Portfolio Manager

As a Portfolio Manager at Keyper, you will play a pivotal role in managing and expanding a portfolio of landlords and real estate investors, ensuring optimal asset performance through strategic advisory and data-driven insights. You will be responsible for retaining clients, optimizing their property investments, and promoting the Keyper app as the primary tool for seamless property and portfolio management. Your role will involve a combination of consultative selling, portfolio optimization, financial planning, and technology adoption to enhance client experience and maximize returns. 

Key Responsibilities 

Portfolio & Investment Advisory 

• Advise landlords and investors on maximizing property returns through rental yield optimization, market trends, and portfolio structuring. 

• Utilize data-driven insights to help clients make informed investment decisions aligned with their financial goals. 

• Conduct regular performance reviews of managed properties and suggest strategic improvements. 

• Develop financial models and projections for clients to understand potential revenue, expenses, and ROI. 

Landlord & Property Management Engagement 

• Serve as the primary advisor to landlords, ensuring seamless property management through the Keyper platform. 

• Educate landlords on property value appreciation, tenant retention strategies, and market conditions. 

• Work closely with property management teams to ensure operational excellence, tenant satisfaction, and compliance. 

• Resolve landlord concerns regarding property performance, maintenance, and leasing strategies. 

Client Acquisition & Account Management:

• Own and manage a portfolio of high-value landlords and investors, ensuring retention and revenue growth. 

• Identify upselling and cross-selling opportunities, offering value-added services through the Keyper ecosystem. 

• Run regular portfolio performance reviews with landlords and decision-makers. 

• Negotiate and manage contract renewals, upgrades, and pricing discussions. 

Keyper App & Technology Enablement:

• Act as an expert on the Keyper platform, ensuring landlords fully utilize its features for better asset management. 

• Train landlords and clients on how to use the app for property tracking, rental collection, and financial reporting. 

• Work closely with product and tech teams to provide feedback on user experience and suggest enhancements. 

Market Intelligence & Strategic Insights:

• Stay updated on real estate market trends, regulatory changes, and investment opportunities. 

• Conduct market research and analyze competitor offerings to refine Keyper’s service proposition. 

• Provide data-backed recommendations to improve Keyper’s landlord and investor offerings. 

Core Competencies:

• Pipeline Management: Ability to manage and maintain a structured sales pipeline, ensuring timely engagement and follow-up across multiple accounts. 

• Strategic Mindset: Forward-thinking with the ability to anticipate client needs, identify opportunities, and craft long-term portfolio strategies. 

• Objection Handling: Skilled at navigating client concerns, providing clear, data-backed solutions, and maintaining a consultative approach. 

• Operational Excellence: Strong focus on efficiency, attention to detail, and ensuring smooth execution of processes and client services. 

• Client-Centric Approach: Deep commitment to understanding client goals and delivering exceptional, tailored advisory and management services. 

• Data-Driven Decision Making: Ability to interpret and leverage data to inform recommendations and optimize property performance. 

• Collaboration & Communication: Excellent interpersonal skills with the ability to align cross-functional teams and keep stakeholders informed. 

• Negotiation & Influence: Proven ability to manage contract discussions, pricing, and renewals while balancing client satisfaction and company objectives. 

The Ideal Candidate (Qualifications) 

• Bachelor’s degree in Business, Finance, Real Estate, or related fields. 

• 5+ years of experience in investment advisory, portfolio management, or property management (preferably in PropTech or real estate). 

• Strong understanding of real estate asset management, rental markets, and investment strategies. 

• Data-driven approach with expertise in forecasting, and investment analysis. 

• Experience working with landlords, high-net-worth investors, and property management teams. 

• Tech-savvy, with the ability to train and guide clients on digital property management solutions. 

• Exceptional negotiation, communication, and relationship management skills. 

Proficiency in CRM tools (Salesforce preferred), Excel, and data visualization platforms. 

Keyper Guiding Principles & Values 

Data-Driven, Tech First 

Committed to Exceptional Experience 

Holistic Ownership 

Challenging the Status Quo 

Together for Growth  

No Finish Line