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Commercial Portfolio Manager

2 months ago


Lafayette, United States Windsor Management Full time

Commercial Portfolio Manager – Growth Position


An Ideal Candidate

  • You’re the one people go to when nobody else can solve a problem.
  • People follow your ideas because you have repeatedly earned their trust.
  • You can convince others, not because you are trying to sell something, but because you truly believe your output and have done your homework.
  • You are described as a problem solver, collaborative, responsive, and customer service oriented.


Our Service

In an ideal world, tenants would pay their rent on time, buildings would never have any issues, and the building owners could ride off into the sunset. The world isn’t ideal. Rents are late. Things break. Help is needed. That is where we step in. Windsor provides a white glove service so owners can still ride off into the sunset.


About Windsor

At our core, we are our people. Our mission is to be the premier company for a commercial property management career. We want talented teammates with whom we can work and win together. We do constant training, both structured and informal, to always make ourselves better. We strike the balance on speed and accuracy, owning our work through responsibility and delegation versus collaboratively relying on each other as a high trust team, and solidifying procedures and establishing new ones. We know employees may leave our company over time, but we want to create an environment so amazing that it never crosses your mind. But if you do leave, we want you to know the value of the skills and development gained at Windsor so you can continue to thrive. With the best people both doing our own work and chipping in to make Windsor and each other better, Windsor can continue to thrive and grow which creates more opportunities for everyone to develop.


Windsor Growth

Our reputation drives our growth. Our growth has been 100% word of mouth referrals from happy clients and vendors. It is a testament to our collective, quality output and a testament to the staff we hire. Windsor was recognized in the Top 100 Fastest Growing Companies in the Bay Area in 2023 and 2022.


What Success Looks Like for You

It is valuable for new Portfolio Managers (PMs) to get up to speed steadily and we want you to take the time to invest in skills and development as you learn our processes. You will start with roughly a third of a normal portfolio and grow into a full portfolio over six months. You will manage a portfolio of office, industrial, and retail. You will visit properties monthly and ad-hoc. The properties are located across the Bay Area. We have a defined Operations team that will support work orders and vendor requests and an Accounting team that will support with financials.


We do not manage to KPIs. Instead, we lead through communication and trust. How the workload is; how the buildings are doing; your ability to handle more complex and challenging buildings.


Collectively the team knows which PMs they can go to with questions. They know who always delivers for their owners. They know who can solve the hardest, trickiest problems. That is how we define success.


Tangible Background Skills Needed for the Portfolio Manager Position

  • Thorough understanding of lease terms, lessor and lessee responsibilities, and CAM estimates and reconciliation calculations
  • Must have CAM and Cash Flow experience. Must have detailed CAM knowledge
  • At least three years of Commercial Property Management experience
  • Knowledge of buildings, structures, and systems
  • Construction management and project management
  • Accrual accounting
  • Ability to balance “owning” your portfolio yourself with collaborative teamwork


Benefits

At Windsor, we are committed to the well-being of our staff.


Some of our perks and benefits include:

  • Kaiser HMO medical coverage. We cover 90% of your premiums and 50% of any enrolled dependents’ premiums. We also offer a PPO through Covered CA with gold, silver, and bronze options. If you elect that plan, you would pay the difference vs your Kaiser premiums on a pre-tax basis.
  • Vision and dental are available through Beam as employer-sponsored programs. You pay the premiums if you participate but it is done on a pre-tax basis.
  • An FSA with both the standard and dependent care versions that you can choose to participate in up to the federal maximum.
  • Employer-sponsored life and LTD plans are available, including a level with guaranteed coverage. You pay the premiums if you participate but it is done on a pre-tax basis.
  • 401k plan with company matching. Your contributions vest immediately, and Windsor will match 100% of the first 3% of your salary and 50% of the next 2% of your salary.
  • For PTO, we observe 11 Annual Federal Holidays.
  • For Vacation PTO, 15 days off the first year, and 20 days off every year thereafter.
  • For Sick PTO, 5 days off.


Note to Third-Party Agencies

We request that third-party agencies refrain from contacting us regarding this job posting. We are managing the recruitment process internally and will not be considering applications or services from external agencies. Thank you for respecting our recruitment process.