Portfolio Administration Manager

A company is looking for a Portfolio Administration Sr. Manager. Key Responsibilities Manage day-to-day activities and oversee associates for Portfolio Administration across multiple accounts Provide leadership, coaching, and career development to staff while ensuring account needs are met Develop training programs and maintain strong relationships with clients and team members Required Qualifications Bachelor's Degree preferred in business, finance/real estate, or accounting 5+ years of relevant work experience Ability to read and understand financial statements Strong proficiency with MS Office Suite (MS Word, Excel, PowerPoint) Ability to manage multiple high priorities effectively

Mar 18, 2025 - 01:21

A company is looking for a Portfolio Administration Sr. Manager. Key Responsibilities Manage day-to-day activities and oversee associates for Portfolio Administration across multiple accounts Provide leadership, coaching, and career development to staff while ensuring account needs are met Develop training programs and maintain strong relationships with clients and team members Required Qualifications Bachelor's Degree preferred in business, finance/real estate, or accounting 5+ years of relevant work experience Ability to read and understand financial statements Strong proficiency with MS Office Suite (MS Word, Excel, PowerPoint) Ability to manage multiple high priorities effectively