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Portfolio Analyst - Costa Mesa, United States - FPI Management
Description
Company DescriptionMultifamily 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 - $26Hourly 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.
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.
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.
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 FPIEEO/EVerify Statements
FPI Management is an Equal Opportunity Employer. All qualified applicants are encouraged to apply. FPI Management participates in the E-Verify program.