Support and Portfolio Data Management Profess

Richman Property Services, Inc.; Greenwich (CT); Vor Ort; USD 50.000 - 63.000; Vollzeit

Benefits dieser Stelle

Medical Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Voluntary Life Insurance

HSA

401k plan

Commuter Benefits

Mindfulness support

Financial wellness benefit

Zusammenfassung

Richman Asset Management, Inc. in Greenwich, CT is seeking a Real Estate Support and Portfolio Data Management Professional for a full-time role. This position focuses on overseeing portfolio data, investor reporting, and cross-team coordination within RAM’s asset management framework.

The ideal candidate will have 1–2 years of applicable experience, a bachelor’s degree, and strong Excel/MS Office skills. Join a team that handles data across development, acquisitions, asset management, and

Qualifikationen

• Bachelor’s degree from accredited university (3.0+ GPA).
• Experience in real estate data management or finance is a plus.
• Strong written and verbal communication skills.

Aufgaben

• Oversee quarterly and year-end reporting process which includes preparation of internal database and custom reports
• Posting reports to various investor portals
• Complete miscellaneous investor requests
• Manage all real estate portfolio data in the internal database
• Manage monthly occupancy reporting
• Minimum distribution process – sending invoices, tracking checks
• Administration of various internal file protocols
• Monitoring of liability and property insurance coverage through Insurance Advisors (IA)
• Processing department invoices with the accounting department
• Guide various requirements of each of the investor reporting cycles.
• Collection and tracking of certain financial statements
• Maintenance of the Richman investor portal
• Organization and scheduling of RAM trainings and events
• Oversee collection of various property data including tax information
• Coordinate various conference events.
• Miscellaneous project requests as needed

Kenntnisse

MS Office

Excel

Work ethic

Self-management

Communication

Ausbildung

Bachelor’s degree

Jobbeschreibung

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Support and Portfolio Data Management Profess

Full Time Greenwich, CT, US

Salary Range: $36.00 To $46.00 Hourly

Are you an organized, confident and outgoing person with a background in Real Estate Data Management, Finance and Customer Support who is looking for an opportunity with a leading real estate investment firm? Then read on...

Richman Asset Management, Inc., a division of The Richman Group of Companies, is currently seeking a Real EstateSupport and Portfolio Data Management Professional for a full-time position in the Greenwich CT office. The ideal candidate for this position is a highly motivated and responsible individual with very strong organizational and client relationship skills.

Richman Asset Management, Inc. (RAM) provides asset management services to more than 150 public, private and institutional investment funds. Our 100+ corporate investors rely on our team approach to asset management to maximize the fundamental asset performance and mitigate overall portfolio risk. This approach has enabled our funds to achieve a national reputation for the highest levels of investment performance.

Here at the Richman Group our mission is to pursue real estate investment, development and property management opportunities responsibly and with integrity for the benefit of our residents and their communities while optimizing economic returns for our investors, developer clients and partners. The Richman Group intends to maintain its leadership in creating innovative developments and financial structures. Our developments are designed with a concern for the environment and the communities in which they are located.

Richman Asset Management offers:

• Tremendous exposure to the world of real estate and its many facets, from Development and Acquisitions to Asset Management and Investor Services.
• A fast-paced environment characterized by strong interaction with experienced peers, developers and investors.
• Potential for career advancement within a leading organization in the fast-growing field of real estate finance.

The Richman Asset Management Support and Portfolio Data Management Professional will work as part of the Asset Management team to achieve the departmental goals. They will report directly to the President and Director of Real Estate Operations of RAM, Inc. and will also be instructed to perform various tasks from the entire RAM team.

RESPONSIBILITIES:

• Oversee quarterly and year-end reporting process which includes preparation of internal database and custom reports
• Posting reports to various investor portals
• Complete miscellaneous investor requests
• Manage all real estate portfolio data in the internal database
• Manage monthly occupancy reporting
• Minimum distribution process – sending invoices, tracking checks
• Administration of various internal file protocols
• Monitoring of liability and property insurance coverage through Insurance Advisors (IA)
• Processing department invoices with the accounting department
• Guide various requirements of each of the investor reporting cycles.
• Collection and tracking of certain financial statements
• Maintenance of the Richman investor portal
• Organization and scheduling of RAM trainings and events
• Oversee collection of various property data including tax information
• Coordinate various conference events.
• Miscellaneous project requests as needed

WHO SHOULD APPLY:

• Investment portfolio data maintenance professionals who have worked in the real estate profession,
• Customer Support professionals with an understanding of real estate finance.
• Bookkeepers or data management professionals from the Real Estate lending or investment profession.
• Banking professionals who have strong data management and communication skills with knowledge of real estate finance.

QUALIFICATIONS:

Education: Bachelor’s degree from accredited university (3.0+ GPA).

Experience: Minimum of 1-2 years applicable experience required

Skills & Certifications:

• Fluency in Microsoft Office Suite,
• Proficiency in Excel;
• Strong work ethic;
• Hands-on and Adaptable;
• Capable of self-management and self-starting;
• Able to handle high volume of transactions and to meet tight deadlines in time sensitive situations while maintaining a professional demeanor.
• Strong writing skills as well as strong analytical skills and financial acumen;
• Excellent organizational and communication skills;

BENEFITS:

We offer competitive salary and benefits packages that include:

• Medical, Dental, Vision, Disability insurance, Voluntary Life Insurance
• Healthcare Savings Accounts for those who qualify
• Company paid life insurance and long term disability insurance
• Pet Insurance
• 401k plan
• Commuter Benefits plan for parking and transit.
• Mindfulness and wellbeing support
• Financial wellness benefit that includes access to a financial advisor

If you are looking for a rewarding career opportunity with one of the top Real Estate organizations in the country, we’d like to hear from you!