Portfolio Manager
Job Type
Full-time
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. 
Salary Description
$75,000-$95,000