Josephine Bundi
Portfolio Manager
Austin,TX
Summary
Talented Portfolio Manager bringing 9 plus years of experience in making proactive fund proposals. Skillful managing exposure, maintaining client satisfaction and capitalizing on emerging opportunities.
Overview
19
19
years of professional experience
Work History
Portfolio Manager
RealManage
10.2022 - Current
- Responsible for compliance with all of the community’s policies/procedures as defined by the Board of Directors
- Plans, develops and approves operational policies, procedures, methods and regulations related to general operating procedures
- Directs the work of all department managers
- Primary driver in the development of the annual operating, cash, and capital budgets. Develops periodic checkpoints to assess compliance of the published budget.
- Responsible for the timely preparation of monthly financial reports to the Board of Directors
- Coordinates the development of long-range and annual business plans aligned with association by-laws and policies
- Oversees the impact and effect of association policies/programs/processes. Recommends changes as needed
- Monitors quality of association products and services to ensure maximum member and guest satisfaction
- Secures and protects all the association assets
- Establishes and maintains on-going dialogue with members to elicit input on Association direction and improvements
- Coordinates with Board of Directors on the development and implementation of all strategic plans
Portfolio Manager
FirstService Residential
09.2021 - 10.2021
- Provides specific assistance to Board in financial management, administration, policies and procedures, property infrastructure, organization, litigation processes, property collections, maintenance, and mechanical procedures
- Prepares budget for presentation to BOD
- Obtains and maintains all service, maintenance, and access control contracts.
Portfolio Manager
Streetlane Homes
02.2016 - 09.2019
- Maximize operational efficiencies of the assets to reduce operating expenses and increase ROI
- Maintaining occupancy levels to meet financial goals
- Named portfolio manager in September 2017 with mandate to turn around performance
- Developed and executed a successful turnaround strategy
- Demonstrated investment acumen with track record Since becoming leading PM, the strategy outperformed expectations.
Portfolio Manager
Waypoint Homes
01.2013 - 01.2016
- Follow through on reporting procedures in place
- Assist with special projects and help support department staff in the region as needed
- Advanced knowledge of salesforce with a proven record of meeting department goals
- Demonstrated success in negotiating win-win compromises, developing team building programs
- Working closely within a team to acquire and successfully close on Single Family Homes within Houston market.
Education
Bachelor of Science - Business in Human Resources Management
University of Phoenix
Phoenix, AZ2015
Skills
- Strategy Development
- Sound Judgment
- Time Management
- Proactive and Focused
- Data Analysis
- Service-Oriented
- Prioritizing and Planning
Languages
Swahili
Native or Bilingual
Timeline
Portfolio Manager
RealManage
10.2022 - Current
Portfolio Manager
FirstService Residential
09.2021 - 10.2021
Portfolio Manager
Streetlane Homes
02.2016 - 09.2019
Portfolio Manager
Waypoint Homes
01.2013 - 01.2016
Bachelor of Science - Business in Human Resources Management
University of Phoenix
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