Finance and Portfolio Administrator - Boston, MA

Finance and Portfolio Group Administrator - MA

 

JOB DESCRIPTION

The Finance and Portfolio Administrator position provides an opportunity to work with two dynamic teams within a growing real estate investment management firm, New Boston Fund. The individual will perform tasks specific to each group as well as some that overlap. The position provides an opportunity to assist the groups in managing their critical external and internal relationships, while also coordinating their active schedules.

The Finance Group at New Boston Fund consists of a three-person team that works closely together to finance the acquisition and development of commercial real estate properties. This team must handle the requirements of fast-moving transactions, building and maintaining lending relationships, and internal and external reporting.

The Portfolio Group is a four-person team that synthesizes information from all areas of the firm to develop and make recommendations for short-term and long-term real estate strategy for the funds under management. The Group is also responsible for critical, high-level communication to the Board of Directors and investors.



 

RESPONSIBILITIES

 

FINANCE & PORTFOLIO (JOINTLY)

·  To provide administrative support, including correspondence, filing, scheduling, maintaining a contact database and organizing meeting and travel arrangements.

·  To prepare monthly American Express expense reports.

·  To provide backup switchboard coverage.

·  To provide backup to other administrative assistants as needed.

FINANCE

·  To assist in creating high-quality, client-oriented print and Power Point presentations, including bank and investor/client materials.

·  To assist with coordination of group meetings and events, including finance meetings and maintain and distribute meeting minutes.

·  Manage several key areas of internal monitoring and reporting, including a database of property debt summaries, loan compliance reporting, interest rate contracts, and pending loan maturities.

·  To assist with the preparation of comprehensive loan request packages, in both print and electronic (PDF) media.

·  To maintain highly accurate filing system of Investment Committee materials.

·  Process and monitor wire/invoice payments and property requisitions.

PORTFOLIO

·  To assist in the preparation and distribution of packages for monthly portfolio meetings.

·  To ensure timely collection of reports from other departments and assemble semi-annual portfolio report.To assist analysts, using Excel and Cougar software, in the preparation and issuance of various reports, including:Quarterly Fund Issues/PrioritiesAnnual Budget package and quarterly Fund Forecasts/ReforecastsTo assist in creating high-quality, client-oriented print and Power Point presentations, including Board of Directors and investor meetings.

·  To assist in annual internal valuation process, including management of filing system and data collection/entry.

·  Timely posting of Portfolio reports to internal portal.

 

QUALIFICATIONS

 

·  In general, the candidate must be self-motivated and capable of meeting daily multi-task goals in an active environment that is often subject to changing priorities.

·  Written and oral communication skills, and the ability to design and complete high-level presentations and correspondence timely and accurately are essential.

·  Interaction with internal and external partners will be constant, and the candidate must have strong interpersonal skills.

·  Proficient in Excel, Word, Powerpoint, and electronic database software

·  Web design/Sharepoint experience helpful

·  Bachelor’s degree preferred

·  Business Administration and analytical background a strong plus


BEHAVIORAL CHARACTERISTICS

 

·  High-level verbal and written communication skills

·  Ability to be flexible with changing priorities, manage workload and meet deadlines

·  Detail oriented

·  Excellent organizational and interpersonal skills

·  Demonstrated ability to work collaboratively as a member of a team.

·  Strong problem-solving skills in combination with the ability to multi-task and perform duties under minimal supervision.

·  Self-starter

·  Able to deliver high-quality results

·  Self-motivated

·  Strong work ethic

·  Motivated by accomplishment and success

·  Willingness to learn new things and eagerness to acquire new skills

·  Ability to quickly learn and use industry-specific software

·  Ability to anticipate potential problems/conflicts and to take appropriate action.

COMPENSATION:

New Boston Fund, Inc. offers a competitive base salary with bonus based on the experience and capabilities of the candidate. We offer a comprehensive benefits program that includes: Medical, Dental, 401(k), tuition assistance and other competitive benefits.

New Boston Fund, Inc is an Equal Opportunity Employer

Apply in confidence to: careers@newbostonfund.com

While we would like to individually respond to everyone who expresses interest and submits their qualifications, the volume of responses allows us to contact only those who are the best fit for the position as outlined.

Location: Boston, MA