Portfolio Associate

2 days ago


Loughborough, United Kingdom Orange Mortar Full time

● Project Management:

  • Oversee the daily invoicing and tracking process for refurbishment projects.
  • Maintain strong communication channels with contractors, ensuring timely updates and issue resolution.
  • Proactively track and manage project costs to ensure they align with budgets and timelines.
  • Collaborate with the manager to provide regular updates on project costs and completion dates.


● Financial:

  • Conduct comprehensive portfolio P&L analysis.
  • Reconcile and manage invoices in Xero.
  • Scrutinise maintenance deductions for accuracy, identifying and addressing any duplicates or overcharges.
  • Process contractor invoices upon approval from manager.
  • Prepare year-end account and VAT reconciliations for review and submission.


● Administration:

  • Efficiently handle property information and inquiries related to both sales and purchases.
  • Manage the landlord's email account, responding to daily maintenance requests and providing updates on lettings.
  • Maintain an organised and accessible Google Drive folder.
  • Generate regular reports on P&L, debt lists, lettings, and potential risk areas.
  • Draft leases, loan agreements, spreadsheets and mortgage applications for review.
  • Provide administrative support to Orange Mortar as needed.
  • Regularly update portfolio sheets to ensure accuracy and currency.
  • Complete property reports, showing P&L on an individual property basis.
  • Manage day to day Xero reconciliation, Invoicing and P&L’s.


● Property Management:

  • Proactively follow up on cash payments to ensure timely receipt and accurate recording in company software.
  • Conduct monthly debt meetings with accounts at loc8me to effectively address outstanding debts.
  • Engage debt recovery agencies for historical debts, preparing necessary documentation and information.
  • Serve as a point of contact for commercial tenants, addressing their inquiries and ensuring compliance with payment terms and lease agreements.
  • Conduct regular audits of property compliance and profitability.
  • Audit parking exemption lists and manage collections of payments related to parking.
  • Conduct regular portfolio visits and make recommendations for portfolio improvements.



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