Project Consultant

Reserve Advisors LLC•Chicago, IL

18h•Hybrid

About The Position

As a Project Consultant, you become the trusted guide for community boards, blending hands-on asset evaluation and financial analysis with thoughtful client education. Working from the field, you independently evaluate shared community spaces and translate field observations and data points into comprehensive, but not complicated, financial plans. You embrace a highly consultative path that shapes vital capital decisions. Our structured training ensures you confidently develop the skills required to foster enduring client relationships and position you to take ownership of a dynamic, independent schedule.

Requirements

A high school diploma or equivalent
3-4+ years of experience in residential property management, real estate operations, or building maintenance.
Experience working directly with HOAs, COAs, or townhome communities.
Familiarity with reserve studies, capital planning, or asset management.
Natural self-confidence and the warm communication style needed to guide and reassure community managers and volunteer Board members.
A sharp, curious mind eager to grasp long term capital modeling and financial forecasting.
A thoughtful approach to balancing multiple independent projects while honoring your commitments.
A valid driver’s license, reliable transportation, and the appetite for frequent local travel and occasional overnight stays.
Motivation to work in the field (walking properties, climbing stairs, outdoor exposure).

Nice To Haves

A bachelor's degree
Demonstrated capability in research, analysis, or financial modeling and forecasting.
Experience interpreting technical building maintenance documentation, blueprints, or architectural plans.
Experience consulting with clients and growing relationships over time.

Responsibilities

Act as the primary point of contact for assigned clients.
Plan and coordinate site visits, inspections, and project schedules.
Set clear expectations on scope, deliverables, and timelines; provide proactive status updates.
Manage multiple concurrent projects while consistently meeting deadlines.
Conduct on-site inspections of community common elements (e.g., roofing, siding, pavement, mechanical systems, amenities).
Verify and document asset condition, quantities, and key observations.
Capture photos and detailed field notes to support accurate reporting.
Compile inspection findings; research typical replacement costs and estimated remaining useful life.
Use internal tools and templates to draft reserve study reports.
Support the development of funding plans and reserve projections.
Participate in internal QA reviews and incorporate feedback to finalize reports.
Partner with engineering, QA, and operations to ensure consistent, high-quality deliverables.
Contribute field insights during team reviews to improve methodologies and outputs.
Continuously build expertise in reserve study standards, methodology, and best practices.