Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
2
2
years of professional experience
Work History
Portfolio Associate
SS&C | Innovest
08.2021 - Current
Handle incoming requests from clients
Completes investment reviews of assets including formulating investment recommendations and determining whether a market exists for the asset
Order inspections, appraisals, & valuations for residential and commercial properties
Coordinate any maintenance/service requests
Manages asset looking at current ownership structure, financial statements, business operations, insurance and other important matters associated with the assets
Review and setup closely held, mortgage assets, oil & gas and note information in proprietary software system
Process property tax, insurance, and vendor invoices
Work with Asset Managers to assess operational or property issues.
Education
Bachelor of Business Administration -
The University of Texas, Arlington
12.2015
Skills
Asset Management
Adaptability
Attention to detail
Collaboration
Communication
Customer Service
Creativity
Time management
Microsoft Office
Research
Financial Analysis
Project Management
Work Ethic
Search engine optimization
Portfolio Management
Positivity
Property Management
Reconciliation
Decision Making
Leadership
Multitasking
Problem Solving
Sales
Timeline
Portfolio Associate
SS&C | Innovest
08.2021 - Current
Bachelor of Business Administration -
The University of Texas, Arlington
Similar Profiles
Dawn BurnsDawn Burns
Financial Services Manager/Registered Representative at InnoVest Financial ServicesFinancial Services Manager/Registered Representative at InnoVest Financial Services
Operation Manager (Electrical) at SS ENGINEERING (A Grade Contractor) & SS POWER ENGINEERING Pvt. Ltd.Operation Manager (Electrical) at SS ENGINEERING (A Grade Contractor) & SS POWER ENGINEERING Pvt. Ltd.