<p>We are looking for a Portfolio Administrator to support portfolio operations, client servicing, and reporting activities for a financial services team in Austin, Texas. This position plays a key role in maintaining accurate account records, coordinating with custodians and brokers, and preparing high-quality materials that support client relationships and investment oversight. The ideal candidate brings strong organizational skills, attention to detail, and the ability to manage time-sensitive administrative and compliance-related tasks in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily account reconciliation by comparing cash balances and holdings with custodian records and resolving discrepancies promptly.</p><p>• Administer account-level guidelines by tracking portfolio restrictions, cash reserve targets, and allocation parameters to help maintain compliance with client policies.</p><p>• Maintain trading and account instruction records, and follow trade activity through settlement by coordinating with brokers and custodians to address exceptions.</p><p>• Process operational account changes, including new account setup, account updates, closures, and maintenance of client information within portfolio administration systems.</p><p>• Handle corporate action events and support accurate billing by reviewing charges, investigating outstanding items, and responding to client inquiries related to invoices.</p><p>• Prepare and distribute recurring client correspondence, including quarterly communications and account statements, with a high standard of accuracy and timeliness.</p><p>• Coordinate custodian-related service requests such as account openings, cash movements, and account maintenance changes, while assisting clients with documentation and administrative follow-up.</p><p>• Develop client meeting and reporting materials by analyzing portfolio results against benchmarks, calculating growth trends, preparing presentation spreadsheets, and assembling final presentation packages.</p><p>• Monitor portfolio asset allocation and benchmark data to support ongoing adherence to investment policy expectations and reporting needs.</p><p>• Assist with audit, reporting, and class action support requests by gathering required information and delivering documentation to clients and internal stakeholders.</p>
We are looking for a detail-oriented Lease Administrator/Analyst 5 to support lease documentation, financial obligations, and tenant communications for a portfolio based in Fort Worth, Texas. This is a Long-term Contract position with potential to extend through the end of the year and possible conversion, offering the opportunity to contribute to a fast-moving environment with a mix of lease analysis, coordination, and customer-facing responsibilities. The ideal candidate is highly organized, comfortable managing multiple priorities, and able to work independently while maintaining accuracy and meeting critical deadlines.<br><br>Responsibilities:<br>• Examine lease agreements and related records to capture key business terms, including rent schedules, payment obligations, and important dates.<br>• Monitor renewals, amendments, rent commencement milestones, and new site activations to help keep lease activity current and accurate.<br>• Upload and maintain lease files and supporting documentation within designated commercial lease administration platforms.<br>• Oversee data quality in lease management systems by updating tenant details, financial terms, and obligation records as changes occur.<br>• Perform monthly reviews of rent charges and other lease-related payments to confirm alignment with company policies and transaction guidelines.<br>• Prepare written communication for tenants, including notices, letters, and updates related to lease terms or rent changes.<br>• Respond to inbound questions and coordinate with internal stakeholders and service partners to resolve lease and account-related issues.<br>• Support a variety of regional projects and administrative tasks involving record review, revenue-related coordination, and document handling.