective working relationships with Department Management at WCAT locations to support asset-related needs. Assist in preparing annual budgets for capital expenditures, tools, and... 
    Suggested

    C.A.T.

    Tulsa, OK
    9 hours ago
  •  ...maintaining effective communication, coordination, and working relations with Bank personnel in the mortgage fulfilment area and with management. As an MLO, you are to present yourself in a professional manner, representing Prosperity Bank with the highest level of... 
    Suggested
    Full time
    Work at office
    Monday to Friday

    Prosperity Bank

    Tulsa, OK
    9 hours ago
  • About the job Mortgage Loan Officer- Oklahoma Our client is looking for experienced Loan Officers!! This company is not simply driven by profit, but by making a difference in the lives of clients, customers, and employees. Starting with exceptional customer...
    Suggested
    Local area
    Remote work
    Monday to Friday

    Bronze Star Consultant

    Tulsa, OK
    2 days ago
  •  ...service that fosters long-term client loyalty. High level of accuracy and attention to detail with strong organizational and time management skills to manage multiple applications and meet closing benchmarks. Ability to adapt quickly to changing regulations,... 
    Suggested
    Casual work
    Immediate start
    Remote work
    Night shift
    Weekend work
    Afternoon shift
    Weekday work

    Tinker Federal Credit Union

    Tulsa, OK
    3 days ago
  • Mortgage Loan Originator-Tulsa and Oklahoma City Job Location Tulsa, OK or Oklahoma City, OK Position Type Full Time Description Summary: Essential Duties and Responsibilities: Establish and maintain relationships with potential and existing...
    Full time
    Work at office
    Local area

    MRI Spokane

    Tulsa, OK
    2 days ago
  •  ...A leading consulting firm is seeking a ServiceNow Senior Consultant specializing in IT and Operational Technology Asset Management. You will lead transformation teams, manage client relationships, and develop user interfaces in a fast-paced environment. The ideal candidate... 

    Ernst & Young Oman

    Tulsa, OK
    4 days ago
  • $15 - $17 per hour

     ...Part Time Assistant Property Manager We are seeking to empower a highly motivated, goal focused, customer-oriented team member for the role of Part Time Assistant Property Manager. Our company is about our people and our culture, propelling us forward as a leading provider... 
    Hourly pay
    Permanent employment
    Part time
    Local area
    Shift work

    National Storage Affiliates Trust

    Tulsa, OK
    10 hours ago
  •  ...unit size according to articles or material to be stored. Assists customer in completing rental agreement. The Assistant Property Manager may be required to travel to other facilities to provide support during staff shortages, high-demand periods, or special projects.... 
    H1b
    Visa sponsorship
    Work visa
    Free visa

    Key Storage

    Tulsa, OK
    10 hours ago
  •  ...Mortgage Servicing Specialist to work as part of a team servicing a portfolio of reverse mortgages on behalf of our nation's senior citizens....  ...Ability to work well under pressure Highly organized with the ability to prioritize projects and manage time effectively... 

    Azimuth Professional Services Llc

    Tulsa, OK
    4 days ago
  •  ...The Assistant Property Manager will support the Property Manager in overseeing the day-to-day operations of residential or commercial properties. This role includes maintaining tenant relations, ensuring property maintenance, assisting with financial reporting, and managing... 
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mental Health Association of Oklahoma

    Tulsa, OK
    4 days ago
  • $62.3k

     ...threats within the infrastructure. This position starts at $62,302 a year. PRIMARY RESPONSIBILITIES Cybersecurity Program Management & Operations Lead the development, maintenance, and continuous improvement of the Airport Cybersecurity Improvement Plan (... 
    Work at office
    Shift work

    Tulsa International Airport

    Tulsa, OK
    4 days ago
  •  ...the single, accountable partner unifying connectivity and digital experiences for widely distributed enterprises. We design, deploy, manage, and monitor critical infrastructure across thousands of locations. Our U.S.-based Network Operations Centers operate 24/7, and our... 
    Full time
    Work at office
    Remote work

    SageNet

    Tulsa, OK
    1 day ago
  • $99k - $266k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... 
    Full time
    H1b

    PwC

    Tulsa, OK
    3 days ago
  •  ...coordination between internal teams, clients, and external partners. The ideal candidate is proactive, customer-focused, and comfortable managing multiple priorities. Key Responsibilities: Provide administrative support to loan officers, processors, and underwriting... 
    Work at office

    System One Holdings, LLC

    Tulsa, OK
    5 days ago
  • $105.1k - $192.6k

     ...take your career wherever you want it to go. Join EY and help to build a better working world. Tax - Indirect Tax - Property Tax - Manager Will you shape the future or will the future shape you? The opportunity Our tax function is constantly evolving, and it's... 
    Summer holiday
    Local area
    Flexible hours

    EY

    Tulsa, OK
    11 hours ago
  • $105.1k - $192.6k

     ...you want it to go. Join EY and help to build a better working world. Tax - Indirect - Unclaimed Property and Escheat Services - Manager Will you shape the future or will the future shape you? The opportunity Join our globally integrated team of dedicated indirect... 
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Tulsa, OK
    5 days ago
  • $90.3k - $165.4k

     ...range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which... 
    Summer holiday
    Flexible hours

    EY

    Tulsa, OK
    2 days ago
  • $124k - $335k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity... 
    Full time
    H1b
    Local area
    Overseas

    PwC

    Tulsa, OK
    3 days ago
  •  ...and thrive in a fast-paced environment, this is a great opportunity to grow with a high-performing team. Responsibilities: • Manage contracts, disclosures, and transaction timelines from contract to close • Coordinate listings, showings, and closing logistics... 
    Contract work

    Engel & Volkers Tulsa

    Tulsa, OK
    5 days ago
  • About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We’re a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada...
    Extra income
    Part time
    Remote work

    Melius Consulting

    Tulsa, OK
    4 days ago
  • $1,000 per month

     ...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Tulsa, OK
    4 days ago
  •  ...Investment Advisor Provide investment advice, portfolio analysis, and trade execution. Recommend investment plans aligned with client...  ...Ensure compliance with all regulatory and company policies. Manage client records and branch office files. Document client... 
    Work at office

    Central Bancompany

    Tulsa, OK
    5 days ago
  •  ...client needs and identify opportunities ~ Remarkable attention to detail and ability to prioritize ~ Organizational skills to manage multiple tasks ~ Being coachable, collaborative, and curious are your "go to" attributes Note: Fidelity is not providing... 

    Fidelity Investments

    Tulsa, OK
    5 days ago
  • $16.48 - $23.13 per hour

     ....com Visit us on Facebook Customer service, Health care, Financial Counseling, hospital R1 is the leader in healthcare revenue management, helping providers achieve new levels of performance through smart orchestration. A pioneer in the industry, R1 created the first... 
    Hourly pay
    Local area

    R1 RCM

    Tulsa, OK
    4 days ago
  • $50k - $85k

    A handcrafted food company is seeking a seasoned Vendor Business Opportunity Investor to help accelerate growth in handcrafted food. The role is work from home with flexible part-time or full-time schedules. Candidates must have a strong investment background, networking...
    Full time
    Part time
    Remote work
    Work from home
    Flexible hours

    Pickle Jam and Salsa Kitchen

    Tulsa, OK
    24 days ago
  •  ...position. Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and...  ...a minimum of $1MM in production Experience managing client portfolios and driving growth Proven relationship building and business... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Tulsa, OK
    3 days ago
  • $58.44k

     ...that the program is providing within scope and meets the needs of the installation. Provides personal financial counseling and management services directly to service members and their families. Assists service members in establishing a spending plan for extended... 
    Contract work
    Temporary work
    Work experience placement
    Work at office

    Magellan Health

    Tulsa, OK
    3 days ago
  •  ...senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated...  ..., comprehensive wealth management and customized investment portfolios Participate in building new client relationships in... 

    Mariner

    Tulsa, OK
    4 days ago
  • $50k

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Tulsa, OK
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!