Portfolio Manager

HOA Talent

Washington (District of Columbia)

On-site

USD 95,000 - 110,000

Full time

5 days ago
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Job summary

HOA Talent is seeking an experienced Portfolio Manager to oversee the day-to-day administrative, financial, and operational management of a portfolio of condominium, HOA, and cooperative communities in Washington DC. You will serve as the primary contact for Boards of Directors, driving fiscal stewardship and proactive property management.

Responsibilities include budget drafting, vendor selection, contract management, and ensuring adherence to governing documents.

Qualifications

  • Experience managing condominiums, HOAs, or cooperatives.
  • Bachelor's degree preferred.
  • Strong knowledge of financial reporting and budgeting.
  • Proficiency in Microsoft Office (Word, Excel, Outlook).

Responsibilities

  • Own full management responsibility for an assigned portfolio of associations and liaise with Boards.
  • Prepare and present monthly management reports on inspections, maintenance, covenants, insurance, and security.
  • Draft and manage annual budgets; read financial reports with confidence.
  • Obtain competitive bids and guide Boards through vendor selection.
  • Enforce community rules and governing documents.
  • Conduct weekly property inspections and review maintenance logs.
  • Manage contractor relations, insurance, warranties, liens, and workmanship.
  • Lead energy management and capital expenditure planning discussions.
  • Build preventive maintenance programs for systems and coordinate with Boards for repairs.
  • Attend Board meetings and deliver quarterly inspection reports.

Skills

Portfolio management experience
Financial reporting & budgeting
Microsoft Office Suite
Organizational & project management
Customer-service mindset
Strong communication
Team leadership & diplomacy
Driver's license

Education

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

Portfolio Manager - Condominium, HOA & Cooperative Communities

Washington DC | Full-time | On-site (minimal WFH flexibility) | $95,000 - 110,000/year

About the Role

We're looking for an experienced Portfolio Manager to oversee the day-to-day administrative, financial, and operational management of a portfolio of condominium, HOA, and cooperative communities. You'll serve as the primary point of contact for multiple Boards of Directors, driving strong financial stewardship, proactive property maintenance, and excellent service for residents.

What You'll Do
Board & Financial Management
  • Own full management responsibility for an assigned portfolio of associations, acting as the primary liaison to each Board of Directors.
  • Prepare and present monthly management reports covering site inspections, maintenance progress, covenant violations, insurance status, and security incidents.
  • Draft the annual budget for Board review and approval, and read/interpret financial reports with confidence.
  • Obtain competitive bids for association contracts and guide Boards through vendor selection.
  • Ensure community rules and governing documents are consistently enforced.
Property & Vendor Oversight
  • Conduct weekly property inspections and monthly reviews of preventative maintenance logs to ensure schedule compliance.
  • Manage contractor relationships end-to-end — insurance certificates, bonds, warranties, lien releases, and workmanship quality.
  • Negotiate service contracts and maintain a calendar of expirations and upcoming bidding milestones.
  • Advise Boards on energy management options and capital expenditure planning.
  • Build and maintain preventive maintenance programs for mechanical, plumbing, electrical, and HVAC systems.
  • Process incident, accident, and insurance claims, and coordinate on potential litigation as directed by the Board.
  • Attend Board meetings as required by each management contract and deliver quarterly common-element inspection reports.
What You'll Bring
  • 3+ years of experience managing condominiums, HOAs, or cooperatives.
  • Bachelor's degree preferred.
  • Strong working knowledge of financial reporting and budgeting.
  • Proficiency in Microsoft Office (Word, Excel, Outlook).
  • Excellent organizational, project management, and analytical skills, with the ability to juggle multiple priorities daily.
  • A customer-service mindset and working knowledge of building systems and structures.
  • Strong communication skills across all levels of an organization, board members and residents included.
  • Comfort leading a team and resolving conflict diplomatically.
  • Reliable personal transportation, a valid driver's license, and proof of insurance (mileage reimbursement provided).

Note: This job description reflects the general nature of the work performed and is not an exhaustive list of duties. Team members may be asked to take on additional responsibilities as business needs evolve.

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