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Portfolio Manager jobs at HOAMCO - 94 jobs

  • Portfolio Community Manager - HOAMCO - Flagstaff , AZ

    Hoamco 4.0company rating

    Portfolio manager job at HOAMCO

    Portfolio Community Manager - HOAMCO - Flagstaff , AZ **Immediate Opening** - Apply Today. Benefits available after 60 Days. This is a great opportunity! HOAMCO CULTURE: At HOAMCO, our team members are passionate about their work, bringing enthusiasm and dedication to every task. They excel independently and understand the importance of teamwork. We are committed to building people and communities by fostering open, honest relationships through transparent communication. Our dedication to exceptional customer service ensures we positively impact everyone we interact with. FUNCTION & ROLE: Under the general supervision of the Regional Director, the Portfolio Community Association Manager is responsible for overseeing the performance of personnel and the maintenance of physical properties or projects under their supervision, ensuring compliance with established company and Board policies and procedures. The Portfolio Manager is tasked with maintaining and managing community accounts, actively supporting the community's values, vision, and philosophies. They are expected to exhibit a leadership style that ensures residents' needs are met with a high level of satisfaction. The Portfolio Community Association Manager also serves as a crucial liaison between HOAMCO and the assigned communities, facilitating effective communication and coordination. SUPERVISORY RESPONSIBILITIES: Supervises all on-site maintenance and other personnel, as necessary. REQUIREMENTS: Qualifications: CMCA certified or higher management designation preferred Minimum of 1-2 years' experience as a Community Association Manager preferred, or other management experience. Responsibilities and duties: Community Leadership Serve in a key community leadership role aimed at building and maintaining connections and opportunities that foster a true sense of community. Provide advisory support to the board for long-term planning, goal-setting, and policymaking guidance. Act as a liaison between HOAMCO and assigned community. Effective Communication and Relationship Management Communicate proactively and transparently while building relationships with board members, residents, and staff. Facilitate regular meetings with the Developer, board members, residents, and volunteers to ensure open lines of communication. Develop and maintain a professional relationship with the Board of Directors for each assigned Association. Daily Operations and Asset Management Oversee the daily operations, management, and maintenance of community assets. Facilitate upkeep of residential files and records, legal documents, property deeds, construction plans, member rosters, contracts, annual reports, meeting minutes, and all other relevant records. Facilitate and attend all Association meetings. Effectively leverage company and vendor resources to execute board directives and achieve community goals. Oversee service contractors to ensure cost-effective and high-quality service delivery. Negotiate service contracts and obtain bids as needed or directed by the Board of Directors. Ensure that all procedures are being adhered to for vendors, contractors, service requests, and maintenance form logs. Inspect exterior and common areas of each assigned project at least twice a month and prepare written recommendations for physical repairs and/or replacements as required by the Board of Directors. Develop a building maintenance program and schedule for management of community assets. Governance and Community Standards Maintain and uphold the community's standards as required by applicable laws, CC&Rs, and design guidelines. Facilitate the architectural design review process. Evaluate and oversee the CC&R compliance process. Liability and Risk Management Ensure liability and insurance policies comply with requirements set forth by governing documents and applicable laws. Develop and implement a comprehensive risk management program in consultation with industry experts and advisors. Ensure proper documentation for worker's compensation, liability insurance coverage, and all executed written contracts for any contractors prior to engaging in work for any property managed by HOAMCO. Budgeting and Financial Oversight Collaborate with and assist the Board of Directors in preparing the annual budget for each fiscal year. Administer and monitor operating and reserve budgets. Review monthly financial packages and prepare budget variance report for the Board of Directors. Ongoing review of budget, evaluating ways to improve service and/or cut expenses. Review all contractual services annually and/or as needed to ensure community objectives are met. Timely and Accurate Communication Ensure all association notices are accurate and distributed in a timely manner. Process all electronic, paper, and telephone correspondence and respond to inquiries and requests in a professional and timely manner. Create and prepare complete Board of Directors packets, agendas, and management reports. Other Duties Perform other duties as assigned to support the overall success and well-being of the community. Attend all appropriate HOAMCO training classes, meetings, and seminars as requested. HOAMCO Employees Excel at: Consistently projecting a positive image of the company. Prioritizing tasks effectively in a fast-paced environment, handling interruptions seamlessly. Being strong team players, ready to assist others as needed. Demonstrating highly effective interpersonal skills and collaborating well with colleagues. Providing exceptional customer service. Maintaining an enthusiastic, professional, and positive demeanor. Upholding integrity and credibility. Why Join HOAMCO? Since 1991, HOAMCO (Homeowners Association Management Company) has been a leader in community association management, currently managing over 600 communities across six states-and we're still growing! At HOAMCO, we value teamwork, integrity, and exceptional service. This is an exciting opportunity to be part of a company that makes a real impact in communities.
    $79k-144k yearly est. 40d ago
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  • General Manager, Property & Asset Management (Anaheim)

    Jones Lang Lasalle Incorporated 4.8company rating

    Anaheim, CA jobs

    A leading real estate firm is seeking a General Manager to oversee property management services at a prominent mixed-use development in Anaheim, CA. The role involves managing financial targets, leading a team, and ensuring tenant satisfaction through effective communication and strategic planning. Ideal candidates will have significant experience in commercial real estate and strong financial acumen. This position offers a salary range of $110,000 - $150,000 depending on qualifications. #J-18808-Ljbffr
    $110k-150k yearly 4d ago
  • Asset Manager

    The William Warren Group 3.8company rating

    Santa Monica, CA jobs

    The William Warren Group is a privately held, institutional real estate investment, development, acquisition and property management firm based in Santa Monica, CA. Since its inception in 1994, its focus has been on investments in major metropolitan markets across the United States that offer significant cash flow, revenue growth, and long-term capital appreciation opportunities. The company focuses on delivering exceptional customer service, introduces progressive thinking and technology to the market, and maximizes profitability for investors, all within a fun and inspiring team environment. When you join our family, you are tapping into the power of a different kind of brand. We seek motivated individuals who can contribute to our evolving culture. If you want to be a part of a creative, inspiring, and collaborative environment, you are in the right place. Ready to create the extraordinary? Come join us to take your career to new heights and make it an awesome work life! How You'll Make a Difference The Asset Manager is responsible for helping to develop and maintain asset-level financial models that forecast detailed profit and loss in order to optimize cash flow at the property level. This role closely interacts with our Accounting, Marketing and Operations Team to ensure successful implementation of our financial initiatives. Assists in the preparation and approval process of property operating budgets. Assists in monthly, quarterly and annual reporting of the portfolio to WWG partners, JV partners and 3rd-party owners. Assists with monthly review of operating statements including financial analysis to determine present and future financial performance, returns and cash impacts. Helps maximize total return for each assigned asset through preparation of reports, analysis of property efficiencies and identifying opportunities for improved performance. Aids in financial analysis, market studies and industry standard reporting (i.e., variance reporting, discounted cash flows, IRR's, etc). Special projects relating to increasing revenues and reducing expenses across the portfolio. Assists in the due diligence and underwriting of potential acquisitions. Helps ensure articulation and consistency of company image and position within all internal and external communications. Serves as point of contact with capital partners and owners regarding performance of assets. Coordinates with CapEx team regarding project budgets and return on investment analyses. Coordinates with the Real Estate team regarding projecting operating expenses for new acquisitions and developments. Coordinates with BizDev team regarding projecting operating expenses for management proformas. Works closely with Marketing, Data Intelligence team and Operations on a weekly basis to analyze performance, diagnose issues, and identify solutions for underperforming assets. Please note that you may be asked to perform a variety of duties from time to time, which may not fall strictly in your job description. For a variety of business, safety, and technical reasons, it is necessary that all positions at WWP maintain a high level of flexibility in reference to duties you will be expected to perform. What Makes this Opportunity Awesome $70,000-$80,000 per year + Bonus Make a difference and have a positive impact. Take the lead on team initiatives, learn new skills, build your management capabilities, and take advantage of the many growth opportunities. Contribute creatively to the organization's success by generating new and useful ideas. About You Education: BA/BS in related field preferred or equivalent experience Experience: 2-5 years of real estate asset management experience preferred Excellent communication skills (verbal and written) including active listening Relationship skills : ability to develop and sustain cooperative working relationships - both internal and external. Organizational skills/Multi-tasking : Exceptional organization skills with the ability to allocate one's time effectively, work under pressure, and meet tight deadlines; ability to handle multiple demands and competing priorities; ability to prioritize workload; and an ability to work at a detailed level. Proven skills in contributing to the development of company objectives and achieving desired goals. Strong accountability combined with strong work ethic and enthusiasm for teamwork Energetic self-starter with an ability to thrive in a fast pace environment. Intrapersonal: A willingness to learn in a dynamic environment that includes new ideas and innovation, intellectually curious, adaptable and ambitious. Computer Skills: Advanced Excel skills and MS Office Suite, high-level of comfort learning new accounting systems and computer applications, Zoom, Gmail, Microsoft Teams The William Warren Group, we believe in the talent of our people. It is our passion and commitment to excellence that drives our vast portfolio of properties to succeed. We take pride in all that we do and all that we represent. It is what makes us uniquely WWG. Ready to create the extraordinary? Come join us! Additional Perks for eligible employees: WWG offers a competitive compensation and performance-based bonus program, in addition to medical, dental, vision, 401(k) with company matching, paid time off (PTO) and holiday perks, employee assistance program (EAP), pet insurance and teambuilding events and activities. The William Warren Group and StorQuest say NO to drugs Equal Employment Opportunity WWP is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. WWP is also committed to compliance with all fair employment practices regarding citizenship and immigration status. To learn more about our awesome company check us out on ********************* and to apply visit *********************/careers
    $70k-80k yearly 2d ago
  • Finance Manager

    Savills North America 4.6company rating

    Phoenix, AZ jobs

    About Savills Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise. Find your place to thrive. No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple: Be extraordinary, together. About the Role Savills North America is hiring a Finance Manager to support its Global Occupier Services platform. This role will lead forecasting, revenue tracking and operational accounting for the Transaction Management and Project Management business lines. The position is hybrid and based in either the Tampa or Dallas office, and the ideal candidate will bring a minimum of seven years of experience in corporate finance, accounting or operations. KEY RESPONSIBILITIES Own yearly and quarterly revenue forecasting and the tracking of all actuals for Transaction Management and Project Management business lines Provide presentation and board meeting support to senior management through preparation of customized financial reports and data analysis Create, maintain, and optimize templatesand workflows to maximize operational efficiency across Global Occupier Services Provide regular revenue and expenditure updates to internal and external clients Oversee operational accounting processes for the Transaction Management and ProjectManagement business lines Deliver ad-hocfinancial and operational reports to seniormanagement, providing timelyinsights to support strategic planning Develop and maintain revenuetrackers to ensure accurateaccruals for client rebate obligations Calculate rebates and coordinate disbursements to clients Calculate and coordinate payment of monthly and quarterly bonuses Drive accounts receivable Enter deals into Salesforce, coordinate revisions, and ensure all necessary documentation is obtained and approved. Create and track invoices, including timing of second-half submissions, and coordinate with relevant teams to ensure timely deal processing. Monitor and track past due payments, record received payments, and complete monthly reports by liaising with various stakeholders to secure ETAs on outstanding payments. Coordinate payments to third-party co-brokers, manage vendor setups, and handle inquiries regarding third-party payments. Update the work in process tracker to reflect deals that need review in the weekly meeting. QUALIFICATIONS Bachelor's degree in Finance, Accounting, Business Administration or related disciplines 7 years of finance and/or similar operational experience Advanced Excel skills with the ability to manage large data sets from multiple sources Experience with PowerBI and Salesforce preferred but not required Able to assess risk, make calls and move work forward in ambiguous or evolving scenarios Must be detail oriented and demonstrate excellent analytical skills Must be comfortable communicating with all levels of the organization, including the C-Suite Ability to successfully perform under pressure and meet deadlines while managing multiple projects Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteranstatus, or any other protectedcharacteristic. Savills participates in the E-Verify program.
    $81k-107k yearly est. 4d ago
  • Regional Portfolio Manager (Affordable) - Sacramento

    The Conam Group 4.4company rating

    Roseville, CA jobs

    Regional Portfolio Manager (Affordable) - Sacramento, CA As a Regional Portfolio Manager (Affordable) with CONAM, you will oversee many properties in a portfolio. You will make decisions in order to achieve the overall objectives of the communities in your region. You'll hire, train, mentor, lead and inspire a team of property management professionals. You'll oversee financial budgeting and reporting and you'll manage the marketing and leasing efforts for all apartment communities in the portfolio. Who We Are: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of both affordable and conventional housing. Our growing team of over 1,700 associates is dedicated to maintaining and enhancing the quality of life for our residents. At CONAM, we foster a collaborative, team-oriented culture where our associates thrive and are valued for their expertise and commitment. If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you! What we're looking for: Regional Portfolio Manager to support the Affordable Portfolio in the Sacramento, CA area with a strong experience in affordable properties. This position is Full-Time | Salary |Pay Range for this position is: $100,000 - $110,000 / Yr Requirements: * Previous experience as a regional manager in residential multi family property management is required * Experience with Affordable properties, Tax Credit, HUD, Lease Up is required * State of CA Real Estate License is required. * Experience with affordable housing/tax credit properties * Experience in developing property budgets, as well as dealing with complex operational matters daily * Must have a valid driver's license and proof of automobile insurance coverage * Local travel required; occasional travel out of state on an as-needed basis * Computer knowledge: MS Word, Excel & Outlook; MRI software knowledge is a plus Why You'll Love Working Here: CONAM Management Corporation is more than just a job - it's a career where you can grow and be recognized for your expertise in Property Management. We offer a competitive pay, comprehensive benefits package, that make working at CONAM even more rewarding. Our benefits include: * Medical, dental, vision insurance * Pet insurance * Life insurance and identity theft protection * Paid sick and vacation time * 401(k) plan with company match * Flexible Spending Accounts (FSAs) * Employee Assistance Program (EAP) * Additional perks: Service award days, floating holiday, early earned wage access and more At CONAM, we pride ourselves on our culture of excellence and commitment to fostering an inclusive, diverse, and supportive work environment. Additional information: * This position is contingent upon passing a background check, employment verification, pre-employment physical, drug screening, valid driver's license and auto insurance. * CONAM will consider qualified applicants with criminal histories in a manner consistent with the requirement of the law. * We are an Equal Opportunity Employer and encourage all qualified candidates to apply. Ready to make an impact? If you're excited about joining a team that values your skills and offers great benefits, click "APPLY". Pay Bands: Pay bands are established based on geographic location, internal equity, market conditions, and candidate qualifications. We provide competitive compensation based on experience and qualifications.
    $100k-110k yearly 5d ago
  • Portfolio Manager, New Development

    Cardinal Group Companies 4.0company rating

    Denver, CO jobs

    Portfolio Manager, New Development COMPENSATION: Pursuant to state regulations, the salary range is $105,000-$120,000 plus bonus potential. Eligible to participate in the company benefits plan. We offer health, vision, dental, and pet insurance. We offer a 401(k) retirement plan, student loan assistance, licensing and continuing education reimbursement, parental leave, and housing allowances or gifts. SUMMARY The Portfolio Manager New Development is responsible for the operations, leasing, and marketing of an assigned portfolio of ground up developments from pre-development, through active lease up and until transitioned to stabilized operations. The Portfolio Manager New Development will leverage departmental, intracompany, intercompany, and external resources to drive operational performance, efficiency, consistency, and innovation across their portfolio of Lease Ups. RESPONSIBILITIES (Including but not limited to) Leadership and Strategic Planning * Primary point of contact for clients. Expected to manage client relationships and maintain client satisfaction. * Develop strong working relationships with internal and external constituents * Collaborate and communicate with other departments internal to Cardinal Group Management, including the Systems Team, Business Development, Transitions Team, Accounting Team, Management Services and, People and Culture Team. * Update and adhere to the Lease-Up Transition Tracker ensuring communication and deadlines between all internal departments is clear. * Prepares and interprets reports necessary for auditing property performance. * Seek opportunities to bring innovative marketing ideas to the lease-up by tracking industry and non-industry trends. * Attend weekly client calls to present leasing updates and marketing strategies. * Promote and understand all aspects of CWOL and live the Cardinal Core Values daily. * Manage New Development funding requests and funding true ups during lease up. Operations, Admin and Financial Management * Review the new property transition list and work with internal and external partners to complete it. * Facilitate the opening and ongoing operations of the leasing office. * Maintains all operational property information: vendor contacts, employee rosters, budgets, marketing strategy, etc. * Prepare and present the initial lease-up budget based on clients' underwriting, date of TCO, unit delivery, and absorption schedule.. * Prepare and present proposed rates, premiums, and leasing fees for client approval. * Review monthly variance reports and submit them to clients. * Provide quarterly forecasts based on market demand and leasing velocity. * Prepare and interpret reports necessary for auditing the property's performance. * Complete regular lease audit to ensure compliance. * Finalize lease and addendums. * Set up Entrata and Terrain. Personnel * Prepare a lease-up staffing plan. Collaborate with stabilized PM on the staffing transition plan from lease up to year one operations. * Hire, train and on-board the Community Manager with the input of the stabilized Portfolio Manager. * Oversee the Community Manager in on-site hiring efforts. * Engage in leasing, follow up, and outreach to model ideal execution. * Monitors team member performance and acts as an advisor for team member development and corrective action when necessary. * Provides direct support to the Community Managers to ensure that all policies and procedures are followed according to best practice. * Monitors Team Member participation in Cardinal U. Marketing and Branding * As needed work with the contracted marketing agency on the naming, branding, collateral, website, imagery, signage, etc. * Prepare the marketing plan, budget and goals for each property and present them for client review. * Train the on-site team on the brand and ensure the vision of the brand is achieved throughout each aspect of the leasing and marketing experience. * Review and approve each community's Monthly Marketing Plan (MMP). Meet with the CM and LMTL prior to launch to discuss execution and look for opportunities to optimize efforts. * Review property website, collateral, and ads for accuracy on an ongoing basis. * Guide on-site Team Members and ensure proper implementation of all marketing initiatives and activity at your portfolio's communities. This may include housing fairs, open houses, orientations, community events, university and local marketing events, promotional items, social media, website audits, advertisements, and online digital strategies. * Review SEO and PPC monthly and present to clients when requested. * Monitor effectiveness of marketing mediums and make adjustments as needed. Leasing and Training * Create property specific training materials that cover the brand, the market, the competitive advantages, apartment features, community amenities, and property location. Conduct training of material to on-site Team Members prior to lease launch. * Execute the approved "Cardinal Leasing Experience" at all communities. This includes, but is not limited to sales, customer service, curb appeal, model presentation, leasing technology and marketing, etc. * Provide on-site leasing sales and marketing training and regular and consistent feedback to the Leasing Teams with regards to phone and onsite tour performance, via phone, video conference, virtual role playing, and in person role-playing. * Audit unit assignments to maximize open units. QUALIFICATIONS * Experience with Lease Up Student Communities required. * 3-5 + years' experience in property management with a focus on leasing and marketing * Bachelor's degree preferred. * Strong communication and collaboration skills. * Ability to motivate and energize a team. * Ability to analyze leasing data including but not limited to traffic volume, closing ratios, market * comparable data, lease signing velocity, rental rates, and concession analysis. * Knowledge of leasing and sales techniques. * Computer skills, including but not limited to email, internet, Word processing, spreadsheet, * database, and community management software. * Knowledge of Microsoft Office and Google Apps for Business. * Ability to define and solve problems, collect, and analyze data, establish facts, and draw valid * conclusions. * Ability to deal with several abstract and concrete variables. * Understands and complies with all Fair Housing Laws and standards. * Ability to embody the Cardinal Culture and Cardinal Core Values every day. * Willingness to travel up to 40%. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Incumbents primarily work in an office environment but also have frequent exposure to outside of apartment buildings and in all areas of the property including amenities and have frequent exposure to outside elements where temperature, weather, odors, and/or landscape may be unpleasant and/or hazardous. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the Team Member is regularly required to use hands to finger, type, handle, or feel and talk or hear. The Team Member regularly required to stand; walk; reach with hands and arms, and climb, stoop, or squat. The Team Member is often required to sit. Incumbents must be able to physically access all exterior and interior parts of the property and amenities and must be able to work inside and outside in all weather conditions including, but not limited to rain, snow, heat, hail, wind and sleet. The Team Member must be able to push, pull, lift, carry, or maneuver office products and supplies of up to twenty (20) pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Routine local travel is required to attend training classes, client visits, or other situations necessary for the accomplishment of some or all of the daily responsibilities of this position. Overnight travel required to attend company functions, training, property visits, and other situations necessary for the accomplishment of special projects that may be assigned from time to time. The above job description is not intended to be an all inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their Team Leader.
    $105k-120k yearly 9d ago
  • Portfolio Manager- Private Label

    Cardinal Group Companies 4.0company rating

    Denver, CO jobs

    Portfolio Manager COMPENSATION: Pursuant to state regulations, the salary range is $90,000-$105,000 plus bonus potential. Eligible to participate in the company benefits plan. We offer health, vision, dental, and pet insurance. We offer a 401(k) retirement plan, student loan assistance, licensing and continuing education reimbursement, parental leave, and housing allowances or gifts. SUMMARY The Portfolio Manager is primarily responsible for overseeing on-site operations from the corporate level across an assigned portfolio of residential housing communities. This position requires a combination of operational and strategic focus while directly managing the onsite leaders toward achieving operational excellence in accordance with Cardinal Group and client standards. The incumbent is responsible for all aspects of their assigned communities, including compliance, staffing, resident satisfaction, occupancy, achievement of revenue targets, expense management, and other budgetary goals. This leader will provide our clients, our on-site Community Managers, and our residents with exceptional service in the execution of their essential functions. RESPONSIBILITIES (Including but not limited to) Portfolio Oversight: * Ensure adherence to the responsibilities and obligations of the Company's Property Management Agreements (PMAs) in close collaboration with the Director, Operations and with the CGC legal and compliance teams while serving as the key point of contact between Cardinal Group HQ and the on-site teams for each assigned portfolio of communities. * Directly manage each on-site Community Manager, including providing operational support, guidance, direction, professional development, performance management, and ensuring the execution of their essential functions in accordance with expectations. * Assist in the on-boarding of new Community Managers, including leading the preparation and execution of the orientation agenda and continued mentoring, additional training, or support needed from hire through the first 90 days of employment. * Accountable for various key financial components related to community operations, including payroll, bonus processing, accounts receivable, budget variance, etc. * Regularly work to increase the level of engagement, team member satisfaction and experience of all HQ and on-site team members within assigned communities. * Lead the planning, logistics, and execution of the TURN process for each community within the assigned portfolio of communities, including vendor management, invoicing, scheduling, etc. * Conduct weekly or bi-weekly group calls with Community Managers from each of the assigned communities within the portfolio. * Monitor and instill urgency related to staffing, including Team Member retention, job posting, candidate sourcing, interviewing, hiring, and onboarding. * Ensures adherence to client-required reporting processes, templates, and schedules. This includes, but is not limited to, the annual planning and budget preparation process, weekly and monthly reporting, and monthly financial reporting in partnership with the accounting team. * Motivate the team through positive recognition and strong leadership giving emphasis on the company's Culture of excellence, rooted in diversity, equity, and inclusion. * Prepare, analyze, and communicate various reports weekly, monthly, quarterly, and annually aimed at tracking and forecasting community performance in each respective area. * With direction from the VP of Operations and/or Director of Operations, prepare annual operating and capital budgets, marketing plans, and business strategy for all communities within the assigned portfolio. * In alignment with the Director, Operations vision for the assigned portfolio of communities, implement, execute on, and revise detailed sales, leasing, and operational plans, programs, and processes that lead initiatives to achieve occupancy and revenue goals. * Ensure that each assigned community adheres to all organizational policies, procedures and practices, follow professional and regulatory standards, and further organizational success through flawless execution. * Travel to assigned communities required as the needs of the business dictate. Serve as temporary on-site managerial support in the absence of a Community Manager, whether due to open positions, leaves of absence, or other situations as needed. Client Relations: * Develop and maintain strong business relationships with property ownership, oversee property management review, and manage investor/owner communications and reporting. * Lead monthly and quarterly calls with each client aimed at providing financial updates, operational metrics updates, general information, and to answer questions / receive direction. * Coordinate and conduct regular inspections of assigned communities to ensure proper curb appeal, leasing and maintenance operations, and delivery of our brand promise to residents, team members, and the community at large. * Acquire, maintain, and continually exhibit a strong understanding of community housing markets across the country; understand trends, economic cycles, and new development; and be prepared to proactively recommend and implement changes to ensure continued success regardless of market conditions. Business Strategy: * Provide operational assessments as assigned, including written reports for new or existing communities, articulating observations and recommendations for each facet of the assessment. * Participate in annual business planning, Capex, PPM reviews, auditing, contract proposals, new business responsibilities, NAA lease reviews, and other administrative duties as assigned by the VP of Operations and/or the Director of Operations. * Participate in new business presentations and assist the Business Development Team with deliverables including but not limited to budgets, market studies, and pricing exercises. * Acquire and consolidate feedback and insights into company initiatives, operational processes, policies, and standard operating procedures. * Collaborate with other Cardinal Group operators with the aim of generating strategic, operational, financial or investment recommendations for client consideration/implementation. QUALIFICATIONS * Bachelor's degree * 3-5 years of relevant industry experience * Skilled in developing and maintaining strong client relationships * Successful leadership and motivation of direct reports in previous roles * Excellent time management and organization skills * Ability to meet strict deadlines and prioritize tasks * Excellent analytical skills, attention to detail and a strong work ethic * Ability to problem solve and find innovative solutions * Willing to travel a minimum of 8-12 weeks per year * Professional written and verbal communication skills * Brings a positive attitude and great interpersonal skills required * Ability to embody the Cardinal Culture and Cardinal's Core Values every day WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Incumbents primarily work in an office environment but also have frequent exposure to outside of apartment buildings and in all areas of the property including amenities and have frequent exposure to outside elements where temperature, weather, odors, and/or landscape may be unpleasant and/or hazardous. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the Team Member is regularly required to use hands to finger, type, handle, or feel and talk or hear. The Team Member regularly required to stand; walk; reach with hands and arms, and climb, stoop, or squat. The Team Member is often required to sit. Incumbents must be able to physically access all exterior and interior parts of the property and amenities and must be able to work inside and outside in all weather conditions including, but not limited to rain, snow, heat, hail, wind and sleet. The Team Member must be able to push, pull, lift, carry, or maneuver office products and supplies of up to twenty (20) pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Routine local travel is required to attend training classes, client visits, or other situations necessary for the accomplishment of some or all of the daily responsibilities of this position. Overnight travel required to attend company functions, training, property visits, and other situations necessary for the accomplishment of special projects that may be assigned from time to time. The above job description is not intended to be an all inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their Team Leader.
    $90k-105k yearly 35d ago
  • Portfolio Manager- Private Label

    Cardinal Group Career 4.0company rating

    Denver, CO jobs

    Portfolio Manager COMPENSATION: Pursuant to state regulations, the salary range is $90,000-$105,000 plus bonus potential. ​Eligible to participate in the company benefits plan. We offer health, vision, dental, and pet insurance. We offer a 401(k) retirement plan, student loan assistance, licensing and continuing education reimbursement, parental leave, and housing allowances or gifts. SUMMARY The Portfolio Manager is primarily responsible for overseeing on-site operations from the corporate level across an assigned portfolio of residential housing communities. This position requires a combination of operational and strategic focus while directly managing the onsite leaders toward achieving operational excellence in accordance with Cardinal Group and client standards. The incumbent is responsible for all aspects of their assigned communities, including compliance, staffing, resident satisfaction, occupancy, achievement of revenue targets, expense management, and other budgetary goals. This leader will provide our clients, our on-site Community Managers, and our residents with exceptional service in the execution of their essential functions. RESPONSIBILITIES (Including but not limited to) Portfolio Oversight: Ensure adherence to the responsibilities and obligations of the Company's Property Management Agreements (PMAs) in close collaboration with the Director, Operations and with the CGC legal and compliance teams while serving as the key point of contact between Cardinal Group HQ and the on-site teams for each assigned portfolio of communities. Directly manage each on-site Community Manager, including providing operational support, guidance, direction, professional development, performance management, and ensuring the execution of their essential functions in accordance with expectations. Assist in the on-boarding of new Community Managers, including leading the preparation and execution of the orientation agenda and continued mentoring, additional training, or support needed from hire through the first 90 days of employment. Accountable for various key financial components related to community operations, including payroll, bonus processing, accounts receivable, budget variance, etc. Regularly work to increase the level of engagement, team member satisfaction and experience of all HQ and on-site team members within assigned communities. Lead the planning, logistics, and execution of the TURN process for each community within the assigned portfolio of communities, including vendor management, invoicing, scheduling, etc. Conduct weekly or bi-weekly group calls with Community Managers from each of the assigned communities within the portfolio. Monitor and instill urgency related to staffing, including Team Member retention, job posting, candidate sourcing, interviewing, hiring, and onboarding. Ensures adherence to client-required reporting processes, templates, and schedules. This includes, but is not limited to, the annual planning and budget preparation process, weekly and monthly reporting, and monthly financial reporting in partnership with the accounting team. Motivate the team through positive recognition and strong leadership giving emphasis on the company's Culture of excellence, rooted in diversity, equity, and inclusion. Prepare, analyze, and communicate various reports weekly, monthly, quarterly, and annually aimed at tracking and forecasting community performance in each respective area. With direction from the VP of Operations and/or Director of Operations, prepare annual operating and capital budgets, marketing plans, and business strategy for all communities within the assigned portfolio. In alignment with the Director, Operations vision for the assigned portfolio of communities, implement, execute on, and revise detailed sales, leasing, and operational plans, programs, and processes that lead initiatives to achieve occupancy and revenue goals. Ensure that each assigned community adheres to all organizational policies, procedures and practices, follow professional and regulatory standards, and further organizational success through flawless execution. Travel to assigned communities required as the needs of the business dictate. Serve as temporary on-site managerial support in the absence of a Community Manager, whether due to open positions, leaves of absence, or other situations as needed. Client Relations: Develop and maintain strong business relationships with property ownership, oversee property management review, and manage investor/owner communications and reporting. Lead monthly and quarterly calls with each client aimed at providing financial updates, operational metrics updates, general information, and to answer questions / receive direction. Coordinate and conduct regular inspections of assigned communities to ensure proper curb appeal, leasing and maintenance operations, and delivery of our brand promise to residents, team members, and the community at large. Acquire, maintain, and continually exhibit a strong understanding of community housing markets across the country; understand trends, economic cycles, and new development; and be prepared to proactively recommend and implement changes to ensure continued success regardless of market conditions. Business Strategy: Provide operational assessments as assigned, including written reports for new or existing communities, articulating observations and recommendations for each facet of the assessment. Participate in annual business planning, Capex, PPM reviews, auditing, contract proposals, new business responsibilities, NAA lease reviews, and other administrative duties as assigned by the VP of Operations and/or the Director of Operations. Participate in new business presentations and assist the Business Development Team with deliverables including but not limited to budgets, market studies, and pricing exercises. Acquire and consolidate feedback and insights into company initiatives, operational processes, policies, and standard operating procedures. Collaborate with other Cardinal Group operators with the aim of generating strategic, operational, financial or investment recommendations for client consideration/implementation. QUALIFICATIONS Bachelor's degree 3-5 years of relevant industry experience Skilled in developing and maintaining strong client relationships Successful leadership and motivation of direct reports in previous roles Excellent time management and organization skills Ability to meet strict deadlines and prioritize tasks Excellent analytical skills, attention to detail and a strong work ethic Ability to problem solve and find innovative solutions Willing to travel a minimum of 8-12 weeks per year Professional written and verbal communication skills Brings a positive attitude and great interpersonal skills required Ability to embody the Cardinal Culture and Cardinal's Core Values every day WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Incumbents primarily work in an office environment but also have frequent exposure to outside of apartment buildings and in all areas of the property including amenities and have frequent exposure to outside elements where temperature, weather, odors, and/or landscape may be unpleasant and/or hazardous. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the Team Member is regularly required to use hands to finger, type, handle, or feel and talk or hear. The Team Member regularly required to stand; walk; reach with hands and arms, and climb, stoop, or squat. The Team Member is often required to sit. Incumbents must be able to physically access all exterior and interior parts of the property and amenities and must be able to work inside and outside in all weather conditions including, but not limited to rain, snow, heat, hail, wind and sleet. The Team Member must be able to push, pull, lift, carry, or maneuver office products and supplies of up to twenty (20) pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Routine local travel is required to attend training classes, client visits, or other situations necessary for the accomplishment of some or all of the daily responsibilities of this position. Overnight travel required to attend company functions, training, property visits, and other situations necessary for the accomplishment of special projects that may be assigned from time to time. The above job description is not intended to be an all inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their Team Leader.
    $90k-105k yearly 33d ago
  • Portfolio Manager

    Northmarq 4.4company rating

    Denver, CO jobs

    Job Description At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives). This position offers a flexible work environment and is available for an immediate start. Position Responsibilities: Plan and schedule own workload to efficiently meet benchmarks within the department. Provide premier customer service to lenders, borrowers, other servicing staff and regional offices. Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations. Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders, and other investors. Follow up with borrowers and management companies regarding variances and general income and expense questions. Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss. Monitor maturing loans and provide the required notices to borrowers. Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk. Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system. Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc. Calculate and coordinate loan payoff requests, including yield maintenance calculations. Monitor and collect outstanding mortgage payments, carefully documenting collection efforts. Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders. Provide training and mentoring across the team on areas of expertise including analysis underwriting and general CRE knowledge. Assist team members on advanced and/or complicated consent requests. Assist Manager(s) with monitoring team tasks, reviewing write-ups/recommendations, quality control, and lender feedback. Minimal business travel for lender visits, industry/company conferences, etc. (1-3 times per year). Serve on procedure committees updating policies and procedures for Portfolio & Asset Management. Perform other reasonable tasks/projects as assigned within the department. What We're Looking For: Bachelor's Degree, preferably in the finance, real estate, or accounting area. 4-6 years of experience in finance or accounting. Background in commercial lending or servicing preferred. Strong skills in Microsoft Outlook, Excel, and Word Strong knowledge of commercial real estate finance and commercial loan terminology Demonstrated underwriting and/or lender asset management experience on multifamily & commercial properties. Solid understanding of commercial real estate finance Demonstrated leadership and training abilities. Strong analytical and modeling skills Excellent verbal and written communication skills Passionate about customer service, providing exceptional service to all internal and external customers Strong organizational and prioritization skills, with the ability to manage multiple assignments while meeting deadlines. Ability to work both independently and within a team, with minimal supervision. Demonstrated work ethic and willingness to work extended hours when necessary. Attention to detail and accuracy required required. Problem solving skills to reflect level of responsibilities. Ability to maintain sensitive and confidential information. Ability to maintain positive attitude in all situations. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! Colorado Residents: Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The salary range for the Portfolio Manager position is $85,000.00 to $110,000.00 annually. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. #LI-ES1 #LI-Onsite
    $85k-110k yearly 29d ago
  • Portfolio Manager

    Northmarq Capital 4.4company rating

    Denver, CO jobs

    At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives). This position offers a flexible work environment and is available for an immediate start. Position Responsibilities: * Plan and schedule own workload to efficiently meet benchmarks within the department. * Provide premier customer service to lenders, borrowers, other servicing staff and regional offices. * Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations. * Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders, and other investors. * Follow up with borrowers and management companies regarding variances and general income and expense questions. * Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss. * Monitor maturing loans and provide the required notices to borrowers. * Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk. * Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system. * Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc. * Calculate and coordinate loan payoff requests, including yield maintenance calculations. * Monitor and collect outstanding mortgage payments, carefully documenting collection efforts. * Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders. * Provide training and mentoring across the team on areas of expertise including analysis underwriting and general CRE knowledge. * Assist team members on advanced and/or complicated consent requests. * Assist Manager(s) with monitoring team tasks, reviewing write-ups/recommendations, quality control, and lender feedback. * Minimal business travel for lender visits, industry/company conferences, etc. (1-3 times per year). * Serve on procedure committees updating policies and procedures for Portfolio & Asset Management. * Perform other reasonable tasks/projects as assigned within the department. What We're Looking For: * Bachelor's Degree, preferably in the finance, real estate, or accounting area. * 4-6 years of experience in finance or accounting. Background in commercial lending or servicing preferred. * Strong skills in Microsoft Outlook, Excel, and Word * Strong knowledge of commercial real estate finance and commercial loan terminology * Demonstrated underwriting and/or lender asset management experience on multifamily & commercial properties. * Solid understanding of commercial real estate finance * Demonstrated leadership and training abilities. * Strong analytical and modeling skills * Excellent verbal and written communication skills * Passionate about customer service, providing exceptional service to all internal and external customers * Strong organizational and prioritization skills, with the ability to manage multiple assignments while meeting deadlines. * Ability to work both independently and within a team, with minimal supervision. * Demonstrated work ethic and willingness to work extended hours when necessary. * Attention to detail and accuracy required required. * Problem solving skills to reflect level of responsibilities. * Ability to maintain sensitive and confidential information. * Ability to maintain positive attitude in all situations. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! Colorado Residents: Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The salary range for the Portfolio Manager position is $85,000.00 to $110,000.00 annually. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. #LI-ES1 #LI-Onsite
    $85k-110k yearly 60d+ ago
  • Portfolio Manager

    Northmarq 4.4company rating

    Denver, CO jobs

    At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives). This position offers a flexible work environment and is available for an immediate start. Position Responsibilities: Plan and schedule own workload to efficiently meet benchmarks within the department. Provide premier customer service to lenders, borrowers, other servicing staff and regional offices. Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations. Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders, and other investors. Follow up with borrowers and management companies regarding variances and general income and expense questions. Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss. Monitor maturing loans and provide the required notices to borrowers. Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk. Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system. Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc. Calculate and coordinate loan payoff requests, including yield maintenance calculations. Monitor and collect outstanding mortgage payments, carefully documenting collection efforts. Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders. Provide training and mentoring across the team on areas of expertise including analysis underwriting and general CRE knowledge. Assist team members on advanced and/or complicated consent requests. Assist Manager(s) with monitoring team tasks, reviewing write-ups/recommendations, quality control, and lender feedback. Minimal business travel for lender visits, industry/company conferences, etc. (1-3 times per year). Serve on procedure committees updating policies and procedures for Portfolio & Asset Management. Perform other reasonable tasks/projects as assigned within the department. What We're Looking For: Bachelor's Degree, preferably in the finance, real estate, or accounting area. 4-6 years of experience in finance or accounting. Background in commercial lending or servicing preferred. Strong skills in Microsoft Outlook, Excel, and Word Strong knowledge of commercial real estate finance and commercial loan terminology Demonstrated underwriting and/or lender asset management experience on multifamily & commercial properties. Solid understanding of commercial real estate finance Demonstrated leadership and training abilities. Strong analytical and modeling skills Excellent verbal and written communication skills Passionate about customer service, providing exceptional service to all internal and external customers Strong organizational and prioritization skills, with the ability to manage multiple assignments while meeting deadlines. Ability to work both independently and within a team, with minimal supervision. Demonstrated work ethic and willingness to work extended hours when necessary. Attention to detail and accuracy required required. Problem solving skills to reflect level of responsibilities. Ability to maintain sensitive and confidential information. Ability to maintain positive attitude in all situations. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! Colorado Residents: Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The salary range for the Portfolio Manager position is $85,000.00 to $110,000.00 annually. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. #LI-ES1 #LI-Onsite
    $85k-110k yearly Auto-Apply 43d ago
  • Portfolio Manager III

    First Western 4.1company rating

    Denver, CO jobs

    Job Description First Western is seeking a Portfolio Manager III to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. As a Portfolio Manager III at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Investment Management team to deliver comprehensive solutions that exceed client expectations. If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today. What You Will Do: Portfolio Management - Monitor and manage assigned portfolios to align with client objectives and risk parameters; conduct performance analysis and recommend adjustments based on market conditions. Trade Execution - Execute equity, fixed income, and alternative investment trades accurately and timely, ensuring compliance with regulatory requirements and internal policies. Client Relationship Management - Serve as the primary contact for investment clients, providing timely responses, proactive outreach, and quarterly reviews to ensure satisfaction and adherence to service standards. Client Engagement & Advisory - Prepare and deliver portfolio reviews, collaborate with relationship managers, and provide strategic insights to address client inquiries. Investment Strategy & Planning - Develop asset allocation strategies in line with policy guidelines; produce cash flow and wealth planning tools to deepen client relationships and expand wallet share. Business Development & Sales Support - Identify new opportunities through networking and consultative selling; coordinate RFPs, presentations, and onboarding for new accounts. Research Collaboration - Partner with the Investment Research team to implement strategies, leverage market intelligence, and contribute to idea generation and tactical asset allocation discussions. Compliance & Risk Management - Maintain consistent adherence to operational policies, regulatory requirements, and asset review processes. Leadership & Community Engagement - Mentor associates, assist with training, and maintain a strong presence in the community through networking and board involvement. What You Bring: Proficient in Microsoft Office Suite, with exceptional Excel skills. Experience with CRM preferred. Strong mathematical and analytical skills. High initiative and follow-through. Ability to work independently and with a team. Excellent written and verbal communications skills. Able to organize, prioritize, multi-task, and self-starter. Experience working with high net-worth individuals. Education Level Education/Degree Details Required or Preferred Bachelor's Degree Business, Finance, or related field Required Master's Degree MBA Preferred Experience Length Experience Details Required or Preferred 7-10 years Investment management Required 5-7 years Business development in local market Required License/ Certification Details Time Frame Required or Preferred CFP or CFA Upon Hire Required What You Receive: At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program. Pay Range: $121,000 - $194,000/YR Job Classification: Full-Time Exempt *Actual offer will be based on experience, location, education, and/or skills* - Strong Bonus Potential - 401(k) Plan with Match - Paid Parking/Transportation Benefits - Access to Training & Professional Development Programs - Sponsorship for Obtaining Professional Certifications - Flex Spending Accounts - Health Savings Account - Health & Wellness Benefits - Paid Time-Off+ Bank Holidays Interested in learning more and seeing how we connect? Visit us today at: ************************* Questions? Contact us at ************************** First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply. First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact **************************. Region A Pay Range Pay Range$121,000-$194,000 USD
    $49k-83k yearly est. Easy Apply 1d ago
  • Apartment Regional Portfolio Mgr

    Conam Management Corporation 4.4company rating

    San Diego, CA jobs

    Job Description Regional Portfolio Manager- Regional Portfolio Manager - San Diego, CA WHO WE ARE: CONAM Management Corporation is part of The CONAM Group, a multi-family property investment, and management firm established in 1975 that specializes in conventional and affordable housing. We span across 12 states with 11 regional offices that employs a team of 1500+ energetic associates... and we're growing! We recognize the value of our office staff; we are always looking for Regional Portfolio Managers! If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you! WHAT WE ARE LOOKING FOR: We are currently looking for a strategic full-time, salaried Regional Portfolio Manager to support the San Diego, CA regional office with experience in Affordable multi-family properties. This position is Full-Time | Salary | Full Benefits and bonus eligible. Pay Range: $95,000 - $105,000/Yr To be successful in this role you must meet the following requirements: 5+ years as a regional manager in residential multi-family property management. CPM designation is a plus but not required. (State) Real Estate License preferred. Must be willing to obtain a license in 90 days of employment. Experience with Affordable properties, Tax credit, HUD, PSH, Section 8. Microsoft Outlook, Excel, Word, Power Point and Teams or Zoom, experience required. Acquisition and Disposition experience. 3rd Party / Fee Management experience essential. Experience in developing property budgets, as well as dealing with complex operational matters on a daily basis. Experience in overseeing large scale interior renovation projects. A high level of comfort with speaking in groups, public forums or extemporaneously. Critical writing requirements include correct grammar, structure, punctuation, and word usage. Local travel required; occasional travel out of state on an as-needed basis. Weekly visits to the portfolio; on-site 75% of the time. Knowledge of property management software platforms (Yardi, RealPage, Boston post, Gracehill, Revenue Management...etc.) preferred. Excellent written and verbal communication skills. Strong organizational skills that reflect the ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail. Must be highly self-motivated and customer centric. Great analytical, critical thinking, and problem-solving abilities. Strong adaptability and capacity to work in fast-paced environments. WHY YOU WANT TO WORK HERE: CONAM Management Corporation is an experienced, full service real estate and property management firm which has been in the business for over 40 years. The company has earned its reputation as an industry leader through commitment to excellence and high ethical standards. CONAM serves clients nationwide through a network of regional offices located in key metropolitan areas. Our benefits are designed with our associates in mind which include medical, dental, life, vision, Paid sick and vacation, identity theft protection, 401(k), Flexible Spending Accounts, Employee Assistance Program (EAP) and a generous maintenance program. Not to mention we get to surround ourselves with amazing people we enjoy working with daily. Any offer of employment would be contingent upon: acceptable criminal background report, acceptable verification of previous employment, negative drug test, and a valid driver's license with proof of insurance coverage. We are an Equal Opportunity Employer. If this sounds like the right position for you, just click the “APPLY” button above. You will be given an option to submit a resume or complete an on-line application. Please Note: Job pay bands are available upon request. Job pay bands are established based on a multi-state national range. All job offers will consider a wide range of factors to include geographic location, benefits, including discounted housing (if applicable specific to the position and location) market conditions, internal equity, as well as candidate qualifications, such as skills, education, and experience.
    $95k-105k yearly 4d ago
  • Regional Portfolio Manager

    The Conam Group 4.4company rating

    San Diego, CA jobs

    Regional Portfolio Manager (Affordable) - CalCoast Corporate Office | San Diego, CA As a Regional Portfolio Manager (Affordable) with CONAM, you will oversee many properties in a portfolio. You will make decisions in order to achieve the overall objectives of the communities in your region. You'll hire, train, mentor, lead and inspire a team of property management professionals. You'll oversee financial budgeting and reporting and you'll manage the marketing and leasing efforts for all apartment communities in the portfolio. If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you! Who We Are: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of both affordable and conventional housing. Our growing team of over 1,700 associates is dedicated to maintaining and enhancing the quality of life for our residents. At CONAM, we foster a collaborative, team-oriented culture where our associates thrive and are valued for their expertise and commitment. If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you! What we're looking for: Affordable Regional Portfolio Manager to support the Affordable Portfolio in San Diego, CA area with a strong experience in affordable properties. This position is Full-Time | Salary |Pay Range for this position is: $85,000 - 105,000 / Yr + Bonus Potential Requirements: * Previous experience as a regional manager in residential property management with supervisory/management experience * Experience with affordable properties, HUD, Low Income Tax Credit (LIHTC) and Lease Up is required * CPM designation is a plus but not required * State of CA Real Estate License required. * Experience with affordable housing/tax credit properties * Experience in developing property budgets, as well as dealing with complex operational matters daily * Must have a valid driver's license and proof of automobile insurance coverage * Local travel required; occasional travel out of state on an as-needed basis * Computer knowledge: MS Word, Excel & Outlook; MRI software knowledge is a plus Why You'll Love Working Here: CONAM Management Corporation is more than just a job - it's a career where you can grow and be recognized for your expertise in Property Management. We offer a competitive pay, comprehensive benefits package, that make working at CONAM even more rewarding. Our benefits include: * Medical, dental, vision insurance * Pet insurance * Life insurance and identity theft protection * Paid sick and vacation time * 401(k) plan with company match * Flexible Spending Accounts (FSAs) * Employee Assistance Program (EAP) * Additional perks: Service award days, floating holiday, early earned wage access and more At CONAM, we pride ourselves on our culture of excellence and commitment to fostering an inclusive, diverse, and supportive work environment. Additional information: * This position is contingent upon passing a background check, employment verification, pre-employment physical, drug screening, valid driver's license and auto insurance. * CONAM will consider qualified applicants with criminal histories in a manner consistent with the requirement of the law. * We are an Equal Opportunity Employer and encourage all qualified candidates to apply. Ready to make an impact? If you're excited about joining a team that values your skills and offers great benefits, click "APPLY". Pay Bands: Pay bands are established based on geographic location, internal equity, market conditions, and candidate qualifications. We provide competitive compensation based on experience and qualifications.
    $85k-105k yearly 21d ago
  • Regional Portfolio Mgr

    The Conam Group 4.4company rating

    San Diego, CA jobs

    Regional Portfolio Manager- Regional Portfolio Manager - San Diego, CA WHO WE ARE: CONAM Management Corporation is part of The CONAM Group, a multi-family property investment, and management firm established in 1975 that specializes in conventional and affordable housing. We span across 12 states with 11 regional offices that employs a team of 1500+ energetic associates... and we're growing! We recognize the value of our office staff; we are always looking for Regional Portfolio Managers! If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you! WHAT WE ARE LOOKING FOR: We are currently looking for a strategic full-time, salaried Regional Portfolio Manager to support the San Diego, CA regional office with experience in Affordable multi-family properties. This position is Full-Time | Salary | Full Benefits and bonus eligible. Pay Range: $95,000 - $105,000/Yr To be successful in this role you must meet the following requirements: * 5+ years as a regional manager in residential multi-family property management. * CPM designation is a plus but not required. * (State) Real Estate License preferred. Must be willing to obtain a license in 90 days of employment. * Experience with Affordable properties, Tax credit, HUD, PSH, Section 8. * Microsoft Outlook, Excel, Word, Power Point and Teams or Zoom, experience required. * Acquisition and Disposition experience. * 3rd Party / Fee Management experience essential. * Experience in developing property budgets, as well as dealing with complex operational matters on a daily basis. * Experience in overseeing large scale interior renovation projects. * A high level of comfort with speaking in groups, public forums or extemporaneously. * Critical writing requirements include correct grammar, structure, punctuation, and word usage. * Local travel required; occasional travel out of state on an as-needed basis. Weekly visits to the portfolio; on-site 75% of the time. * Knowledge of property management software platforms (Yardi, RealPage, Boston post, Gracehill, Revenue Management...etc.) preferred. * Excellent written and verbal communication skills. * Strong organizational skills that reflect the ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail. * Must be highly self-motivated and customer centric. * Great analytical, critical thinking, and problem-solving abilities. * Strong adaptability and capacity to work in fast-paced environments. WHY YOU WANT TO WORK HERE: CONAM Management Corporation is an experienced, full service real estate and property management firm which has been in the business for over 40 years. The company has earned its reputation as an industry leader through commitment to excellence and high ethical standards. CONAM serves clients nationwide through a network of regional offices located in key metropolitan areas. Our benefits are designed with our associates in mind which include medical, dental, life, vision, Paid sick and vacation, identity theft protection, 401(k), Flexible Spending Accounts, Employee Assistance Program (EAP) and a generous maintenance program. Not to mention we get to surround ourselves with amazing people we enjoy working with daily. Any offer of employment would be contingent upon: acceptable criminal background report, acceptable verification of previous employment, negative drug test, and a valid driver's license with proof of insurance coverage. We are an Equal Opportunity Employer. If this sounds like the right position for you, just click the "APPLY" button above. You will be given an option to submit a resume or complete an on-line application. Please Note: Job pay bands are available upon request. Job pay bands are established based on a multi-state national range. All job offers will consider a wide range of factors to include geographic location, benefits, including discounted housing (if applicable specific to the position and location) market conditions, internal equity, as well as candidate qualifications, such as skills, education, and experience.
    $95k-105k yearly 32d ago
  • Apartment Regional Portfolio Manager

    Conam Management Corporation 4.4company rating

    San Diego, CA jobs

    Job Description Regional Portfolio Manager (Affordable) - CalCoast Corporate Office | San Diego, CA As a Regional Portfolio Manager (Affordable) with CONAM, you will oversee many properties in a portfolio. You will make decisions in order to achieve the overall objectives of the communities in your region. You'll hire, train, mentor, lead and inspire a team of property management professionals. You'll oversee financial budgeting and reporting and you'll manage the marketing and leasing efforts for all apartment communities in the portfolio. If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you! Who We Are: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of both affordable and conventional housing. Our growing team of over 1,700 associates is dedicated to maintaining and enhancing the quality of life for our residents. At CONAM, we foster a collaborative, team-oriented culture where our associates thrive and are valued for their expertise and commitment. If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you! What we're looking for: Affordable Regional Portfolio Manager to support the Affordable Portfolio in San Diego, CA area with a strong experience in affordable properties. This position is Full-Time | Salary |Pay Range for this position is: $85,000 - 105,000 / Yr + Bonus Potential Requirements: Previous experience as a regional manager in residential property management with supervisory/management experience Experience with affordable properties, HUD, Low Income Tax Credit (LIHTC) and Lease Up is required CPM designation is a plus but not required State of CA Real Estate License required. Experience with affordable housing/tax credit properties Experience in developing property budgets, as well as dealing with complex operational matters daily Must have a valid driver's license and proof of automobile insurance coverage Local travel required; occasional travel out of state on an as-needed basis Computer knowledge: MS Word, Excel & Outlook; MRI software knowledge is a plus Why You'll Love Working Here: CONAM Management Corporation is more than just a job - it's a career where you can grow and be recognized for your expertise in Property Management. We offer a competitive pay, comprehensive benefits package, that make working at CONAM even more rewarding. Our benefits include: Medical, dental, vision insurance Pet insurance Life insurance and identity theft protection Paid sick and vacation time 401(k) plan with company match Flexible Spending Accounts (FSAs) Employee Assistance Program (EAP) Additional perks: Service award days, floating holiday, early earned wage access and more At CONAM, we pride ourselves on our culture of excellence and commitment to fostering an inclusive, diverse, and supportive work environment. Additional information: This position is contingent upon passing a background check, employment verification, pre-employment physical, drug screening, valid driver's license and auto insurance. CONAM will consider qualified applicants with criminal histories in a manner consistent with the requirement of the law. We are an Equal Opportunity Employer and encourage all qualified candidates to apply. Ready to make an impact? If you're excited about joining a team that values your skills and offers great benefits, click “APPLY”. Pay Bands: Pay bands are established based on geographic location, internal equity, market conditions, and candidate qualifications. We provide competitive compensation based on experience and qualifications.
    $85k-105k yearly 21d ago
  • Apartment Regional Portfolio Manager (Affordable) - Fremont / Northern California

    Conam Management Corporation 4.4company rating

    Fremont, CA jobs

    Job Description As a Regional Portfolio Manager (Affordable) with CONAM, you will oversee many properties in a portfolio. You will make decisions in order to achieve the overall objectives of the communities in your region. You'll hire, train, mentor, lead and inspire a team of property management professionals. You'll oversee financial budgeting and reporting and you'll manage the marketing and leasing efforts for all apartment communities in the portfolio. Who We Are: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of both affordable and conventional housing. Our growing team of over 1,700 associates is dedicated to maintaining and enhancing the quality of life for our residents. At CONAM, we foster a collaborative, team-oriented culture where our associates thrive and are valued for their expertise and commitment. If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you! What we're looking for: Regional Portfolio Manager to support the Affordable Portfolio in the Fremont Area in Northern, CA area with a strong experience in affordable properties. This position supports the Bay area properties. This position is Full-Time | Salary |Pay Range for this position is: $115,000 - $130,000 / Yr + up to 12% bonus based on portfolio performance. Requirements: Previous experience as a regional manager in residential multi family property management is required Experience with Affordable properties, Tax Credit, Lease Up is required State of CA Real Estate License is required or willingness to obtain CA License within first 90 days. Experience with affordable housing/tax credit properties Experience in developing property budgets, as well as dealing with complex operational matters daily Must have a valid driver's license and proof of automobile insurance coverage Local travel required; occasional travel out of state on an as-needed basis Computer knowledge: MS Word, Excel & Outlook; MRI software knowledge is a plus Why You'll Love Working Here: CONAM Management Corporation is more than just a job - it's a career where you can grow and be recognized for your expertise in Property Management. We offer a competitive pay, comprehensive benefits package, that make working at CONAM even more rewarding. Our benefits include: Medical, dental, vision insurance Pet insurance Life insurance and identity theft protection Paid sick and vacation time 401(k) plan with company match Flexible Spending Accounts (FSAs) Employee Assistance Program (EAP) Additional perks: Service award days, floating holiday, early earned wage access and more At CONAM, we pride ourselves on our culture of excellence and commitment to fostering an inclusive, diverse, and supportive work environment. Additional information: This position is contingent upon passing a background check, employment verification, pre-employment physical, drug screening, valid driver's license and auto insurance. CONAM will consider qualified applicants with criminal histories in a manner consistent with the requirement of the law. We are an Equal Opportunity Employer and encourage all qualified candidates to apply. Ready to make an impact? If you're excited about joining a team that values your skills and offers great benefits, click “APPLY”. Pay Bands: Pay bands are established based on geographic location, internal equity, market conditions, and candidate qualifications. We provide competitive compensation based on experience and qualifications.
    $115k-130k yearly 15d ago
  • Regional Portfolio Manager (Affordable) - Fremont / Northern California

    The Conam Group 4.4company rating

    Fremont, CA jobs

    As a Regional Portfolio Manager (Affordable) with CONAM, you will oversee many properties in a portfolio. You will make decisions in order to achieve the overall objectives of the communities in your region. You'll hire, train, mentor, lead and inspire a team of property management professionals. You'll oversee financial budgeting and reporting and you'll manage the marketing and leasing efforts for all apartment communities in the portfolio. Who We Are: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of both affordable and conventional housing. Our growing team of over 1,700 associates is dedicated to maintaining and enhancing the quality of life for our residents. At CONAM, we foster a collaborative, team-oriented culture where our associates thrive and are valued for their expertise and commitment. If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you! What we're looking for: Regional Portfolio Manager to support the Affordable Portfolio in the Fremont Area in Northern, CA area with a strong experience in affordable properties. This position supports the Bay area properties. This position is Full-Time | Salary |Pay Range for this position is: $115,000 - $130,000 / Yr + up to 12% bonus based on portfolio performance. Requirements: * Previous experience as a regional manager in residential multi family property management is required * Experience with Affordable properties, Tax Credit, Lease Up is required * State of CA Real Estate License is required or willingness to obtain CA License within first 90 days. * Experience with affordable housing/tax credit properties * Experience in developing property budgets, as well as dealing with complex operational matters daily * Must have a valid driver's license and proof of automobile insurance coverage * Local travel required; occasional travel out of state on an as-needed basis * Computer knowledge: MS Word, Excel & Outlook; MRI software knowledge is a plus Why You'll Love Working Here: CONAM Management Corporation is more than just a job - it's a career where you can grow and be recognized for your expertise in Property Management. We offer a competitive pay, comprehensive benefits package, that make working at CONAM even more rewarding. Our benefits include: * Medical, dental, vision insurance * Pet insurance * Life insurance and identity theft protection * Paid sick and vacation time * 401(k) plan with company match * Flexible Spending Accounts (FSAs) * Employee Assistance Program (EAP) * Additional perks: Service award days, floating holiday, early earned wage access and more At CONAM, we pride ourselves on our culture of excellence and commitment to fostering an inclusive, diverse, and supportive work environment. Additional information: * This position is contingent upon passing a background check, employment verification, pre-employment physical, drug screening, valid driver's license and auto insurance. * CONAM will consider qualified applicants with criminal histories in a manner consistent with the requirement of the law. * We are an Equal Opportunity Employer and encourage all qualified candidates to apply. Ready to make an impact? If you're excited about joining a team that values your skills and offers great benefits, click "APPLY". Pay Bands: Pay bands are established based on geographic location, internal equity, market conditions, and candidate qualifications. We provide competitive compensation based on experience and qualifications.
    $115k-130k yearly 15d ago
  • Portfolio Manager

    Property Management Associates 3.5company rating

    Culver City, CA jobs

    Job Description Property Management Associates is growing and looking for a Portfolio Manager to manage approximately 15 properties throughout Orange County and South Bay Los Angeles with experience in Multi-Family Management, to join our team and grow in a dynamic and exciting place to work that values its employees. Essential Functions include a deep understanding of property operations, financial aspects of multi-family property management, property maintenance and vendor management, property marketing and property leasing, team development, employee supervision, and motivation. Job Requirements: Education - B.A/B.S. Undergraduate degree preferred Years of Experience - 5 years of prior supervisory experience with rent control Computer Skills - Proficient in Excel, MS Office Suite (Word, Outlook, Excel), and Yardi Voyager Physical Requirements -Ability to walk properties, climb stairs, bend, lift to 25lbs Valid driver's license and reliable transportation Well-versed in all areas of financial management, including budgeting, income & expense oversight, and variance reporting Demonstrated experience in problem identification, analysis, recommendation of options, and development of logical and workable solutions PMA offers a competitive benefits package to full-time employees, including: Medical, Dental, Vision, and Life Insurance with an employer contribution 401(k) with discretionary company contribution after 1 year Short-term & Long-term Disability Critical Illness/Accident/Hospital Indemnity Plans Generous Paid Time Off: Time off benefits include vacation, holidays, and sick time Start the weekend Early (1-hour early Release on Fridays) Pay Range$100,000-$105,000 USD We celebrate diversity and are committed to creating an inclusive environment for all employees. Take your career in property management to another level About Property Management Associates Property Management Associates (PMA) is a full service Property Management Company located near Los Angeles, California. PMA has been in business for over 30 years. We specialize in commercial and residential property management, apartments for rent in Los Angeles and greater LA County, and commercial real estate for lease. This, combined with our professional property management services, makes PMA one of the largest property management companies in Southern California. Property Management Associates encourages an entrepreneurial spirit and believes in investing in our staff. We are also a family oriented company with great opportunities to grow! Property Management Associates encourages an entrepreneurial spirit and believes in investing in our staff. PMA does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by PMA to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that PMA will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies. All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.
    $100k-105k yearly 9d ago
  • Sr Analyst/Associate - Investor Relations

    The Wolff Company 4.2company rating

    Scottsdale, AZ jobs

    Full-time Description The Investment Management team is seeking a dynamic Senior Analyst or Associate in Investor Relations to strengthen our investor communication and fundraising efforts. The successful candidate will be responsible for accurate and timely reporting to investors and joint venture partners, leveraging a deep understanding of fund and real estate investment activities to deliver exceptional service. Success in this role requires strong attention to detail time management, and analytical skills. Key Responsibilities: Investor Reporting: Lead preparation and delivery of quarterly, annual, and ad-hoc investor reports, ensuring accuracy, timeliness, and consistency across all materials. Clearly communicate investment activity, portfolio performance, market trends, and the firm's outlook. Coordinate closely with Accounting, Portfolio Analytics, Legal, Tax, and Asset Management teams to compile and verify data. Maintain reporting calendars, track deliverables, and proactively manage deadlines to meet all investor and partner expectations. Support report distribution and document posting through the investor portal, including financial statements and tax forms. Review all data and narrative content with exceptional attention to detail, ensuring clarity, accuracy, and alignment with firm standards. Investor Portal & Records: Maintain complete and current investor records, including capital activity, ownership data, and contact information, within the firm's investor portal and interna registries. Coordinate investor transfers and ownership changes, ensuring proper documentation. Fundraising & Due Diligence Support: Support fundraising activities by keeping due diligence materials and data rooms current, completing investor questionnaires, and preparing presentations and performance summaries. Collaborate with internal teams to ensure all materials are accurate, consistent, and compliant. Requirements Honesty, integrity, and a strong work ethic Exceptional organizational, planning, and multitasking abilities Excellent written and verbal communication skills Advanced proficiency in Microsoft Word, PowerPoint, and Excel (including understanding of financial modeling) Qualifications: Bachelor's degree required (finance, accounting, business preferred) 2+ years of experience in a client-facing or analytical role Background in finance, accounting, or real estate is strongly preferred Demonstrated accountability for quality and accuracy in prior roles WHY WOLFF? Competitive compensation + performance bonuses Medical, dental, vision, and 401(k) match PTO plus volunteer time People-first culture built on innovation, stewardship, execution, and continuous learning COMPANY OVERVIEW The Wolff Company is a real estate investment firm that is focused on the multifamily and senior living sectors throughout the United States. The firm has over $3.5 billion in assets under management across five active funds, numerous joint ventures, and legacy partnerships. Wolff's investor base includes institutions, family offices, public and private pension plans, and high-net-worth individuals. Wolff's investment activity primarily occurs through two closed-end fund series-Wolff Real Estate Partners and Wolff Credit Partners.
    $82k-141k yearly est. 54d ago

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