What are the responsibilities and job description for the Portfolio Manager position at Book & Ladder LLC?
Job Details
Description
We are seeking an experienced and motivated Portfolio Manager to join our team at Book & Ladder in Aliso Viejo, CA. This is a full-time, on-site role focused on overseeing and optimizing the performance of a diverse portfolio of real estate assets. As the Portfolio Manager, you will play a key role in managing the day-to-day operations and financial performance of assigned properties while ensuring the long-term success of our investments.
Key Responsibilities:
As a Portfolio Manager, you will oversee the financial and operational performance of a diverse real estate portfolio, working closely with property managers to align operations with ownership goals. Your role involves analyzing financial data, preparing investor reports, and identifying opportunities for revenue growth and value-add improvements. You will act as the owner’s representative, ensuring risk mitigation, compliance, and operational efficiency across all properties, while proactively documenting incidents and liabilities. Additionally, you’ll conduct site visits, manage vendor relationships, and ensure all assets adhere to local, state, and federal regulations. Collaborating with internal teams, you will provide strategic oversight throughout the entire investment lifecycle to maximize returns and enhance asset performance.
Qualifications
Experience:
3 years of experience in property management, real estate asset management, or a related field.
Education:
- Bachelor’s degree in Business Administration, Real Estate, Finance, or a related discipline (preferred).
- Strong understanding of property management operations, leasing strategies, and financial analysis.
- Familiarity with property management software (e.g., Entrata or Yardi) and financial modeling tools.
- Proven ability to identify and mitigate risks, document incidents, and oversee property operations effectively.
- Excellent communication, organizational, and interpersonal skills.
- A results-oriented mindset with a commitment to maximizing asset performance and investor returns.
What We Offer:
- Competitive salary and benefits package.