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Exton

    Portfolio Manager - Exton, United States - CCR LLP

    CCR LLP
    CCR LLP Exton, United States

    4 weeks ago

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    Description


    We are seeking a dynamic and experienced Portfolio Manager to join our team. As a Portfolio Manager at CCR Management, Inc., you will be responsible for overseeing a portfolio of homeowner associations, condominium associations, and community associations. You will work closely with board members, homeowners, vendors, and other stakeholders to ensure the effective management and maintenance of the properties within your portfolio.

    Benefits include:
    • Medical
    • Dental
    • Vision
    • PTO
    Responsibilities

    •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.

    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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