H

Portfolio Manager

icon building Company : Hoatalent
icon briefcase Job Type : Full Time

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Job Description - Portfolio Manager

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.

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.

Qualifications:

  • 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.
  • Professional certifications such as CMCA®, AMS®, or PCAM® preferred (or willingness to pursue).

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.
  • 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.
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