Portfolio Manager Job Description Sample

Position Summary

Provides management, direction, and leadership to ensure the property portfolio is maintained and operated in accordance with Company objectives. Responsibilities include working closely with the Board of Directors and/or the developer to manage and operate the community, facilitate solutions to problems between communities and internal support staff. Strong management skills, customer service skills and time-management skills are required.

Position Responsibilities

• Attends Board meetings and gives Board guidance when appropriate.

• Provides specific assistance to Board in financial management, administration, policies and procedures, property infrastructure, organization, litigation processes, property collections, maintenance and mechanical procedures.

• Reviews quality of services provided to the Association.

• Communicates with BOD regularly by either weekly personal contact or telephone. Thereby, establishing a personal relationship with the Board.

• Attends all manager staff meetings.

• Attends annual budget/election meetings.

• Conducts property visits regularly and provides Management with recommendations and observations to improve the property.

• Participates in Corporate committees as assigned.

• Ensures that the maintenance manual, equipment checklists and books are in place and are current as well as all FirstService Residential approved binders.

• Obtains and maintains all service, maintenance and access control contracts.

• Reviews/assists the obtaining and financing of all required insurance coverage.

• Monitors reserve funds to insure they are being used in accordance with BOD and regulatory requirements.

• Follows the Company's corporate policies including but not limited to, recruiting, payroll processes, accounting, and human resources policies.

• Ensures that all records are kept in good order.

• Provides a five-star customer service at all times by attending to all calls and messages timely, no later than 24 hour hours.

• Facilitates committee meetings and acts as liaison to committee members

• Prepares budget for presentation to BOD

• Acts as intermediary with owner/residents and all other staff to assist in prompt response to questions/problems.

• Follows safety procedures and maintains a safe work environment.

Operating Skills, Knowledge & Abilities

Education/Training: High School Diploma is required. College Degree preferred. Experience with financial and accounting programs preferred as well as knowledge of Mechanical Operations of a building and Equipment and Construction

Experience/Knowledge/Abilities: 1-3 years of property management experience preferred. Basic knowledge of Texas Statutes and governing documents. A detailed individual with strong ability to multi-task is required. Strong working knowledge of customer service principles and practices. Ability to read, analyze, and interpret technical procedures, leases, regulations or documents with a similar degree of complexity is required. Strong interpersonal skills. Excellent verbal and written communication skills, including ability to speak in public.

This position is responsible for general supervision of condominium properties in portfolio providing the management skills needed to effectively manage such properties including Board of Trustees relations, resident’s relations, adherence to condominium legal documents and bylaws, manual and computerized recordkeeping, maintenance coordination, and daily administration of properties in portfolio.

Requirements

• Accept, create, prepare and submit work orders to schedule crews to perform maintenance and repair work.
• Inspect grounds and buildings of portfolio communities on regular basis.
• Respond to trustee questions.
• Attend monthly meetings with trustees as necessary.
• Communicates with owners/residents and the board of trustees via written correspondence, telephone, e-mail, and/or any electronic mean available to resolve any administrative issue that may arise.
• Address unit owner’s inquiries concerning the common areas of the condominium portfolio, owners/resident’s conflicts, and resolution with the board of trustees when necessary.
• Coordinate capital projects.
• Review monthly financial reports and approve for distribution to trustees.
• Ensure that each condominium has current, adequate, and periodically reviewed master insurance policy coverage, including replacement cost and directors’ and officers’ liability coverage.
• Prepare and conduct annual election meetings.
• Collaborate in budget planning, review annual budget with board of trustees and obtain their approval.

• Review and approve bills for each property in the portfolio.
• Ensure that the Condominium Documents are followed and enforce rules and regulations of each condominium in the portfolio according to the procedures established by the condo documents and the board of trustees.
• Solicit bids/services from contractors following proper procedure to meet the needs of the condominiums’ regular needs and management projects approved by the board of trustees.
• Prepare and keep in the appropriate physical and electronic file project condominium records and detailed incident reports.
• Be available for emergency calls 24/7.

ew monthly delinquency reports and follow up with the necessary action, including collection procedures.

Benefits

Medical Insurance

Dental Plan

Vision Plan

401k

Voluntary Life Insurance

Paid vacation, paid sick & personal time off

Paid holidays

Flex Spending Account

Dependant Care Account

Continued Training

Portfolio Manager

Req #: 180111226

Location:Jersey City,NJ,US

Job Category: Asset Management

Job Description:

Theindividual will be part of the HFI Portfolio Management Team within the CapitalMarkets business line of Chase Mortgage Bank. The individual will supportmanagement of mortgage andhome equity portfolios through the mining of mortgage loan data,establishing portfolio analytics, and developing reporting infrastructure. ThePortfolio Manager will work extensively with prepayment modelers, pricingteams, and other support groups to effectively manage these portfolios. This position has a highlevel of visibility and interaction with senior executives within the

Investment, Mortgage, and Private Banks

Qualifications

• Bachelor'sdegree in Finance, Math, Statistics or Computer Science from an accreditedinstitution

• Required3+ years of experience working with fixed income products preferablymortgages

• Requiredstrong understanding of bond math and fixed income cash flows

• Experienceworking with large data sets, data mining and analytics

• Creationof complex queries using SQL or SAS preferred

• Abilityto quickly develop an understanding of systems and technology

• Self-motivatedand results-oriented. Ability to simultaneously handle multiple projectsrequired, sometimes under tight deadlines

• Abilityto effectively communicate with all levels of the organization,including technical staff, internal non-technical staff, testing teamsetc.

Position Summary

Provides management, direction, and leadership to ensure the property portfolio is maintained and operated in accordance with Company objectives. Responsibilities include working closely with the Board of Directors and/or the developer to manage and operate the community, facilitate solutions to problems between communities and internal support staff. Strong management skills, customer service skills and time-management skills are required.

Position Responsibilities

• Attends Board meetings and gives Board guidance when appropriate.

• Provides specific assistance to Board in financial management, administration, policies and procedures, property infrastructure, organization, litigation processes, property collections, maintenance and mechanical procedures.

• Reviews quality of services provided to the Association.

• Communicates with BOD regularly by either weekly personal contact or telephone. Thereby, establishing a personal relationship with the Board.

• Attends all manager staff meetings.

• Attends annual budget/election meetings.

• Conducts property visits regularly and provides Management with recommendations and observations to improve the property.

• Participates in Corporate committees as assigned.

• Ensures that the maintenance manual, equipment checklists and books are in place and are current as well as all FirstService Residential approved binders.

• Obtains and maintains all service, maintenance and access control contracts.

• Reviews/assists the obtaining and financing of all required insurance coverage.

• Monitors reserve funds to insure they are being used in accordance with BOD and regulatory requirements.

• Follows the Company's corporate policies including but not limited to, recruiting, payroll processes, accounting, and human resources policies.

• Ensures that all records are kept in good order.

• Provides a five-star customer service at all times by attending to all calls and messages timely, no later than 24 hour hours.

• Facilitates committee meetings and acts as liaison to committee members

• Prepares budget for presentation to BOD

• Acts as intermediary with owner/residents and all other staff to assist in prompt response to questions/problems.

• Follows safety procedures and maintains a safe work environment.

Operating Skills, Knowledge & Abilities

Education/Training: High School Diploma is required. College Degree preferred. Experience with financial and accounting programs preferred as well as knowledge of Mechanical Operations of a building and Equipment and Construction

Experience/Knowledge/Abilities: 1-3 years of property management experience preferred. Basic knowledge of Texas Statutes and governing documents. A detailed individual with strong ability to multi-task is required. Strong working knowledge of customer service principles and practices. Ability to read, analyze, and interpret technical procedures, leases, regulations or documents with a similar degree of complexity is required. Strong interpersonal skills. Excellent verbal and written communication skills, including ability to speak in public.

Portfolio Manager

Classification: Non-Exempt

Salary Grade: Pay Grade 4 – Professional Support/Supervisory

Reports to: Senior VP, Market Executive(s)

Job Description Date: January 2019

JOB DESCRIPTION

Summary/Objective:

The purpose of this position is to support the commercial lending function of the Sr. Vice President / Market Executives by helping them to manage their commercial loan portfolios. With the assistance of the Portfolio Manager the Market Executives should be able to devote more of their time to prospecting for new business and serving customers with larger and/or more complex credit needs.

This position requires a person that is very customer-oriented, highly motivated, and exhibits outstanding organizational abilities and attention to detail. The Portfolio Manager must possess strong communication skills as well as strong sales abilities.

The Portfolio Manager must understand commercial lending, loan documentation, loan underwriting, and credit administration. They must work well with demanding commercial loan customers and provide outstanding customer service. They must coordinate and work with the Market Executives, Commercial Loan Support Team, Credit Administration, Commercial Loan Operations and the customer.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Assist the Market Executives in managing and servicing their commercial loan portfolios consistent with the Bank's credit policy and lending practices. To include:

• Prepare and execute requests for Letters of Credit and Requests for Modifications

• Follow up with customers on payment issues, past due payments, rate adjustments, and modifications requests.

• Assist in gathering financial statements on new and existing clients.

• Correspond with the Credit Department on line of credit renewals

• Correspond with Commercial Loan Operations on insurance cancellations, letter of credit fees, maturing notes, etc.

• Contact customers regarding renewals of maturing lines of credit, as well as process daily draws from lines.

• Communicate with the customer regarding existing and proposed loans.

• To be a liaison between the Market Executive and the Commercial Loan Support Team.

• Participate in cross-selling activities for increased customer business

• Consult with customers regarding other bank products. Coordinate calls with the Cash Management Team and Branch Managers.

• Participate in looking for opportunities to refer business to Exchange Underwriters and Community Bank Wealth Management

• Actively participate in Bank marketing and outreach activities and represent the Bank at marketing and community events.

• Other duties as assigned

Competencies:

Ethics/Integrity: Knowledge of practices, behaviors, applicable laws, rules and regulations governing proper business conduct.

Adaptability: Knowledge of successful approaches, tools and techniques for dealing with changes and adapting to a changing environment.

Customer Service: Works well with customers, promotes a positive image of the company, strives to solve issues raised by customers.

Productivity: Manages workload, works efficiently, meets goals and objectives.

Quality: Strives to eliminate errors, accurate work is a priority, seeks opportunities to improve products/services.

Cooperation: Willingness to work harmoniously with others in getting a job done. Readiness to respond positively to instructions and procedures.

Supervisory Responsibility:

No supervisory responsibilities

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.

Position Type/Expected Hours of Work:

Community Bank has adopted a 40 hour work week. Some flexibility in hours is necessary based on the location assignments, but the employee must be available during the "core" work hours of 8:00 a.m. to 4:30 p.m. Monday through Friday and must work at least 37.5 hours each week to maintain full-time status.

Travel:

Travel for this position is limited to travel for meetings, training and events.

Required Education and Experience:

Related college degree or 5 years of banking/ credit administration / loan documentation experience or equivalent.

Must possess a working knowledge of loan department documents, on-line systems and loan application procedures. The ability to use sound judgment with respect to credit extension, customer inquiries and personnel matters.

Familiarity with Microsoft office software, including Word and Excel. Familiarity with Community Bank computer systems and processes.

AAP/EEO Statement:

Community Bank is an equal employment opportunity employer. It is the policy of Community Bank to afford equal employment opportunity and to recruit, select, hire, train, transfer, and promote individuals in all job titles regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, Vietnam era veteran, disabled veteran, or other eligible veteran status.

Position Overview

QS Investors is a seeking Portfolio Manager to join our quantitative multi-asset portfolio management team in New York. This position is part of a group that focuses on portfolio implementation but is also involved in research and portfolio construction.

Key Responsibilities:

• Portfolio management and administration:

• Setup and ensure that each portfolio adheres to all guideline, regulatory, compliance and risk requirements

• Daily review of portfolio positions, exposures, risks

• Rebalance portfolios, manage and execute trading and perform post-trade analysis

• Interact with operations, technology and various control groups

• Review and report on performance and attribution, manager due diligence, ETF analysis and selection

• Contribute to improving portfolio management and trading systems and processes

• Collaborate with research, investment solutions, client service and marketing groups to develop investment solutions

• Collaborate on presentations, marketing material, commentary, questionnaires

Qualifications:

• Bachelor's degree, with preference for advanced degree/certification

• 5+ years of experience in the financial industry with focus on asset allocation strategies

• Knowledge and comfort with quantitative concepts and quantitative multi-asset strategies

• Understanding of ETFs, currencies and futures (options experience helpful)

• Attention to detail and high degree of accuracy when working under pressure are essential

• Capacity and willingness to help with all aspects of portfolio management

• Ability to work effectively in a team environment

• Strong analytical and problem solving skills

• Experience with Matlab or other statistical packages is a plus

Company Overview

Driving certainty through a deeper understanding of investments and human dynamics.

QS Investors is a quantitative asset management firm that was formed in 1999. We became an independent investment advisor in 2010 and became a wholly-owned, independently-managed affiliate of Legg Mason in 2014. We offer investment expertise supported by the resources of one of the world's leading asset managers. As multi-asset specialists, we leverage Legg Mason's global platform by tapping the strengths of each Legg Mason affiliate. As of June 30, 2018 we manage $20 billion in assets for both institutional and individual investors.

Our select team of mathematicians, engineers, scientists, finance and investment experts create multi-asset and multi-factor equity solutions that are designed to elevate the certainty of the outcomes we provide.

The Portfolio Manager is responsible for helping construct, monitor, make recommendations and execute investments for the Securitized Asset portfolios, with a focus on agency mortgage backed securities. This role will use effective and appropriate investment strategies to provide excellent returns relative to risks. This person will research, Identify, make recommendations and execute (subject to oversight and approval) investments in mortgage backed securities. In addition, this position requires that the PM interact with sales and distribution channels to support the marketing of the funds to institutional and retail clients. This role will be located in Durham or Boston, with a preference for Durham, given the institutional MBS portfolios managed there.

Key Responsibilities:

• Develop and execute trade ideas in agency mortgage backed securities, using quantitative analytics and data analysis tools.

• Interact with and extract investment ideas from the global fixed income research team

• Interact with and develop cross-fertilization of investment ideas with other fixed income asset class PMs and strategists

• Manage and co-manage US and international institutional accounts with investments in US agency mortgage backed securities

• Develop, in conjunction with the marketing organization, sales and marketing materials including RFPs, pitchbooks and investor presentations.

• Monitor portfolio performance, rebalance exposures, manage cash flows in the portfolios

• Assess strategic, asset class, sector, duration, and individual pool buy/sell recommendations

• Develop and maintain broker/dealer contacts

• Execute transactions.

• Participate and report to the periodic Investment Committee

Requirements:

• 10 plus years of investment experience in fixed income, including a minimum of 5 years of experience in portfolio management in mortgage backed securities.

• Demonstrated experience in managing portfolio assets, developing portfolio strategies, and executing transactions.

• Bachelor degree in Finance, Economics, Business, Statistics or Engineering preferred.

• Graduate degree with quantitative finance training from an excellent university strongly preferred. CFA desirable.

• Strong quantitative background. Prior programming experience useful.

• Strong communication skills

• Ability to present and interact with Clients

• Record of strong, long-term risk-adjusted performance.

• Seasoned and proven knowledge in the field of securities analysis.

#LI-US

Joining Citizens Business Bank means connecting with a team of dedicated associates that continually strive for new and innovative ways to meet and exceed the needs of our customers. As a top ranked bank, life at our company includes a working environment that thrives on collaboration, integrity, and mutual respect for one another. We encourage our associates to ask questions, learn, care deeply, and make an impact. Our dedication to customers and associates is at the core of our business culture and is represented by five core values: financial strength, superior people, customer focus, cost-effective operation, and having fun.

Portfolio Manager

Summary

Makes and services a wide variety of secured and unsecured loans or lines of credit, most of which involve large amounts of money and important customers.

The Portfolio Manager is responsible for identifying, soliciting and retaining existing commercial business relationships including commercial loans and business checking accounts as well as other services and products offered by the Bank. The Portfolio Manager must work independently, with or through the management of the Center sales and service efforts to ensure retention of existing relationships as well as the growth of these relationships. The incumbent is involved in the analysis of customer/prospect business finances needs and opportunities, prospect/customer negotiations and internal presentation of credit and product requests. The incumbent is responsible for managing a portfolio of customers and is required to expand the existing relationships, attract new relationships, and analyze customers banking needs for the suitability of all bank products and services.

Essential Duties & Responsibilities

• Exercises discretion and independent judgement in presenting complex solutions to existing customers and prospects. Must have a complete understanding of complex and multifaceted financial products and services.

• Approve loans within specified limits, and refer loan applications outside those limits to management for approval.

• Rejects loans by explaining deficiencies to customers.

• Participates in all Center functions necessary to contribute to the achievement of Center earnings and growth objective that can be measured and actively participates in various community and civic activities in the Center Service area.

• Contributes significantly to meeting or exceeding the Center budgetary goals and ensures that deposit, loan and net income goals are met.

• Works independently, with or through the Manager to ensure that all bank operating and lending policies and procedures are properly and promptly implemented and followed.

• Is compliant with all CBB policies and procedures to ensure a passing or better, Audit.

• Works independently, with or through the manager to ensure the Banks CRA policies and objectives are met for its assigned service area.

• Works independently, with or through Management of the Center's sales and service efforts to ensure retention and growth of existing relationships.

• Manage personal sales efforts that meet or exceed Center goals with a specific production goal based on experience and Center location.

• Provide, present and promote The Citizens Experience to all external and internal customers.

• Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.

• Other duties as assigned.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Bachelor's degree (B. A.) from four-year college or university; or a minimum seven (7) years related experience and/or training; or equivalent combination of education and experience.

Language Skills Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills

Ability to apply basic math concepts to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals using a PC or calculator. Ability to understand and communicate complex financial ratios to external and internal customers and departments.

Reasoning Ability:

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.

Computer Skills

To perform this job successfully, an individual should have knowledge of Outlook Internet software; Excel, and Word Processing software.

Physical Demands

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

While performing the duties of this Job, the employee is regularly required to sit; use hands, and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision and color vision.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Job Description:

• Manages new pipeline development by collaborating with Business Development and Research & Development teams and key surgeon consultants.

• Leads product development projects within respective portfolio segment.

• Initiates and establishes Focus Groups for product VoC, feedback and innovation.

• Identifies and investigates new business opportunities and partners for portfolio expansion.

• Initiates and develops product development strategies within the organization that fill budget gaps or expansion opportunities in the portfolio.

• Works with Brand Marketing to evaluate trends in current/adjacent markets to determine portfolio penetration opportunities and pipeline strategies.

• Works with Clinical Research and Brand Marketing to develop strategies for research.

• Participates in Idea Management, Technical Committees, Project Prioritization & Strategy meetings and Surgeon Panels.

• Participates in Due Diligence process.

• Manages personal travel budget.

• Originates new uses and markets for products and recommends distribution channels for them

• Analyzes competitive position of company products and recommends or supervises product styling, quality changes, inventory allocation, and price structures

• Analyzes and appraises the effectiveness of sales methods, costs, and results

• Supervises or cooperates in market research programs

• Recommends participation in industrial, scientific and other types of exhibitions

• Participate in or advise on label, package and product design, from a sales promotional standpoint

• Prepare or cooperate in the preparation of sales forecasts and in development of projected selling expense budgets

• Will participate in the marketing training of others

• May coach and develop marketing personnel

• May direct the activities of 1 or more subordinate marketing employee, aligning work to critical business results and initiatives.

• May evaluate the performance of 1 or more subordinate based on pre-established performance parameters.

Minimum Qualifications

• Minimum 4+ years of experience in marketing, sales, business development or R&D within medical, pharmaceutical, or other relevant industry
• B.B.A. or B.S. degree required (emphasis in marketing or related discipline preferred)

Additional Qualifications

• Excellent analytical skills and ability to deliver results with multiple and complex projects

• Ability to work collaboratively and independently in a cross-functional team oriented environment

• Background in healthcare products or medical devices highly preferred

• Fundamental Computer Skills

• Strong oral and written skills

• Excellent interpersonal and relationship management skills

• Demonstrated leadership talents and experience

• Demonstrated effective managerial skills

• Excellent organizational skills

Work From Home: No

Travel Percentage: Up to 50%

Stryker Corporation is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Stryker is an EO employer – M/F/Veteran/Disability.

Stryker Corporation will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.