Portfolio Manager

HOA Talent

  • Washington, DC
  • 5 days ago
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    Skills

    • Accounts Payableunmatched
    • Administrative Skillsunmatched
    • Biddingunmatched
    • Billingunmatched
    • Board Meetingunmatched
    • Budgetingunmatched
    • Capital Projectunmatched
    • Communication Skillsunmatched
    • Computer Securityunmatched
    • Contract Requirementsunmatched
    • Customer Support/Serviceunmatched
    • Driver's Licenseunmatched
    • Financial Managementunmatched
    • Financial Reportingunmatched
    • HVACunmatched
    • High School Diplomaunmatched
    • Home Inspectionsunmatched
    • Insuranceunmatched
    • Insurance Claimsunmatched
    • Insurance Documentationunmatched
    • Internet Portalunmatched
    • Investment Managementunmatched
    • Leadershipunmatched
    • Liensunmatched
    • Lift/Move 25 Poundsunmatched
    • Litigationunmatched
    • Maintain Complianceunmatched
    • Maintenance - Electricalunmatched
    • Maintenance - Plumbingunmatched
    • Mechanical Maintenanceunmatched
    • Microsoft Excelunmatched
    • Microsoft Officeunmatched
    • Microsoft Outlookunmatched
    • Microsoft Wordunmatched
    • Negotiation Skillsunmatched
    • People Managementunmatched
    • Presentation/Verbal Skillsunmatched
    • Preventative Maintenanceunmatched
    • Property Maintenanceunmatched
    • Regulationsunmatched
    • Team Lead/Managerunmatched
    • Vendor/Supplier Managementunmatched
    • Writing Skillsunmatched

    Description

    Portfolio Manager

    Join KCM as a Portfolio Manager overseeing a portfolio of community associations. You'll be the primary point of contact for each Board of Directors, driving financial performance, vendor management, and property standards while ensuring full compliance with governing documents and Fair Housing regulations.

    What You'll Do

    Financial & Board Reporting

    • Prepare and present monthly management reports covering site inspections, maintenance progress, violations, insurance status, and security incidents
    • Draft annual budgets for Board approval and manage working capital reserve projects
    • Obtain competitive bids for all contracts based on written specifications; Board retains final approval
    • Authorize purchases, approve invoices, and confirm lien releases before final payment

    Property & Vendor Management

    • Conduct weekly property inspections and monthly reviews of preventative maintenance logs
    • Negotiate and track vendor contracts, expirations, and bidding timelines
    • Vet contractors for insurance certificates, bonding, warranties, and workmanship quality
    • Develop and maintain preventive maintenance programs for mechanical, plumbing, electrical, and HVAC systems
    • Coordinate annual and as-needed inspections of common elements, submitting quarterly findings to the Board

    Board & Owner Relations

    • Serve as the primary liaison between the Board and property operations
    • Respond to owner correspondence and enforce community rules and regulations
    • Process incident/accident reports and insurance claims, coordinating on potential litigation
    • Attend Board meetings per management contract requirements

    Team Leadership

    • Supervise onsite staff and the Corporate Administrative Assistant
    • Hire, train, and retain on-site personnel as needed
    • Flag personnel and physical property needs to senior leadership

    What You'll Bring

    • High school diploma required; college degree preferred
    • Strong customer service background with excellent written and verbal communication skills
    • CMCA designation (CAI) preferred
    • Proficiency in Microsoft Office (Outlook, Word, Excel)
    • Working knowledge of Vantaca, Strongroom Payables Lockbox, and community web portals
    • Valid driver's license may be required
    • Ability to lift up to 25 lbs and walk properties, including stairs

    Work Environment

    • Hybrid schedule: 50% remote, 50% in-office/on-site
    • Standard office environment paired with regular outdoor property inspections

    Numbers & Facts

    LocationWashington, DC

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