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  • Asset Manager - Industrial Portfolio

    Blue Signal Search

    Portfolio manager job in Phoenix, AZ

    Industry: Commercial Real Estate Job Type: Full-Time, Hybrid (3 days on-site, 2 days remote with local travel) A privately held real estate investment firm is seeking a dynamic Asset Manager to join its Arizona team. Step into a high-profile position managing a substantial industrial real estate portfolio in the Phoenix area. The successful candidate will play a crucial part in portfolio performance, financial strategy, and operational execution. This role is designed for someone who thrives in a hands-on environment and is passionate about elevating asset value through exceptional property management and strategic foresight. Key Responsibilities: Develop and execute comprehensive business plans for assigned assets, driving financial performance and operational excellence. Partner closely with Property Managers to ensure consistent operations, timely maintenance, and adherence to ownership goals. Cultivate strong tenant relationships, oversee lease negotiations, and collaborate with brokers to maintain high occupancy across the portfolio. Own the budgeting and financial reporting process, including CAM reconciliations, variance analysis, and capital improvement planning. Support acquisitions and dispositions by managing due diligence, coordinating inspections, and ensuring smooth asset transitions. Assist with the preparation of detailed reporting packages for institutional and private stakeholders, ensuring compliance with financial covenants and partnership agreements. Conduct regular site visits to assess property conditions, oversee vendor performance, and maintain best-in-class asset standards. Negotiate vendor contracts and oversee capital projects, from scope development through completion. Qualifications: 3-7 years of experience in commercial real estate asset management or senior-level property management, with a strong preference for industrial assets. Proven track record of managing financials, budgeting, CAM reconciliations, and capital planning. Proficient in Yardi Voyager and Excel, with the ability to analyze and translate data into actionable insights. Strong interpersonal skills with the ability to maintain effective relationships with tenants, vendors, and internal stakeholders. Experience interfacing with institutional investors and preparing high-quality reporting deliverables. Must be comfortable with a hands-on role, including fieldwork and administrative functions as needed. Bachelor's degree in business, real estate, or related field preferred. What's in It for You: Hybrid work schedule (3 days in office, 2 days remote with local travel for site inspections). High-growth potential and visibility within a tight-knit, entrepreneurial team. Opportunity to influence and shape a top-performing industrial portfolio. Competitive compensation based on experience. Generous PTO and rollover policy, plus a comprehensive benefits package. If you're an experienced asset management professional ready to take ownership of your portfolio and make a measurable impact, we want to hear from you. About Blue Signal: Blue Signal is an award-winning, executive search firm specializing in finance & accounting recruiting. We have a strong reputation for finding top talent in private equity, asset management, financial services, FinTech, and accounting leadership. Learn more at bit.ly/3IKiOzm
    $66k-103k yearly est. 4d ago
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  • Commercial Portfolio Manager - Biltmore/Phoenix (AZ)

    Banktalent HQ

    Portfolio manager job in Phoenix, AZ

    At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premises of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for Commercial Portfolio Manager candidates to join Arizona's #1 Community Bank for our Phoenix Metro Commercial Market. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies, and practices. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Responsible for managing and servicing a portfolio of existing loan relationships. Responsible for expanding and building relationships resulting in excellent customer satisfaction. Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations. Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc. Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio. Assists bankers with new and existing loan requests and other special projects. Other duties as assigned. Qualifications: Requires a bachelor's degree in Finance, Business or other related field and 2+ years of banking, relationship management, underwriting and credit experience or other directly related experience. An equivalent combination of education and experience may meet qualifications. Knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc. Knowledge of banking products, services, policies, procedures, and regulations. Solid credit skills in underwriting, financial modeling, valuations, and adherence to policy. Requires solid customer service, relationship, organizational, analytical, and creative problem-solving skills. Ability to meet deadlines. Must have solid communications skills, both verbal and written. Knowledge of various software applications including word processing and spreadsheets. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. Mental health benefits include coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products.
    $77k-149k yearly est. 5d ago
  • Commercial Banking Manager

    Accenture 4.7company rating

    Portfolio manager job in Scottsdale, AZ

    Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 7 50 ,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ****************** We Are: In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life. Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. Responsibilities include: + Industry experience within business, commercial, or corporate banking segments. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations + Manage all parts of projects, from client buy-in to planning, budgeting, and execution. + Source and coordinate work from other internal workforces. + Develop our next-generation Wholesale credit technology offerings. + Become a trusted advisor for C-suite clients looking to solve critical business problems. + Drive business development to originate new client opportunities. + Build your reputation as an industry thought leader. + Travel, as required, up to 80%. Here's What You Need: + Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development + Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfolio management, trading) project management experience with relevant systems + A Bachelor's degree Bonus Points If You Have: + Extensive transformation strategy or operating model design experience in commercial banking. + Launched new product offerings in the banking industry. + Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business. + Advanced degree or financial industry certification. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Demonstrated experience developing and managing relationships with senior client executives. + Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle. + Structured problem-solving and ability to simplify complex initiatives to improve execution. + Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino , Loan IQ, AFS, ACBS) Professional Skills + Proven ability to operate within a collaborative environment. + Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian. + High energy level, focus, and ability to work well in demanding client environments. + Excellent communication (written and oral) and interpersonal skills. + Strong leadership, problem-solving, and decision-making abilities . + Unquestionable professional integrity, credibility, and character. What's in it for you? + You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters. + At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design. + Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications. + You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (************************************************************ Role Location Annual Salary Range California $94,400 to $293,800 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Minnesota $94,400 to $253,800 Maryland $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 What We Believe We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment. Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (*********************************************************************** Equal Employment Opportunity Statement Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Accenture is committed to providing veteran employment opportunities to our service men and women. For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (********************************************************************************************************************************************** . Requesting An Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at ****************, send us an email (************************************************* or speak with your recruiter. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. The Company 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. Additionally, 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 Company's legal duty to furnish information.
    $100.5k-270.3k yearly 7d ago
  • Portfolio Strategy Manager

    Parallel Advisors

    Portfolio manager job in Scottsdale, AZ

    The Portfolio Strategy Manager will serve as the functional lead for the firm's centralized trading consulting platform, overseeing all portfolio consulting deliverables and acting as the day-to-day point of contact for the firm's financial advisors utilizing these services. This individual will combine robust expertise in asset allocation and portfolio construction with process discipline and cross-functional collaboration to ensure advisors and clients receive accurate, timely, and high-quality portfolio strategy support consistent with the firm's investment philosophy, risk management standards, and service level agreements. This is a hybrid role (hybrid for Parallel means 3x/week in office) in either our Dallas or Scottsdale office. Key Responsibilities: Centralized Trading Consulting Platform Leadership Participate in the development and refinement of the firm's centralized trading portfolio consulting program tailored for UHNW clients. ($5M & above) Manage portfolio consulting workflows including household-level strategy design and rebalancing recommendations in alignment with client objectives, tax considerations and investment policy statements. Act as the primary liaison between advisors and the Head of Research and Trading to ensure portfolio consulting recommendations are executed accurately and in accordance with SLAs) Investment Strategy, Due Diligence & Risk Management Collaborate with the Head of Research & Trading, Director of Private Markets & the Firm's Investment Committee to translate macroeconomic and market outlooks into actionable portfolio positioning recommendations consistent with the firm's investment philosophy. Partner with Head of Research & Trading, Director of Private Markets and third-party research teams to evaluate investment products and incorporate them into portfolio frameworks. Identify risks associated with portfolio consulting activities and propose mitigation strategies and collaborate with the Head of Research & Trading and the Chief Compliance Officer on portfolio monitoring exercises outside of trade execution. Advisor & Client Support Field advisor questions on capital markets trends and provide advisors with advanced guidance on asset allocation and portfolio implementation. Support client and prospect meetings for larger or more complex relationships as needed, serving as subject matter expert on portfolio strategy. Serve as the advisor-facing expert on the firm's portfolio analysis tools (BlackRock 360, YCharts and Kwanti) to support decision-making and portfolio monitoring. Qualifications: Bachelor's degree Active, current series 65 license or equivalent CFA/CAIA or progress toward designation a plus 5-8+ years of experience in investment strategy, asset allocation, or portfolio construction-ideally within an established RIA, family office, or private bank. Strong grasp of capital markets trends, investment vehicles (mutual funds, ETFs, SMAs, private markets), and implementation best practices. Experience managing portfolio consulting initiatives at scale is strongly preferred. Proficiency with portfolio analytics tools and financial software. Excellent communication skills, with the ability to distill complex investment concepts into clear, compelling narratives for clients and advisors. Highly collaborative, detail-oriented, and intellectually curious, with a strong sense of accountability and ownership. Proven ability to manage, guide and mentor direct reports Deep client empathy, sound judgment, and a high degree of discretion and professionalism. Company: Parallel Advisors, LLC Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Nevada, North Carolina, Ohio, and Texas. To enhance our clients' futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including their future financial goals. With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations - including savings directives, insurance requirements, and investment strategies - flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future. We offer our clients an open array of investment solutions, fee-based, and independent of any proprietary platforms. At Parallel, we combine the best advisors and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience. Parallel Advisors, LLC is an Equal Opportunity Employer.
    $77k-149k yearly est. 30d ago
  • HOA Portfolio Manager

    Heywood Realty & Investment, Inc.

    Portfolio manager job in Gilbert, AZ

    Do you pride yourself on taking initiative, managing yourself, and just getting the job done? Tired of your current boss or manager up in your business all the time? Want to be treated like an adult? If so, we've been searching for someone exactly like YOU. At Heywood Community Management, we value people who just want to: 1. Show up 2. Work hard 3. Have fun 4. Get the job done No drama! Our management style empowers the go-getters to get things done. Property Managers (for HOA & Condos) at our company are responsible for managing a book of business, taking care of client's needs, and building relationships for long-term retention. Responsibilities -------- As a Portfolio Community Manager, you will: Manage Operations: Oversee a portfolio of HOA and Condo associations Exceed Client Expectations: Determine, maintain, and provide results that go beyond what the clients expect Support Board Members: Offer administrative, operational, and managerial support and advice Vendor Management: Assist in hiring, overseeing, and approving vendors' work and payments Budget Management: Handle budgetary items and aid in creating and maintaining operating expenses Educate Stakeholders: Engage with board members and homeowners in-person, over the phone, and via email, keeping them informed and educated Customer Service: Provide prompt responses to all inquiries and ensure all tasks and procedures are completed to satisfaction Documentation Handling: Read, understand, and be knowledgeable of client operative documents and maintain corporate records in alignment with company policies Qualifications -------- - Ability to multi-task and prioritize tasks - Excellent typing skills (55+WPM) - Proficient in the use of desktop PC, Windows - Proficient use of internet-based databases and apps - Superb communication skills: oral, written, and listening - Strong understand of Microsoft Office suite of tools - Willingness to learn from co-workers and eagerness to share your experiences - A go-getter attitude with the ability to learn on-the-job Who this job is perfect for: -------- - Individuals passionate about community management, particularly within HOA & Condos. - Professionals with a commitment to exceeding client expectations and maintaining community standards. - Those proficient with Microsoft Tool Suite, smartphone apps, and project management tools. - Candidates with strong self-motivation, time management, and excellent communication skills. - Persons interested in long-term growth and stable employment within an established, community-focused company. - Individuals with or willing to gain knowledge in construction management and conflict resolution. Who this job IS NOT for: -------- - People who lack initiative and the drive to take personal responsibility for delivering quality work. - Those not committed to prompt replies, attention to detail, and thorough customer service. - Individuals uncomfortable with enforcing rules & deed restrictions, or managing budgetary items. - Candidates without the desired computer skills, including proficiency with basic software like Word or Excel - Persons looking for short-term employment or not aligned with the company's focus on long-term retention. About Heywood Community Management (The company) -------- We're all about long-term retention and stability. Our average client has been with us for 15+ years; our longest 50+ years. Our average employee tenure is 10+ years, with many surpassing 20+ years. What does this mean for you? A stable place for meaningful work. We manage HOA & Condo communities. We work for community leaders. They're unpaid volunteers, so we're hired to get stuff done on their behalf. Things like hiring and managing vendors, collecting assessments, managing and accounting for their money, and more. Some days it's great, other days it's boring. But at the end of the day, our goal is to take care of our clients by providing a personalized and consistent level of service that they can't get anywhere else. The key to long-term client retention is continuity, consistent effort, and speed to action. Our competitors are big, bloated, and driven by numbers and charts. They value their clients like a row on an excel sheet - calculated. Our clients are worth more than the amount they pay us each month. We value them as if we were a member of their team. If you want a place of employment where you can plant your flag and do good work, apply today! p.s. We don't hire Community Managers via job posts often. So if you see this post online, apply before we close it up! ---- Job Type: Full Time Salary: DOE based on experience
    $77k-149k yearly est. 3d ago
  • Commercial Portfolio Manager - Biltmore/Phoenix (AZ)

    National Bank of Arizona 4.4company rating

    Portfolio manager job in Phoenix, AZ

    At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premises of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for Commercial Portfolio Manager candidates to join Arizona's #1 Community Bank for our Phoenix Metro Commercial Market. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies, and practices. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Responsible for managing and servicing a portfolio of existing loan relationships. Responsible for expanding and building relationships resulting in excellent customer satisfaction. Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations. Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc. Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio. Assists bankers with new and existing loan requests and other special projects. Other duties as assigned. Qualifications: Requires a bachelor's degree in Finance, Business or other related field and 2+ years of banking, relationship management, underwriting and credit experience or other directly related experience. An equivalent combination of education and experience may meet qualifications. Knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc. Knowledge of banking products, services, policies, procedures, and regulations. Solid credit skills in underwriting, financial modeling, valuations, and adherence to policy. Requires solid customer service, relationship, organizational, analytical, and creative problem-solving skills. Ability to meet deadlines. Must have solid communications skills, both verbal and written. Knowledge of various software applications including word processing and spreadsheets. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. Mental health benefits include coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products.
    $79k-135k yearly est. 2d ago
  • Portfolio Manager

    Open Door 4.5company rating

    Portfolio manager job in Phoenix, AZ

    About the Team Portfolio Managers (PMs) are responsible for our inventory from acquisition close of escrow to final resale. The portfolio manager's task impact is one of the largest drivers of the company's Profit and Loss (P&L) that an individual contributor at Opendoor can make. Portfolio Managers are responsible for up to 300 properties directly under their supervision, working closely with Listing Partners and Homes Ops teams, guiding resale decisions while Opendoor owns the properties. What You Will Do Setting Initial List Prices (ILP): Determine the value of Opendoor's acquired properties based on market changes since acquisition and the home condition after renovations. Calculate markup based on active and closed competition as well as submarket resale indicators. Price Drops (PDs) and Weekly Triages: Make highly-informed decisions on a weekly basis regarding any necessary price drops for hundreds of homes, by interpreting data and market-level demand signals received. Balance total cost of renovations against a price drop to determine if any homes that received buyer feedback require additional renovations by the Homes team. List Price Reviews (LPRs): Review property values every 30 days to adjust markup based on changes in the resale environment. Buyer Offer Escalations: Evaluate buyer bids below the calculated price based on resale demand data, previous offers, and local market signals, to determine if offer value is fair or should be denied. Appraisals: Assess external appraisals that differ from our valuation to confirm if appraisal value is fair/unfair. Make recommendations for negotiating contributions from the buyer or placing the property back on the market as appropriate. What You Bring At least 3 years of experience in making difficult pricing decisions as either a Pricing Analyst, Options Trader, Single Family Rental manager (REIT), Mortgage Credit Risk Manager, Pricing Strategist, or Real Estate Asset Manager. Expertise in the markets that you operate. Proven ability to review large amounts of data to guide effective and impactful decision-making Experience with Excel and Amazon Quicksight for data analysis Coachability - Willingness to be trained in Opendoor Pricing products and tools Ability to prioritize work load activities and complete tasks within deadlines Excellent verbal, written, and interpersonal communication skills Excellent collaboration skills with team members and portfolio stakeholders (ex. S&S) Compensation: Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. base pay range for this position in Phoenix, Arizona is $75,000 - $94,000 annually. Pay within this range varies by work location and may also depend on job-related knowledge, skills, and experience. Your recruiter can share more about the specific salary range for the job location during the hiring process. We also offer a comprehensive package of benefits including paid time off, 12 paid holidays per year, medical/dental/vision insurance, basic life insurance, and 401(k) to eligible employees. #LI-LS #LI-Onsite At Opendoor our mission is to tilt the world in favor of homeowners and those who aim to become one. Homeownership matters. It's how people build wealth, stability, and community. It's how families put down roots, how neighborhoods strengthen, how the future gets built. We're building the modern system of homeownership giving people the freedom to buy and sell on their own terms. We've built an end-to-end online experience that has already helped thousands of people and we're just getting started.
    $75k-94k yearly Auto-Apply 12d ago
  • Permanent Supportive Housing Portfolio Manager (Stepping Stone)

    Native American Connections 3.8company rating

    Portfolio manager job in Phoenix, AZ

    Join Our Team at Native American Connections! Who We Are: Native American Connections (NAC) is a nonprofit organization dedicated to improving the lives of individuals and families through affordable housing, behavioral health, and community development services. For over 50 years, we have proudly served Native American and underserved communities in the Phoenix area with culturally competent, trauma-informed care grounded in respect and tradition. Our Mission: Our mission, grounded in traditional Native American culture, is to reduce health disparities by delivering high-quality, comprehensive integrated healthcare and providing stable housing throughout the communities we serve. Why Work With Us? When you join NAC, you're not just taking a job - you're becoming part of a movement. A movement that values cultural identity, honors resilience, and believes in the power of community. You'll work alongside passionate professionals who are committed to healing generational trauma, strengthening families, and building vibrant futures. What We Do: Behavioral Health Services: Culturally responsive treatment for mental health and substance use disorders including outpatient therapy, residential programs, and youth services. Affordable Housing: Safe, stable, and supportive housing options - from transitional housing to permanent low-income housing. Community Development: Revitalizing neighborhoods and preserving Native heritage through community-based projects and education. Our Values: Health & Wellness | Quality | Accountability | Growth | Interconnectedness/Belonging | Community Now Hiring: We are seeking compassionate, mission-driven individuals to join our growing team across various departments including clinical services, housing support, youth engagement, and administrative leadership. If you're passionate about social change, cultural advocacy, and serving diverse communities with dignity and care - NAC is the place for you. Based in Phoenix, Arizona | ️ 501(c)(3) Nonprofit Organization Apply Today & Make a Difference Tomorrow: Visit ************************************************* to view open positions and join our circle of care. PSH Portfolio Manager Schedule/Hours: Monday - Friday, 8am - 5pm Location: 1311 N 14th St, Phoenix AZ 85006 POSITION SUMMARY: The PSH Portfolio Manager is a hands-on position that provides the necessary stability to the staff and residents of the Permanent Supportive Housing program through a vast understanding of the interrelationship of providing housing and services to a vulnerable population and maintaining the properties through rent collections, maintenance, and resident services. RESPONSIBILITIES: Oversee the property management of the PSH housing communities. This includes oversite, hiring, and training. Ensuring that the property managers are well trained and capable of maintaining all LIHTC policies abides by AZ Landlord Tenant Laws and has a full understanding of Fair Housing Laws Have a complete understanding of LIHTC and HOME requirements as they affect each property Has input into the annual operating budgets for all PSH housing communities. Manage One Site software system including training new staff and updating operators and data. Attend and represents the organization during audits on housing communities to ensure adherence to all NAC/ADOH and funding policies Review Property Management Operating Manual and suggest updates as needed, train staff and ensure that policies are being followed. Be available 24/7 for emergency response. Possess a full understanding of NAC's philosophy of NAC's resident wellness. Conduct bi-weekly staffing's with Property Managers. Cover property management duties of a property when the Property Manager is out or position is vacant. This includes all renewals, move-ins, rent collections and maintenance duties. Other duties as assigned EDUCATIONAL REQUIREMENT: High School Diploma, Bachelor's degree preferred Certified Property Manager preferred WORK EXPERIENCE/SKILLS REQUIREMENT: Three years supervisory experience Two years LIHTC experience Knowledge of Affordable Housing Software i.e. One Site; Strong organizational skills Must be able to work well with others in a team approach Excellent organizational skills, attention to detail, and ability to manage multiple tasks and priorities in a fast-paced environment. Excellent communication and interpersonal skills, with the ability to interact effectively with patients, healthcare providers, and external stakeholders. Ability to work independently and collaboratively in a matrix organization. Demonstrates excellent written and oral communication skills. Must demonstrate critical thinking, problem solving, organizational and time management skills. Knowledge and experience in working with the Native American population preferred Possess and maintain a valid Arizona driver's license and reliable transportation MS Office PHYSICAL DEMANDS: Able to sit, stand and walk with/ without accommodations. NATIVE AMERICAN PREFERENCE: Preference may be given to qualified Native American Indians according to the Indian Preference Hiring Act, CFR 25 USC 472. Other than Indian Preference, Native American Connections, Inc. adheres to all provisions of the Equal Employment Opportunity Act. DRUG FREE WORKPLACE: Native American Connections is a drug-free workplace with safety-sensitive jobs. Use of alcohol and legal or illegal drugs impair and alter employees' judgment resulting in increased safety risk, workplace injuries, and faulty decision making. Reporting to work at NAC after use of alcohol, a controlled substance, or abuse of any other substance is absolutely promoted. FAIR LABOR STANDARDS ACT: This position is considered to be Exempt for overtime pay provisions as provided by the Federal Fair Labor Standards Act (FLSA) and any applicable state laws. Non-Exempt employees are entitled to overtime pay for hours worked in excess of forty (40) hours per workweek.
    $85k-113k yearly est. 60d+ ago
  • Portfolio Community Manager

    Firstservice Corporation 3.9company rating

    Portfolio manager job in Scottsdale, AZ

    In conjunction with the Regional Manager and Board of Directors, the Portfolio Manager will manage the business of the associations assigned to deliver exceptional services and solutions that enhance the value of the property and the lifestyle of the residents. Compensation: $65k annually FirstService Residential will compensate the successful candidate in accordance with the posted range. The salary or wage paid to the successful candidate will be commensurate with experience, education, and specific job responsibilities. For positions designated at a client's property, the salary or wage will also be premised upon the client's directive. The base pay range is subject to change and may be modified in the future. Your Responsibilities: * Responsible for operations and administrative management of assigned communities * Recommend and implement procedures that ensure compliance with federal, state, and local laws as well as with all community association governing documents and policies * Track non-compliance/violation issues, send appropriate notices according to established policies * Review invoices daily * Manage architectural control process ensuring compliance with established design guidelines and policies for design review * Inspect building and exterior common areas, building systems, landscape and other common amenities and then ensure necessary repair and maintenance activities are conducted in a timely manner * Perform compliance/violation tours in accordance with the Association's compliance policy * Attend monthly landscape walks and other vendor meetings as necessary * Establish, draft, execute and supervise community annual budget, manage capital improvements, review monthly financial statements, prepare variance reporting, monitor community A/P, delinquent accounts, approve and code all vendor invoices * Secure competitive contract bids, present comparative bid reviews, supervise and ensure compliance of all executed contract terms and conditions and oversee community and contractor liability insurance requirements * Review monthly financials with the Regional Director and Board when necessary * Plan, organize and assist the Board in conducting Board and annual membership meetings * Attend board meetings as required for each Association Skills and Qualifications: * Financial Literacy * Exceptional interpersonal and communication skills resulting in strong working relationships * Affinity for problem solving with the ability to work through change * Able to identify issues and resolve before problems arise * Able to work independently with little supervision * Superb judgment and decision-making skills * Able to prioritize and adjust to incoming demands Education and Experience: * 5+ years of hospitality/ customer service experience required * CMCA or M100 certification a plus * Property management experience preferred Physical Requirements: * Sit at a desk using a computer in an office setting * Walk and move throughout the community common areas and facilities * Sit and stand for moderate periods of time Supervisory Responsibility: Yes Work Location: Scottsdale Corporate Office; 9000 E Pima Center Pkwy Scottsdale, AZ 85258 Work Hours: Monday - Friday, 8a - 5p with some evenings and weekend Travel Requirements: Some local travel with use of personal vehicle. What We Offer: * 10 company paid holidays * Paid volunteer time * Paid sick and vacation time * Medical, dental, vision * HSA and FSA * Company paid life insurance and Employee Assistance Plan * Supplemental life, disability, accident, critical illness, hospital indemnity * Identity theft, legal services * Pet insurance * 401(k) with company match About us: FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United States and Canada. Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace culture. Our 19,000 associates can count on competitive salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued professional development. Experience exceptional service with a fulfilling career in property management with FirstService Residential. To learn more about our company and culture, visit ************************************** Disclaimer: The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time. FirstService Residential is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances. All offers of employment with FirstService Residential are contingent upon a satisfactory background check. Automated Employment Decision Tool (AEDT) Usage: We may utilize an Automated Employment Decision Tool (AEDT) in connection with the assessment or evaluation of candidates. The AEDT is designed to assist in objectively evaluating candidate qualifications based on specific job-related characteristics. Job Qualifications and Characteristics Assessed: The AEDT evaluates candidates based on job qualifications and characteristics pertinent to the role, including skills, experience, and competencies relevant to the position requirements. These qualifications are determined by the unique needs of each role within our company. Alternative Selection Process or Reasonable Accommodations: Candidates who require an alternative selection process or a "reasonable accommodation," as defined under applicable disability laws, may make a request through our designated contact channel national_****************************. Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. To submit a request, please contact us at national_****************************; we will respond in accordance with Local Law 144, within 30 days.
    $65k yearly 12d ago
  • Portfolio Manager I

    Sunwest Bank 4.1company rating

    Portfolio manager job in Scottsdale, AZ

    With direction and supervision from department head, provides direct support to Relationship Manager(s) to develop and analyze all relevant credit information pertaining to a wide variety of commercial real estate loans. Prepares, or assists in the preparation of Credit Authorizations in accordance with the Bank's policies and procedures for presentation to senior credit personnel and/or credit committees. Prepares detailed collateral analysis and coordinates appraisal and third party analysis. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares thorough analysis of business and/or personal financial statements, and presents facts and is expected to provide personal analytical opinions, as appropriate, concerning creditworthiness of existing borrowers and prospects. ESSENTIAL DUTIES AND RESPONSIBILITIES Interacts directly with relationship managers, loan officers and customers/prospects regarding a wide range of loans. Maintains an assigned/delegate loan portfolio as the primary relationship officer. Must prepare accurate financial statement spreadsheets and debt service analysis derived from business and personal accurate Credit Authorizations in conjunction with loan officers, and presents a complete and thorough analysis financial statements and tax returns. Prepares of existing and potential borrowers. Recognize and act on customer prospects; cross sell opportunities with existing customers. Make proper referral of loan opportunities to lending personnel. Interacts independently and without direction with customers/prospects to request financial information to complete spreading presentations and other financial analysis. Reviews loan agreement covenants for verification of the borrower's compliance thereto. Accurately prepares financial projections as required. Maintains an accurate, up-to-date tracking log of all activity and credit arrangements in process. Collects industry information relevant to existing and proposed borrowers using internal & external sources. Consults with relationship manager(s), loan officer(s), the Chief Lending Officer, and other Credit Administration officers on credit structure, pricing, collateral and other credit consideration issues. Works with clients in regards to past due payments/loan maturities. Conducts trade and reference checks on customers/prospects. Reviews documentation to ensure compliance with Bank policy and procedures. ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS A Bachelor's degree from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. Strong, intermediate knowledge of accounting principles, tax return analysis and analytical interpretation of balance sheet and income statement analysis and cash flow. Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Ability to define problems, collect data, establish facts and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Strong working knowledge of Microsoft Word and Excel and other financial analysis software programs. Intermediate working knowledge of loan documentation. Must be able to handle a strong volume of work flow from various sources. Ability to maintain confidentiality of all bank and client information. COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated
    $56k-90k yearly est. Auto-Apply 60d+ ago
  • Manager - Investor Reporting (On-site)

    Newrez LLC

    Portfolio manager job in Tempe, AZ

    Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Primary Function The Manager - Investor Reporting is responsible for supervising the preparation of assigned monthly reports and remittances. The ideal candidate will have experience balancing complex trades based upon various cutoff dates as well as experience leading dynamic teams and processes. Direct Reports Team Lead Investor Reporting Sr Investor Reporting Analyst Investor Reporting Analyst II Investor Reporting Analyst Principal Duties Confirm monthly reports are produced and delivered in an accurate and timely manner including but not limited to loan level invoice and remit files while meeting the contractual SLA for each investor with a high rate of accuracy. Resolve any coding issues with reports by working with management to make the necessary changes and update policies and procedures. Teach reporting skills and research methods to the team while constantly looking to improve performance and innovate through automation. Partner with Investor Accounting as well as internal departments to ensure investor record is correctly reflected both in reporting and the system of record. Ensure monthly reconciliation outages are researched and resolved timely and correctly. Work with internal Investor Control team to ensure accurate information is supplied for various audits both internal and external. Confirm reports, and wire requests are being sent timely as it relates to the monthly reporting and remittances. Review reports before they are submitted externally. This includes checks for formatting issues, month-over-month consistency issues, contract billing agreement, full balance roll forward, and large transaction investigation. Coordinate with the department's management to address issues identified so that reoccurring process issues can be remedied. Develops and enhances operational procedures. Perform other duties and special projects as assigned by management. Education and Experience Requirements Bachelor's Degree in Accounting or Finance preferred. 6-8 years of Mortgage Servicing with 3+ years Investor Reporting experience required. Knowledge, Skill, and Ability Requirements Advanced MS Excel experience required including pivot tables, Vlookups and other complex formulas. Proficient in MS Word and PowerPoint SQL or other database reporting experience preferred Servicing Director knowledge a plus Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically. Strong communication skills to interact with Senior Management and other business units. Working understanding of operational risks and related controls. Understanding of RegAB and USAP Guidelines Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave Pet insurance Adoption Assistance Tuition reimbursement Employee Loan Program The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection
    $80k-152k yearly est. Auto-Apply 12d ago
  • Sr. Portfolio Manager

    The Resource Link, Inc.

    Portfolio manager job in Phoenix, AZ

    Job DescriptionOur client has longevity and stability on their side, and they are looking for a strong Sr. Portfolio Manager to oversee all real estate funds. will help drive value and oversee the performance and execution of strategies. What you will do: • Oversee all portfolio management activities • Develop KPIs and financial models as needed • Work with management to provide financial and strategic insights • Work with internal and external stakeholders on various matters • Ensure compliance with internal controls What you will have: • B.S. in Finance or related • M.B.A • Advanced excel • 8+ years of related experience • High attention to detail How To Apply Please respond to this posting with your resume We love recruiting! That is the difference. This is what makes us different from our competition This is a difference you will see immediately This difference is what makes us so successful Let us pass this success on to you Come experience the difference of working with a recruiter that loves what they do! Connect on LinkedIn: ********************************************* See all of our opportunities at ***********************
    $76k-146k yearly est. 14d ago
  • VP, Portfolio Manager

    Banc of California 4.6company rating

    Portfolio manager job in Phoenix, AZ

    **BANC OF CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through BancEdge. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN **THE OPPORTUNITY** Responsible for providing financial, credit, and trend analysis for the delivery of the Banks credit products and services to middle market and other business clients and prospects. Monitors assigned credit relationships for covenant compliance, collateral monitoring, and credit deterioration, as applicable. Conduct annual reviews of loans and identify any risk rating changes. Keeps apprised of industry related, political and regulatory issues to determine their impact on specific industries or clients. Acts in an independent fashion from the sales teams to structure and evaluate credit requests. Is responsible for determining the credit worthiness of the Borrower and recommending credit decisions to Credit Administration. Performs all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. **HOW YOU'LL MAKE A DIFFERENCE** + Independently evaluates and structures lower complexity credit requests, including, but not limited to asset-based lending, term loans, and commercial real estate loans. + Performs independent credit analysis and risk assessment of new and existing credit requests. Including, but not limited to, preparing analysis of financial statements, and various other third-party reports such as property appraisals. + In conjunction with Relationship Manager, involved in drafting loan documents prepared by outside law firm or in-house counsel. + Recommends credit actions by preparing the Credit Approval Report ("CAR") which is submitted to Credit Administration for final decisioning. + Works with Loan Administration team to obtain due diligence information needed to underwrite the credit request, perform risk rating reviews, and/or monitor covenant compliance and ticklers. + Reviews the Letters of Interest (LOI) and insures consistency between the loan documents and the CAM. + May make joint customer calls with RM to assess client's needs, business, and management team. + Ensures compliance with all applicable regulations, policies and procedures. Keeps up with changes to banking regulation and completes bank training courses on-line, and on time. + Has intermediate knowledge of appraisals, borrowing base reports, and collateral exams. + Completes Problem Loan Status Reports (PLSRs) with guidance from manager. + Responsible for ongoing proactive and correct identification and monitoring of Risk Ratings for Borrowers under the Risk Rating Policies of the Bank. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. + Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type. + Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. + Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. + Performs other duties and projects as assigned **WHAT YOU'LL BRING** + Bachelor's degree in accounting, finance, economics or related field and/or related work experience. Formal credit training and/or Intermediate/Financial Accounting 1 and 2 preferred. + Intermediate/Financial Accounting 1 and 2 needed. + Work related experience should consist of a good to strong understanding of lending, specifically, cash flow and collateral analysis and loan structuring. + Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). + Working knowledge of the Bank's Loan Policies and Standards. + Strong skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook. + Advanced math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. + Effective organizational and time management skills. + Exceptional oral, written and interpersonal communication skills. Analytical writing skills a must. + Ability to make decisions that have moderate impact on the immediate work unit and cross functional departments. + Ability to comprehend and explain financial calculations and pricing alternatives + Ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. + Ability to make informal and formal presentations, inside and outside the organization; speaking before assigned team or other groups as needed. + Ability to deal with complex difficult problems involving multiple facets and variables in non-standardized situations. + Ability to work with little to no supervision while performing duties. **HOW WE'LL SUPPORT YOU** + **Financial Security:** You will be eligible to participate in a 401k plan in which the Bank will match 100% of the first 4% of your contributions, which is immediately vested. + **Health & Well-Being:** We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). + **Building & Supporting Your Family:** Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. + **Paid Time Away:** Eligible team members receive paid vacation days, holidays, and volunteer time off. + **Career Growth Opportunities:** To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. **SALARY RANGE** The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor. Equal Opportunity Employer PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.
    $72k-129k yearly est. 55d ago
  • Commercial Portfolio Manager - Biltmore/Phoenix (AZ)

    Zions Bancorporation 4.5company rating

    Portfolio manager job in Phoenix, AZ

    At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premises of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for **Commercial Portfolio Manager** candidates to join Arizona's #1 Community Bank for our **Phoenix Metro Commercial Market** . This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies, and practices. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! **Essential Functions:** + Responsible for managing and servicing a portfolio of existing loan relationships. + Responsible for expanding and building relationships resulting in excellent customer satisfaction. + Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations. + Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc. + Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio. + Assists bankers with new and existing loan requests and other special projects. + Other duties as assigned. **Qualifications:** + Requires a bachelor's degree in Finance, Business or other related field and 2+ years of banking, relationship management, underwriting and credit experience or other directly related experience. An equivalent combination of education and experience may meet qualifications. + Knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc. + Knowledge of banking products, services, policies, procedures, and regulations. + Solid credit skills in underwriting, financial modeling, valuations, and adherence to policy. + Requires solid customer service, relationship, organizational, analytical, and creative problem-solving skills. + Ability to meet deadlines. + Must have solid communications skills, both verbal and written. + Knowledge of various software applications including word processing and spreadsheets. **Benefits:** + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. + Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. + Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. + Mental health benefits include coaching and therapy sessions. + Tuition Reimbursement for qualifying employees. + Employee Ambassador preferred banking products. **Req ID:** 069141 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.
    $80k-133k yearly est. 23d ago
  • Senior Commercial Banking Portfolio Manager - Government Banking

    Wells Fargo 4.6company rating

    Portfolio manager job in Phoenix, AZ

    About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue of $500M+ supporting Government Banking as part of the Commercial Bank Specialized Industries. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: * Participate in performing financial research, underwriting, and structuring of complex municipal credits within the Commercial Banking Portfolio Management functional area. * Review and research government financial statements and that require an in-depth evaluation of multiple factors. * Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements. * Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid-level managers to resolve issues and achieve goals. * Lead projects and teams or serve as a mentor for less experienced individuals. Required Qualifications: * 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired qualifications: * Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $500MM+ * Completion of a formal credit training program * Interest in covering wide range of public finance sectors including transportation, utilities and housing * Conducting medium-to-complete credit investigations, analyzing credit information for direct credit and treasury products * Servicing assigned portfolio with emphasis on timeliness and urgency coupled with accuracy; ability to prioritize and support new customer acquisition * Ensures effective and efficient monitoring of credit and operating exposure consistent with the risk profile; makes appropriate and timely grading recommendations; and escalates credit, operational, reputation, and compliance risks * Solid knowledge and understanding of commercial banking credit policy, loan servicing, risk management, and group underwriting requirements * Strong analytical skills with high attention to detail and accuracy * Excellent verbal, written, and interpersonal communication skills * Bachelor's degree in accounting, finance, or business Job expectations: * This position is not eligible for Visa sponsorship * This position offers a hybrid work schedule * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process * Ability to travel up to 10% of the time #commercialbanking Location: * 550 South Tryon Street - Charlotte, North Carolina * 125 High Street - Boston, Massachusetts * 11601 North Black Canyon Highway - Phoenix, Arizona * 1700 Lincoln Street - Denver, Colorado * 10 South Wacker Drive - Chicago, Illinois * 333 Market Street - San Francisco, California * 333 South Grand Avenue - Los Angeles, California Pay Range: * 550 South Tryon Street - Charlotte, North Carolina - $100,000 - $163,000 annually * 125 High Street - Boston, Massachusetts - $120,000 - $196,000 annually * 11601 North Black Canyon Highway - Phoenix, Arizona - $100,000 - $163,000 annually * 1700 Lincoln Street - Denver, Colorado - $110,000 - $179,000 annually * 10 South Wacker Drive - Chicago, Illinois - $110,000 - $179,000 annually * 333 Market Street - San Francisco, California - $120,000 - $196,000 annually * 333 South Grand Avenue - Los Angeles, California - $120,000 - $196,000 annually May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $100,000.00 - $196,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 23 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $120k-196k yearly 3d ago
  • Senior Manager - Digital Portfolio Management Operations & Communications

    American Express 4.8company rating

    Portfolio manager job in Phoenix, AZ

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. About the Role: As a Senior Manager of Cross Portfolio Operations and Communications within the Lean Portfolio Management (LPM) team, you will be the driving force behind effective communication, stakeholder alignment, and process & operational excellence across our technology portfolios. You will synthesize complex portfolio operations into clear, actionable communications, ensuring our iterative and annual planning processes run smoothly and our teams are equipped to deliver on strategic priorities. You will craft compelling narratives and executive-ready presentations to articulate processes, performance, and opportunities, ensuring stakeholders are informed and engaged to deliver on strategic priorities. Key responsibilities: Communication & Stakeholder Engagement: * Own and curate all Portfolio communications/newsletters, centralizing updates across workstreams and managing all partner distribution lists and communication channels. * Coordinate and facilitate meetings, including weekly cross-functional forums, ensuring robust agendas, clear action items, and alignment with the overall portfolio calendar. * Develop and deliver training materials to ensure all partners are informed on operations & deliverables, engaged in our processes, and accountable for key actions. * Facilitate enterprise all-hands forums, workshops and weekly partner connects to drive collaboration, knowledge sharing, and alignment across teams. * Conduct retrospectives and feedback sessions to drive greater process enhancements. Visual Storytelling, Strategic Thinking & Executive Communication: * Craft clear, visually compelling presentations/PowerPoint decks to distill complex processes into engaging stories for various audience levels. * Translate ambiguity into concise directions and define strategy, using visual storytelling to communicate actionable insights and recommendations. * Create executive-level materials using advanced design principles and strategic use of white space. Process Improvement & Operational Excellence: * Define portfolio strategy and implement process improvements that support iterative and annual planning while continuously evolving and adapting towards greater industry best practices, team goals and vision. * Own the Enterprise Standard workstream and all team document libraries (SharePoint site, Square pages, Confluence Pages, Inboxes, Slack Channels, etc), and ensure all operational processes are documented, published, organized & stored in core libraries/communication channels. * Adopt RCSA & SDLC standards to LPM processes & operations. Ensure continual adherence to RCSA & SDLC standards, governance controls, actions, and updates. Qualifications Required Qualifications: * 6+ years in Program Management, Communications, Change Management, Portfolio Management, Operations, or related roles within technology or digital environments at large matrixed organizations. * Bachelor's Degree in Business Administration, Communications, Operations, Finance, Computer Science, Information Systems, Business Design, or other related field. * Self-starter with excellent strategic thinking skills. Comfortable navigating ambiguity and mastery of distilling strategy from white space. * Expert in PowerPoint, design, and visual storytelling-able to translate complex ideas into engaging and impactful presentations. * Demonstrated expertise in all forms of communication, stakeholder engagement, and comfortable facilitating in a large, matrixed organization. * Experience managing SharePoint sites, Confluence Pages, Square pages, and distribution lists. * Proficiency in leveraging AI tools (such as Copilot and ChatGPT) to enhance productivity, streamline workflows, and generate actionable insights. Ability to apply AI effectively for content creation, data analysis, and problem-solving. * Strong process-oriented mindset with the ability to quickly synthesize complex operations and a passion for driving continuous improvement. * Ability to work in an extremely fast paced environment, pivot context quickly, and balance multiple competing deliverables. * Excellent at fostering strong partner relationships and resourceful in nature. * A positive, can-do attitude and a sense of humor! Preferred Qualifications: * Proficient in Excel and ability to quickly synthesize large data sets to extract core data & metrics for story building and deck creation. * Familiarity with portfolio management tools (Clarity/The Hub), TBM practices (Apptio), and analytics platforms (Power BI). * Experience designing and delivering training programs and leading process improvements across large organizations. Salary Range: $123,000.00 to $215,250.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
    $123k-215.3k yearly 7d ago
  • Digital Asset Manager

    Insight Global

    Portfolio manager job in Phoenix, AZ

    As a Digital Asset Manager you will act as the Bank's subject matter expert and product owner for our growing digital asset ecosystem. You will be responsible for delivering on the digital asset roadmap through development and delivery of digital asset products such as digital wallets, user interfaces, and 24/7 funds or digital asset transfer capabilities. This role acts as the single-threaded owner for the digital asset ecosystem, translating business objectives into detailed features and requirements that deliver simplified client experiences. As the Product Owner for digital assets, you will lead the full lifecycle of feature delivery by owning requirements gathering, collaborating closely with technical teams to shape solution design, and driving the execution of features from concept to production. You will oversee comprehensive end-to-end testing, ensuring that all business and technical requirements are validated and that the solution meets the highest standards for quality and compliance. Throughout the process, you will manage clear and proactive communication with stakeholders, and coordinate operational readiness activities including training, documentation, and support planning to ensure a seamless launch and ongoing reliability of digital asset products. Success in this role requires deep expertise in digital assets, payments, APIs, and blockchain or tokenization technologies, as well as strong leadership in managing complex, high-risk initiatives. The Product Owner is accountable for product performance, client adoption, and operational resiliency, ensuring the digital asset platform remains reliable, scalable, and aligned with the bank's strategic growth objectives. Job Description - Own end to end product delivery for the digital asset ecosystem through discovery, design, build/integration, testing, deployment, warranty, and transition to BAU serving as the single accountable leader for outcomes. - Act as ecosystem steward to continually improve and enhance the digital asset experience at the Bank. Manage complex priorities and find opportunities to deliver more value through the design, test, and deploy cycle of product development - Relentlessly drive work forward, proactively identify and resolve blockers, and set a pace for the organization in digital asset execution - Partner with key stakeholders in IT, Operations, Customer Implementations, and National Business lines to understand the full end to end digital asset experience at the Bank and consistently deliver improvements - Define detailed capabilities for Digital Wallet, real time transfers, and wallet centric UI. Convert business goals into clear PRDs, user stories, and acceptance criteria with measurable KPIs/OKRs. - Build with a strong risk framework working with Product, Ops, Technology, Compliance, and client stakeholders to ensure designs meet exam ready standards (SOX, AML/KYT) and embed controls into the digital asset ecosystem - Oversee end to end testing (functional, integration, UAT), defect triage, cutover criteria, and production readiness across Operations, Support, and IT - Lead improvements in the 24/7 support experience to align with the digital asset ecosystem which never stops. - Integrate external partners (e.g., stablecoin issuers/exchanges) and manage vendors/SOWs. Align SLAs, security, and compliance requirements with bank standards. - Communicate executive ready updates on status, risks, dependencies, and mitigation plans for a high execution risk program. - Develop a team of digital asset experts to fuel the bank's continuous improvement efforts We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements - 6+ years of related experience in Digital Assets, Banking Operations, Deposit Operations or similar field - Bachelor's degree or equivalent experience required. - Previous leadership experience required. - Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services. - Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices. - Practical expertise across payment rails (ACH, wires, SWIFT, RTP) and digital assets/stablecoins, with knowledge of file transfer protocols (SFTP) and RESTful APIs - Background integrating with stablecoin issuers/exchanges and orchestrating real time fiat on/off ramps in a regulated environment - Intermediate to advanced knowledge and experience with core banking applications such as FIS IBS, FIS D1B, CEB, FIS ACH Tracker, Mobile/RDC, XAA, Deluxe Lockbox, AQ2 Lockbox, Fiserv Pep Plus, Fiserv EPP, PayPal, Venmo, Zelle, RTP, FEDLINE. - Advanced speaking and writing communication skills. - Accredited ACH Professional (AAP) preferred.
    $66k-103k yearly est. 12d ago
  • Asset Manager

    Nexmetro Communities

    Portfolio manager job in Phoenix, AZ

    Established in 2012, NexMetro is one of the largest developers of purpose-built rental home communities (Build-to-Rent) in the Sunbelt. Built under our award-winning Avilla Homes brand, our Class A developments are strategically located in submarkets of large, growing metropolitan areas. NexMetro brings an innovative leased home lifestyle to renters by blending carefree living with the privacy of a luxury single-family home. We have redefined traditional multifamily living with more than 60 projects and 10,000 homes completed or under development across the nation. Just as we've reimagined housing for our residents, we are equally committed to creating an inclusive and diverse workplace where every team member is valued and supported. We strive to foster a work environment where you feel welcomed, valued, supported and empowered, with equal access to opportunities for growth and success. Your voice matters here, and we encourage open communication and transparency, allowing for the exchange of ideas and collaboration. Together, we foster a supportive workplace, a community where every individual feels connected and inspired to thrive. We are an entrepreneurial company with a strong, passionate company culture and we are seeking team members with a similar mindset. As an Asset Manager at NexMetro, you'll contribute meaningfully to a growing organization that's reshaping the rental housing experience. In this role, you'll be responsible for the financial and operational oversight of a portfolio of stabilized and lease-up residential assets, executing approved business plans to maximize asset value and deliver risk-adjusted returns aligned with investor objectives. Serving as the primary owner representative, you'll work closely with internal teams and third-party property management partners to monitor performance, evaluate strategic initiatives and ensure consistent execution across the portfolio. Whether optimizing asset performance, supporting lease-up and stabilization efforts, or providing insightful financial and market analysis to internal and external stakeholders, your work will help bring NexMetro's vision of modern, flexible living to life one community at a time. We're looking for someone who thrives in an entrepreneurial environment and is excited to grow with a purpose-driven company that values transparency, inclusion, collaboration and results. Summary of Responsibilities: Optimize Asset Performance Drive financial and operational performance across a portfolio of stabilized and lease-up residential assets with a thoughtful, long-term approach to value creation. Execute approved business plans with discipline and accountability to optimize NOI and achieve investment objectives. Proactively identify opportunities to enhance revenue, manage expenses, and strengthen overall asset health. Turn Data Into Decisions Lead monthly financial reviews, translating budgets, forecasts, and proformas into clear, actionable insights. Prepare and oversee asset-level reporting, cash flow projections, and performance summaries with accuracy and attention to detail. Communicate performance trends and recommendations clearly to senior leadership, partners, and investors. Manage Capital & Financing Strategy Monitor loan structures, covenants, and maturity schedules to ensure financial readiness and compliance. Collaborate with internal teams and external partners on refinancing, lender reporting, and capital planning initiatives. Partner With Property Management Build strong, productive relationships with third-party property management teams through open communication and mutual accountability. Support lease-up strategy, pricing, and operational execution to drive occupancy, revenue, and resident satisfaction. Conduct regular site visits to ensure operational excellence, consistency, and alignment with NexMetro standards. Stay Ahead of the Market Monitor market trends, competitive performance, and local economic conditions to inform proactive decision-making. Translate market intelligence into practical recommendations that support portfolio strategy and long-term growth. Assist with acquisitions, dispositions, and ad hoc portfolio analysis as needed. Summary of Ideal Qualifications: Bachelor's degree in Real Estate, Finance, Accounting, Economics, or a related discipline, with a strong foundation in financial and operational analysis. At least 5 years of relevant real estate experience, including 2+ years in asset management, with exposure to both stabilized and lease-up assets. Proven experience overseeing multifamily or residential rental portfolios and working cross-functionally to drive performance. Strong analytical skills with the ability to interpret operating statements, budgets, and proformas and translate them into actionable insights. Advanced proficiency in Excel, with the ability to build, review, and communicate complex financial models; working knowledge of Word and PowerPoint. Familiarity with property management and accounting systems; Yardi experience preferred. CPM designation or progress toward CPM is a plus, reflecting a commitment to professional growth. Clear, thoughtful communicator with the ability to build trust and work effectively with senior leadership, property management partners, and external stakeholders. Self-motivated, collaborative, and comfortable in an entrepreneurial environment where accountability and adaptability are key. At NexMetro, we believe our Core Values are the foundation of our success and heartbeat of our workplace culture. As a team member, you will be part of an environment where these values shape everything we do: Servant Leadership: Lead with humility, providing encouragement and empowering achievement. Collaborative Spirit: Communicate efficiently, effectively and respectfully. Pursuit of Excellence: Inspire individual drive, focus and performance to create a best-in-class organization. Do the Right Thing. Always: Act honestly, ethically and responsibly. The Power of Fun: Life's too short. Make work fun. NexMetropian Qualities: NexMetro team members, also known as NexMetropians, form a diverse group of professionals from many walks of life with certain shared traits that create a common thread. NexMetropians are humble, understanding that our strength comes through our collective abilities and not through individual achievement. NexMetropians are hardworking team members willing to roll up our sleeves to help others regardless of our role within the organization. NexMetropians lead by example and we do not ask things of our team members that we are not willing to do or have not done ourselves in the past. Finally, NexMetropians are a lot of fun, and we enjoy working together to build a great company and a great product for our residents.
    $66k-103k yearly est. Auto-Apply 11d ago
  • Asset Manager

    The French Agency

    Portfolio manager job in Phoenix, AZ

    Job Title: Landscape Asset Manager We are seeking a proactive and experienced Landscape Asset Manager to oversee the maintenance and management of 50+ properties while supervising a team of 25+ employees. The ideal candidate will excel at building strong relationships with clients and team members, demonstrate a solid understanding of landscape techniques, and have the ability to multitask in a fast-paced environment. Salary: Competitive and negotiable, based on experience. Key Responsibilities: Manage & Oversee Properties: Maintain and manage over 50 properties, ensuring all landscaping needs are met. Team Leadership: Supervise and guide 25+ employees, including foremen and laborers. Client Relations: Build and maintain strong relationships with clients, onsite personnel, and team members. Proper Documentation: Capture seasonal photos of each property and document any major issues or concerns. Sprinkler & Landscape Expertise: Maintain proficiency with sprinkler systems, timers, and various landscaping techniques. Project Management: Oversee bids and estimates, ensuring timely follow-ups and clear communication with all stakeholders. Communication: Display excellent verbal and written communication skills, adapting to different audiences (clients, team members, laborers). Compliance: Ensure all work adheres to labor laws and company policies. Qualifications: Experience: 2+ years of experience in landscape maintenance and asset management. Technical Skills: Knowledge of landscape tools, equipment, and seasonal landscape work (including trimming and sprinkler timers). Software Proficiency: Basic knowledge of Outlook, Excel, and general office software. Bid & Invoice Preparation: Familiarity with creating bids and invoices (preferred but not required). Language Skills: English required; Spanish preferred but not mandatory. Driver's License: A valid driver's license is required. Additional Information: Flexibility: Occasional evenings and weekends may be required. Physical Setting: Office-based with on-site responsibilities. Benefits: 401(k) Health, Dental, and Vision Insurance Paid Time Off Referral Program Professional Development Opportunities Job Type: Full-time Schedule: 10-hour shift, Monday to Friday Location: Phoenix, AZ 85024 (Must be able to commute or relocate prior to starting). You will be in charge of 6 maintenance routes, about 50 properties, and 25 employees. Pay$65k-$85k salary, Plus bonus of about $10k-$20k depending on their work
    $65k-85k yearly 60d+ ago
  • Asset manager

    Artech Information System 4.8company rating

    Portfolio manager job in Chandler, AZ

    Artech is the 10th Largest IT Staffing Company in the US, according to Staffing Industry Analysts' 2012 annual report. Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology skill-sets, refresh existing skill base, allow for flexibility in project planning and execution phases, and provide budgeting/financial flexibility by offering contingent labor as a variable cost. Job Description Description: Additional Job Details: This position is part of the Technology Asset Operations (TAO) Software team, which provides the following services; Assists internal Wells Fargo Lines of Business (LOB) with ordering, evaluating and managing contractual obligations for data center software and hardware solutions. A successful candidate will show the capability to execute the following activities on a day to day basis: Collection and synthesis of inbound requests for software license install research and remediation. Proactively work on internal TAO remediation and data clean-up activities related to software ordering and management. Maintain accurate and timely status and next steps for all managed remediation requests. Assist internal LOB representatives in creating and processing software orders, evaluations and migrations for data center software and limited desktop titles. Work to assist with software entitlement validation. The ability to perform tactical duties, as well as think strategically and look at the big picture to improve and streamline processes. Qualifications Minimum Qualifications Previous experience working with internal LOB technology teams. Previous experience working in a production support capacity Experience working within distributed, mainframe or midrange computing environments (background can vary, basic understanding required) Ability to communicate effectively with finance department to understand financial terms and impacts of remediation activities. Track record of recommending and implementing process and efficiency improvements within a team in a fluid, ever-changing work environment. Strong demonstrated organizational and problem solving skills due to high volume and complexity of aggregate daily work across the team. Strong Microsoft Excel Skills, including pivot tables, advanced data validation and analysis tools Preferred Qualifications Technology Relationship Management experience Contract negotiation/analysis experience Software product or catalog management experience Consulting Experience Experience with Remedy application Additional Information For more information, please contact Meher Prerana ************
    $67k-95k yearly est. 60d+ ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Scottsdale, AZ?

The average portfolio manager in Scottsdale, AZ earns between $57,000 and $200,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Scottsdale, AZ

$107,000

What are the biggest employers of Portfolio Managers in Scottsdale, AZ?

The biggest employers of Portfolio Managers in Scottsdale, AZ are:
  1. Sunwest Bank
  2. Columbia Bank
  3. First Service
  4. Parallel Advisors
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