Portfolio Manager
The Portfolio Manager is responsible for overseeing the daily operations, financial health, and long-term planning of a portfolio of community associations, condominiums, townhomes, or multi-family residential properties. This role serves as the primary liaison between homeowners, boards of directors, vendors, and staff, ensuring efficient operations, regulatory compliance, and superior customer service.
Requirements
Operations & Administration
- Manage the daily operations of assigned communities, including maintenance of common areas, amenities, and facilities.
- Conduct regular property inspections and document maintenance or compliance issues.
- Coordinate with vendors and contractors for repairs, capital projects, and preventive maintenance.
- Maintain accurate records, reports, and correspondence for each association.
Board & Homeowner Relations
- Serve as the main point of contact for boards of directors, homeowners, and committees.
- Prepare and distribute board packets, agendas, and meeting minutes.
- Attend and facilitate board and annual meetings, presenting financial and operational updates.
- Advise boards on compliance with governing documents, applicable statutes, and best practices.
Financial Management
- Assist with the preparation and presentation of annual operating budgets and reserve funding plans.
- Review and approve invoices, ensuring accuracy in coding and compliance with budgets.
- Monitor accounts receivable and assist with collection efforts as needed.
- Provide timely monthly financial reports, variance reports, and recommendations to boards.
Compliance & Governance
- Enforce community rules, regulations, and deed restrictions consistently and fairly.
- Stay current on state and local property codes, association laws, and industry standards.
- Assist with insurance claims, renewals, and risk management processes.
Leadership & Collaboration
- Supervise on-site staff or assistants when applicable, ensuring effective performance and training.
- Collaborate with internal departments (accounting, inspections, administrative support) to deliver seamless service.
- Maintain strong professional relationships with vendors, contractors, and regulatory bodies.
Qualifications:
- 2–5 years of experience in property management, preferably with HOAs, condominiums, or multi-family residential properties.
- Strong knowledge of association governance, financial management, and building systems.
- Excellent organizational, time management, and problem-solving skills.
- Strong written and verbal communication skills; comfortable presenting to boards and homeowners.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook); familiarity with property management software is a plus.
- Ability to work evenings or weekends as required for board/annual meetings.
- Professional certifications such as CMCA®, AMS®, or PCAM® preferred (or willingness to pursue).
Work Environment & Physical Requirements:
- Ability to conduct on-site property inspections, including walking, climbing stairs, and working in indoor/outdoor environments.
- Must hold a valid driver’s license and have reliable transportation.
- Comfortable handling occasional emergency situations outside of normal business hours.
Benefits
- Competitive base salary (commensurate with experience).
- Health, dental, and vision insurance options.
- Paid time off, holidays, and professional development support.
- 401(k) or retirement savings plan, where offered.
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