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Assistant Portfolio Manager

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Assistant Portfolio Manager

Hall Equities Group

Assistant Portfolio Manager

1 month ago

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Important information


Contract type:

Permanent, Freelance / Contract

Salary:

$72,800 – $93,600 / year

Location:

Walnut Creek, CA, USA

Work mode:

Onsite

Published on:

29 September 2026

What they need


The Assistant Property Manager will support a portfolio of assets including retail and office properties. The ideal candidate will understand the importance of strong customer service, be highly organized and have a high attention to detail. We provide a professional work environment with an upbeat and positive team of people focused on providing superior investment opportunities for private real estate investors.

JOB RESPONSIBILITIES

  • Handle the posting of daily rent checks accurately.
  • Work with Tenants who have credit or debit balances, in order to bring their accounts current, via phone calls, tenant ledger audits, statements and emails.
  • Code invoices in accordance with individual property budgets.
  • Be the primary contact for Tenant and Vendor phone calls.
  • Assist with project management documentation and obtaining multiple bids for jobs, to include bid leveling/comparison to assist in the final decision-making process.
  • Collect, record, and maintain gross sales reports timely, as required in tenant leases.
  • Perform direct billings and track collection.
  • Assist in the preparation of detailed annual budgets and monthly financial statements.
  • Assist with preparation and administration of annual CAM reconciliations, billings, and rent adjustments.
  • Familiarize yourself with leases, addendums, OED’s and management agreements.
  • Have the ability to interpret leases to determine responsibility for maintenance and repair needs.
  • Maintain electronic filing system for leases, tenant correspondence and vendor contracts.
  • Prepare detailed cover letters summarizing the content of new lease agreements, addendums and assignments.
  • Perform and document property inspections.
  • Manage the Certificates of Insurance from tenants and vendors, ensuring all are updated, current, and logged.
  • Scanning and Filing
  • Be available to assist and provide backup to other portfolio managers in the Property Management Division, as needed.

POSITION REQUIREMENTS (“MUST HAVES”):

  • Attention to detail and a high degree of accuracy.
  • Intermediate to Advanced Excel and Word skills.
  • Strong organizational skills and effective interpersonal relationship skills.
  • Speed, efficiency, the ability to multi-task multiple projects, and working under deadline.

POSITION REQUIREMENTS “NICE-TO-HAVES”:

  • Familiarity with real estate management/accounting software, such as MRI or Yardi.
  • Commercial Property Management Experience.
  • CPM designation, ICSC coursework, College degree, or Real Estate License will all be viewed favorably.

This job description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with the position; and will be reviewed by Management periodically as duties and responsibilities change with business necessity. Management reserves the right to modify duties as deemed necessary.

We offer a competitive compensation package with benefits, 401(k), bonuses, health care, etc., to be tailored to the skills, experience, and contribution of the candidate. For immediate consideration, please reply to this ad with your cover letter and resume. Principals only, no phone calls please.

It is the policy of job poster to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status about public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, the Company will provide reasonable accommodations for qualified individuals with disabilities.

Pay: $35.00 - $45.00 per hour

Benefits:

  • 401(k)
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Application Question(s):

  • Do you have Office / Retail Property Management experience? If so, where?

Experience:

  • Property management: 5 years (Required)

Work Location: In person

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