Portfolio Associate
2 days ago
● 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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