County of Alameda

Portfolio Manager (#9691)

Bargaining Unit: Unrep - General Mgmt (U15)
$73.60-$73.60 Hourly / $5,888.00-$5,888.00 BiWeekly /
$12,757.33-$12,757.33 Monthly / $153,088.00-$153,088.00 Yearly


DESCRIPTION
Under administrative direction of the Director of the General Services Agency to develop, plan and organize the County’s strategic asset plan.

DISTINGUISHING FEATURES

This is a single position classification in the General Services Agency. The position reports to the Director, General Services Agency.

The Portfolio Manager is responsible for developing and evaluating long-range space requirements, preparing capital investment prospectuses, monitoring repair and alteration expenditures, and providing on-going appraisals of assets.

This position is distinguished from the Facilities Manager for Real Property in the long range strategic planning responsibility versus the operational responsibility of the Facilities Manager.

EXAMPLES OF DUTIES
NOTE: The following are the duties performed by employees in this classification. However, employees may perform other related duties at an equivalent level. Each individual in the classification does not necessarily perform all duties listed.

1. Develop, plan, and organize the County’s strategic asset plan; acts as liaison with County departments to determine long range needs.
2. Analyze data, prepare capital investment prospectuses; manage the County’s assets, revenues, expenses and investment; develop asset business plans for each County owned and leased space in the County’s inventory.
3. Analyze expense trends and estimates impact on budget activities and performance measures; prepares leasing expense target, analyzes expense trends, and unusual expenses; analyzes projects and reinvestment proposals. Develops long term reinvestment strategy.
4. Develops, plans, evaluates the capital investment plan; works with the Deputy Director Building Maintenance Department, Technical Services Department, Facilities Manager Real Property Management and others to determine the repair, alteration and new building budget.
5. Develops an overall plan for groups of interrelated County facilities, placing individual project and building investment decisions into a larger operational context.
6. Ensures that the initial project scope and the decisions made during the life of the project return the “best” value for investment.
7. Provides leadership in the development of innovations for the use of County property assets (joint ventures with other agencies/government or private developers; nontraditional ways to meet space needs of events etc.)
8. Performs or leads on-site technical evaluations of asset performance. Areas reviewed include operational practices and costs, determination or verification of asset condition and recommendations for improvement, prioritization of projects, determination of strategy or option for space assignment.
9. Develops long range plans for assets to meet customer needs. This includes market analyses, economic alternative analyses, analyses of investment alternatives retention/disposal status, community portfolio plan preparation.
10. Develops capital project investment plan based on portfolio objectives; prepares and processes prospectus development studies.
11. Develops real estate strategy plan by performing or directing market and resource analysis for long term outcomes.

MINIMUM QUALIFICATIONS
Either I
Experience:

The equivalent of two years of full-time experience in the class of Real Estate Projects Manager.

Or II
Education:

Possession of a Bachelor’s Degree from an accredited college or university and the equivalent of 4 years of full-time experience in financial or economic analyses which included real property experience.

NOTE: The Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination.

KNOWLEDGE AND SKILLS
NOTE: The level and scope of the following knowledge and abilities are related to duties listed under the “Examples of Duties” section of this specification.

Knowledge of:

• Real property management, including acquisition operations, facility planning, financial analysis.
• Property valuation.
• Financial analysis and management techniques.
• Economic analysis.

Ability to:

• Communicate with all levels.
• Plan, organize and supervise.
• Make decisions.

CLASS SPEC HISTORY
VH:pf
4/12/01
Newspecs:9691.doc
Csc date: 5/23/01