Investment Portfolio Manager, Sr. jobs in Colorado

Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Administrative Assistant (Portfolio Performance)
  • Monarch Investment and Management Group
  • Franktown, CO FULL_TIME
  • Description

    Monarch Investment and Management Group (MIMG) located in Franktown; CO is actively interviewing for an Administrative Assistant to join our Portfolio Performance team for an on-site opportunity.  If you thrive in a supporting role, possess amazing time management and organization skills, all while being able to provide world-class customer service – This is the opportunity for you – Let’s Talk!
    PURPOSE: Works closely with properties, vendors, and home office to support Portfolio Performance Analysts with company-wide initiatives aimed at maximizing NOI across Monarch’s full multifamily portfolio.
    DUTIES AND RESPONSIBILITIES:
    • Manage multiple department communications to ensure the completion of tasks
    • Setup new vendors in our property management database, and update current vendor information when needed
    • Work with the Accounts Payable department to ensure compliance of vendor information
    • Assist with past-due vendor invoices, and devise a resolution
    • Reconcile a variety of payments to keep financials consistent
    • Work with service providers to maximize the receipt of credits stemming from billing errors
    • Assist properties with compliance issues as needed
    • Audit vendor and service agreements to determine baseline pricing, profit sharing, and identify anomalies
    • Collaborate with Portfolio Performance Analysts to streamline processes and procedures for site-staff
    • Assist with ad-hoc/provisional duties or projects and/or initiatives as they arise 
    KNOWLEDGE, SKILLS, AND EXPERIENCE: 
    • Accurate Data Entry
    • Ability to prioritize tasks based on urgency
    • Strong written and verbal communication
    • Customer Service Oriented
    • Demonstrates a high attention to detail
    BENEFITS AVAILABLE:
    • Industry competitive compensation based on experience, $22 - $26/HR DOE
    • $40/Month medical insurance through Blue Cross for employees
    • FREE basic dental Insurance for employees
    • FREE basic life insurance for employees
    • Vision & additional insurance products available (employee and family)
    • Paid Holidays
    • Paid Time Off
    • 401k planning with up to a 3% company match
    • Paid additional training and tuition reimbursement program
    • Annual performance-based raises up to 5%
    • $500.00 - $1,000 Employee Referral Bonus Program (depending on role referred)
    • FREE skiing at Monarch Mountain for your entire immediate household annually
    • Discount programs at partnered companies such as Verizon, Expedia, Office Depot and more 
      
    Monarch Investment and Management Group (MIMG) has been actively involved in multifamily housing investment since 1992. Unlike many of our peers we are not a real estate investment trust, but privately owned by people who care about their people. We currently own and self-manage over 72,000 apartment homes in 21 states, making us the 9th largest multifamily owner in the country – A true industry leader.  
      
    EOE - Resumes accepted on an on-going basis 
  • Just Posted

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Portfolio Manager
  • InBank
  • Pueblo, CO FULL_TIME
  • Description:SUMMARY OF JOB:Lead the credit underwriting and portfolio management process, for commercial loans (C&I, Agricultural, Enterprise Value, Real Estate, Construction, Tax Incentivized, Privat...
  • 14 Days Ago

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Portfolio Manager
  • InBank
  • Englewood, CO FULL_TIME
  • SUMMARY OF JOB:Lead the credit underwriting and portfolio management process, for commercial loans (C&I, Agricultural, Enterprise Value, Real Estate, Construction, Tax Incentivized, Private Banking, e...
  • 14 Days Ago

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Portfolio Manager
  • InBank
  • Denver, CO FULL_TIME
  • Description:SUMMARY OF JOB:Lead the credit underwriting and portfolio management process, for commercial loans (C&I, Agricultural, Enterprise Value, Real Estate, Construction, Tax Incentivized, Privat...
  • 14 Days Ago

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Portfolio Manager
  • The Nabo Group
  • Winter Park, CO FULL_TIME
  • Description The Nabo Group seeks a motivated individual to manage a portfolio of communities (Condominiums & Homeowner Associations).Our growing company seeks an experienced Portfolio Manager with wor...
  • 26 Days Ago

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Portfolio Manager
  • First Southwest Bank
  • Durango, CO FULL_TIME
  • Position Description: The portfolio manager is responsible for gathering, analyzing and interpreting credit and financial information for existing and prospective customers to assess credit quality an...
  • 1 Month Ago

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Wealth Management Services Director
  • Waukesha State Bank
  • Waukesha, WI
  • We are growing and need an experienced manager to lead our team. We are looking for a seasoned Wealth Manager with a pro...
  • 4/24/2024 12:00:00 AM

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Pre-College Instructor, Investment Portfolio Management, Summer 2024
  • Columbia University School of Professional Studies
  • New York, NY
  • Company Description Columbia University's Pre-College Programs offer high-achieving high school students the opportunity...
  • 4/23/2024 12:00:00 AM

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Portfolio Manager
  • The Anderson Search Group
  • Las Vegas, NV
  • The Anderson Search Group has been engaged by the wealth management division of a 150 year old bank to identify an Inves...
  • 4/22/2024 12:00:00 AM

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Senior Financial Advisor
  • Baystate Financial
  • Wellesley, MA
  • About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baysta...
  • 4/22/2024 12:00:00 AM

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Senior Financial Analyst
  • Craft Recruiting
  • Bethlehem, PA
  • We are a manufacturer of electronics with over $1 billion in revenue and operations in Pennsylvania, Massachusetts, Texa...
  • 4/22/2024 12:00:00 AM

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Senior Financial Advisor
  • Baystate Financial
  • Wellesley, MA
  • About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baysta...
  • 4/21/2024 12:00:00 AM

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Financial Advisor/Wealth Manager - Jacksonville, FL
  • Florida Financial Advisors
  • Jacksonville, FL
  • Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own....
  • 4/21/2024 12:00:00 AM

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Portfolio Manager
  • The Anderson Search Group
  • Las Vegas, NV
  • The Anderson Search Group has been engaged by the wealth management division of a 150 year old bank to identify an Inves...
  • 4/20/2024 12:00:00 AM

Colorado (/ˌkɒləˈrædoʊ, -ˈrɑːdoʊ/ (listen), other variants) is a state of the Western United States encompassing most of the southern Rocky Mountains as well as the northeastern portion of the Colorado Plateau and the western edge of the Great Plains. It is the 8th most extensive and 21st most populous U.S. state. The estimated population of Colorado was 5,695,564 on July 1, 2018, an increase of 13.25% since the 2010 United States Census. The state was named for the Colorado River, which early Spanish explorers named the Río Colorado for the ruddy silt the river carried from the mountains. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$147,349 to $244,699

Investment Portfolio Manager, Sr. in Syracuse, NY
The sum total of your investments managed toward a specific goal.
January 19, 2020
Investment Portfolio Manager, Sr. in Temple, TX
Today we look at adding our portfolio to Morningstar.
January 27, 2020
Investment Portfolio Manager, Sr. in Phoenix, AZ
In fact, if you started with a solid investment plan, you'll be able to spend most of your time paying attention to your daily life, not your portfolio.
February 01, 2020