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)
Job Description
At Indigo Real Estate, we attribute much of our properties’ successes to the strengths of our team members and we are seeking an experienced Portfolio Manager who is passionate about customer service, affordable housing, and is driven to succeed.
We are looking for a highly organized, energetic, self-starter who enjoys a fast-paced work environment and takes ownership in all aspects of their work. The successful candidate will possess outstanding customer service and sales talents, multitasking and problem-solving skills and the ability to react with appropriate levels of discretion and urgency to situations or events that require quick response and superb communication. This candidate will be passionate about providing exceptional service and hospitality to consistently exceed customer expectations, finding great satisfaction in helping to create a sense of community. They will also demonstrate a strong sense of initiative, a collaborative work style, and a strong work ethic, taking pride in accurate data-entry, accounting, compliance standards, reporting and professional work product. This position may require weekend and holiday work. Physical aspects of the job include the abilities to lift and carry up to 35 pounds, standing/walking for long periods of time, bending, kneeling, stooping, climbing, and balancing.
Objectives of this Role
Desirable Qualifications
Required Experience
Employment Benefits
Indigo offers a positive, team-oriented work environment, competitive salary, performance incentives, and a full benefits package for full-time employment upon meeting eligibility requirements.
Indigo Real Estate is a WA Best Workplaces Winner
Indigo is committed to the full inclusion of all qualified individuals. As part of this commitment, Indigo will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Shannon Steinbeigle, SHRM-CP, HR Manager at shannons@indigorealestate.com or Tiffany Kahn, HR and Benefits Manager at tiffany@rminc.com.