Investment Portfolio Manager
4 days ago
Vestia Personal Wealth Advisors is seeking an experienced Investment Specialist to join their team. This role plays a critical part in the firm's service delivery, working closely with financial advisors to manage investment accounts and develop portfolio strategies.
The ideal candidate will have 1-5 years of experience in the financial planning industry, with strong project management skills and excellent communication abilities. Proficiency in Microsoft Office applications and ability to learn new software quickly are also essential.
Key Responsibilities:
- Coordinate and execute portfolio management strategies with the Investment Committee
- Monitor and trade securities to maintain balance and cash buffer
- Execute monthly planning fee billing and quarterly Asset Management billing for clients
- Ongoing communication and coordination with service teams to ensure portfolio maintenance meets client strategy
Additional Responsibilities may include developing and executing client onboarding processes, managing Black Diamond Reporting Software, and becoming the firm's expert in rebalancing tools.
The salary for this position is estimated at $60,000-$80,000 per year, based on location and industry standards. Benefits include health insurance, 401k and profit-sharing plan, success sharing bonus, flex time, paid time off, and parental leave policy.
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Investment Portfolio Coordinator
4 days ago
Fort Wayne, Indiana, United States Vestia Personal Wealth Advisors Full timeAbout the RoleVestia Personal Wealth Advisors is seeking a Wealth Management Assistant to support our team in managing investment portfolios and implementing strategic plans for clients.This role requires strong analytical skills, excellent communication, and the ability to work effectively in a fast-paced environment.Main Responsibilities:Assist in...
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Investment Operations Specialist
4 days ago
Fort Wayne, Indiana, United States Vestia Personal Wealth Advisors Full timeJob DescriptionVestia Personal Wealth Advisors is a leading provider of financial services, managing nearly $800 million in investment assets. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. Our mission is to help high-caliber physicians achieve wealth that matters.We are seeking an experienced...
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Portfolio Manager
1 day ago
Fort Wayne, Indiana, United States CYM Living LLC Full timeCYM Living LLC is a national real estate firm with a focus on providing exceptional living experiences for our residents. As a Portfolio Manager, you'll play a key role in overseeing our properties and ensuring operational efficiency.This position requires strong leadership, communication skills, and the ability to manage multiple tasks and priorities...
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Portfolio Risk Management Specialist
4 weeks ago
Fort Wayne, Indiana, United States First Merchants Bank Full timeJob Overview:We are seeking a highly skilled Portfolio Risk Management Specialist to join our team at First Merchants Bank.About the Role:This is a critical position that involves implementing and recommending policies and procedures for managing portfolio risk, credit risk assessment and monitoring, and special assets management.
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Compliance Portfolio Property Manager
4 days ago
Fort Wayne, Indiana, United States Madison Management Full timeAbout the RoleMadison Management is seeking an experienced Compliance/Portfolio Property Manager to join our team in Alpena, MI. In this role, you will be responsible for managing our portfolio of rural development, Section 42, and HUD properties.Duties and ResponsibilitiesLead a team of five rental agents.Ensure compliance with affordable housing...
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Portfolio Manager in Affordable Housing
4 days ago
Fort Wayne, Indiana, United States Madison Management Full timeJob SummaryWe are seeking an experienced Compliance/Portfolio Property Manager to join our team at Madison Management. As a key member of our team, you will be responsible for overseeing properties, managing a team of rental agents, and ensuring compliance with affordable housing regulations.The company offers a competitive salary range of $70,000 - $90,000...
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Affordable Property Portfolio Manager Role
7 days ago
Fort Wayne, Indiana, United States Madison Management Full timeCompany Overview:Madison Management, a leading provider of affordable property management services, is seeking a highly motivated and experienced Compliance/Portfolio Property Manager to join its team.The successful candidate will be responsible for overseeing five rental agents for rural development, Section 42 and HUD properties. With a strong focus on...
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Affordable Housing Portfolio Manager
4 days ago
Fort Wayne, Indiana, United States Madison Management Full timeCompany OverviewMadison Management is an exceptional Affordable Property Management Company headquartered in Alpena, MI. We are seeking a dynamic Compliance/Portfolio Property Manager to join our top-notch team.SalaryThe estimated salary for this position is $80,000 - $100,000 per year, depending on experience. This includes relocation assistance to Alpena,...
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Wealth Management Assistant
4 days ago
Fort Wayne, Indiana, United States Vestia Personal Wealth Advisors Full timeCompany OverviewVestia Personal Wealth Advisors oversees the financial well-being for nearly 500 of the nation's highest caliber professionals. We manage nearly $800 million in investment assets and have offices in multiple locations across the country.We are looking for a Investment Portfolio Coordinator to join our team and help us achieve our mission of...
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Affordable Property Portfolio Specialist
4 days ago
Fort Wayne, Indiana, United States Madison Management Full timeJob OverviewWe are seeking an experienced Compliance/Portfolio Property Manager to join our team at Madison Management. This dynamic role involves overseeing five rental agents for rural development, Section 42 and Hud properties.This position requires a strong background in property management, with experience in affordable housing regulations and knowledge...
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Fort Wayne, Indiana, United States First Horizon Bank Full timeJob OverviewAs a Commercial Banking Relationship Manager at First Horizon Bank, you will play a key role in developing and managing business relationships for small to mid-sized businesses. Your expertise will help drive portfolio growth, provide exceptional customer service, and foster strong partnerships.About the RoleThis is a high-level banking position...
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Construction Manager
4 days ago
Fort Wayne, Indiana, United States Witwer Construction, Inc Full timeJob OverviewThe successful Construction Superintendent will be responsible for overseeing a portfolio of commercial and industrial projects in the Fort Wayne area. This role requires a candidate with 5+ years' experience in construction management, supervising ground up and renovation projects, managing subcontractors, and ensuring quality control.We...
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Portfolio Property Management Professional
4 days ago
Fort Wayne, Indiana, United States Madison Management Full timeJob SummaryWe are offering a dynamic full-time opportunity for a $60,000 - $80,000 per year salary plus relocation package for a highly motivated and organized individual to oversee five rental agents responsible for rural development, Section 42, and HUD properties. This position requires strong leadership skills, knowledge of affordable housing...
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Senior Affordable Housing Manager
4 days ago
Fort Wayne, Indiana, United States Madison Management Full timeCompany OverviewMadison Management is a reputable property management company based in Alpena, MI. We specialize in managing affordable housing properties and are seeking an experienced professional to join our team as a Portfolio Property Manager.Our mission is to provide exceptional property management services while maintaining the highest level of...
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District Manager Lead
1 month ago
Fort Wayne, Indiana, United States 200 Old Navy, LLC Full timeAbout the Role As a District Manager, you lead a portfolio of stores and coach a team of General Managers to deliver an optimal customer and employee experience, operational excellence, merchandising execution, maximum productivity and profitable sales and earnings growth. You are accountable to drive consistent, high performance across all initiatives,...
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Store Operations Manager
4 weeks ago
Fort Wayne, Indiana, United States 200 Old Navy, LLC Full timeAbout the RoleAs a Store Operations Manager, you will lead a portfolio of stores and coach a team of General Managers to deliver an optimal customer and employee experience, operational excellence, merchandising execution, maximum productivity and profitable sales and earnings growth. You are accountable for driving consistent, high performance across all...
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Relocation Required
4 days ago
Fort Wayne, Indiana, United States Madison Management Full timeAbout the RoleWe are looking for a highly motivated and organized individual to fill the position of Compliance/Portfolio Property Manager at Madison Management.The successful candidate will be responsible for managing a team of rental agents, overseeing properties, and ensuring compliance with affordable housing regulations.The company offers a...
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Senior Construction Manager
6 days ago
Fort Wayne, Indiana, United States Jobot Full timeTop Commercial Builder in Indiana Seeks Skilled Project ManagerWe are a well-established and growing General Contractor (GC) based in Indiana, specializing in commercial construction. Our project portfolio includes a diverse range of projects from $10-100M in value, including healthcare, educational, industrial, recreational, and more.We are seeking an...
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Senior Commercial Construction Manager
4 weeks ago
Fort Wayne, Indiana, United States Jobot Full timeOverviewWe are a well-established and growing general contractor based in Indiana, specializing in commercial construction. Our portfolio includes projects ranging from $10-100M in value size, spanning various sectors such as healthcare, education, industrial, recreational, and more.Compensation PackageWe offer a competitive base salary plus bonuses,...
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Site Operations Manager
4 weeks ago
Fort Wayne, Indiana, United States CYM Living Full timeWe are a leading national real estate firm with a commitment to innovation and exceptional customer service. As a Regional Maintenance Manager at CYM Living, you will play a key role in overseeing maintenance operations across multiple properties.OverviewCYM Living is a vertically integrated firm that leads with operations by taking a hands-on approach to...