Portfolio Manager

3 weeks ago


Exton, United States The Ladders Full time
Description

  • Listen attentively to questions and comments while maintaining a professional and composed demeanor at all times.
  • Ensure timely and professional responses to phone calls and correspondence.
  • Effectively manage time to balance multiple projects successfully.
  • Demonstrate exceptional analytical skills in handling various situations that may arise.
  • Stay updated on state regulatory agency statutes, as well as the community's documents, policies, and procedures for each client.
  • Review Association financial reports and assist in developing Annual Budgets.
  • Oversee property improvement and construction projects to ensure they are completed within budget and on time.
  • Supervise front desk, maintenance, and janitorial staff, if applicable.
  • Foster professional relationships with the Board of Directors, Unit Owners, residents, and vendors.
  • Conduct and prepare for Board meetings, creating management reports in advance.


Responsibilities
• Analyze market trends and investment opportunities to develop and manage client portfolios.
• Monitor and evaluate portfolio performance, making strategic adjustments as needed to maximize returns.
• Communicate regularly with clients to provide updates on portfolio status and address any concerns or questions.
• Stay informed on industry regulations and compliance standards to ensure portfolios meet legal requirements.
• Collaborate with the investment team to develop and implement investment strategies aligned with client goals and risk tolerance.

Qualifications
• 3+ years of experience in portfolio management or related field.
• Bachelor's degree in Finance, Economics, or related discipline.
• Strong understanding of investment strategies and financial markets.
• Excellent analytical and problem-solving skills.
• US Work Authorization.

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