Portfolio Manager Jobs

About The Position

Requirements

• Valid New Jersey driver's license.
• Strong financial knowledge, including the ability to read, understand, and create spreadsheets, flow charts, and graphs.
• Experience in contract negotiation and facility management.
• Exceptional written and verbal communication skills.
• Proficiency in Microsoft Office products.
• Commitment to continuing education.
• Self-motivated, proactive, detail-oriented, and a team player.
• Time-management and time-critical prioritization skills.

Nice To Haves

• Bachelor's degree (preferred but not mandatory).
• Knowledge of communities, property, real estate, and homeowners associations (preferred).

Responsibilities

• Supervise association operations and administration in accordance with the management agreement and association policies and procedures.
• Act as, or oversee, the primary liaison with the Association Board of Trustees and homeowners as needed.
• Perform or direct administrative and management duties requested by the Board of Trustees and specified in the management agreement.
• Develop and ensure effective use of community management tools, including annual calendars, action item lists, resolution worksheets, timed agendas, RFP matrices, committee charters, procurement procedures, and fiscal-year operating budgets.
• Review monthly financial reports and submit a management summary to the Association Board of Trustees.
• Provide or oversee recommendations to the Board of Trustees and committees regarding major capital expenditures needed to maintain the community's appearance and operation.
• Monitor corporate and client delinquency rates and the collections process for the account portfolio.
• Attend Board meetings as specified in the management agreement and community events as needed.
• Prepare Board packages within established time frames.
• Ensure the Board of Trustees is informed of legal actions involving the Association.
• Maintain unit and contract files related to Association operations.
• Assist the Board of Trustees with the architectural review process and routine inspections as necessary.
• Maintain the database, including updating resident information.
• Manage routine and special-project vendors, including procurement and performance evaluation as contracted.
• Oversee staff as provided for in the contract.
• Coordinate or oversee inspections of building facilities and common areas and arrange appropriate follow-up actions.
• Oversee the accounts payable process in accordance with home-office processes and procedures.
• Perform other duties as assigned.