Portfolio Administration Associate Manager

Essential functions and responsibilities 

• Manage all Portfolio Administration services for a multitude of accounts 

• Oversee associates and operations on a day-to-day basis ensuring work is completed and deadlines are met 

• Provide leadership to staff with the goal of maximizing technology resources and improving processes 

• Provide direction, coaching, and career development to assigned staff 

• Provide new team integration and recruiting support including the interviewing and onboarding process 

• Develop training and ensure all training and continuing education needs are met for each associate  

• Create and maintain trust and strong relationships with team members, leadership, and clients 

• Ensure account needs are met while following the scope outlined in the client service agreements 

• Complete monthly billing for Portfolio Administration services for assigned clients 

• Provide superior client service to internal and external clients 

• Recommend new approaches, policies, and procedures to drive continual improvements in efficiency of services performed 

• Continuously seek business expansion opportunities with existing clients and develop those opportunities 

• Outline or oversee the continuous updates to the process playbooks 

• Provide timely and accurate reporting to senior leadership and clients 

• Handle or oversee monthly rent and other critical reporting for clients and senior leadership  

• Partner with the Transition and Abstraction/Quality Control teams to onboard new accounts quickly and smoothly 

• Provide regular feedback to leadership regarding issues, challenges, and areas for additional focus 

• Execute special projects as assigned by senior leadership 

• Collaborate with other divisions and Client entities including Transaction Management, Facilities Management, Construction/Design, legal, etc. as needed 

• Support and assist with department and companywide initiatives and ensure company standards are implemented, met, and maintained 

• Demonstrate initiative and reflect a sense of urgency in daily duties by meeting or improving upon deadlines 

• Stay up to date on the latest industry standards and trends 

Key Competencies  

Demonstrated leadership/management skills 

Strong Customer Service Skills 

Strong Communication Proficiency (oral and written) 

Presentation Skills 

Organization Skills 

Technical Proficiency 

Analytical Skills 

Research Skills 

Detail Oriented 

Interpersonal Skills 

Sense of Urgency 

education   

• Bachelor’s Degree preferred in any field; business, finance/real estate, accounting ideal 

additional eligibility qualifications 

• 3+ years relevant work experience 

• Ability to read and understand financial statements 

• Strong interpersonal skills 

• Ability to manage multiple high priorities 

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

WORK ENVIRONMENT  

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. 

PHYSICAL DEMANDS 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate with others and exchange accurate information; operate a computer and other office productivity machinery; move about the workplace; remain in a stationary position for 75% of the time; and extend hands and arms in any direction. 

aap/eeo statement 

C&W provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.  Further, C&W takes affirmative action to ensure that applicants are employed and employees during employment are treated without regard to any of these characteristics.  Discrimination of any type will not be tolerated.