Portfolio Coordinator Jobs

Proficiency in Microsoft Word and Outlook and basic knowledge of Excel.

Extraordinary attention to detail and strong organizational skills.

A competitive salary commensurate with experience.

Ability to communicate effectively and collaborate with others.

Health, Dental, Rx and Vision coverage.

Company sponsored events throughout the year.

Undergraduate Degree with 2 years’ relevant working experience

Good communication skills with diverse groups

Experience In International Development or non-profit sector

Schedules / organizes recurring meetings with internal and external stakeholders including Country Offices, donors, HQ staff

Informs and reminds responsible staff of follow-up dates and deadlines for response or specific actions, supplying supporting material as appropriate

Coordinates events, conferences and travel for Country Office and / or HQ staff

Identify and investigate potential AR exposures and determine which balances to escalate to property management and/or the client

Independently manage and determine priority of outstanding tasks and research requests

Accounting related experience of at least 2 years preferred

Leasing related experience a plus

Solid customer service and interpersonal skills

Experience reading and understanding leases preferred

Bachelor’s degree, or other formal education, or minimum of five years of experience in lieu, in a financial service-related field.

A minimum of five years of proven successful client service experience in a financial service-related field.

Possesses polished technical, written, and verbal skills.

Requirements of the Portfolio Administrator:

Responsibilities of the Portfolio Administrator:

Self-directed/intrinsic motivation; ability to work well independently with minimal to moderate supervision.

5+ years of experience in investment management, hedge fund of funds, macro funds, single family offices, etc.

Prior experience with portfolio construction with an emphasis on alternative investments such as hedge funds and private equity

Strong critical thinking and analytical skills, with the ability to justify logically a thought process and related conclusions.

Excellent communications and presentation skills

Knowledge and a curiosity for macroeconomics, financial markets, risk premium concepts, tactical positioning, asset classes, and fund investments

Advanced Excel and PowerPoint skills

Critical thinking and exceptional communication skills

Company-sponsored training and certification opportunities

Become a subject matter expert on the details of all BHG portfolios

A liaison for collections and legal team communications

Build strong working relationships with internal stakeholders

Process transaction requests from internal groups

Critical thinking and exceptional communication skills

Company-sponsored training and certification opportunities

All Remote employees at BHG Financial are required to work within the United States of America.

Become a subject matter expert on the details of all BHG portfolios

A liaison for collections and legal team communications

Build strong working relationships with internal stakeholders

Has experience working in either Partnerships, BD, Sales (Pre & Post), GTM, or Growth.

If you and the team agree you’d like to speak, we’ll facilitate a warm intro directly.

Is excited about building a sales, BD, Marketing, or Growth strategy

Can analyze data, identify trends, report on insights, and make data-driven decisions

Is customer focused and can engage with a wide range of users and partners

Enjoys wearing multiple hats and working with multiple teams on crossing the finish line

If you and the team agree you’d like to speak, we’ll facilitate a warm intro directly.

Has spent time building a company, led a high-performing function, or is regarded as a leader in their space

Can create and execute a clear and compelling vision and strategy for their company and industry as a whole

Is passionate about the space and is excited to push forward innovation

Prides themselves on being able to adapt and analyze new trends in response to changes in the market

Considers hiring and growing the people one of their highest priorities

Provide management and leadership to assigned property and book of business.

Manage the functions of a team within a property while maintaining standards of excellence for processes, methods and personnel.

Maintain knowledge and understanding of the contract between the association and FirstService Residential. Ensure all contractual obligations are being met.

Initiate contact with new residents.

Conduct site inspections regularly, identify deficiencies and provide recommendations and action plans in order to improve the property.

Oversee all construction projects and ensure property maintenance/improvement and other related projects are completed on time and within budget.

Complete daily and weekly reports to send out to management team.

Strong working knowledge in MS Office. Previous experience with Scheduling Software will be considered an asset.

Post-secondary education in business administration or related is preferred

Working knowledge of Employment Standards Legislation and Human Rights Legislation

Strong interpersonal and leadership skills, and excellent verbal and written communication.

Fill cancellations and openings in the daily schedule that are prescribed to the PRC based on coverage type