Portfolio Manager

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Full Time Pasco, Lutz, FL, US

Department

Property Management

Reports To

Regional Director

FLSA Status

Exempt

Salary Range

TBD

Document Date

September 25th, 2026

Job Title

The Portfolio Manager is responsible for the overall management, operational performance, client relationships, and financial administration of an assigned portfolio of condominium and homeowners’ associations. The Portfolio Manager serves as a senior management resource to Community Association Managers (CAMs), Boards of Directors, homeowners, vendors, and internal departments, ensuring communities receive consistent, professional, and high-quality management services. The role provides leadership, oversight, coaching, and support to assigned CAMs;

assists with complex community matters; and maintains a visible presence throughout the assigned portfolio.

• Provide overall leadership, management, and operational oversight for an assigned portfolio of HOA and condominium communities.
• Serve as a senior point of contact for Boards of Directors, Community Association Managers, homeowners, vendors, and internal departments.
• Build and maintain strong, professional relationships with Boards of Directors and association leadership.
• Provide guidance and support to Community Association Managers regarding day-to-day operations, Board relations, homeowner concerns, vendor performance, compliance, and community issues.
• Review the performance and workload of assigned Community Association Managers and provide coaching, direction, and operational support.
• Assist with recruiting, onboarding, training, development, and performance management of Community Association Management staff as directed by leadership.
• Attend Board meetings, annual meetings, membership meetings, special meetings, budget meetings, and other community functions as required.
• Assist Community Association Managers with complex, sensitive, or escalated Board and homeowner matters.
• Review Board meeting agendas, management reports, action items, and follow-up activities to ensure commitments are addressed timely and accurately.
• Monitor Board directives and ensure appropriate follow-up by the Community Association Manager and internal departments.
• Conduct regular property inspections throughout the assigned portfolio to evaluate maintenance, cleanliness, landscaping, amenities, safety, and overall community appearance.
• Identify operational deficiencies, safety concerns, deferred maintenance, and other property issues and coordinate appropriate corrective action.
• Oversee vendor relationships and service performance to ensure contractual obligations, service levels, insurance requirements, and community expectations are met.
• Assist with vendor selection, contract negotiations, renewals, proposals, bid processes, and performance evaluations.
• Review association financial reports, budgets, accounts payable, accounts receivable, expenditures, and other financial information in coordination with Accounting and Community Association Managers.
• Assist with annual budget preparation, budget presentations, reserve planning, financial forecasting, and identification of significant financial concerns.
• Monitor community financial performance and identify variances, unusual expenditures, budget concerns, and other matters requiring management attention.
• Work collaboratively with Accounting to resolve financial questions, homeowner account issues, invoice concerns, and reporting discrepancies.
• Assist Boards of Directors with long-term planning, capital improvement projects, reserve-funded projects, major…