Investment Portfolio Manager, Sr. jobs in Antioch, CA

Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Regional Portfolio Manager (REF4162Q)
  • FPI Management
  • Antioch, CA FULL_TIME
  • Regional Portfolio Manager

    • Employees can work remotely
    • Full-time
    • Unit Count: 20
    • Salary Pay Range Maximum Annually: 105000
    • Property Name: 1221 Vallejo
    • Salary Pay Range Minimum Annually: 100000
    • Bonus Eligible: Yes
    • Employee Type: Regular
    • Driving/License Required: Yes

    Company Description

    Multifamily Property Management

    Job Description

    The Regional Portfolio Manager is the individual directly responsible for managing a group of assets as assigned by FPI Management. This individual is responsible for enforcing all FPI Management policies, procedures and internal operations. The Regional Portfolio Manager will be accountable for all operations of the assets in their inventory. Their job is to meet the expectations of each Client based on the respective operating budget and management agreement.

    Pay: $100,000 - $105,000 / Year

    DUTIES AND RESPONSIBLITITES

    1.Prepare annual operating budgets for submission to Clients and Properties.

    2.Monitor project budgets and marketing to maintain an awareness of the current financial status of each asset. Alert the FPI Management Executive Committee of any recommended changes.

    3.Complete the monthly/quarterly Property Manager Checklist and submit on-time.

    4. Make rent and concession recommendations based on market conditions and availability.

    5. Verify that each property is adequately maintaining appropriate and required forms, leases, documents, resident certifications, invoices, and all other necessary forms, posters, and signs required by the Client, the Lender, and FPI Management.

    6. Assure that all units are maintained to FPI standards, including turn-over's, exterior curb appeal, decorating recommendations, and cleanliness.

    7. Review vacancies, availability dates, and turn-over rates.

    8. Review monthly operating statements, budget and variance reports, check registers as necessary, delinquency reports, and other financial reports as provided by FPI Management to ensure budgetary control.

    9. Monitor service requests for completion, timeliness, and resident satisfaction.

    10. Maintain a professional appearance at all times in the presence of Employees, Clients and Residents.

    11. Provide training and positive guidance to all employees to ensure maximum productivity.

    12. Personally respond to Resident, Client, and Vendor calls, emails, and text messages within 24 hours of receipt during the work week.

    13. Responsible for participating in recruiting activities and make sound hiring decisions for all on-site position openings.

    14. Responsible for meeting all training requirements for the PM position and ensuring site employees have met the training requirements for their position.

    15. Evaluate the performance of each on-site personnel on an on-going basis. Ensure all employee communication and counseling is properly documented and provided to the Human Resource Department.

    16. Ensure CD Annual Reviews are completed, as well as Community Directors are completing reviews for each of their staff.

    17. Portfolio Managers are responsible for ensuring their Sites and Community Directors are in compliance with all FPI Safety Policies and Procedures.

    18. Maintain positive, professional and effective communication with Clients and Supervisors to ensure FPI is meeting the Client objectives and expectations.

    19. Affordable Housing Duties/Responsibilities:

    • Ensure compliance with all Equal Housing Opportunity/Affirmative Fair Housing laws.
    • Ensure proper LIHTC and/or Section 8 policies and procedures are followed.
    • Monitor LIHTC Application and Annual Recertification processes.
    • Regulatory Compliance – Ensures compliance with regulatory and funding requirements, contracts, and reporting.
    • Conduct files reviews, physical inspections, and interacts with regulatory agencies.
    • Conduct semi-annual inspections as required.

    20. Other

    • Consistently and fairly enforce community rules and regulations, FPI Standard Operating Procedures.
    • Comply with all Fair Housing Laws and FPI policies and procedures.
    • Promote a professional image by adhering to FPI Management's Dress Code Policy.
    • Conduct displayed must be of a professional manner when communicating with employees, residents, prospective residents, clients, vendors, and guests while representing FPI Management.
    • Responsible for meeting all training requirements for the position (Grace Hill, Safety Meetings, etc.).

    Perform any and all functions as directed by the supervisor, including special project assistance.

    Qualifications

    Minimum Requirements:

    • Minimum 2 years' experience in a similar leadership role, within a Property Management environment.
    • LIHTC experience preferred
    • High School diploma or equivalency certificate required. College degree in a relatable field preferred, or equivalent combination of education and work experience in the field of property management.
    • Certification or designation from an accredited organization, preferred (ARM, CAM, CAPS, COS, CPM, MPM, RMP, etc.).
    • Valid Real Estate Salesperson License (requirement varies by state).
    • Valid Driver's License, a good driving record, current motor vehicle insurance which meets State requirements, and an operable vehicle that meets FPI's Driving Standards and Personal Vehicle Use policy.
    • Must be proficient in speaking, reading, and writing in English.

    Additional requirements for Affordable Housing properties:

    Must have a minimum of 3 years' experience with affordable housing programs including but not limited to: LIHTC, HUD programs (Project Based Section 8, Section 236, PRAC, 811 PRA), USDA-Rural Development (515), HCD, HOME Funds and Bonds. Affordable Housing Accreditation (HCCP, HCP-E, COS, BOS, TCS, CPO, etc.) or other applicable designations in affordable programs. Strong computer skills (MS Office, Google Apps, property management-related software, email, internet). Position is telecommuting approved. Employees must be disciplined and have the ability and set-up to work from home, have a dedicated space to efficiently and ergonomically perform job duties, and must be able to abide by FPI's Telecommuting policies.

    Skills Required:

    • Yardi
    • Weblisters
    • Site Pro
    • RealPage
    • Onesite
    • On-Site
    • Knock
    • G-Suite (Google)
    • Entrada
    • Adobe Acrobat
    • Craigslist
    • Microsoft Word
    • Microsoft ExceI
    • Google Mail (GMail)
    • Google Drive
    • Internet Use
    • Basic Computer Skills
    • Management
    • Customer Service

    Additional Information

    ESSENTIAL ATTRIBUTES

    • Embracing and exemplifying our HEART core values and incorporating them into every task performed and every interaction with clients, supervisors, team members, colleagues, residents, vendors, etc.
    • Positive influencing, interpersonal, and communication skills are essential.

    Why look at FPI for your next career step? We are one of the largest third-party 100% fee-managed Property Management companies in the nation, an industry leader in both the Conventional and Affordable Housing spaces, managing over 850 communities (~150,000 units) across the country, and employing ~3,500 team members. We offer comprehensive compensation and benefits packages (employee-only employer-paid plan available), ongoing training, and plenty of opportunities to grow your career. Come join Team FPI!

    EEO/EVerify Statements

    FPI Management is an Equal Opportunity Employer. All qualified applicants are encouraged to apply. FPI Management participates in the E-Verify program.

    Job Type: Full-time

    Pay: $100,000.00 - $105,000.00 per year

    Benefits:

    • 401(k)
    • Dental insurance
    • Employee assistance program
    • Flexible spending account
    • Health insurance
    • Life insurance
    • Paid time off
    • Parental leave
    • Retirement plan
    • Vision insurance

    Experience level:

    • 2 years

    Schedule:

    • 8 hour shift
    • Day shift
    • Monday to Friday

    Ability to Relocate:

    • Antioch, CA 94509: Relocate before starting work (Required)

    Work Location: Hybrid remote in Antioch, CA 94509

  • Just Posted

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Regional Portfolio Manager
  • FPI Management, Inc.
  • Antioch, CA FULL_TIME
  • Company DescriptionMultifamily Property ManagementJob DescriptionThe Regional Portfolio Manager is the individual directly responsible for managing a group of assets as assigned by FPI Management. Thi...
  • 2 Days Ago

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Sr. Project Manager
  • AgreeYa Solutions
  • Fairfield, CA FULL_TIME
  • Job DetailsJob Description:Lead the migration of the client's existing investment accounting and record-keeping system (Prologue Financials & Investment) from on-premise client-supported infrastructur...
  • 3 Days Ago

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Sr. Project Manager
  • Bio-Rad Laboratories
  • Hercules, CA FULL_TIME
  • The Sustaining (on-market) PMO group plays a crucial role in ensuring continuity of supply of Bio-Rad CDGs vast portfolio of devices to our world wide customers. As the leader within this organization...
  • 1 Month Ago

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Sr. Manager, Quality Engineer
  • ExThera Medical
  • Martinez, CA FULL_TIME
  • The RoleThis is a senior-level position that is responsible for the quality engineering oversight of design control and, operations and risk management activities for medical devices manufactured by E...
  • 1 Month Ago

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Investment Coordinator
  • Redwood Credit Union
  • Napa, CA FULL_TIME
  • Redwood Credit Union is a not-for-profit financial institution that believes in people over profits. Our mission is to passionately serve the best interests of our Members, team members, and communiti...
  • 4 Days Ago

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0 Investment Portfolio Manager, Sr. jobs found in Antioch, CA area

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Director of Finance
  • Alameda Electrical Distributors & California Service Tool
  • Hayward, CA
  • Job Description Job Description Come join one of the fastest-growing independently owned distributors in Northern Califo...
  • 4/23/2024 12:00:00 AM

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Vice President, Wealth Planner - Walnut Creek, CA
  • Fidelity TalentSource LLC
  • Walnut Creek, CA
  • Job Description: Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies? Do you lo...
  • 4/22/2024 12:00:00 AM

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Regulatory Affairs Specialist II – Heart Failure
  • Abbott Laboratories
  • Pleasanton, CA
  • Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
  • 4/22/2024 12:00:00 AM

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Vice President, Wealth Planner - Walnut Creek, CA
  • Fidelity Talentsource Llc
  • Walnut Creek, CA
  • Job Description:Wealth PlannerAre you passionate about helping clients with comprehensive wealth strategies? Do you love...
  • 4/22/2024 12:00:00 AM

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Regulatory Affairs Specialist - Digital Health Technologies
  • Abbott
  • Alameda, CA
  • Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
  • 4/22/2024 12:00:00 AM

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CFP or CFA Wealth Advisor - Wealth Advisory / Financial Planning Experience Required
  • Analog Capital Partners
  • Company Description Analog Capital Partners centralizes investments, planning, and professional services for individuals...
  • 4/20/2024 12:00:00 AM

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Acquisition Analyst/Associate
  • Riaz Capital
  • Oakland, CA
  • Our Company: Riaz Capital is an Oakland, California based fully integrated development, investment, and asset management...
  • 4/19/2024 12:00:00 AM

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Principal Regulatory Affairs Specialist – Heart Failure (on-site)
  • Abbott Laboratories
  • Pleasanton, CA
  • Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
  • 2/22/2024 12:00:00 AM

Antioch (formerly, East Antioch, Smith's Landing, and Marshs Landing) is the second largest city in Contra Costa County, California, United States. Located in the East Bay region of the San Francisco Bay Area along the San Joaquin-Sacramento River Delta, it is a suburb of San Francisco and Oakland. The city's population was 102,372 at the 2010 census and estimated to be 110,542 in 2015. Antioch is located at 38°00′18″N 121°48′21″W / 38.00500°N 121.80583°W / 38.00500; -121.80583, along the San Joaquin River at the western end of the San Joaquin-Sacramento River Delta. According to the United...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$166,418 to $276,366
Antioch, California area prices
were up 2.5% from a year ago

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