FC - PORTFOLIO PERFORMANCE MANAGER

BANNER PROPERTY MANAGEME LLC•Chicago, IL

1d•$105,000 - $115,000•Hybrid

About The Position

As FCC continues to grow its portfolio and deepen its impact, the organization is committing to strengthening its internal operational capacity by focusing on the development and implementation of asset management systems that support long-term sustainability. Full Circle is seeking a Portfolio Performance Manager (PPM) to drive the systems and processes that support Full Circle’s asset management strategy. Reporting to the COO, this role acts as a technical and administrative project manager who translates property- and portfolio-level data into actionable insights for FCC’s leadership team. The PPM helps design and maintain analytical tools used to identify and track portfolio trends, and facilitates the interdepartmental communication and accountability required to maintain the operational health of the organization. The PPM will conduct performance analysis, watchlist and stakeholder reporting, and dashboard management. They will also work cross functionally to lead relevant internal committees, support operational transitions and manage internal budgeting and communication structures. Serving as a key partner to the CFO, they will also support investor relations, compliance and financial planning and administrative duties.

Requirements

Bachelor’s degree in Finance, Real Estate, Business Administration, or related field; appropriate professional experience may be substituted.
5+ years in Affordable Housing Asset Management, Property Management, or Real Estate Finance, with 3 years specifically in Asset Management.
Demonstrated knowledge of LIHTC regulations and financial mechanics.
Demonstrated experience or exposure to analyzing the fiscal performance of multifamily assets and general property management principles.
Strong ability to translate complex financial data into clear summaries for internal leadership and external investors.
Highly organized with the ability to manage competing priorities and high-volume data requests while meeting strict deadlines.
Advanced proficiency in Excel and a demonstrated ability to manage or build reporting views in Power BI, Airtable, or similar dashboarding platforms.
Technical ability to navigate property management software (specifically Yardi) to extract and organize data for analysis.
Ability to understand the connection between PSH operations (eviction prevention, harm reduction) and financial outcomes.

Nice To Haves

Master’s degree in Finance, Real Estate, Business Administration, or a related field.
A strong aptitude for emerging technology, including interest or experience in automation tools to streamline reporting and data analysis.
CHAM designation or active participation in national asset management peer networks.

Responsibilities

Support the development and implementation of tools and processes to improve the collection, accuracy, and presentation of portfolio data.
Maintain and enhance the Portfolio Health Dashboard, synthesizing data from Finance, Property Management, and Mission Impact into a cohesive performance narrative.
Identify data discrepancies between property-level records and financial statements. Collaborate with relevant departments to investigate root causes and facilitate necessary corrections.
Review monthly operating statements against budgets to provide the analytical groundwork for leadership to distinguish between one-time repairs and systemic operational risks.
Monitor portfolio-wide trends over time to identify emerging risks, providing the analytical groundwork for proactive intervention.
Manage data workflows between Yardi and auxiliary platforms to eliminate manual reporting.
Organize and staff the Portfolio Health Committee, including setting the agenda, preparing data reports, and tracking follow-up items for Real Estate Development (RED), Operations, and Finance.
Track committee-mandated actions, ensuring that solutions identified by senior leadership are tracked through to completion by the respective departments.
Assist with coordinating the operational and data transition from RED to Operations. Ensure that Property Management and Mission Impact receive necessary regulatory data and that files are accurately captured in core systems prior to lease-up.
Develop and manage structures and processes that connect outputs from property-level blended management meetings to the leadership team.
Support the annual budgeting process to assist Property Management and Mission Impact in building realistic operating budgets.
Serve as the primary point of contact for tax credit syndicators, lenders, and investors. Ensure all quarterly and annual reports are submitted accurately and on time.
Work with the COO and CFO to monitor the flow of funds to ensure the organization receives all due developer fees, asset management fees, and cash flow distributions.
Work with the Compliance team to ensure all properties adhere to LIHTC, HUD, and state-specific regulatory agreements. Manage the schedule for investor site visits and inspections.
Maintain the schedule of Capital Needs Assessments (CNAs). Work with the Finance teams to track reserve balances and process replacement reserve withdrawal requests.
Perform detailed financial modeling for properties approaching the end of their tax credit compliance period to support the COO/CEO in making refinancing decisions.
Assist the CFO with the administrative renewal of property insurance policies and the annual filing of property tax exemptions and abatements.