Current jobs related to Portfolio Manager - Houston - Worth Ross Management Co Inc

  • Portfolio Manager

    2 days ago

    Houston, Texas, United States Westwood Management Full time

    About the RoleWe are seeking a highly skilled Portfolio Manager to join our team at Westwood Management. As a key member of our investment team, you will be responsible for co-managing discretionary investment strategies for our wealth division.Key responsibilities include:Research, construction, and implementation of investment strategies for clients of...

  • Portfolio Manager

    1 day ago

    Houston, Texas, United States NewRez LLC Full time

    Job Title: Portfolio ManagerWe are seeking a highly skilled Portfolio Manager to join our team at NewRez LLC. As a Portfolio Manager, you will be responsible for client relationship management, strategy implementation, and overall profitability for the organization.Key Responsibilities:Manage client relationships and develop strategies to improve client...

  • Portfolio Manager

    11 hours ago

    Houston, Texas, United States Westwood Holdings Group Full time

    About the RoleWestwood Holdings Group, Inc. is a leading investment management boutique and wealth management firm seeking a skilled Portfolio Manager to join our team. As a key member of our wealth division, you will be responsible for co-managing discretionary investment strategies and providing exceptional support to our Private Wealth Advisors.Key...

  • Portfolio Manager

    2 weeks ago

    Houston, Texas, United States Lillibridge Full time

    Job SummaryThe Portfolio Manager is responsible for overseeing the day-to-day management of a portfolio of on and off campus medical office buildings. This position is responsible for implementing financial, operational, and leasing initiatives in accordance with policies and budgets.Key ResponsibilitiesOversee financial, operational, and leasing aspects of...

  • Portfolio Manager

    3 days ago

    Houston, Texas, United States NewRez LLC Full time

    Job Title: Portfolio ManagerWe are seeking a highly skilled Portfolio Manager to join our team at NewRez LLC. As a key member of our organization, you will be responsible for client relationship management, servicing oversight, and strategy implementation.Key Responsibilities:Manage client relationships and ensure timely communicationOversee servicing...

  • Portfolio Manager

    1 day ago

    Houston, Texas, United States BankTalent HQ Full time

    Job Title: Portfolio ManagerAt BankTalent HQ, we're committed to fostering a culture of growth and development. Our team is dedicated to helping our employees thrive and reach their full potential.The successful Portfolio Manager will be responsible for servicing, developing, and retaining new and existing C&I clients in the Houston market and surrounding...

  • Portfolio Manager III

    4 days ago

    Houston, Texas, United States Cadence Bank Full time

    Job SummaryWe are seeking a highly skilled Portfolio Manager III to join our Investment Team at Cadence Bank. As a key member of our team, you will be responsible for managing client investment portfolios, collaborating with the Trading Team and Wealth Advisor Team, and participating in the firm's Investment Committee.Key ResponsibilitiesMaintain investment...

  • Portfolio Manager III

    4 days ago

    Houston, United States Cadence Bank Full time

    Position Title: Portfolio Manager III Reports To: Chief Investment Officer FLSA Status: Exempt Department: Investments Location: Houston, TX OR Atlanta, GA Summary The Portfolio Manager III for Linscomb Wealth collaborates with the Investment Team, Trading Team, and our Wealth Advisor Team to manage client investment portfolios. Principle duties include...

  • Portfolio Management Associate

    2 weeks ago

    Houston, Texas, United States CBRE Full time

    About the RoleWe are seeking a highly skilled Portfolio Management Associate to join our team at CBRE. As a key member of our team, you will be responsible for providing general support functions for Portfolio Managers in the servicing of multiple portfolios of commercial real estate loans.Key ResponsibilitiesConduct research and financial analysis of...

  • Portfolio Manager III

    4 months ago

    Houston, United States Linscomb Wealth Full time

    Position Title:Portfolio Manager IIIReports To:Chief Investment OfficerFLSA Status: ExemptDepartment:InvestmentsSummary The Portfolio Manager III for Linscomb Wealth collaborates with the Investment Team, Trading Team, and our Wealth Advisor Team to manage client investment portfolios. Principle duties include maintaining investment models, rebalancing...

  • Portfolio Manager III

    3 weeks ago

    Houston, United States Linscomb Wealth Full time

    Position Title:Portfolio Manager IIIReports To:Chief Investment OfficerFLSA Status: ExemptDepartment:Investments Location:Houston, TX OR Atlanta, GASummary The Portfolio Manager III for Linscomb Wealth collaborates with the Investment Team, Trading Team, and our Wealth Advisor Team to manage client investment portfolios. Principle duties include maintaining...

  • Portfolio Manager III

    6 days ago

    Houston, Texas, United States Linscomb Wealth Full time

    {"Job Title": "Portfolio Manager III", "Job Summary": "We are seeking a highly skilled Portfolio Manager III to join our team at Linscomb Wealth. As a key member of our Investment Team, you will be responsible for managing client investment portfolios, collaborating with the Trading Team and Wealth Advisor Team, and participating in the firm's Investment...

  • Portfolio Manager III

    2 weeks ago

    Houston, Texas, United States Linscomb Wealth Full time

    Job SummaryWe are seeking a highly skilled Portfolio Manager III to join our Investment Team at Linscomb Wealth. As a key member of our team, you will be responsible for managing client investment portfolios, collaborating with the Investment Team, Trading Team, and Wealth Advisor Team to achieve optimal investment outcomes.Key ResponsibilitiesPortfolio...

  • Senior Portfolio Manager

    2 weeks ago

    Houston, United States Fifth Third Bank, N.A. Full time

    Fifth Third Bank, N.A. Senior Portfolio Manager - Houston, Texas We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager is a key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be...

  • Executive Portfolio Manager

    3 weeks ago

    Houston, Texas, United States Lillibridge Full time

    Executive Portfolio ManagerThe Executive Portfolio Manager is responsible for the day-to-day management of a portfolio of on and off campus medical office buildings.This position reports to a Regional Director and is considered the point person in their respective market, responsible for understanding the overall market and sub-market conditions and how they...

  • IT Portfolio Manager

    12 hours ago

    Houston, Texas, United States University Of Houston Full time

    Job SummaryFacilitate the effective implementation of projects in the Department of Information Technology (IT) by utilizing IT project management methods and procedures for project portfolio analysis and resource allocation.Key ResponsibilitiesWork closely with IT management and project teams to ensure successful project delivery.Develop and implement...

  • Senior Portfolio Manager

    2 weeks ago

    Houston, United States Fifth Third Bank, N.A. Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager is a key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in the deal...

  • Commercial Portfolio Manager

    2 weeks ago

    Houston, Texas, United States Smart Financial Full time

    Job SummaryWe are seeking a highly skilled Commercial Portfolio Specialist to join our team at Smart Financial Credit Union. As a key member of our Commercial Lending team, you will be responsible for managing our commercial loan portfolio, building strong relationships with our members, and providing exceptional customer service.Key...

  • VP, Portfolio Manager

    4 days ago

    Houston, United States Westwood Management Full time

    WHO WE ARE Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Founded in 1983, Westwood is a diversified financial services firm that offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct...

  • Investment Portfolio Manager

    2 weeks ago

    Houston, Texas, United States BOK Financial Full time

    About the RoleWe are seeking a highly skilled Investment Manager to join our team at BOK Financial Corporation Group. As an Investment Manager, you will be responsible for managing investment portfolios within established corporate guidelines, utilizing approved strategies to maximize investment returns while minimizing risk.Key ResponsibilitiesManage...

Portfolio Manager

4 months ago

Houston, United States Worth Ross Management Co Inc Full time
Job DescriptionJob Description


Schedule: M - F 8:30 AM to 5:30 PM

The WRMC Portfolio Manager is a hands-on leadership position responsible for an assigned book of business and is responsible for operational, administrative, financial, human resources, maintenance, and security functions of one or more communities. The Portfolio Manager is required to be on call 24 hours a day, 7 days a week for emergency consultation in the event of incidents requiring management intervention. All services of the Portfolio Manager are under the direct supervision of Worth Ross Management Company, Inc (WRMC).

The Portfolio Manager also provides exemplary service in a manner consistent with the values and mission of WRMC. He or She ensures that properties are maintained and operated in accordance with company objectives and facilitates solutions to problems between communities and internal support staff, guided by precedent and working within the limits of established policies.

  • Provide management and leadership to WRMC properties within assigned region and book of business. Collaborate with Management to develop goals and communicate established goals. Ensure the goals and needs of the assigned region, company and its customers are consistently met.

Manage the functions of a team in different WRMC properties within a region while maintaining standards of excellence for processes, methods, and personnel. Manage the process improvement and quality control of property management functions to maximize productivity and ensure quality service is delivered.

  • Provide leadership, direction, and assist in the investigation and resolution of internal and external problems and concerns.
  • Partner with General Managers, WRMC Board of Directors, and other internal departments to develop and lead the introduction and integration of new programs, services, and initiatives.
  • Interview, select, recommend, hire and train assigned team.
  • Ensure proper staffing levels are in place at each site within the assigned book of business.
  • Supervise hiring and management of direct employees.
  • Complete performance evaluations of direct reports on an annual basis and provide leadership, counseling, and coaching, as necessary. Recommend personnel actions, promotions, transfers, terminations, or disciplinary measures.
  • Attend Annual Budget, Board of Directors, and/or Special Meetings when needed.
  • Assist with the transition of new accounts.
  • Serve as a liaison between Home Office and Board of Director by maintaining open communication and professional relationships.
  • Recommend and assist in managing the budget for the assigned book of business.
  • Maintain awareness of changes in rules, statutes or regulations and communicate changes to team and Board of Directors, when applicable.
  • Develop and implement WRMC Best Practices / Standard Operating Procedures on-site.
  • Enforce WRMC policies and procedures.
  • Evaluate properties that are under performing and implement strategies for improvement.
  • Ensure personnel are capable of meeting the community’s goals and standards.

Ability to lift up to 10 lbs. Working in an upright standing or sitting position for long periods of time will fluctuate day by day. Occasional handling, grasping, and lifting of objects and packages. Extensive use of fingers for typing and visual use of the computer monitor. Communicate, receive, and exchange ideas and information by means of the spoken and written word. Ability to quickly and easily navigate the property/building, as required, to meet the job functions.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

A minimum of five (5) years of business or Property Management experience is required or an equivalent combination of education and experience. Strong customer service, communication, and interpersonal skills to help create effective customer-focused relationships with all levels within the organization. Effective written and verbal communication skills. Highly organized, people-oriented individual. Able to work under tight deadlines and use time effectively based on key priorities. Coaching and training abilities and an understanding of accounting principles are desired.