Portfolio Manager

Portfolio Manager

As a Portfolio Manager, you will provide strong leadership and management direction on behalf of Board of Directors and FirstService Residential. This position will oversee the entire operation and consistently adhere to and execute the mission and vision of the Boards and communities. This position has oversight of all aspects related to the business and operations of the communities. The purpose of this role is to create a single point of contact in the communities, enhance communication and create effective oversight of staff and operations. The Portfolio Manager has the sole duty of the day-to-day operations, legal compliance and overall oversight of the associations and staff.

Your Responsibilities:

• Provide leadership and direction in the development of short-term and long-range plans. Develop recommendations for goals and action plans to achieve Board objectives. Lead annual goal setting.
• Review organization structure, job descriptions, and functions. Make recommendations to the Board as to any potential changes.
• Partner with public, private and volunteer organization to provide community services when necessary.
• Support the activities of the various Board sub-committees.
• Knowledge of all Community Governing documents. Provide recommendations on revisions.
• Continual process of seamless connection between the Board of Directors and committees.
• Provide community leadership and guidance to ensure that the needs or desires of the homeowners are being addressed.
• In partnership with the Board, create, or cause to be created, and implement the annual working budget, subject to approval by the Board of Directors.
• Monitor and report on the monthly financial position of the association.
• Provide leadership to each meeting involving the Board of Directors in terms of agenda support and written and oral reports. Summarize the priorities of each meeting with appropriate follow up.
• Recruit, hire, train and supervise all community staff in accordance with the documented management plan, if applicable.
• Work closely with local emergency organizations to maintain established emergency and community evacuation plans as appropriate.
• As appropriate, confer with other departments, divisions and outside agencies, including community groups and organizations. Identify, develop and implement programs to meet community needs.
• Assess and monitor community needs: identify opportunities for improving service delivery methods and procedures and developing new programs. Implement programs or improvements.
• Attend and participate in professional group meetings. Stay abreast of new trends and innovations in fields of community management and community programming.
• On-site visibility throughout the common areas and facilities.
• Understanding of all agreements for corporate implementation.
• Ensure adherence to master calendar, maintenance calendar, association budgets and subsidy program.
• Review corporation policies on an ongoing basis to ensure compliance with civil code, declaration and other requirements of governing institutions.
• Perform building inspections of interior and exterior of property and prepare action plan for opportunities.
• Shall at all times ensure due diligence for the protection of client’s funds, property and assets against all reasonably foreseeable contingencies or losses.
• Regular attendance and punctuality

Skills & Qualifications:

• Bachelor’s Degree in Business or related field from an accredited college or university, and three years’ experience in Property Operations, Hospitality or Construction; or equivalent combination of education and experience. Must have any state specific certifications and licenses or they are preferable of not required by the state.
• A minimum of seven years of successful community management experience or equivalent professional experience in a related field, with at least 4 of those years responsible for a staff with a variety of expertise, background and job assignments.
• Management experience in a small or medium-sized organization including responsibility for more than one functional department or division preferred.
• Understanding of physical building management, Condominium law, financial planning and law affecting property management.
• Valid Driver’s License and State Mandated Vehicle Insurance
• Commitment to obtain CPM, PCAM, ARM or AMS designations or equivalent.

Physical Requirements / Working Environment: The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Position involves sitting, standing, stooping, kneeling, pushing, shoving, lifting, carrying and moving objects that can weigh up to 25 lbs. This movement can occur throughout the day. Must also be able to climb several flights of stairs if necessary.
• Must be able to sit and stand for extended periods of time.
• Must be able to communicate both on the phone and in person with our clients in order to resolve issues and manage the business.
• Must have finger dexterity for typing/using a keyboard.
• Must be mobile enough to move around both the office in order to make copies, send mail and faxes and to walk around the property. This could include lengthy walks on uneven areas.
• Talking and hearing occur continuously in the process of communicating with guests, supervisors, and other associates.
• Capable of working extended hours, to include evenings, weekends and holidays as necessary.
• This position may alternate between working indoors in a controlled climate and with proper lighting, to an outdoors setting with variable climate and lighting.
• Must be able to interact with all types of individuals, be mentally alert, detail oriented, and with good reasoning skills.
• Must be able to work on more than one assignment at a time with frequent interruptions, changes and delays. Must be able to remain focused and work effectively, efficiently, and cheerfully under such circumstances. For safety reasons, employee must remain alert to working conditions and aware of safety, health, and environmental concerns.
• Must be able to work effectively and cheerfully in an environment which may be stressful due to adversarial situations resulting from the proper performance of duties.

The work environment characteristics are normal office conditions for the role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Hours over and above normal office hours will occur, including evenings, holidays, and some weekends. Schedule is subject to change based on business needs.

What We Offer :

As a full-time exempt associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision, and others. In addition, you will be eligible for time off benefits, paid holidays and a 401k with company match. Occasional travel may be required to attend training and other company functions.

Compensation:

$75,000 - $80,000 / annually