Position title: PORTFOLIO MANAGER
Position reports to: HEAD OF PORTFOLIO SERVICES
Business Unit: PORTFOLIO SERVICES
Job Overview:
The Portfolio Manager (PM) is responsible for the high-level oversight and governance of the contractual relationship between the client and service provider. This role requires strategic contract execution, performance monitoring, and stakeholder management to ensure effective property and utilities management. The PM will play a pivotal role in mitigating risks, ensuring compliance, and driving efficiency in leasing, financial operations, and utilities management.
Core Responsibilities:
- Contractual Compliance & Performance Management
- Act as the primary liaison for all contract-related matters, ensuring alignment with service-level agreements.
- Regularly audit and assess contract compliance to mitigate risks and improve operational efficiency.
- Develop performance frameworks to evaluate and track supplier effectiveness.
- Lead contract renegotiations and modifications when necessary.
- Stakeholder & Client Relations
- Facilitate seamless communication between clients, vendors, and internal teams.
- Address and resolve stakeholder disputes efficiently.
- Organize periodic reviews with tenants, landlords, and service providers.
- Real Estate & Leasing Administration
- Manage lease renewals, amendments, and compliance tracking.
- Ensure accurate documentation and processing of leasing agreements.
- Optimize occupancy rates through strategic lease negotiations and market analysis.
- Financial Oversight & Risk Control
- Oversee financial transactions including lease payments, revenue recovery, and expense management.
- Ensure precise financial reporting, budget forecasting, and IFRS compliance.
- Drive initiatives for cost reduction and increased financial efficiency.
- Manage escalations related to non-payments and financial disputes.
- Utilities & Infrastructure Coordination
- Oversee utilities management processes, including consumption tracking and municipal coordination.
- Validate and approve funding requests for utility expenditures.
- Manage account reconciliations and dispute resolution for municipal charges.
- Implement sustainability initiatives to optimize resource usage.
- Data Management & Reporting
- Maintain data accuracy in property and lease management systems.
- Generate and present analytical reports on portfolio performance.
- Provide insight-based recommendations to senior management.
- Conduct trend analysis to drive strategic decision-making.
- Risk, Compliance, & Legal Governance
- Identify operational risks and implement mitigation strategies.
- Ensure compliance with real estate regulations, financial guidelines, and contractual obligations.
- Partner with legal teams to manage disputes, evictions, and compliance-related matters.
Required Qualifications & Experience:
- Bachelor’s degree in Business, Finance, Real Estate, or a related discipline.
- 7+ years of experience in account management, contract oversight, or property/utility management.
- Strong knowledge of leasing laws, financial regulations, and risk management.
- Experience in strategic negotiations and contract execution.
- Ability to analyze market trends and provide data-driven insights.
Key Competencies & Skills:
- Strategic thinking and leadership.
- Strong financial and contract management acumen.
- Advanced stakeholder engagement and dispute resolution capabilities.
- High proficiency in property management systems and financial tools (e.g., SAP).
- Excellent organizational, analytical, and communication skills.
Performance Metrics:
- Compliance with all contract terms and SLAs.
- Accuracy and timeliness of financial reports.
- Tenant satisfaction and lease optimization rates.
- Successful resolution of contract disputes.
- Cost efficiency and budget adherence.
This role demands a proactive, results-driven professional who can drive operational excellence, maintain strong stakeholder relationships, and ensure seamless contract execution in the property and utilities sector.