Portfolio Manager

Job Description

Job Description

Description:

 

About the Role:  

The Portfolio Manager is responsible for overseeing the daily operations, financial health, and long-term planning of a portfolio of community associations, condominiums, townhomes, or multi-family residential properties. This role serves as the primary liaison between homeowners, boards of directors, vendors, and staff, ensuring efficient operations, regulatory compliance, and superior customer service. 

Responsibilities:  

Operations & Administration  

• Manage the daily operations of assigned communities, including maintenance of common areas, amenities, and facilities. 
• Conduct regular property inspections and document maintenance or compliance issues. 
• Coordinate with vendors and contractors for repairs, capital projects, and preventive maintenance. 
• Maintain accurate records, reports, and correspondence for each association.
  
  
  
  
  

Board & Homeowner Relations  

• Serve as the main point of contact for boards of directors, homeowners, and committees. 
• Prepare and distribute board packets, agendas, and meeting minutes. 
• Attend and facilitate board and annual meetings, presenting financial and operational updates. 
• Advise boards on compliance with governing documents, applicable statutes, and best practices.
  
  
  
  
  

Financial Management  

• Assist with the preparation and presentation of annual operating budgets and reserve funding plans. 
• Review and approve invoices, ensuring accuracy in coding and compliance with budgets. 
• Monitor accounts receivable and assist with collection efforts as needed. 
• Provide timely monthly financial reports, variance reports, and recommendations to boards.
  
  
  
  
  

Compliance & Governance  

• Enforce community rules, regulations, and deed restrictions consistently and fairly. 
• Stay current on state and local property codes, association laws, and industry standards. 
• Assist with insurance claims, renewals, and risk management processes. 

Leadership & Collaboration  

• Supervise on-site staff or assistants when applicable, ensuring effective performance and training. 
• Collaborate with internal departments (accounting, inspections, administrative support) to deliver seamless service. 
• Maintain strong professional relationships with vendors, contractors, and regulatory bodies.
  
  

Requirements:

 

Qualifications:  

• Professional certification minimum: CMCA® 
• Additional Professional certifications preferred: AMS®, or PCAM® (or willingness to pursue). 
• 2–5 years of experience in property management, preferably with HOAs, condominiums, or multi-family residential properties. 
• Strong knowledge of association governance, financial management, and building systems. 
• Excellent organizational, time management, and problem-solving skills. 
• Strong written and verbal communication skills; comfortable presenting to boards and homeowners. 
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook); familiarity with property management software is a plus. 
• Ability to work evenings or weekends as required for board/annual meetings.
  
  
  
  
  

Work Environment & Physical Requirements:  

• Ability to conduct on-site property inspections, including walking, climbing stairs, and working in indoor/outdoor environments. 
• Must hold a valid driver’s license and have reliable transportation. 
• Comfortable handling occasional emergency situations outside of normal business hours.
  
  
  
  
  

Compensation & Benefits:  

• Competitive base salary (commensurate with experience). 
• Health, dental, and vision insurance options. 
• Paid time off, holidays, and professional development support. 
• 401(k) or retirement savings plan, where offered.