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.