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
Fort Worth, TX
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.
Senior Architect and Portfolio Lead (Associate Director) at Cognizant Technology Solutions U.S. CorporationSenior Architect and Portfolio Lead (Associate Director) at Cognizant Technology Solutions U.S. Corporation