Portfolio Manager

HOA / CID Portfolio Manager

This Jobot Job is hosted by: Jon Lopez
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $75,000 - $90,000 per year

A bit about us:

Job Title: HOA / CID Portfolio Manager

Company Overview
We are a premier, boutique community association management firm specializing in high-end Common Interest Developments (CIDs) and Homeowners Associations (HOAs) throughout the San Diego area. We pride ourselves on delivering elite customer service through a highly collaborative, supportive, and drama-free team environment.

Portfolio size: >200 units

We believe in a true work-life balance. We protect our team from burnout by offering an incredibly manageable workload, full administrative and financial support staff, and a culture where we always have each other's backs.

Position Overview
We are seeking an experienced, credentialed HOA / CID Portfolio Manager to oversee a dedicated portfolio of approximately 7 to 8 smaller, high-end properties. This is a traditional, in-office position operating out of our San Diego office (located in the 92126 area, right off the 15 at Mira Mar Road).

The ideal candidate brings a deep understanding of California HOA operations, strong board relations skills, and a commitment to maintaining long-term client relationships. Please note: This role is strictly focused on HOA/CID management; traditional residential, apartment, or multi-family property management backgrounds will not be considered.

??: View email address on click.appcast.io

Why join us?

What We Offer:

Manageable Workloads: A highly competitive portfolio size (capped at 7–8 smaller properties) to ensure you can provide quality service without burning out.

Unparalleled Support: Full support infrastructure, including a dedicated in-office receptionist, administrative assistants, and a veteran in-house accounting team to handle billing, collections, and financials.

Paid Continuing Education: 100% company-paid continuing education and certification maintenance for one professional designation.

Benefits: Comprehensive health coverage, competitive base wages, and 2 weeks of Paid Time Off (scaling to 3 weeks after 2 years).

Stability: Join a highly stable, boutique team with industry-leading retention where managers average 18+ years with the firm.

Job Details

Key Responsibilities

• Board Governance & Relations: Act as the primary liaison and trusted advisor to HOA Boards of Directors. Prepare for, attend, and facilitate regular board meetings, ensuring accurate documentation and execution of board decisions.
• Portfolio Management: Oversee the day-to-day operations of 7 to 8 smaller community portfolios, ensuring common areas, amenities, and community standards are maintained to the highest level.
• Financial Management: Collaborate with our robust in-house financial department to review monthly financial statements, assist boards with annual budget preparation, oversee reserve studies, and manage capital improvement projects.
• Compliance & CC&R Enforcement: Regularly inspect properties to ensure compliance with community governing documents, bylaws, and California civil code (Davis-Stirling Act). Handle violations and architectural requests with professionalism and diplomacy.
• Vendor & Contract Management: Source, negotiate, and oversee third-party contractors and vendors for community maintenance, landscaping, and major restoration projects.

Qualifications & Requirements

• Experience: Minimum of 10+ years of dedicated, on-site or portfolio HOA/CID management experience.
• Certifications: Must possess an active industry certification (e.g., CCAM or CMCA preferred).
• Expertise: Deep operational knowledge of the Davis-Stirling Act, CC&R enforcement, and HOA budgetary/reserve requirements.
• Tech Savvy: Proficiency with industry-specific software; experience with Caliber Software is a major plus.
• Availability: Ability to attend regular evening board meetings and participate in a shared, after-hours emergency on-call rotation (approximately once every 5 to 6 weeks).
• Communication: Exceptional verbal and written communication skills with the ability to manage complex board dynamics and demanding client expectations.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy