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Sr. Manager, Portfolio Performance

Enterprise Community Partners
$110,000 to $125,000,
tuition reimbursement, 401(k)
United States, California, Los Angeles
Dec 11, 2024

Enterprise is a national nonprofit that exists to make a good home possible for the millions of families without one. We support community development organizations on the ground, aggregate and invest capital for impact, advance housing policy at every level of government, and build and manage communities ourselves. Since 1982, we have invested $72 billion and created 1 million homes across all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands - all to make home and community places of pride, power and belonging.

Join us at enterprisecommunity.org

Working at Enterprise

At Enterprise, you'll be part of a diverse, committed team making a difference every day. You will collaborate with some of the smartest minds and biggest hearts in our field. You'll be empowered to drive systems change and take bold steps to advance racial equity. And you will find a career home where you're valued and supported in your growth journey.

Enterprise offers career opportunities in our offices across the country with anexceptional benefits package.

Job Description Summary

We are seeking a highly qualified, experienced professional to serve as a member of the Portfolio Performance team. The Portfolio Performance team in Asset Management is responsible for leading asset management's engagement with our investors, communicating with them about their portfolio and providing all portfolio and property reports to them. We also are responsible for analyzing the Housing Credit portfolio and coordinating the project performance and risk rating process. Our Asset Management team has developed a successful track record and reputation for high quality reporting, investor communication, portfolio management and trends analysis among investors and in the industry. To maintain these high standards, we seek a team member to accommodate the expanding investor relationships, particularly the growth in proprietary investments and associated reporting requirements.

Job Description

The Senior Manager, Portfolio Performance will:

  • Manage key investor relationships by serving as their asset management customer relationship manager. Coordinate investor meetings, facilitate consent requests and handle inquiries from assigned investors.
  • Assist the Vice President with investor relationships, particularly those with multi-investor fund investments.
  • Support our systems for documenting fund and investor requirements.
  • Support annual investor due diligence reporting efforts.
  • Assist with quarterly investor reporting and assist with efforts to improve workflow for teams within Asset Management that are involved in quarterly and annual investor reporting.
  • Assist with special notices and investor portal announcements.
  • Assist with efforts to improve data quality issues that impact reporting and portfolio performance.
  • Interface regularly with Vice President, Portfolio Performance regarding investor interactions and concerns, as well as key updates on reporting, due diligence and other areas of responsibility.
  • Interface regularly with key internal teams in Asset Management, as well as Investor Relations, Legal and Fund Investment Reporting and Management.
  • Provide input to Investor Relations on Fund Partnership Agreements.

Qualifications:

  • Bachelor's degree is required, preferably in Business, Real Estate, Public Policy, Urban Planning, or related discipline. Master's degree a plus.
  • 5-7 years related experience required; experience in Housing Credit and asset management required; investor relations, real estate and/or property management experience preferred.
  • Familiarity with fund agreement, lower tier partnership agreements, contracts and other legal documents is required.
  • Strong attention to detail, organizational skills, ability to prioritize conflicting demands and meet deadlines.
  • Strong Excel skills, proficient knowledge of MS Word and Power Point. Salesforce experience is a plus.
  • Must be highly service oriented, self-motivated, able to work independently, solve problems and possess strong written and oral communication skills.
  • Interest in working for a mission-driven organization committed to diversity, equity and inclusion.
  • Must demonstrate strong ethics in interpersonal relations and work as an effective, collaborative team member.
  • Ability to have flexibility with work schedule.
  • Ability and willingness to travel as needed.

Total Rewards at Enterprise:

You will be working with a group of talented professionals who are motivated by serving the community and addressing the need for affordable housing.

Enterprise offers a comprehensive total rewards package for you and your family.

The base salary for this role is $110,000 to $125,000, depending on level of skills and experience.

The salary range for this position is represented by the low and high end of the range for the amount to be paid for the position. Salaries paid at Enterprise will vary based on factors that may include skills, education, location, experience, and performance. The salary range is just a part of the total rewards package provided to employees at Enterprise, and other rewards may include annual performance bonuses and generous paid leave programs.

At Enterprise, our benefits form a major component of our total rewards package. Benefits include dental, health, and vision care plans, as well as family-building benefits, such as fertility, adoption, surrogacy support, and gender-affirming care. Enterprise allows flexible work arrangements to promote a better work-life balance. We offer health advocacy, EAP, and mental health benefits. We round out our total rewards package by offering financial education, wellness programs, and auto-enrollment in the company's 401(k) plan with employer matching contributions. Finally, you will have learning and development opportunities, including tuition reimbursement for job-related courses and certifications. Thank you for your interest in joining the Enterprise team in our effort and commitment to serve others.

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