Portfolio Manager

2 days ago


ChampssurYonne, Bourgogne-Franche-Comté, United States Lerch Bates Full time
Job Title: Portfolio Manager

We are seeking a highly skilled Portfolio Manager to join our team at Lerch Bates. As a Portfolio Manager, you will be responsible for providing exceptional customer service and project management expertise to our clients.

Key Responsibilities:
  • Stay on top of potential issues and current problems for the client or account manager by analyzing callout reports/invoices/surveys.
  • Work with leadership, account holders, and clients to create action plans to move projects forward and troubleshoot/resolve issues.
  • Solve and negotiate conflicts between vendors and the client.
  • Communicate with the client on behalf of the company via email, telephone, and in-person meetings as per contractual obligations and client requests.
  • Organize information and data using databases and spreadsheets to track projects, concerns, and resolutions.
  • Write formal proposals, specifications, bidding documents, and reports using technical industry language.
  • Review billing reports and make collection calls as required.
Requirements:
  • A Bachelor's Degree is required, and Project Management, Construction Management, or Engineering degrees are preferred.
  • Courses/certifications in service, project management, and/or administrative functions (preferred).
  • Proven successful employment history.
  • Project Management experience in a construction trade or existing building trade (preferred).
  • Experience with project specifications, RFP, bid preparation, negotiation, awards, and change orders (preferred).
  • Experience working in the elevator/vertical transportation field (preferred).
What We Offer:
  • Competitive Compensation
  • Medical, Dental, and Vision Insurance
  • Employee Stock Ownership program
  • Generous PTO
  • Incentive compensation bonus
  • 401(k) with up to 6% employer match
  • FSA and HSA
  • Charitable paid time off
  • Birthday Bonus
  • Paid Parental Leave
  • Tuition Reimbursement
  • Learning and Development
  • Exceptional company culture

Lerch Bates is 100% employee-owned, and our employee-owners bring a distinct we own what we do brand of technical consulting to every project and partnership. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.



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