Conduct quantitative analyses of information affecting investment programs of public or private institutions.
Portfolio Manager Job Description Template
Our company is looking for a Portfolio Manager to join our team.
Responsibilities:
- Prepare and issue quarterly portfolio reports to funders and/or appropriate third party organisations as required;
- Ensure that all new properties within the assigned portfolio are recorded accurately on in-house software;
- Work with the Revenue and Benefits team to ensure that the assigned portfolio maximizes its income;
- Deal with DPS/deposit resolutions & chase arrears;
- Answer all incoming communications (internal & external);
- Attention to all H&S issues, including hazard and accident reporting;
- Ensure that property maintenance issues are resolved in a timely & cost effective manner;
- Process appointments and feedback to landlord;
- Min 3 years experience in capital market field;
- Negotiating rent reviews across commercial assets, which may include; retail, offices, leisure and alternatives;
- Tenant referencing and liaison with landlords & tenants;
- Blockchain knowledge;
- CFA/CAIA holder (preferred);
- To communicate confidently and regularly in portfolio review meetings with internally and externally;
- Making crucial portfolio decisions for the company’s portfolio model under various market & economic conditions.
Requirements:
- High degree of competence across the Microsoft Office software suite;
- Experience of working in partnership with other agencies to achieve results;
- Experience of having sole accountability for a property or client-based portfolio;
- Experience of working within a housing association;
- Excellent organizational ability;
- Strong analytical ability and report writing skills;
- Solutions focused, self-motivated and able to use own initiative;
- Ability to see other leads for sales purposes;
- Excellent time management skills;
- Negotiation skills to achieve the best outcome for the business and the customer;
- Strong Customer Service skills;
- Previous commercial property management experience essential;
- MRICS desired but not essential;
- Ability to work under own initiative & manage your own time;
- Flexible and adaptable approach.