What are the responsibilities and job description for the Portfolio Manager - CAM - Punta Gorda position at Esplanade Equity LLC?
Job Title: Portfolio Manager
Department: Property Management
Reports to: Regional Director
Revision Date: May 29, 2026
Position Overview
The Portfolio Manager is responsible for managing the operations, financial performance, and overall administration of multiple condominium and homeowners’ associations. This role works closely with Board Members, residents, vendors, and onsite staff to ensure communities are professionally maintained and operate efficiently.
Core Responsibilities
- Oversee the daily operations of assigned communities.
- Serve as the primary liaison and advisor to Association Boards.
- Prepare and manage budgets, financial reports, and reserve planning.
- Coordinate vendors, maintenance projects, inspections, and contract services.
- Supervise and support onsite staff and community personnel.
- Attend Board meetings and prepare agendas, reports, and follow-up items.
- Ensure compliance with governing documents and Florida Statutes.
- Address homeowners are concerned and provide excellent customer service.
- Monitor property conditions and coordinate capital improvement projects.
- Other duties as assigned
Qualifications
- Active Florida LCAM license required.
- 1 to 2 years of relevant industry experience preferred
- Strong financial, organizational, and communication skills.
- Experience with accounting/property management software; CINC experience preferred.
- Ability to manage multiple communities and priorities effectively.
Key Skills
- Board & Resident Relations
- Budget & Financial Management
- Vendor & Project Coordination
- Staff Leadership
- Regulatory Compliance
- Problem Solving & Communication
- Time Management & Organization
Additional Requirements
- Valid driver’s licenserequired.
- Ability to travel between communities and conductsite visits.