- 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.
- 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.
- 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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CCR LLP Exton, United States· We are currently looking for a skilled and versatile Portfolio Manager to join our team in Exton, PA. As a Portfolio Manager at CCR Management, Inc., you will take on the responsibility of supervising a diverse portfolio comprising homeowner associations, condominium associati ...
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Gpac Media, United States Full timeA Long-standing, reputable name in the banking industry, is seeking a Portfolio Manager. · This bank prides itself on its strong ties in the community, top credit culture, and strategic growth, year over year · This individual implements all aspects of lending services offered, d ...
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Southern Glazer's Wine & Spirits King of Prussia, United StatesWhat You Need To Know · Open your future to incredible career potential. Work for an industry-leader who invests in their people. Southern Glazer's Wine & Spirits is North America's preeminent wine and spirits distributor, as well as a family-owned, privately held company with a ...
Portfolio Manager - Exton, United States - CCR
3 weeks ago
Description
Job Description
Job DescriptionWe are currently looking for a skilled and versatile Portfolio Manager to join our team in Exton, PA. As a Portfolio Manager at CCR Management, Inc., you will take on the responsibility of supervising a diverse portfolio comprising homeowner associations, condominium associations, and community associations. Your role will involve close collaboration with board members, homeowners, vendors, and various stakeholders to ensure the efficient management and upkeep of the properties in your portfolio.
Benefits:
Medical, Dental, Vision, PTO
Compensation:$60,000 - $70,000 yearly
Responsibilities:CCR Management, Inc. provides a wide range of professional management and consulting services to homeowner associations, condominium associations, and other types of community associations.
The professional staff has been trained to provide personalized and efficient assistance in the areas of finance, administration, management, and maintenance. Each staff member has an extensive background in his/her area of expertise. This highly specialized team is dedicated to providing flexible and cost-effective programs tailored to each Association's needs.