Company Description TRIAD Association Management (TAM) provides full-service association management for homeowner, condominium, and townhome communities across Central and West Florida. Founded on the core principles of Technology (T), Accounting (A), and Management (M), TAM leverages leading-edge tools, dependable financial services, and strong operational management to support community associations.
The team is dedicated to delivering high-quality customer service that exceeds the expectations of clients and vendor partners. TAM emphasizes collaborative partnerships as a key strength, working closely with boards, residents, and service providers to maintain well-managed, thriving communities.
Role Description The Portfolio Manager is a full-time, remote role responsible for overseeing a portfolio of community associations and ensuring effective property and financial management. Day-to-day tasks include coordinating with association boards, preparing and reviewing budgets, monitoring financial performance, and supporting long-term planning for each community.
The role involves reviewing financial reports, tracking reserves, and helping guide investment and expenditure decisions aligned with community goals.
The Portfolio
Manager will manage vendor relationships, support contract negotiations, and ensure timely resolution of operational issues. This position also requires clear communication with stakeholders, preparation of reports and recommendations, and adherence to regulatory and association governance requirements.
Qualifications
Strong Analytical Skills, with the ability to interpret financial and operational data for informed decision-making.
Experience in budgeting, forecasting, and reviewing association financial statements.
Proficiency in Portfolio Management for multiple associations, balancing priorities and resources across communities.
Excellent communication and interpersonal skills for working with boards, residents, and vendors.
Experience in homeowner, condominium, or community association management is highly beneficial.
Strong organizational skills, attention to detail, and ability to manage multiple communities remotely.
Proficiency with association management software and standard office productivity.