What are the responsibilities and job description for the Portfolio Manager position at Wallick Communities?
At Wallick Communities, we strive to create thriving communities where families and senior citizens can call home. As a seasoned professional in asset management, you will play a pivotal role in ensuring the long-term viability of our properties.
About the Role
In this critical position, you will serve as the Owners' representative, overseeing the financial and compliance commitments of our portfolio. You will work closely with Affordable Housing Operations to review and approve strategic plans, budgets, and audit reports. Your expertise in partnership documents and loan agreements will be invaluable in driving informed decision-making.
Key Responsibilities
- Review and approve annual strategic, operation, and financial plans and budgets for the portfolio
- Meet regularly with Affordable Housing Operations to discuss operating results and strategize on opportunities for property performance improvement
- Analyze business operations, trends, expenses, revenue, and financial commitments to project future revenue and expenses
Requirements
- Bachelor's degree in finance or a related field
- 3 years of experience in asset management or a similar role within the multi-family real estate industry
- Intermediate understanding of accounting and finance
- Familiarity with automated accounting software and Microsoft Office
