Portfolio Manager Job at Robert Half (King of Prussia)

Portfolio Manager

We are looking for an experienced Portfolio Manager to lead the day-to-day perfo...

Location

United States , Jacksonville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree required
Active Florida real estate license required
5–7 years of experience managing commercial properties or comparable building operations
At least 3 years of leadership experience overseeing on-site employees and external vendors
Strong command of budgeting, financial analysis, lease administration, tenant relations, and collections processes
Experience coordinating commercial construction or capital improvement projects, including vendor oversight and cost control

Job Responsibility

Direct daily operations for assigned commercial properties, ensuring each asset is maintained to a high standard with strong attention to detail and runs efficiently
Coordinate tenant onboarding activities, respond to occupier needs, and foster productive relationships that support long-term satisfaction and retention
Lead capital improvements and other property initiatives by managing scope, contracts, budgets, schedules, and communication with vendors, tenants, and internal stakeholders
Administer lease-related matters, prepare required documentation, and support space changes such as renewals, expansions, and reductions
Perform routine site reviews of buildings, equipment, and grounds to identify issues, uphold appearance standards, and verify operational readiness
Establish and maintain emergency response protocols and preventive maintenance plans to reduce risk and support reliable building performance
Oversee service requests and work orders to ensure issues are resolved promptly and in line with tenant expectations
Manage third-party service providers, confirm compliance with insurance and contract requirements, and monitor the quality and timeliness of completed work
Develop operating budgets, track financial results, review receivables and expenses, and explain budget-to-actual variances throughout the year
Supervise property staff through hiring, coaching, performance evaluations, and goal setting while contributing to broader departmental projects as needed

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan

Fulltime

Portfolio Manager

We are looking for a Portfolio Manager to join a private wealth management firm ...

Location

United States , Timonium

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in portfolio management, wealth management, investment advisory, or a closely related financial services role
Demonstrated ability to support portfolio implementation, trading activity, rebalancing, and ongoing account maintenance
Advanced proficiency in Excel and strong experience creating executive-ready presentations in PowerPoint
Solid understanding of public markets investing, alternative investment approaches, and core financial planning practices
Strong verbal and written communication skills with the ability to engage professionally with both internal teams and clients
Experience assisting with prospecting efforts, client presentations, or other new business development activities within an advisory environment
Registration as an Investment Adviser Representative or qualification through a recognized credential or successful completion of the Series 65 or Series 66 exam

Job Responsibility

Collaborate with wealth advisors and firm leadership to assess client portfolios and support investment decisions aligned with client objectives
Oversee day-to-day portfolio activity, including trade coordination, rebalancing, reinvestment of proceeds, cash movements, and tax-loss harvesting considerations
Develop clear, effective presentation materials and portfolio reviews for client meetings, internal discussions, and prospective client conversations
Build financial models and reporting tools in Excel to evaluate investment performance, allocations, and planning scenarios
Contribute to new business initiatives by preparing materials for prospects and supporting advisor outreach efforts
Communicate effectively with clients, advisors, and internal stakeholders to address questions and provide timely portfolio-related updates
Apply knowledge of public market strategies, alternative investments, and financial planning concepts to support portfolio recommendations and client servicing

What we offer

Medical, vision, dental, and life and disability insurance
Enrollment in company 401(k) plan

Portfolio Manager

We are looking for a Portfolio Manager to join a private wealth management firm ...

Location

United States , Timonium

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in portfolio management, wealth management, investment advisory, or a closely related financial services role
Demonstrated ability to support portfolio implementation, trading activity, rebalancing, and ongoing account maintenance
Advanced proficiency in Excel and strong experience creating executive-ready presentations in PowerPoint
Solid understanding of public markets investing, alternative investment approaches, and core financial planning practices
Strong verbal and written communication skills with the ability to engage professionally with both internal teams and clients
Experience assisting with prospecting efforts, client presentations, or other new business development activities within an advisory environment
Registration as an Investment Adviser Representative or qualification through a recognized credential or successful completion of the Series 65 or Series 66 exam

Job Responsibility

Collaborate with wealth advisors and firm leadership to assess client portfolios and support investment decisions aligned with client objectives
Oversee day-to-day portfolio activity, including trade coordination, rebalancing, reinvestment of proceeds, cash movements, and tax-loss harvesting considerations
Develop clear, effective presentation materials and portfolio reviews for client meetings, internal discussions, and prospective client conversations
Build financial models and reporting tools in Excel to evaluate investment performance, allocations, and planning scenarios
Contribute to new business initiatives by preparing materials for prospects and supporting advisor outreach efforts
Communicate effectively with clients, advisors, and internal stakeholders to address questions and provide timely portfolio-related updates
Apply knowledge of public market strategies, alternative investments, and financial planning concepts to support portfolio recommendations and client servicing

What we offer

medical, vision, dental, and life and disability insurance
enrollment in company 401(k) plan

Fulltime

Portfolio Manager

Location: Canberra ACT Initial Contract: 18 months contract + 2 X 12 months exte...

Location

Australia , Canberra

Salary:

Not provided

FinXL

Expiration Date

Until further notice

Requirements

Relevant certifications, qualifications, and proven experience in ICT change management and business change
A high-level understanding of systems architectures, networking, operational systems, and security accreditation frameworks within a complex environment
Exceptional stakeholder management skills, with the flexibility to attend key meetings outside standard business hours when required to support broader operations
Must be an Australian Citizen with an active NV1 clearance

Job Responsibility

Provide delivery input toward enterprise systems, including planning, developing, and executing approved Project Plans and Schedules
Drive the on-going integration and delivery of the target operating model within the designated Defence structure
Support organizational alignment and structural updates to meet Defence strategy and resource demands
Analyse and implement revised Quality Management Systems, operational acceptances, and standard processes
Create and maintain change records in the designated tracking system, maintain templates, and manage Standard Operating Procedures (SOPs) for Change Management

Fulltime

Portfolio Manager

The Foundation Pay Portfolio Manager is responsible for managing and growing a p...

Location

United States of America , Strongsville

Salary:

Not provided

Foundation Software

Expiration Date

Until further notice

Requirements

1-3 years of experience in commercial payments, treasury management, commercial cards, AP automation, banking, fintech, or related financial services
Proven experience managing client relationships and driving portfolio or revenue growth
Strong analytical, financial, communication, and presentation skills
Ability to interpret data and deliver strategic, actionable client recommendations

Job Responsibility

Manage and grow an assigned portfolio of commercial card and automated payables clients, driving volume, transaction activity, product utilization, and overall revenue growth
Develop strategic account plans focused on portfolio optimization, client retention, supplier payments, AP automation adoption, and rebate generation
Serve as the primary relationship manager for client stakeholders across finance, treasury, accounts payable, procurement, and executive leadership
Conduct regular business reviews, analyze payment activity and portfolio performance metrics, and provide actionable recommendations to improve working capital, payment efficiency, and electronic payment adoption
Identify and execute opportunities for new product adoption, workflow enhancements, and expanded commercial card usage
Monitor portfolio health, proactively address attrition risks or declining spend trends, and create action plans for underperforming accounts
Prepare portfolio reporting, maintain account documentation and opportunity pipelines, and leverage analytics to identify growth opportunities
Partner cross-functionally with underwriting, onboarding, implementation, and sales teams to support client success, resolve complex issues, and generate referral opportunities

What we offer

Medical
Dental
Vision
401K
PTO
Manicures and pedicures in the office
Massages
House cleaning
Laundry service
Monthly car washes

Fulltime

Portfolio Manager

We are looking for a Portfolio Manager to oversee a portfolio of community assoc...

Location

United States , King of Prussia

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience managing portfolios, community associations, properties, or similar operational accounts
Strong written and verbal communication skills with the ability to work effectively with diverse stakeholder groups
Proficiency in Microsoft Word and Excel, including the use of formulas for tracking and reporting
Ability to organize multiple priorities, meet deadlines, and manage day-to-day issues across several communities
Familiarity with budgeting, financial reporting support, and project coordination
Working knowledge of compliance expectations, policies, and governing documents within managed communities

Job Responsibility

Direct the daily administration of multiple community associations, ensuring consistent service and timely follow-up on operational needs
Serve as a primary point of contact for homeowners, board members, contractors, and vendors, handling inquiries with professionalism and clarity
Arrange and monitor maintenance activities, repair work, and recurring vendor services to support property standards and resident satisfaction
Contribute to budget planning, review financial information, and assist in tracking community projects to help boards make informed decisions
Uphold association bylaws, policies, and governing documents by monitoring community matters and addressing compliance-related concerns
Prepare for and participate in board and association meetings, providing administrative and operational support as needed
Maintain accurate records, update tasks, and document communications using property management software and related office systems

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan

Portfolio Manager

We are seeking a competent and experienced Portfolio Manager to manage a portfol...

Location

South Africa , Century City

Salary:

Not provided

RPA Property Administrators

Expiration Date

Until further notice

Requirements

Matric / Grade 12 (essential)
Minimum 3–5 years’ experience in sectional title property management in South Africa – non-negotiable
Demonstrable working knowledge of the following legislation: Sectional Titles Act 95 of 1986
Sectional Titles Schemes Management Act 8 of 2011 (STSMA) and its Regulations
Community Schemes Ombud Service Act 9 of 2011 (CSOS Act)
Prescribed Management Rules (PMR) and Prescribed Conduct Rules (PCR)
Occupational Health and Safety Act 85 of 1993 (OHSA)
Protection of Personal Information Act 4 of 2013 (POPIA)
Experience chairing or minuting AGMs and Trustee meetings in compliance with scheme rules and STSMA requirements
Proven experience preparing and managing Body Corporate budgets, reserve fund schedules, and monthly management accounts

Job Responsibility

Manage a portfolio of sectional title schemes on behalf of their respective Bodies Corporate
Serve as the primary liaison between our managing agency and the Trustees, owners, and service providers of each scheme
Ensure that all schemes are administered in full compliance with applicable South African legislation
Prepare, compile, and present annual operating and reserve fund budgets for each Body Corporate
Monitor actual expenditure against approved budgets and produce monthly variance reports for Trustee review
Oversee the collection of levies
Actively manage arrear levy collections
Liaise with the Body Corporate’s appointed attorneys regarding debt recovery proceedings
Provide monthly arrears reports to Trustees
Liaise with designated Financial Trustees on all matters pertaining to scheme finances

Fulltime

New

Portfolio Manager

The Portfolio Manager contributes to T-Mobile’s success by leading programs and ...

Location

United States , Irvine; Denver; Frisco; Bellevue

Salary:

68900.00 - 124200.00 USD / Year

T-Mobile

Expiration Date

Until further notice

Requirements

Bachelor's plus 2 years of related work experience OR advanced degree with 1 year of related work experience OR combination of education and experience deemed equivalent
Acceptable areas of study include Business Administration, Project Management, Program Management or related field
2-4 years: Experience in managing, assessing, or working in some facet of the project life cycle
2-4 years: Confirmed ability to develop and manage program schedules, requirements, and reporting
Less than 2 years: proven experience in program management, including cross-functional leadership and delivering customer-centric projects
Experience leading cross-functional teams and driving digital transformation initiatives
At least 18 years of age
Legally authorized to work in the United States

Job Responsibility

Develops and manages portfolio program plans and schedules to achieve strategic business goals
Compiles all necessary information in partnership with project managers, program managers, and product teams to ensure the portfolio is kept up to date
Works with internal and cross-functional teams to understand the roadmap, indicate any constraints and dependencies, and maintain launch calendar transparency
Provides regular portfolio status updates and reports that translate complex program information into actionable insights for leadership
Leads the creation and validation of portfolio requirements to align with customer and technical needs
Maintains a strong and customer-focused relationship with Directors and Senior Managers to ensure prioritization aligns with enterprise strategic objectives and goals
Maintains and updates risk, action, issue, and decision logs to monitor and address project challenges
Identifies cross-project and program dependencies, creates risk mitigation recommendations, and calls out issues that negatively impact resources or ability to deliver on time
Coordinates cross-functional collaboration with internal and external collaborators to ensure seamless portfolio execution
Drives process improvements and implement guidelines to enhance portfolio efficiency and effectiveness

What we offer

Annual stock grant
Employee stock purchase plan
401(k)
Access to free, year-round money coaches
Medical, dental and vision insurance
Flexible spending account
Paid time off and up to 12 paid holidays
Paid parental and family leave
Family building benefits
Back-up care

Fulltime

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