Portfolio Administration Associate Manager

A company is looking for a Portfolio Administration Associate Manager who will manage a team and oversee daily operations in the Portfolio Administration Service Line.

Key Responsibilities

Manage Portfolio Administration services and oversee day-to-day operations of associates

Provide leadership, coaching, and career development for staff while ensuring client needs are met

Handle monthly billing, reporting, and collaborate with other divisions for account onboarding

Required Qualifications, Training, and Education

Bachelor's Degree preferred in business, finance / real estate, or accounting

3+ years of relevant work experience

Ability to read and understand financial statements

Strong proficiency with MS Office Suite (Word, Excel, PowerPoint)

Ability to manage multiple high priorities effectively