Portfolio Manager Assistant

6 days ago

Costa Mesa, California, United States FPI Management, Inc. Full time
Job Title: Portfolio Analyst

At FPI Management, Inc., we are seeking a highly skilled and detail-oriented Portfolio Analyst to join our team. As a Portfolio Analyst, you will play a critical role in assisting our Portfolio Managers in managing a group of assets assigned by FPI Management, Inc.

Key Responsibilities:
  • Assist Portfolio Managers in preparing annual operating budgets for submission to clients and properties.
  • Monitor project budgets and marketing to maintain awareness of the current financial status of each asset.
  • Complete the monthly/quarterly Property Manager Checklist and submit on-time.
  • Review and submit accurate weekly reports to clients.
  • Make rent and concession recommendations to Portfolio Managers based on market conditions and availability.
  • Verify that each property is adequately maintaining appropriate and required forms, leases, documents, resident certifications, invoices, and all other necessary forms, posters, and signs required by the client, the lender, and FPI Management, Inc.
  • Ensure that all units are maintained to FPI standards, including turn-over's, exterior curb appeal, decorating recommendations, and cleanliness.
  • Review and communicate vacancies, availability dates, and turn-over rates with Portfolio Managers.
  • Assist Portfolio Managers with review and completion of monthly operating statements, budget and variance reports, check registers as necessary, delinquency reports, and other financial reports as provided by FPI Management to ensure budgetary control.
  • Maintain a professional appearance at all times in the presence of employees, clients, and residents.
  • Assist Portfolio Managers to provide training and positive guidance to all employees to ensure maximum productivity.
  • Provide Portfolio Managers with monthly training status reports of on-site employees and ensuring training requirements are met for each employee.
  • Responsible for meeting all training requirements for the PM position.
  • Assist Portfolio Managers to personally respond to resident, client, and vendor calls, emails, and text messages within 24 hours of receipt during the work week.
  • Assist Portfolio Managers with recruiting activities and the hiring of all on-site personnel.
  • Assist Portfolio Managers to ensure their Sites and Community Directors are in compliance with all FPI Safety Policies and Procedures.
  • Maintain positive, professional, and effective communication with clients and supervisors to ensure FPI is meeting the client objectives and expectations.
  • Affordable Housing Duties/Responsibilities:
    • Ensure compliance with all Equal Housing Opportunity/Affirmative Fair Housing laws.
    • Ensure proper LIHTC and/or Section 8 policies and procedures are followed.
    • Monitor LIHTC Application and Annual Recertification processes.
    • Regulatory Compliance – Ensures compliance with regulatory and funding requirements, contracts, and reporting.
    • Conduct file reviews, physical inspections, and interact with regulatory agencies.
    • Conduct semi-annual inspections as required.
  • Consistently and fairly enforce community rules and regulations, FPI Standard Operating Procedures.
  • Comply with all Fair Housing Laws and FPI policies and procedures.
  • Promote a professional image by adhering to FPI Management's Dress Code Policy.
  • Conduct displayed must be of a professional manner when communicating with employees, residents, prospective residents, clients, vendors, and guests while representing FPI Management.
  • Perform any and all functions as directed by the supervisor, including special project assistance.
  • Responsible for meeting all training requirements for the position (Grace Hill, Safety Meetings, etc.).
Requirements:
  • High School diploma or equivalency certificate.
  • Valid Drivers License, a good driving record, current motor vehicle insurance which meets State requirements, and an operable vehicle that meets FPI's Driving Standards and Personal Vehicle Use policy.
  • Preferred 2-4 years' experience supervising employees.
  • Must be proficient in speaking, reading, and writing in English.
  • Basic Computer Skills.
  • Customer Service.
  • Google Drive.
  • Google Mail (GMail).
  • Internet Use.
Essential Attributes:

Embracing and exemplifying our HEART core values and incorporating them into every task performed and every interaction with clients, supervisors, team members, colleagues, residents, vendors, etc.

Positive influencing, interpersonal, and communication skills are essential.

Why look at FPI for your next career step? We are one of the largest third-party 100% fee-managed Property Management companies in the nation, an industry leader in both the Conventional and Affordable Housing spaces, managing over 850 communities (~150,000 units) across the country, and employing ~3,500 team members.

We offer comprehensive compensation and benefits packages (employee-only employer-paid plan available), ongoing training, and plenty of opportunities to grow your career.

Come join Team FPI

EEO/EVerify Statements

FPI Management is an Equal Opportunity Employer. All qualified applicants are encouraged to apply. FPI Management participates in the E-Verify program.

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