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Lead Portfolio Manager Jobs (NOW HIRING)

Trellis Management Co.

Portfolio Manager

Minneapolis, MN · On-site

$100K - $120K/yr

We are looking for an experienced Portfolio Manager to join our team. If you want a stable ... Lead and oversee teams of site management staff * Certifications: Ensure program compliance and ...

Arcadis

Portfolio Manager

Highlands Ranch, CO

In this full-time position, you will lead a team of technicians, professionals, and experts to ... As a Portfolio Manager, you will bring exceptional attention to detail, strong written and verbal ...

Arcadis

Portfolio Manager

Highlands Ranch, CO · On-site

In this full-time position, you will lead a team of technicians, professionals, and experts to ... As a Portfolio Manager, you will bring exceptional attention to detail, strong written and verbal ...

Trellis Management Co

Portfolio Manager

Minneapolis, MN · On-site

$100K - $120K/yr

We are looking for an experienced Portfolio Manager to join our team. If you want a stable ... Lead and oversee teams of site management staff * Certifications: Ensure program compliance and ...

Masis Professional Group

CT · On-site

Position Overview The Portfolio Manager will oversee the firm's dividend growth strategy portfolios ... Lead strategic and tactical dividend growth portfolios across client accounts. * Design and ...

Next Play Jobs

Director Portfolio Management

Chicago, IL · Hybrid

$225K - $275K/yr

Lead portfolio positioning through market cycles, including down markets and recoveries Investment ... Manage downside risk in volatile markets * Lead portfolio rebalancing strategies in response to ...

St. Luke's Health System

Portfolio Manager

Boise, ID · On-site

We are seeking a highly skilled and dynamic Portfolio Manager to join our Enterprise Strategic Project Management Office (EPMO) and lead healthcare initiatives. The EPMO Portfolio Manager plays a ...

Amerilife Group, LLC

OR · Hybrid

Job Summary AmeriLife is seeking a Portfolio Manager, Health and Wealth Distribution, to serve as the lead portfolio manager for critical health and wealth distribution initiatives, especially in the ...

System One

Portfolio Manager

Vienna, VA · Remote

Business Portfolio & Value Manager Location: Vienna, VA Type: Contract Compensation: N/A Work Model ... Lead and facilitate cross-functional planning to support discussions among project owners ...

New

ASSA ABLOY

Portfolio Manager

Winston Salem, NC · Hybrid

Lead, coach, and develop a team responsible for portfolio management * Monitor KPIs, and conduct regular performance reviews * Foster a culture of accountability, accuracy, and continuous improvement

System One

Portfolio Manager

Vienna, VA · On-site

Business Portfolio & Value Manager Location: Vienna, VA Type: Contract Compensation: N/A Work Model ... Lead and facilitate cross-functional planning to support discussions among project owners ...

New

System One

Portfolio Manager

Vienna, VA · Remote

Business Portfolio & Value Manager Location: Vienna, VA Type: Contract Compensation: N/A Work Model ... Lead and facilitate cross-functional planning to support discussions among project owners ...

New

Assa Abloy

Portfolio Manager

Winston Salem, NC · On-site

Lead, coach, and develop a team responsible for portfolio management * Monitor KPIs, and conduct regular performance reviews * Foster a culture of accountability, accuracy, and continuous improvement

Avidbank

Portfolio Manager

San Jose, CA · On-site +1

$90K - $140K/yr

Portfolio Manager Position type: Full-time Pay range: $90,000 - $140,000 Division: Specialty ... Strong ability to lead and motivate junior staff * Ability to interpret financial data and reports ...

Avidbank

Portfolio Manager

San Jose, CA · On-site

Portfolio Manager Position type: Full-time Pay range: $90,000 - $140,000 Division: Specialty ... Strong ability to lead and motivate junior staff * Ability to interpret financial data and reports ...

Avidbank

Portfolio Manager

San Jose, CA · On-site

$90K - $140K/yr

Portfolio Manager Position type: Full-time Pay range: $90,000 - $140,000 Division: Specialty ... Strong ability to lead and motivate junior staff * Ability to interpret financial data and reports ...

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Lead Portfolio Manager information

What is a Lead Portfolio Manager?

A Lead Portfolio Manager is a senior investment professional responsible for overseeing and managing investment portfolios on behalf of clients or organizations. They develop and implement investment strategies, monitor asset performance, and make decisions to optimize returns while managing risk. Lead Portfolio Managers often supervise teams of analysts and junior managers, ensuring that portfolio objectives align with client goals and market conditions. Their expertise and leadership are critical in achieving financial targets and maintaining client trust.

What is the difference between Lead Portfolio Manager vs Portfolio Analyst?

AspectLead Portfolio ManagerPortfolio Analyst
CredentialsTypically requires advanced degrees (MBA, CFA), extensive experience in asset managementOften holds a bachelor's degree, some may pursue CFA or related certifications
Work EnvironmentLeads investment teams, makes strategic decisions, manages portfoliosSupports portfolio managers, conducts research, analyzes data
Employer & Industry UsageUsed in asset management firms, hedge funds, institutional investorsCommon in investment firms, banks, financial advisory companies

The Lead Portfolio Manager oversees investment strategies and manages portfolios, requiring significant experience and credentials. In contrast, the Portfolio Analyst supports these efforts through research and analysis, often with less seniority and fewer certifications. Both roles are integral to investment management but differ in responsibility and scope.

What are the key skills and qualifications needed to thrive as a Lead Portfolio Manager, and why are they important?

To thrive as a Lead Portfolio Manager, you need deep expertise in financial analysis, portfolio construction, and investment strategy, typically supported by a finance-related degree and certifications like CFA or CAIA. Proficiency in portfolio management systems, risk analytics tools, and financial modeling software is essential. Strong leadership, decision-making abilities, and effective communication skills set top performers apart in this role. These skills are crucial to optimizing returns, managing risk, and guiding teams and clients toward their financial objectives.

How does a Lead Portfolio Manager typically collaborate with analysts and other team members to make investment decisions?

A Lead Portfolio Manager works closely with research analysts, junior portfolio managers, and risk management teams to gather insights and assess potential investments. They often lead regular meetings to review market trends, discuss research findings, and evaluate portfolio performance. Collaboration is essential, as the Lead Portfolio Manager synthesizes input from various sources to make informed decisions that align with client objectives and the fund’s strategy. This teamwork ensures a comprehensive approach to risk management and investment selection, fostering both professional growth and strong portfolio results.
What states have the most Lead Portfolio Manager jobs? States with the most job openings for Lead Portfolio Manager jobs include:

Portfolio Manager

Trellis Management Co.

Minneapolis, MN • On-site

$100K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Job description

Job Type
Full-time
Description
Why Join Trellis Mgmt?
At Trellis, we don't just manage buildings; we sustain homes. We are looking for an experienced Portfolio Manager to join our team. If you want a stable, full-time position with a growing company, we want to talk to you!
The Standout Perks:
  • $1.00 per month Dental and Vision Insurance!
  • Affordable Medical Insurance plans
  • Full Benefits Suite: 401(k) with company match, Free Life & Disability insurance, HSA/FSA options, and Paid Time Off.

The Role:
We are seeking a self-motivated individual to oversee multiple properties and supervise property staff as a Portfolio Manager. The assigned portfolio will consist of Affordable Housing & Project Based Section 8 properties in the Twin Cities metro area. The ideal candidate must be skilled in working with service providers and a diverse population to include long-term homeless and disabled clients. We encourage candidates who are bilingual in English and Somali to apply, as this is helpful in serving our resident population. Your day-to-day will involve:
  • Financials: Review monthly financial statements, prepare annual budgets, and maintain financial stability of properties
  • Staff Supervision: Lead and oversee teams of site management staff
  • Certifications: Ensure program compliance and reporting for Section 8/42 properties
  • Oversee Property: Monitoring of the physical appearance of properties and promote good resident relations

Requirements
What We're Looking For:
  • Experience: 5+ years of property management/portfolio management experience that included leasing, staff supervision, working with service providers, long-term homeless and Coordinated Entry. Must have thorough knowledge, understanding, and experience in Affordable Housing programs and regulations including Project Based Section 8 and Tax Credit.
  • Skills: Excellent customer service, administrative, clerical, verbal and written communication skills, along with strong organizational skills and ability to prioritize as well as multi-task.
  • Licensing: Valid Driver's License, insurance and a personal vehicle are a must.
  • Software Programs: Yardi & Rent Café experience a plus.

EOE
Salary Description
$100,000-$120,000 annually

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