Full-Time Portfolio Analyst - REF8609N

Portfolio Analyst (PA) is responsible for assisting the Portfolio Manager (PM) in managing assets.

Responsibilities:

• Assisting Portfolio Manager in preparing annual operating budgets.
• Monitoring project budgets and marketing for financial status awareness.
• Completing monthly/quarterly Property Manager Checklists.
• Submitting accurate weekly reports to clients.
• Making rent and concession recommendations.
• Verifying property forms, leases, documents, certifications, invoices, and necessary forms, posters, and signs.
• Ensuring unit maintenance to FPI standards, including turnovers, exterior appeal, decorating recommendations, and cleanliness.
• Reviewing and communicating vacancies, availability dates, and turnover rates.
• Reviewing and completing monthly operating statements, budget and variance reports, check registers, delinquency reports, and other financial reports.
• Maintaining a professional appearance.
• Providing training and positive guidance to employees.
• Providing monthly training status reports.
• Responding to resident, client, and vendor calls/emails/texts within 24 hours.
• Assisting with recruiting and hiring on-site personnel.
• Ensuring Site and Community Directors comply with FPI Safety Policies and Procedures.
• Maintaining positive communication with clients and supervisors.
• Affordable Housing Duties: Ensuring compliance with Fair Housing laws and LIHTC/Section 8 policies.
• Monitoring LIHTC application and annual recertification processes.
• Ensuring compliance with regulatory requirements, contracts, and reporting.
• Conducting file reviews, physical inspections, and interactions with regulatory agencies.
• Conducting semi-annual inspections.
• Enforcing community rules and regulations, FPI Standard Operating Procedures.
• Adhering to FPI's Dress Code Policy.
• Performing any function as directed by supervisor.
• Meeting training requirements (Grace Hill, Safety Meetings, etc.).

Minimum Requirements:

• High school diploma or equivalent
• Valid driver's license, good driving record, current insurance, operable vehicle.

Preferred:

• 2-4 years supervising employees

Skills Required:

• Basic computer skills
• Customer service
• Google Drive
• Google Mail (GMail)
• Internet use

Essential Attributes:

• Embracing and exemplifying FPI's HEART core values.
• Positive influencing, interpersonal, and communication skills.

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