Find Jobs
Find Jobs Near You – Available Work in Your Location
Portfolio Operations Coordinator
Job Description
Summary of Responsibilities:
Responsible for maintaining the integrity of the physical assets and maximizing the returns from those assets. Responsible for oversight and compliance management regarding regulatory requirements related to owner's financing and owner's mission. Responsible for supervision, training, and development oversight of all personnel within his/her management portfolio. Maintains relationships with suppliers, vendors, and others serving the communities within his/her management portfolio.Duties:
Duties include but are not limited to: Conduct regular site visits to evaluate the progress and/or needs of the individual communities within his/her portfolio. Maintaining the physical asset- o Supervises employees and contractors. o Assures adherence to specifications (contractual; operations manual). Conducts formal site inspections of building interiors and exteriors within management portfolio. Makes recommendations for physical repairs and/or replacements. Ensures observance of safety regulations. Marketing and leasing
- o Provides supervisory oversight for team leaders, business managers. o Regularly evaluates market conditions and property comparable. o Evaluates and monitors community's marketing plan. o Periodically reviews rental applications and lease forms for accuracy and compliance with established policies and procedures. Revenue management
- Supervises rent collection in accordance with established policies. o Approves and monitors rental rate recommendations for new leases and renewals based on current market information. Financial reporting and control
- o Reviews and helps develop annual property management plan and operating budget. o Reviews all monthly financial reports. Reviews and approves payments (payroll, invoices). Approves expenditures in accordance with established policy and procedures. Administration
- Handles employee selection, training, and control, and assures that all supervised employees comply with the appropriate policies and procedures.
Benefits
- Paid Time Off (PTO)
- Sick Leave
- 401(k) Plans
- Other Retirement and Savings
Career Insights for Investment / Portfolio Analyst
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Washington data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
$90,463 / year median in Washington
+4% projected growth