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Portfolio Manager
Found in: ZipRecruiter Test10S US C2 - 4 days ago
MAI Wealth Management, Inc. San Ramon, United StatesJob Description · Job DescriptionGENERAL JOB DESCRIPTION · The Portfolio Manager implements MAI's investment strategy for high net worth clients and families. This person may also participate in various committees that comprise MAI's investment platform. · DUTIES AND RESPONSIBILI ...
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Commercial Portfolio Manager
Found in: Lensa US 4 C2 - 6 days ago
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Portfolio Manager
Found in: Lensa US 4 C2 - 1 day ago
Gaetani Real Estate San Francisco, United StatesJOB TITLE: Portfolio Manager · DEPARTMENT: Property Management · REPORTS TO: Director of Operations · Company Background: · Gaetani Real Estate (GRE) has been providing professional property management services to San Francisco Bay Area property owners for over 75 years. We t ...
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Portfolio Manager
Found in: Lensa US 4 C2 - 5 days ago
Gaetani Real Estate San Francisco, CA, United StatesJOB TITLE: Portfolio Manager · DEPARTMENT: Property Management · REPORTS TO: Director of Operations · Company Background: · Gaetani Real Estate (GRE) has been providing professional property management services to San Francisco Bay Area property owners for over 75 years. W ...
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Portfolio Manager
Found in: Appcast Linkedin GBL C2 - 2 days ago
Gaetani Real Estate San Francisco, United StatesJOB TITLE: Portfolio Manager · DEPARTMENT: Property Management · REPORTS TO: Director of Operations · Company Background: · Gaetani Real Estate (GRE) has been providing professional property management services to San Francisco Bay Area property owners for over 75 years. We take ...
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Portfolio Manager
Found in: Lensa US 4 C2 - 21 hours ago
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Portfolio Manager
Found in: Lensa US 4 C2 - 3 days ago
Elevated Search Partners San Jose, United StatesPortfolio Manager Position Overview: · We are currently seeking a dedicated Portfolio Manager to join our client's team. In this role, you will be responsible for overseeing the daily operations and management of properties within our Homeowners Associations (HOAs). Your primary ...
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Portfolio Manager
Found in: Lensa US 4 C2 - 4 days ago
Elevated Search Partners San Jose, United StatesPortfolio Manager Position Overview: · We are currently seeking a dedicated Portfolio Manager to join our client's team. In this role, you will be responsible for overseeing the daily operations and management of properties within our Homeowners Associations (HOAs). Your primary ...
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Portfolio Manager
Found in: Lensa US 4 C2 - 3 days ago
CitiScape Property Management Group, LLC San Francisco, CA, United StatesJob Description · Job Description · We have an immediate opening for a Portfolio Manager (HOA). A successful candidate will have several years of previous residential condominium management experience in the HOA management industry. Preference given to CACM or CAI members, or c ...
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Portfolio Manager
Found in: ZipRecruiter Standard US C2 - 4 days ago
CitiScape Property Management Group, LLC San Francisco, United StatesJob Description · Job DescriptionWe have an immediate opening for a Portfolio Manager (HOA). A successful candidate will have several years of previous residential condominium management experience in the HOA management industry. Preference given to CACM or CAI members, or candid ...
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Portfolio Manager
Found in: beBee S2 US - 2 weeks ago
McAfee San Jose, United States Full time· Role Overview: · We are seeking an experienced portfolio manager who can add a fresh, unique perspective to our team. In this role, the manager will support the lifecycle of an extensive portfolio, leading project-level reviews, optimizing standards, and identifying areas for ...
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Procurement Portfolio Manager
Found in: Lensa US 4 C2 - 5 days ago
Penumbra Alameda, United StatesThe Procurement Portfolio Manager is responsible for leading the development and implementation of sourcing strategies that deliver cost efficiencies, supply assurance, risk mitigation, and quality in the procurement of materials and services for a given product portfolio. · The ...
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Portfolio Manager Associate
Found in: Lensa US 4 C2 - 5 days ago
City National Bank San Francisco, United States**PORTFOLIO MANAGER ASSOCIATE****WHAT IS THE OPPORTUNITY?**Implement proprietary strategies and asset allocation for City National Rochdale Financial Advisors and clients. Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and appr ...
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Portfolio Rehabilitation Manager
Found in: Lensa US 4 C2 - 2 days ago
BRIDGE Housing San Francisco, United StatesSummary · The Portfolio Rehabilitation Manager will report to the VP of Development Design and Construction and will be responsible for the physical review, rehabilitation oversight & reserve planning of the existing BRIDGE Housing portfolio. · Responsibilities · Long-Term Pro ...
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Asset Portfolio Manager
Found in: Lensa US 4 C2 - 5 days ago
augmentjobs San Francisco, CA, United StatesJob Description · Job Description Job Description: As an Asset Manager, you will be responsible for overseeing the performance and strategic management of investment portfolios, real estate properties, or other assets on behalf of clients or your organization. Your primary role ...
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Portfolio Rehabilitation Manager
Found in: Lensa US 4 C2 - 5 days ago
BRIDGE Housing San Francisco, United StatesSummary The Portfolio Rehabilitation Manager will report to the VP of Development – Design and Construction and will be responsible for the physical review, rehabilitation oversight & reserve planning of the existing BRIDGE Housing portfolio. Responsibilities Long-Term Property R ...
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Senior Portfolio Manager
Found in: Lensa US 4 C2 - 6 days ago
SB Energy San Francisco, United States Full time· Do you want to work with high caliber professionals in a dynamic and growing company? Are you entrepreneurial, hard-working, and collegial? Are you committed to advancing the clean energy revolution? Join us at SB Energy, a world-leading company backed by SoftBank and Ares pai ...
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Senior Portfolio Manager
Found in: Jooble US O C2 - 3 days ago
Fifth Third San Francisco, CA, United StatesSenior Commercial Middle Market Portfolio Manager page is loaded · Senior Commercial Middle Market Portfolio Manager · Apply locations San Diego, CA San Francisco, CA time type Full time posted on Posted Yesterday job requisition id R45488 Make banking a Fifth Third better · ...
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Commercial Portfolio Manager
Found in: Lensa US 4 C2 - 1 day ago
BMO Financial Group San Francisco, United StatesCome and be a part of our amazing Commercial - Emerging Middle Market Team · We are currently looking for a Commercial Portfolio Manager who will be in charge of making informed decisions on complex commercial transactions to assess the level of risk, following our company's gui ...
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Regional Portfolio Manager
Found in: Lensa US 4 C2 - 2 days ago
FPI Management Antioch, United StatesCompany Description · Multifamily Property Management · Job Description · Property Name: 1221 Vallejo · 10 Worrell Rd, Antioch, CA 94509, USA · Full-Time · Unit Count: 20 · The Regional Portfolio Manager is the individual directly responsible for managing a group of assets a ...
Portfolio Manager - San Ramon, United States - MAI Wealth Management, Inc.
Description
Job DescriptionJob Description
GENERAL JOB DESCRIPTION
The Portfolio Manager implements MAI's investment strategy for high net worth clients and families. This person may also participate in various committees that comprise MAI's investment platform.
DUTIES AND RESPONSIBILITIES
Frequent contact with clients through in person meetings, phone and written communication.
Prepares and reviews client reports.
Provides advice and strategies related to clients' investment portfolios.
Regular reviews client's investment portfolios to align with MAI's asset allocation strategy and the client's goals & objectives.
Trades individual securities, ETF's, mutual funds, and alternatives to ensure that they are in line with their IPS guidelines.
Participates in business development process for prospective clients.
May participates in various investment committees, including asset allocation, equity, fixed income, manager research, and/or alternative committee. and MLP committees.
Maintains and expands investment, market, and economic knowledge through continuous reading of periodicals, white papers, research reports and other industry publications.
Partners with financial planners to provide holistic advice to the client on all of their financial needs, including cash flow planning, estate planning, tax planning, etc.
Reviews private opportunities and conducts other ad-hoc research for clients.EXPERIENCE/CREDENTIALS
10+ years of experience in investment management field.
Broad background in financial markets.
Bachelor's degree in Finance or Economics preferred.
MBA or CFA preferred.
COMPETENCIES
Extensive knowledge of financial
markets/instruments/regulations,
economic theories and relationships, valuation tools, and basic statistical and financial concepts.
Flexible and adaptable; thrives in a fast-paced and dynamic team-based environment.
Demonstrated commitment to teamwork and partnerships; leverages the strengths of the overall team to deliver outstanding results and solutions to our clients.
Works well with others to proactively problem solve and resolve conflicts, especially under pressure.Understands the big picture while still demonstrates attention to detail.
Strong oral and written communication skills.
Demonstrated ability to maintain the highest degree of confidentiality in managing highly sensitive, privileged, material non-public and client information and hold this information in the strictest confidence.
Professional and positive demeanor, superb work ethic, maintains high level of personal ethics and integrity in all practices.FEATURED BENEFITS:
Medical Insurance
Dental Insurance
Vision Insurance
401(k)
Health Savings Account
Paid Maternity Leave
Paid Parental Leave
Tuition Reimbursement
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