Portfolio Administrator Resume Sample

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Ottilie Stokes
839 Sporer Highway,  San Francisco,  CA
+1 (555) 345 9916

Work Experience


Portfolio Administrator
02/2017 - PRESENT
New York, NY
  • Relevant securities industry experience
  • Strong processing and inputting skills
  • Self-starter with strong quantitative and problem-solving skills
  • Experience with Insurance STAT Accounting (Schedule D, etc.)
  • Assist Senior Property Manager(s) with third party contract management in an effort to maximize cost savings
  • Manage and maintain Certificates of Insurance (COIs) for portfolio tenants and third-party vendors
  • Support Property Accounting Team with Avid Invoicing System, Tenant Billing, and other functions as needed
  • Manage and maintain property maintenance inspection and report binders
Senior Portfolio Administrator
04/2014 - 08/2016
San Francisco, CA
  • Manage and maintain online work request system, Building Engines
  • Manage all portfolio utility accounts – Electric, Gas, Water/Sewer, Tele-Comm, etc
  • Manage all Town Notices and Town Requirements
  • Support Acquisitions Team, Project Management, Asset Management, and Property Field Staff teams as needed
  • Foster a work environment that promotes energy conservation and continuous improvement of portfolio operations
  • Assist in developing safety and environmental standard operating procedures throughout portfolio
  • Proficient Microsoft Office, i.e. Word, Excel, Power Point, Office 365
  • Strong knowledge of the securities / brokerage industry, including clearing and settlements market processes and Margin and Collateral processing for Derivative holdings
  • Experience with ISDA amendments and CSA agreements
DRL Portfolio Administrator
11/2008 - 03/2014
Houston, TX
  • Maintain Security Master File (including set up new securities, modifying security’s cusip / sedol number, and purging securities)
  • Perform daily balancing procedures including reconciliation of cash and security holdings to brokers and other custodian’s data as per procedures
  • Perform monthly balancing procedures including reconciliation of cash and security holdings to brokers and other custodian’s data
  • Managing clients’ quarterly tax payments and annual IRA contributions/RMDs
  • Maintains awareness of global offices’ procedures and requirements for trades, cash, compliance and fund accounting
  • Ensure transactional and position integrity in Sterling’s book of records including a quad-source verifcation against custodial records, and Sterling’s OMS Charles River and market reference data. Independently research any discrepancies and remediate immediately
  • Liase with clients’ representatives to ensure accuracy of their records; involves frequent communication with custodial counterparts and internal trade settlement specialists

Education


Franklin Pierce University
2002 - 2007
Bachelor's Degree in Business Administration

Professional Skills


  • Strong time management skills and ability to manage multiple priorities in a fast-paced environment
  • Excellent reconciliation skills and attention to detail
  • Excellent organizational and analytical skills with an attention to detail
  • Superb people skills, strong team-orientation, and a professional attitude
  • Proactive, with excellent teamwork skills, complemented by the ability to work independently
  • Prioritize and manage own workflow to ensure quality and efficiency (i.e. meet deadlines; be flexible in adjusting to changing work priorities)
  • Intermediate level Excel skills with an understanding of Windows based applications

How to write Portfolio Administrator Resume

Portfolio Administrator role is responsible for organizational, interpersonal, software, training, credit, listening, excel, recruiting, finance, securities.
To write great resume for portfolio administrator job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Portfolio Administrator Resume

The section contact information is important in your portfolio administrator resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Portfolio Administrator Resume

The section work experience is an essential part of your portfolio administrator resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous portfolio administrator responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular portfolio administrator position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Portfolio Administrator resume experience can include:

  • Experience in reading and interpreting real estate leases/contracts
  • Banking or Finance Experience
  • Experience working within financial services – investment/asset management an advantage
  • Banking or Finance Experience
  • Experience in the Financial Services Industry in an Operations role
  • Demonstrated ability to successfully perform all aspects of position description

Education on a Portfolio Administrator Resume

Make sure to make education a priority on your portfolio administrator resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your portfolio administrator experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Portfolio Administrator Resume

When listing skills on your portfolio administrator resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical portfolio administrator skills:

  • Good understanding of separately managed account process. Good Understanding of Quality and process improvement concepts
  • Prior experience as a deployed government-services contractor
  • Work independently but possess the ability to work effectively within a group with team focus
  • Effectively communicate with local and remote stakeholders
  • Working experience with SS&C products is an asset
  • Collects, consolidates, and disseminates briefing content for recurring theater-specific staffing conference calls

List of Typical Experience For a Portfolio Administrator Resume

1

Experience For Senior Portfolio Administrator Resume

  • Demonstrated proficiency in Microsoft Powerpoint, Excel and Word applications
  • Proficient with MS Office, strong Excel knowledge required
  • A positive professional attitude, a commitment to client service and an ability to prioritize critical tasks and work well under pressure are crucial
  • Strong team player; flexible, adaptable and ability to work in fast paced environment
  • Real Estate Data Management System experience
  • Accounts Payable and Receivable Functionality experience
  • Reconciling cash, positions and market value on portfolio accounting system to the custodian’s record on manually reconciled accounts
2

Experience For CDO Portfolio Administrator Resume

  • Monitoring sponsor websites and applications for various client requests
  • Understanding of portfolio accounting practices, reporting and trading
  • Maintain Security Master File (including set up new securities, modifying security’s cusip/sedol number, and purging securities)
  • Assists with system testing and upgrades of accounting and/or trading systems
  • Prepare accurate lease abstracts including updating and maintaining all lease information and data in the technology information systems
  • Proficiency in organizing, scheduling, and simultaneously supporting multiple tasks
3

Experience For DRL Portfolio Administrator Resume

  • Restrict the accounts from trading due to account discrepancies and pending reconciliation in the Invesco portfolio accounting
  • Maintains knowledge of on-going industry and regulatory changes and initiatives impacting the firm’s funds and clients
  • Coordinates aspects of programs involving personnel hiring, transfer, and deployment actions to ensure candidates are prepared for deployment/transfer
  • Manage the Contract Expiration List/RFP Calendar - Monitor/Manage the contracting list to ensure we are planning ahead as projects are 120-180 days out, etc
  • Participation in department’s Business Continuity Practices (disaster recovery functions planning)
  • Maintains awareness of global offices’ procedures and requirements for trades, cash, compliance, and fund accounting
  •  Ensures communication of trades to custodian(s) and appropriate fund accounting agent(s)
4

Experience For Interim Portfolio Administrator Resume

  • Utilize analytical tools to ensure best in class pricing
  • Responsible for the handling of other operational tasks and projects as needed
  • General/expressed interest in the financial markets/asset management and desire to pursue knowledge further via learning/education
  • Basic understanding of the mechanics of financial products instruments bonds/derivatives/money markets etc
  • Daily, weekly, monthly, quarterly, annual and ad hoc reporting for both TDAM and TDAM USA funds and accounts
  • Perform Reconciliation for both the Equity and Fixed Income Portfolios utilizing the Bloomberg Reconciliation tool
  • Month/Annual income and capital distribution process – managing communications
  • Support the TD ETF's, including approval's for both creations and redemptions, Monthly and Quarterly distributions
5

Experience For Pmfa-portfolio Administrator Resume

  • Risk mitigation and prompt completion of error reports, escalating issues and errors that could impact the business
  • Daily cash forecasting for money market traders
  • Participates in recurring conference calls
  • Manages and reconciles corporate meeting card (primarily travel expenses)
  • Liaises with CRC staff and Engility employees attending CRC
6

Experience For Collateralized Debt Portfolio Administrator Resume

  • In coordination with PMs and Corporate Staffs, works to synchronize information sharing
  • Assist Analysts with reporting to the investors
  • Ensure 100% accurarcy and timeliness of data through proper booking and reconciliation of account activity
  • Familiarity with all AT systems: TrustDesk, Temenos, etc
  • Administrative support: answer telephones, prepare correspondence, maintain files, scan, copy
  • Support the Investment Counselor in a full range of administrative services by
  • Accurately reconcile investment portfolios – audit accounting data for accuracy and reasonableness, identify and resolve holdings and transactional discrepancies in a timely manner using multiple data sources, and track outstanding issues and ensure resolution
7

Experience For Digital Project Portfolio Administrator Resume

  • Generate and audit portfolio performance – calculate and reconcile portfolio performance. Analyze and justify comparative results
  • Contribute to cross-departmental initiatives and work groups. Participate in operational projects focusing on automation, efficiency, and the scalability of Portfolio Administration services
  • Support process improvement activities and streamline existing procedures
  • Ensure continuous contract coverage for the UMCSC’s 300+ addendums and contracts
  • Manage and execute extension, roll-over, and product maintenance amendments
  • Provide analytical summaries & recommendations as needed or requested
  • Attend supplier meetings, business reviews, and negotiations
  • Assist in the creation of executive summaries and contract fact sheets
8

Experience For Portfolio Administrator Pic Resume

  • Occasional travel to attend Member meetings
  • Create and process language change amendments
  • Assist with RFE/ITC preparation
  • Intermediate to advanced proficiency in Microsoft Office software products (Word, PowerPoint, Excel, and Access)
  • Interacting with the various investment managers to ensure that all money movements are completed in a timely manner and that the internal record keeping system reflects the unit holdings held with the investment manager on an ongoing basis
  • One to two years of experience in collateral portfolios and/or mutual funds
9

Experience For Senior Pensions Portfolio Administrator Resume

  • Customer Service Orientation - Consistently displays awareness and sensitivity to the needs of internal and/or external clients/customers. Proactively ensures these needs are met or exceeded
  • Problem Solving - Thinks critically and anticipates, recognizes, identifies, and develops solutions to problems in a timely manner
  • Teamwork - Fosters an environment where individuals collaborate in pursuit of a common goal internally and externally to the team
  • Thoroughness - Demonstrates careful attention to detail. - Keeps tasks and responsibilities clearly defined, on schedule, and error-free. - Carries tasks, assignments, etc., through to completion
  • Assist with reporting to federal regulators with respects to SNC and Tax Reporting
  • Actively work to ensure that lender tax forms are compliant by following up with lenders when needed, and withhold if the lender does not become compliant
10

Experience For Institutional Portfolio Administrator Resume

  • Ensure 100% accuracy and timeliness of data through proper booking and reconciliation of account activity
  • Accurately generate equity orders according to Portfolio Manager instructions
  • Work closely with operations team to address any incoming client requests
  • Familiar with standard concepts, practices, and procedures related to Trust Administration
  • Daily trade settlements: Money Market, Equity, Fixed Income, FX, Derivatives – Bond Forwards, Repos, SWAPS, Netting, OTC and Listed Options, CDS, FX Spots & Forwards, Collateral Movements, Margins & Futures
  • Processing of Private Debt and Term B Loan transactions
  • Ensure matching and confirmation of Foreign Exchange transactions

List of Typical Skills For a Portfolio Administrator Resume

1

Skills For Senior Portfolio Administrator Resume

  • Team player Good communication skills Open minded, flexible, and willing to listen for other people’s opinions
  • Meaningful relevant experience in all varieties of loan servicing & funding
  • Demonstrated proficiency in computer software programs, including the Microsoft Office Suite
  • Experience of research and reconciling accounts
  • Good understanding of separately managed account process
  • Good Understanding of Quality and process improvement concepts
  • Preparing and generating a wide variety of reports for clients and team including performance reports, contracts, spreadsheets, graphs, tax reports
  • Looking for an individual that can multitask and work in a team environment, and also willing to learn and take on other responsibilities within the group
  • Monitoring and reconciling portfolio information
2

Skills For CDO Portfolio Administrator Resume

  • Understanding of futures and options and other derivatives and collateral movement
  • Following up with clients on missing or incomplete documentation
  • Escalating issues to the Relationship Managers and or Governance & Operations Manager as appropriate
  • Take on advanced responsibilities such as: securities pricing and capital calls and researching and analyzing fees
  • Responsibilities include: confirming trades with brokers as to the details and allocations and also instructing custodians in all markets on a timely basis
3

Skills For DRL Portfolio Administrator Resume

  • Microsoft Office product including generating Access database reports
  • Cultivate and maintain positive, working relationships
  • Thorough understanding of the documentation and steps involved with a transaction
  • Knowledge of products including high yield, high grade, global bonds, and FX spots and forwards
  • Correspond with various broker sales and trading desks and other area of the firm on all related trade issues
  • Send trades to brokers and custodians via different methods including fax, email, Ftp
4

Skills For Interim Portfolio Administrator Resume

  • Knowledge of the following systems Portia, Charles River, and Trade suite, QTSS, Markitserve, Fiserve Trade Flow
  • Proactively anticipate what is needed before asked and exhibit the capability of working without direction
  • Spreadsheet and word processing applications: J.D. Edwards (general ledger) Vertex (sales tax) Panasophic (accounts payable/accounts receivable)
  • Self-review of tasks performed including initial review of reports
  • Assist in testing and roll out of system upgrades, system integration and new technology
  • Research and resolve issues related to portfolio accounting data or client information
  • Daily, weekly and ad hoc reporting
  • Coordinate migration activities including in-specie transfers
5

Skills For Pmfa-portfolio Administrator Resume

  • MBA or any other Professional qualification with Finance as Major Specialization
  • Identifying referral opportunities to Scotia Private Client Group partners, ScotiaMcLeod, Commercial Banking, Retail and other key partners (GTB, International, GBM, etc.)
  • Using strong knowledge of the Bank’s, Scotia Wealth and Private Investment Counsel diverse products and services, to ensure the client’s needs are well understood, documented and satisfied
  • Supporting the Relationship Managers in maintaining client portfolios in accordance with established firm strategy which includes, utilizing the Central Portfolio Models and pools, focusing on client segmentation and client’s risk appetite
  • Liasing with internal referral sources to ensure timely communication, response and resolution to inquiries and relationship management needs
  • Key point of contact for clients on behalf of assigned RM
6

Skills For Collateralized Debt Portfolio Administrator Resume

  • Thorough knowledge of each Scotia Wealth & PIC Business Line’s value proposition and product and service offering in order to identify opportunities across the Scotia Wealth partners
  • Using strong knowledge of the Bank’s, Scotia Wealth Management and Private Investment Counsel's diverse products and services, to ensure the client’s needs are well understood and documented
  • Consistently executing on Scotia Wealth and PIC service standards regarding proactive contact, central client point of contact, recording and maintaining the Client Contact database
  • Settles bond/bank loan trades and invests excess cash as directed by the Portfolio Manager, books cash inflows/outflows to the portfolio, tracks asset attributes such as accrual information, rating, industry codes, etc
  • Lease administration experience using Yardi
  • Demonstrate a passionate commitment to serve clients and collaborate with colleagues to exceed clients’ expectations
  • Experience in the Financial Industry as an Investment Portfolio Administrator
  • Investment Operations Industry Experience Sound Knowledge of Investment products globally is required
  • 6 Months to 1 Year Investment Operations Industry Experience
7

Skills For Digital Project Portfolio Administrator Resume

  • Provides reports to the clients on a daily basis, and assists Analysts with reporting to the investors
  • Identify information to clarify a situation, seek that information from appropriate, multiple sources and use skillful questioning to abstract the information. Notices discrepancies and inconsistencies in available information
  • Work under pressure and organize work flow priorities with all relevant parties to complete work within established schedule
  • Excellent attention to detail; ability to monitor own work for completeness and accuracy; ability to organize information and materials for others
  • Experience in an Investment Manager (Buy Side) settlements group
  • Follow up on fails with the brokers and banks as to price, delivery instructions and other settlement issues
  • Research issues and resolve on a timely basis and escalate to senior management when necessary
8

Skills For Portfolio Administrator Pic Resume

  • Apply what is learned about systems and processes to new situations with proficiency
  • Proactive; ability to work independently and in the team environment, with minimal direction
  • Proficient in Microsoft Office Excel and Word required
  • Works with larger and more sophisticated client relationships anticipating their needs and resolving complex issues independently. Maintains direct telephone and written contact with clients and designated third parties (accountants, lawyers, trustees, etc.). Composes written correspondence to inform clients of portfolio activity
  • Uses independent judgment and analysis tools to prepare personalized reports for clients and prospects with respect to financial and estate planning. Finds resources and contacts for clients
  • Experience authoring computer system compliance risk validations, periodic reviews, and change controls in accordance with Pfizer validation SOPs, FDA GxP regulations, and 21 CFR Part 11 guidelines
9

Skills For Senior Pensions Portfolio Administrator Resume

  • Manage and prioritize task and workflow
  • Perform daily, weekly, monthly and quarterly processes
  • Back up to other team members in operations
  • Field questions related to client data, reports or any items as a result of work
  • Desire to learn and grow within the financial services industry
  • Successful completion of the Canadian Securities Course or Mutual Funds Investment Course
  • Multi-task to meet deadline
  • Keep others informed on status of accountabilities and use judgment for escalation
  • Provide support and back up as required across Business Services
10

Skills For Institutional Portfolio Administrator Resume

  • Participate fully as a member of the team; contribute to a positive work environment, TD Pulse results /action plan
  • Multi-task to meet deadlines and assist colleagues with same
  • Prepare daily, weekly, monthly, quarterly, yearly, ad hoc and customized reports
  • Knowledge of products and systems used in the institutional investment industry
  • Work in a fast-paced environment with deadline-driven tasks
  • Proven leadership skills to support the Development plans in place that have been established by the Manager and to support the advancement and the exposure they need to achieve their career and development goals
  • Highly motivated and enthusiastic individual who has demonstrated the ability to work in a high volume, fast paced environment
  • CFA, enrolled or completed would be an asset
  • Effective time management skills with the ability to multitask and deliver on tight deadlines. Ability to manage multiple priorities while paying attention to detail

List of Typical Responsibilities For a Portfolio Administrator Resume

1

Responsibilities For Senior Portfolio Administrator Resume

  • Experience in administration field/position/responsibilities
  • Downloading Sponsor reports & Updating and Comparing Unified Managed Accounts (UMA) Models depending on the Sponsor
  • Placing security and industry level restrictions in the portfolio accounting system
  • Adding financial advisor information to the portfolio accounting system to reconcile with Sponsor data
  • Conduct product and market assessments and market research to assist Director and Sourcing Executives in building contracting strategies
  • Manages the clearing of all trades by ensuring trades are affirmed on time and researches any discrepancies with the brokers and/or custodians
  • Manage the contract loading process into the Vizient Contract Catalog for all ProvSource custom and local contract loading
  • Troubleshoot contract processing delays, technical hurdles, or other needs, as determined by pharmacy network sourcing executive
  • Conduct product and market assessments and market research to assist the Portfolio Executives in building contracting strategies
2

Responsibilities For CDO Portfolio Administrator Resume

  • Develop an in depth understanding of lease language and administer landlord obligations under the lease
  • Interpret contract needs, organizes or processes correspondence with sub or prime contracting parties and monitors fulfillment of contractual obligations
  • Provide support for sourcing and operations as it pertains to Vizient aggregation member groups
  • Prepare contract amendments and price management documents to support contracting efforts for the business unit
  • Responsible for managing contract milestone reports; prepare and manage extension documents as part of the contract management process
  • Prepare monthly reports detailing contract performance against objectives
  • Monitor and report the cash and position discrepancies in a timely manner to the trading desk
  • Identify & resolve individual account discrepancies accurately and efficiently, to ensure systems are ready for trading
3

Responsibilities For DRL Portfolio Administrator Resume

  • Monitor corporate actions and ensure responses are submitted to meet election deadlines. Maintain records of same
  • Coordinate migration activities with stakeholders
  • Liaise with brokers, custodians, vendors and internal departments in order to resolve any trade related issues
  • Monitors, troubleshoots and resolves all trade fails
  • Maintain assets and their respective lenders
4

Responsibilities For Interim Portfolio Administrator Resume

  • Prepare bank loan trades for settlement as directed by involved parties, and process them in the system once executed
  • Track asset attributes such as accrual information, amortization, default status, etc
  • Provide reports to the clients on a daily, monthly, and a quarterly basis
  • Respond to any borrower and lender requests or inquiries in a timely fashion
  • Recent College graduates welcome
5

Responsibilities For Pmfa-portfolio Administrator Resume

  • Collaborate with the Compliance department to address any potential rule violations
  • Maintain close communications with equity traders and monitor orders for best execution that is in line with portfolio manager instructions
  • Leverage proprietary database to identify portfolio variance and develop action plan to address discrepancies
  • Provide various portfolio and strategy level reports to the Portfolio Managers
  • Proactive and accountable – multi-task, follow-up and follow-through
6

Responsibilities For Collateralized Debt Portfolio Administrator Resume

  • Knowledge of Charles River, Advent, Bloomberg, and FactSet are desirable
  • Reconciles cash and positions for all client accounts including Domestic, Fixed Income, Foreign, and more challenging and complex accounts such as (Europe, Australasia, Far East)
  • Complete cash and position reconcilements by comparing the cash and position balances of the Advent system to that of Custodian's system according to the Standard operating procedures
  • Research and document cash and/or position discrepancies. Recommend solutions to issues in order to timely clear discrepancies
  • Performs other support functions key to portfolio account system and client accounts such as income postings, corporate actions, new accounts, etc
  • Provides backup support for Portfolio Administration team
  • Generates Access database reports
7

Responsibilities For Digital Project Portfolio Administrator Resume

  • Familiarity of trade life cycle, front office trade entry tools (Bloomberg MOMS or equivalent) an advantage
  • Ensure transactional and position integrity in Sterling’s book of records including a quad-source verification against custodial records, and Sterling’s OMS Charles River and market reference data. Independently research any discrepancies and remediate immediately
  • Liaise with clients’ representatives to ensure accuracy of their records; involves frequent communication with custodial counterparts and internal trade settlement specialists
  • Construct custom period-end reporting packages to the end client and review for accuracy prior to disseminating to the end client
  • Instruct Reference Data Team to correct any errors in system reference data found during reconciliation and/or period-end reporting. Ensure corrections are posted accurately and on a timely basis
  • Manage all period-end communication with the end client, and respond to all ad hoc requests received from the end client intra-period on a timely basis
  • Investigation and support functions relevant to portfolio administration
  • Manage Fund Flow sign-off for PM team
8

Responsibilities For Portfolio Administrator Pic Resume

  • Oversight and administration of Class Actions. Submission of appropriate data for participation
  • Provide support and backup as required across the Business Services team
  • Provision of daily reports to the PM team
  • Liaise with service providers for investigation into discrepancies
  • Prompt and thorough resolution of all client and process issues
  • Participation in procedure documentation
  • Participate in Audits as required
9

Responsibilities For Senior Pensions Portfolio Administrator Resume

  • Responsible for ensuring the financial obligations of our Clients is accurate and that monthly rents and non-recurring payments for rent, real estate taxes, CPI escalations and all other charges associated with the client’s leased property portfolio are processed in a timely manner
  • Review related client-partner invoices in conjunction with lease requirements and ensure back-up documentation is in place and all calculations are correct; conduct negotiations with landlord in the event invoices amounts are incorrect and require further discussion
  • Perform review of annual operating expense statements and bill out to subtenants the proportionate share of expenses
  • Tracks asset attributes such as accrual information, rating, industry codes, etc.,
  • Ensures 100% accuracy and timeliness of data through proper booking and reconciliation of account activity
  • Conduct negotiations on behalf of clients as required. Verifies landlord invoices to ensure charges are in compliance with lease stipulations
10

Responsibilities For Institutional Portfolio Administrator Resume

  • Produce accurate rent roll for both tenants and subtenants
  • Review Estoppels and Subordination Non-Disturbance Agreements (SNDA’s) against the lease terms; negotiate with the landlord of behalf of the Client if discrepancies are found or changes are needed
  • Design, produce, and provide to Client, timely and accurate monthly/quarterly financial reports, identify and record savings, identify exceptions, investigate causes of exceptions, and recommend solutions to prevent further errors
  • Communicate with field personnel. Notify field of critical dates, real estate policies and procedures,
  • Serve as client’s representative for interfacing with landlords sites with regard to lease-related issues. Address and resolve issues with landlords. Provide lease interpretation assistance to field personnel as requested
  • Review and pre-approve expenditures. Ensure that expenditures comply with Client and Cushman & Wakefield policies
  • Maintain and update Portfolio Administration Operations Guidebooks

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