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Portfolio Administration Coordinator
Career Insights for Investment / Portfolio Analyst
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Scorecard
Based on Missouri data
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What they do
An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
$85,068 / year median in Missouri
-4% projected decline
Job Description
Job Description Responsibilities:
- Review, abstract and/or perform quality control data audits of documents including updating and maintaining all lease information and data in our technology information systems, as required
- Ensure proper document management measures are followed for all leased, owned and other associated documents. Maintain file retrieval/storage, scan documents, and open/distribute mail
- Review client invoices in conjunction with lease requirements and collect proper supporting back-up documentation from landlords/billing authorities and confirm all calculations are correct
- Conduct desktop audits of Year-End Common Area Maintenance (CAM), Insurance, and Real Estate Tax reconciliations, interpret, and analyze all charges for accuracy, in accordance with lease documents. Directly responsible for dispute resolution with landlord for any identified discrepancies
- Responsible for ensuring the financial obligations of our Clients is accurate and that monthly rents are processed in a timely manner
- Oversee and manage the subtenant process including the recording and collection of monthly rent and the pass-through of invoices and year-end reconciliations
- Communicate frequently with internal and external partners. Notify client of critical dates, real estate policies and procedures, and assist with general inquiries
- Request and process certificates of insurance as required by the lease document
- Review Estoppels and Subordination Non-Disturbance Agreements (SNDA's) against the lease terms
- Regularly exercises good judgment and logic in responding to leased and owned property inquiries from the client and/or landlords
- Ensure that productive landlord and subtenant relationships are maintained in accordance with the lease and sublease agreements
- Establish task priorities and create schedules for portfolio objectives.
- Able to manage multiple projects/priorities in a fast-paced environment
- Stay up to date on the latest industry standards and trends
ADDITIONAL ELIGIBILITY QUALIFICATIONS
- Ability to understand, interpret, and abstract complex real estate lease terminology
- Working knowledge of financial terms
- Strong proficiency with MS Office Suite (MS Word, Excel and PowerPoint) Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work.
- $26.