Portfolio Manager in Punta Gorda, Florida 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.

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 license required.

 Ability to travel between communities and conduct site visits.