Jobs
>
Costa Mesa

    Portfolio Analyst - Costa Mesa, United States - FPI Management

    Default job background
    Description
    Company Description

    Multifamily Property Management

    Job Description


    The Portfolio Analyst (PA) is the individual responsible for assisting the Portfolio Manager (PM) with managing a group of assets as assigned by FPI Management, Inc.

    This individual is responsible for aiding the PM to enforce all FPI Management, Inc policies, procedures and internal operations, and to perform the PM duties under their direction and/or in their absence.

    Hourly Pay Range Minimum - $26

    Hourly Pay Range Maximum - $28


    DUTIES AND RESPONSIBILITIES
    Assist Portfolio Manager in preparing annual operating budgets for submission to Clients and Properties

    Assist Portfolio Manager with monitoring project budgets and marketing to maintain an awareness of the current financial status of each asset

    Assist Portfolio Manager to complete the monthly/quarterly Property Manager Checklist and submit on-time

    Assist Portfolio Manager with reviewing and submitting accurate weekly reports to client

    Make rent and concession recommendations to Portfolio Manager based on market conditions and availability


    Assist Portfolio Manager to 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, Inc.

    Assist Portfolio Manager to ensure that all units are maintained to FPI standards, including turn-over's, exterior curb appeal, decorating recommendations, and cleanliness

    Review and communicate vacancies, availability dates, and turn-over rates with Portfolio Manager

    Review and communicate vacancies, availability dates, and turn-over rates with Portfolio Manager

    Assist Portfolio Manager with review and completion of 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

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

    Assist Portfolio Manager to provide training and positive guidance to all employees to ensure maximum productivity

    Provide Portfolio Manager with monthly training status reports of on-site employees and ensuring training requirements are met for each employee

    Responsible for meeting all training requirements for the PM position

    Assist Portfolio Manager to personally respond to Resident, Client, and Vendor calls, emails, and text messages within 24 hours of receipt during the work week

    Assist Portfolio Manager with recruiting activities and the hiring of all on-site personnel

    Assist Portfolio Managers to ensure their Sites and Community Directors are in compliance with all FPI Safety Policies and Procedures

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

    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 file reviews, physical inspections, and interact with regulatory agencies

    Conduct semi-annual inspections as required

    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 Managements 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.

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

    Responsible for meeting all training requirements for the position (Grace Hill, Safety Meetings, etc.).

    Qualifications


    Minimum Requirements:
    High School diploma or equivalency certificate

    Valid Drivers 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.

    Preferred 2-4 years' experience supervising employees

    Must be proficient in speaking, reading, and writing in English


    Skills Required:
    Basic Computer Skills

    Customer Service

    Google Drive

    Google Mail (GMail)

    Internet Use

    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.

  • PIMCO

    Portfolio Analyst

    1 week ago


    PIMCO Newport Beach, United States Full time

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capita ...


  • Pacific Life Newport Beach, United States

    Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most. Its a big ask, but its one that we have the power to deliver when we work together. We Operations Analyst, Operations, P ...


  • Liberated Brands Costa Mesa, United States

    **Title**: Global Raw Materials Analyst · From boutique-brand culture to big-box retail, Liberated Brands thinks differently and has global scale servicing over 60+ countries. With over three decades of experience in brand-building, we are enhancing what a full-service license mo ...


  • Experian Costa Mesa, United States

    Full-time · Employee Status: Regular · Role Type: Hybrid · Job Posting - Salary Range: $74,190 - $128,597 · Department: Customer Service · Flexible Time Off: 15 Days · Schedule: Full Time · **Company Description**: · We are thrilled to share that **FORTUNE has named Experian one ...


  • Clearinghouse CDFI Lake Forest, United States

    TITLE: Commercial Loan Servicing Portfolio Analyst · CLASSIFICATION: Full-time/ Exempt/Staff Member · REPORTS TO: Director of Loan Servicing · PRIMARY PURPOSE: · As a Portfolio Analyst, you must provide administrative, organizational, and communication support to the Loan Servici ...


  • MKS Instruments Irvine, United States

    A Day in Your Life at MKS: (Summary & Objectives) · You Will Make an Impact Through: (Responsibilities) · Project Lifecycle Leadership: · - Leads efforts throughout project lifecycle to understand, plan, and drive IT initiatives tied to business strategies with specific business ...


  • MKS Instruments Irvine, United States

    A Day in Your Life at MKS: (Summary & Objectives) · You Will Make an Impact Through: (Responsibilities) · Project Lifecycle Leadership: · - Leads efforts throughout project lifecycle to understand, plan, and drive IT initiatives tied to business strategies with specific business ...


  • First American Financial Corporation Santa Ana, United States

    **Who We Are**: · **What We Do**: · Seeking a techno functional Product Analyst for our wealth management value streams and technologies. In this role you will utilize your strong financial literacy and knowledge of securities, investing, trading and brokerage processes to contri ...


  • Banc of California Santa Ana, United States

    Overview: · Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on provi ...


  • Abbott Laboratories Lake Forest, United States

    Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medic ...


  • SCAN Group Long Beach, United States

    **About SCAN** · **The Job** · The Corporate Development Analyst (internally known as Corporate Strategy Analyst) will support the diversification objectives of the organization by assisting in research and analyses required for strategic conversations and portfolio company suppo ...


  • LG Chem America, Inc. Cerritos, United States

    ABOUT THE LG CHEM FAMILY OF COMPANIES · With 50,000 patents, 20,000 employees and 58 locations worldwide, LG Chem is one of the largest sciences and chemical companies in the world. With its rapid growth, LG Chem endeavors to become a 'Global Top 5 Chemical Company' with a balanc ...


  • Northrop Grumman Redondo Beach, United States

    **Requisition ID: R **: · - ** Category**: Business Development · - **Location**: Redondo Beach, California, United States of America · - **Clearance Type**: None · - **Telecommute**: Yes-May consider hybrid teleworking for this position · - **Shift**: 1st Shift (United States of ...


  • Northrop Grumman Redondo Beach, United States

    **Requisition ID: R **: · - ** Category**: Legal and Regulatory · - **Location**: Redondo Beach, California, United States of America | Melbourne, Florida, United States of America · - **Clearance Type**: Secret · - **Telecommute**: Yes-May consider hybrid teleworking for this po ...


  • Northrop Grumman Redondo Beach, United States

    **Requisition ID: R **: · - ** Category**: Business Management · - **Location**: Redondo Beach, California, United States of America | San Diego, California, United States of America · - **Clearance Type**: None · - **Telecommute**: Yes-May consider hybrid teleworking for this po ...


  • United Fidelity Bank Long Beach, United States

    The Commercial Loan Officer is responsible for soliciting and servicing prospective customers producing a variety of commercial loans as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, ma ...


  • Eurofins USA Environment Testing Pomona, United States

    Eurofins Eaton Analytical has a Group Leader opening at our Pomona, CA Laboratory in our Organic Prep department. This is a regular full-time position, 40 hrs/week. · Responsible for routine analytical procedures in our laboratory. · Duties include: · - Routine sample extraction ...


  • VF Corporation Costa Mesa, United States

    VF Corporation outfits consumers around the world with its diverse portfolio of iconic lifestyle brands, including Vans, The North Face, Timberland, and Dickies. Founded in 1899, VF is one of the world's largest apparel, footwear and accessories companies with socially and enviro ...


  • Insight Global Costa Mesa, United States

    The Customer Success Program Analyst is responsible for developing and maintaining a reporting framework for our global SaaS Customer Success Management (CSM) team across Siemens Digital Industries Software. This role will focus on the implementation of customer success managemen ...


  • PIMCO Newport Beach, CA, United States

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets · We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets · Our flexible capi ...