Portfolio Manager

About the Role

The Portfolio Manager provides support to onsite staff and oversees all administrative, maintenance, and capital projects for multiple HOA and condominium communities assigned to the portfolio. • Meet and collaborate with onsite staff and Board of Directors members. • Hire, train, and develop staff. • Implement board policies and directives per the management agreement; support strategic initiatives and association projects. • Conduct property walks and inspections to ensure maintenance, code compliance, and adherence to HOA rules. • Issue violation letters to homeowners and follow up for resolution. • Interact with homeowners, residents, board members, maintenance vendors, and contractors. • Respond to inquiries in person, by phone, and email. • Enter and update data in the database, tracking documents and information. • Create and manage budgets; review financial reports and interpret balance sheets, income statements, operating expenses, and reserve studies. • Submit RFPs, oversee bidding, select vendors, develop relationships, and manage capital projects. • Prioritize maintenance requests and work orders; schedule and coordinate vendors and contractors. • Prepare board packages and coordinate monthly and annual board meetings. • Distribute weekly communications to homeowners about maintenance, guidelines, and community events. • Assist homeowners with architectural review forms and follow up on board decisions.

Key Responsibilities

• ▸data entry
• ▸budget management
• ▸rfp management
• ▸maintenance scheduling
• ▸site inspections
• ▸vendor management

What You Bring

• Travel to multiple HOA and condominium communities within the portfolio. • Minimum 2 years of community association experience. • Knowledge of the Association Board of Directors, General Manager, and their interaction with homeowner requests. • Active CMCA certification or willingness to obtain it within the first year (company paid). • Customer-service orientation and team mindset. • Financial acumen to read and interpret balance sheets, income statements, operating expenses, reserves, delinquency reports, and variance analysis. • Strong project management skills to prioritize and manage multiple projects and communicate with stakeholders. • Excellent written and verbal communication skills with conflict‑resolution techniques. • Self‑motivated, detail‑oriented, with strong time‑management, ownership, initiative, and problem‑solving abilities.

Requirements

• ▸cmca
• ▸project management
• ▸financial analysis
• ▸2+ yrs
• ▸travel
• ▸communication

Work Environment

Field