Portfolio Manager jobs in Kentucky

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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REGIONAL MANAGER / PORTFOLIO MANAGER
  • Housing Partnership
  • Louisville, KY FULL_TIME
  • We are guided by what we do! Founded in 1990, The Housing Partnership, Inc. is a 501(c)(3) non-profit real estate development organization that creates affordable housing opportunities to encourage family stability, support communities, revitalize neighborhoods, and empower local economy. Since inception, HPI has served over 15,000 low-income individuals and families through public and private partnerships. HPI’s vision is to create communities in which affordable housing of choice is available for everyone. At present, HPI serves over 1,200 individuals and families in its property managed single- and multi-family communities. Along with resident services, HPI offers a path to homeownership through its nationally recognized NeighborWorks America Homebuyer Education & Financial Counseling program that lowers the cost of entry for new homeowners through access to downpayment assistance and community mortgage lending. HPI, in partnership with state agencies, private entities and other nonprofits, also works to combat homelessness through affordable housing and homeownership among veterans and victims of domestic violence. WHAT WE DO We look for people who are passionate and proud of the work they acheive. At HPI, you can build a career with the knowledge that you are making a difference in the community. PROPERTY & ASSET MANAGEMENT REAL ESTATE DEVELOPMENT HPI CONSTRUCTION SINGLE FAMILY HOME SALES HOMEBUYER EDUCATION FINANCIAL COUNSELING WHAT MAKES US DIFFERENT We know our team is our greatest asset! We strive for an environment of continuous improvement and professional growth for employees. Professional Development and Advancement Opportunities available. Employee Benefits including Health & Dental, and company match 401K plans. Paid Vacation & Holidays, including Oaks Day and Good Friday. Salary continuation with up to 80% of salary for emergency leaves. Promotion of Healthy Work/Life Balance.


  • REGIONAL MANAGER / PORTFOLIO MANAGER

  • Founded in 1990, The Housing Partnership, Inc. (HPI) is a nonprofit real estate development company dedicated to creating, sustaining, and promoting access to affordable housing of choice. We have a strong focus on building stable communities through affordable housing development and providing financial education to a future community of homeowners.

    POSITION SUMMARY:

    Under the direction of the Chief Operating Officer, this position participates in all aspects of the property management role for the Lease-Purchase department. This role serves as the driver for team member accountability, onboarding, training and development. The Regional Manager is the Supervisor of the Property Managers, Maintenance Supervisor and Maintenance Technicians assigned to the Single-Family Houses. The Regional Manager will represent the company regarding regulatory commitments as obligated in the company’s partnership agreements.

    ESSENTIAL DUTIES AND TASKS:

    1) Supervises property management activities to ensure ongoing physical and financial health of the Lease-Purchase department:

    a. Lead a team of property managers and maintenance staff to achieve high performance.

    b. Works with COO to prepare annual operating budgets and closely monitors ongoing financial operating results.

    c. Troubleshoots issues as they arise, and makes mature decisions regarding resolution.

    d. Hold team members accountable to all policies and procedures.

    e. Organize and host routine team huddles to ensure work is assigned, progressing and deadlines of all commitments are met.

    f. Participates in monthly HPI Leadership meetings and serves on HPI’s Loss Prevention Committee.

    2) Coordinates asset management activities to ensure obligations of compliance to all HPI partners are met.

    a. Oversees and assigns compliance review services as needed for agency clients with an emphasis on Low Income Housing Tax Credit (LIHTC), Louisville Metro HOME, Affordable Housing Trust Fund (AHTF) and other similar commitments.

    b. Preparation and calculation of rent and income limits.

    c. Coordinate, conduct and oversee routine inspections and regulatory commitments.

    d. Gather and implement property utility allowances.

    3) May be assigned special projects or other duties.

    WORKING CONDITIONS:

    About 60% of the work takes place in a business office. Some work requires reading and using a computer. Frequent visits to property sites where there may be equipment in motion. Some settings may not be able to accommodate a wheelchair user. May be outside in wet or humid conditions, in both hot and cold weather. May work around noise and fumes.

    MINIMUM QUALIFICATIONS:

    A Bachelor’s Degree in Accounting or Finance is preferred. Five years of supervising multiple communities and five years of LIHTC compliance experience is a must. A combination of education and experience may be substituted when competency is demonstrated.

    Reasonable accommodations may be made to those who are able to perform the essential duties of the job. The incumbent must be able to pass any required drug test and new hire physical examination.

    SPECIALIZED SKILLS AND KNOWLEDGE:

    • Able to use MS Office
    • Professional image in appearance and correspondence
    • Ability to prioritize work and organize tasks
    • Excellent communication and interpersonal skills
    • Mature business judgment

    HPI reserves the right to change this job description as needed.

  • 1 Month Ago

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Client Portfolio Relationship Manager
  • SUMMIT BIOSCIENCES INC
  • Lexington, KY OTHER
  • Job Details Level: Senior Job Location: Company Headquarters - Lexington, KY Position Type: Full Time Education Level: 4 Year Degree Salary Range: Undisclosed Travel Percentage: Up to 25% Job Shift: D...
  • 1 Month Ago

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Real Estate Portfolio Manager - Relocation to Chesapeake, VA
  • Arch Advisory Group
  • Bowling Green, KY FULL_TIME
  • Manage the real estate function of the company s portfolio of existing stores in a given territory. &Responsibilities include lease negotiations, dispositions, and the contractual side of lease renewa...
  • 21 Days Ago

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Wealth Advisor, Portfolio Manager - Louisville, KY
  • Louisville, KY - Bartlett Wealth Management
  • Louisville, KY FULL_TIME
  • Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 employees. Wealth management at Bartlett is a team approach to providing customized investment management...
  • 27 Days Ago

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Operations Manager - Florence, KY
  • Signode -Operations Manager
  • Florence, KY FULL_TIME
  • Operations Manager - Florence, KY Apply Now Description/Job Summary About Signode:With over $2B in revenue, 80 manufacturing facilities across 6 continents and over 9,000 employees worldwide, Signode ...
  • 3 Days Ago

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Human Resources Manager - Florence, KY
  • Signode -Human Resources Manager
  • Florence, KY FULL_TIME
  • Human Resources Manager - Florence, KY Apply Now Description/Job Summary About Signode:With over $2B in revenue, 80 manufacturing facilities across 6 continents and over 9,000 employees worldwide, Sig...
  • 5 Days Ago

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Portfolio Manager
  • Leavell Investments
  • Birmingham, AL
  • In 1979, Tom Leavell founded Leavell Investment Management, Inc. in Mobile, Alabama. Tom saw a need in the financial ser...
  • 4/23/2024 12:00:00 AM

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Portfolio Manager
  • Albert Bow
  • Chicago, IL
  • Portfolio Manager | Large cut of PnL | 100% remote I am working with an incredibly exciting capital management fund, who...
  • 4/23/2024 12:00:00 AM

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Portfolio Manager
  • Recruiting Industry Specific Experts, LLC
  • Chevy Chase, MD
  • Growing Independent Investment Adviser based in Greater DC Metro Area is adding a Portfolio Manager to support their ong...
  • 4/22/2024 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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Portfolio Manager
  • Local Community Management Company - Excel Management
  • Ocean City, MD
  • Job Description Job Description Excel Management Services is looking for a qualified Portfolio Manager candidate to mana...
  • 4/22/2024 12:00:00 AM

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Portfolio Manager
  • Recruiting Industry Specific Experts Llc
  • Chevy Chase, MD
  • Growing Independent Investment Adviser based in Greater DC Metro Area is adding a Portfolio Manager to support their ong...
  • 4/21/2024 12:00:00 AM

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Portfolio Manager
  • Leavell Investments
  • Birmingham, AL
  • In 1979, Tom Leavell founded Leavell Investment Management, Inc. in Mobile, Alabama. Tom saw a need in the financial ser...
  • 4/20/2024 12:00:00 AM

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Portfolio Manager
  • First Horizon Bank
  • Huntsville, AL
  • Location: On site, Huntsville AL Summary The Portfolio Manager assists in the assessment of risk and management of the B...
  • 3/8/2024 12:00:00 AM

Kentucky (/kənˈtʌki/ (listen) kən-TUK-ee), officially the Commonwealth of Kentucky, is a state located in the east south-central region of the United States. Although styled as the "State of Kentucky" in the law creating it, (because in Kentucky's first constitution, the name state was used) Kentucky is one of four U.S. states constituted as a commonwealth (the others being Virginia, Pennsylvania, and Massachusetts). Originally a part of Virginia, in 1792 Kentucky became the 15th state to join the Union. Kentucky is the 37th most extensive and the 26th most populous of the 50 United States. Ke...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$108,138 to $149,890