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Portfolio Manager

Portfolio Manager

We are currently seeking a qualified Portfolio Manager to join our team. Bali Management Group, a boutique property management firm, has been specializing in homeowner associations since its establishment in 1979.


The Portfolio Manager will oversee the management of the associations under their purview. This role involves collaborating with the Board of Directors, vendors, and homeowners to ensure exceptional customer service.


Key Responsibilities:


Ensure optimal client satisfaction by addressing the needs of each assigned Board and Community.

Attend, prepare for, and actively participate in annual and general Board meetings, primarily conducted via Zoom in the evenings.

Draft and maintain minutes for Board of Directors meetings.

Oversee vendor proposals and contracts, as well as manage risk, insurance, and maintenance and architectural requests and approvals.

Act as a liaison between association boards and legal counsel.

Compile Board packets and homeowner correspondence.

Prepare management reports and financial summaries for the boards.


Qualifications Required:

Previous experience in HOA Community Management is preferred.

Candidates should be professional, organized, and self-driven.

Strong written and verbal communication skills are essential.

A valid driver's license with a clean driving record is required.

Proficiency in Microsoft Office and general computer skills is necessary.


The company provides health insurance, vision, and dental coverage, along with vacation time and several holidays.


Compensation will be commensurate with experience and homeowner associations managed.

Additional Info

Job Category : Portfolio Manager

Start date : ASAP

Apply to email: : debbie.schneider@balimgmt.com

Organization : Bali Management Group

Work Location : Torrance, CA

Contact name: : Debbie Schneider

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