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.

Requirements

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.

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.