Portfolio Analyst/Executive Admin
FPI Management, Inc. - Folsom, CA

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Tasks:

Weekly Report rollups
Individual Weekly reports - with critical need for accuracy
Yardi proficiency - be able to pull reports for Executive analysis
Follow up w/ Portfolio Managers on needed reports
Support to WA Portfolio Managers, including market surveys, reserve draws.
Communication skills - occasionally will communicate with clients regarding outstanding items or needed reports. Needs to be able to respond and assist when Executives are unavailable.

Additionally:
  • Schedule, bill back and monitor Pacific Northwest training courses
  • Address and follow up on all Better Business Bureau complaints/correspondence
  • Pacific Northwest Admin (start up boxes etc)
  • Update environmental compliance worksheet
  • Update previous participation worksheet
  • Provide back-up for managing Compliance Depot
  • Monitor Portfolio Manager checklist and market survey tracking

FPI Management, Inc. - 22 months ago - save job - copy to clipboard