15 results for Portfolio Administrator in New York, NY

Sr. Portfolio Manager We are looking for an experienced Sr. Portfolio Manager. In this role, you will be at the forefront of developing and implementing portfolio management strategies, establishing compliance frameworks, and producing strategic reporting analytics. Responsibilities<ul><li>Develop and enhance portfolio management strategies, including project selection, prioritization, compliance, risk management, and resource allocation.</li><li>Align portfolio projects and programs with organizational strategic goals to maximize value delivery.</li><li>Partner with project and program managers to ensure individual initiatives align with overall portfolio objectives.</li><li>Continuously evaluate portfolio performance, identify improvement opportunities, and drive initiatives to enhance efficiency and impact.</li><li>Oversee resource distribution across projects to optimize performance and mitigate constraints.</li><li>Build and maintain strong relationships with executive leadership, project sponsors, and business unit leaders.</li><li>Establish and enforce compliance frameworks and guidelines for IT portfolio management.</li><li>Ensure adherence to regulatory requirements, industry standards, and internal governance policies.</li><li>Conduct audits and assessments to verify portfolio-wide compliance with security, regulatory, and governance standards.</li><li>Stay informed of regulatory changes and industry trends, updating portfolio management practices accordingly.</li><li>Provide strategic reporting, analytics, and financial insights to support portfolio decision-making.</li><li>Monitor and report on portfolio performance, including project outcomes and value realization.</li><li>Develop performance metrics and dashboards to track portfolio success and impact.</li><li>Prepare detailed reports on portfolio status, budget, risks, and overall performance.</li><li>Manage portfolio budgets by developing, monitoring, and controlling financial plans.</li><li>Present key insights and recommendations to senior management and stakeholders.</li></ul>

Relationship Manager Robert Half is partnering with a leading financial services firm is seeking a talented and motivated Relationship Manager (Associate Director) to join our Portfolio team. This role is responsible for managing client relationships, ensuring sound credit structures, and mitigating credit risk through proactive portfolio management. This is an exciting opportunity for a professional who enjoys analyzing high-growth companies, optimizing credit procedures, and contributing to a dynamic financial ecosystem. Responsibilities<ul><li>Lead executive-level conversations with clients, demonstrating a strong understanding of their business objectives, challenges, and financial health.</li><li>Oversee and manage day-to-day funding requests to ensure smooth operations.</li><li>Analyze portfolio performance, identify trends, and recommend strategic actions to maintain credit quality.</li><li>Manage renewals, annual reviews, and interim credit analyses to support a well-structured portfolio.</li><li>Review and execute amendment requests to accommodate evolving client needs.</li><li>Support a seamless transition for clients from Underwriting to Portfolio Management.</li><li>Develop and refine operational processes, policies, and procedures to enhance efficiency and scalability as the portfolio grows.</li></ul>

UT-LGR-9113-Contract Administrator II-MST We are offering a contract to hire employment opportunity for a REMOTE Contract Administrator II role in the Aerospace industry. This remote position involves working closely with the Supply Chain Contracts team, managing a comprehensive portfolio of allocated supplier contracts, and coordinating with business partners on contract matters. Responsibilities:• Coordinate with business partners on supply chain contract matters• Manage a comprehensive portfolio of allocated supplier contracts• Communicate with supply chain leadership to develop and execute contracts• Provide guidance to stakeholders on allocated projects• Draft, generate, negotiate, interpret, and manage complex contract documents for allocated suppliers• Perform analysis and prepare reports to ensure contracts are within negotiated and agreed-upon parameters• Negotiate supplier contracts with stakeholders to achieve business favorable terms• Review contractual terms and conditions for their acceptability and assess the risk and impact• Utilize legal resources and other subject matter experts to recognize and address all levels of risk through the development of unique contract terms• Monitor contract status, risk mitigation, and contingency plans, and brief management and other functional areas• Identify opportunities to streamline workflow and improve quality of work product• Track and report key functional metrics• Represent the organization on legal issues related to allocated contracts• Maintain historical legal records.

Assistant Property Manager Are you a highly organized and detail-oriented professional looking to grow your career in property management? Robert Half is partnering with a leading real estate organization to find a Commercial Assistant Property Manager to support their portfolio of commercial properties. This role offers the opportunity to develop your property management expertise, make meaningful contributions to a fast-paced business, and build a rewarding career with an innovative company. Key Responsibilities<ul><li>Assist in the day-to-day operations of commercial properties within the portfolio, ensuring excellent tenant relations and seamless property management.</li><li>Coordinate maintenance requests, vendor services, and work orders to ensure all properties are in optimal condition.</li><li>Prepare, review, and manage lease documentation, including renewals, tenant correspondence, and compliance tracking.</li><li>Support financial operations by processing invoices, tracking budgets, and assisting in monthly reporting for property performance.</li><li>Conduct regular property inspections to ensure safety standards, cleanliness, and overall aesthetics are maintained.</li><li>Act as a tenant liaison by addressing inquiries, resolving issues, and escalating matters to the Property Manager as needed.</li><li>Continuously monitor market trends to provide insights that align with the company's leasing and property management strategies.</li></ul>

Product Marketing Manager We are in search of a dedicated Product Marketing Manager to become a part of our dynamic team. The role is focused on the intersection of Artificial Intelligence (AI), Cloud Technologies, and CRM, located in New Jersey. This role provides a long term contract employment opportunity, offering the chance to work with Facebook Insights, GMail, and other essential tools to enhance brand awareness and manage budgets effectively. Responsibilities: • Develop and implement marketing strategies for our product portfolio, leveraging Artificial Intelligence (AI) and Cloud Technologies.• Drive brand awareness initiatives, ensuring a consistent and impactful brand message across different platforms.• Manage the planning and execution of marketing campaigns, ensuring alignment with overall business objectives.• Oversee collateral management, ensuring all marketing materials are up to date and in line with brand guidelines.• Utilize CRM tools to track customer interactions and data, driving customer engagement and retention.• Leverage Facebook Insights to understand customer behavior and adjust marketing strategies accordingly.• Manage budget processes, ensuring all marketing activities are cost-efficient and provide a high return on investment.• Maintain effective communication with all stakeholders, providing regular updates on marketing initiatives and performance.• Utilize GMail and other communication tools to facilitate efficient internal communication.• Monitor industry trends and competitor activities, making necessary adjustments to our marketing strategies. 02720-0013144061

Sr. Project Manager We are on the lookout for a Sr. Project Manager to join our team. In this role, you will be tasked with overseeing complex multi-year programs, providing project management for strategic initiatives, and playing a vital role in improving project management practices. Responsibilities<ul><li>Lead the intake process for new projects by gathering requirements, securing approvals, and developing project plans.</li><li>Oversee multiple complex strategic projects, ensuring alignment with success criteria and expected ROI.</li><li>Collaborate with project sponsors to refine program roadmaps and coordinate cross-functional resources.</li><li>Implement and uphold project management best practices across business and support units.</li><li>Build and maintain strong relationships between the Project Management Office and business units.</li><li>Continuously enhance the Project and Portfolio Management (PPM) framework.</li><li>Facilitate lessons learned discussions and integrate improvements into processes and templates.</li><li>Develop and deliver training materials for end-users.</li><li>Act as a subject matter expert on the PPM toolset, providing guidance and driving adoption.</li><li>Mentor and support team members as needed.</li></ul>

Senior Procurement Manager We are offering an exciting opportunity in the Wholesale Distribution industry for a Senior Procurement Manager in Bucks County, Pennsylvania. In this role, you will be leading procurement processes and strategies, managing supplier relationships, and overseeing stock strategies for the company. Responsibilities:• Driving the procurement team and processes across the company portfolio.• Managing the procurement of Burpee seed supply and collaborating closely with seed supply vendors.• Formulating a procurement process strategy to fulfill the company's short and long-term inventory needs.• Leading the identification and assessment of potential suppliers, both nationally and internationally.• Supervising the strategy for stock management.• Ensuring prompt procurement and delivery of all materials in line with the company's strategy and production demands.• Administering vendor evaluations and managing the Request for Quotation (RFQ) process for optimal quality and cost.• Building and maintaining robust relationships with all suppliers to ensure timely deliveries.• Analyzing market trends, identifying supply chain risks, and formulating strategic plans to mitigate those risks.• Collaborating with the Finance team to develop annual purchasing budgets.• Identifying new sourcing opportunities to enhance brand strategies.• Conducting cost analyses to ensure alignment with market trends.• Managing the system's open purchase orders.• Overseeing daily purchasing operations to enhance responsiveness and efficiency.• Predicting purchasing needs in cooperation with key stakeholders.• Resolving complex vendor and receiving issues effectively.• Establishing and nurturing strong relationships with key vendors for long-term partnerships.

Property Administrator We are offering a long-term contract employment opportunity for a Property Administrator in the heart of New York City. The selected candidate will have the opportunity to work in the bustling real estate industry, where they will handle various administrative tasks related to commercial properties. This role primarily involves managing tenant relationships, conducting property value analysis, and overseeing daily operations and financial performance of properties. Responsibilities: • Engage in negotiations for new leases and lease renewals within the commercial property portfolio. • Conduct thorough screenings and qualifications of prospective tenants. • Undertake market rent and property value analysis to keep up with industry trends. • Develop comprehensive annual budgets that detail leasing assumptions for the coming year, tenant and capital improvements, commissions, and energy costs. • Ensure that all construction projects are completed with high quality and within the scheduled timeframe. • Actively participate in the creation of requests for proposals, bids, contracts, and construction estimates. • Supervise daily operations and financial performance of properties to ensure optimal efficiency. • Assist in the supervision of resident billing data to ensure accuracy and timeliness. • Ensure all properties comply with relevant regulations and maintain high property standards. • Use accounting software systems, CRM, JD Edwards EnterpriseOne, and other management systems to perform accounting functions, manage accounts payable and receivable, and handle billing functions.

Fund Accountant Robert Half Financial Services are hiring for a Fund Accountant role for a global Investment firm located in midtown Manhattan New York. Our client requires 3+ years Fund Accounting experience within asset management or a Fund Administrator. CPA license is advantageous (or parts passed), with knowledge of Investment Accounting, Waterfalls/Investor Allocations, Management Fees, GAAP and Financial Statements. The role requires 4 days per week in the midtown Manhattan office and 1 day work from home. Responsibilities:<ul><li>Responsible for preparation of the funds’ monthly close processes which includes fund financial statements, investor allocations and portfolio acquisition/management fees.</li><li>Responsible for GAAP financial statement preparation for the funds. This includes coordination with funds external auditor to facilitate interim and year end requests.</li><li>Communication and coordination with portfolio managers and other groups to acquire an understanding of the firm’s operations. </li><li>Preparation of complex trade entries which ensures clerical accuracy, adequate controls, and appropriate support documentation.</li><li>Review revenues and expenses related to the firm’s investment portfolio and the economics of its investments.</li><li>Identify, escalate and address with the team areas of operational inefficiencies. Work with the team to implement a business plan to address the identified workflow inefficiencies.</li></ul>

Property Sr. Controller Our client is a leader in the industrial real estate sector, managing a growing portfolio of properties with precision and excellence. We're seeking a highly skilled Senior Property Controller to lead the Property Accounting Group, shaping its growth and driving financial excellence across their asset portfolio. As the Senior Controller, you will play a pivotal role in overseeing the financial management of their properties. This position is perfect for a seasoned property accounting professional, ideally with a background in public accounting and experience in large commercial or industrial real estate firms. You will lead a dedicated team, manage the financial lifecycle of assets, and establish policies and procedures to ensure operational excellence as we expand. Key Responsibilities<ul><li>Yardi Administration: Oversee the Yardi platform, including entity creation, workflow maintenance, and ensuring system efficiency.</li><li>Team Leadership: Manage a team of 5, fostering a culture of collaboration and growth.</li><li>Month-End Close: Establish and oversee a robust month-end close process, including bank reconciliations, accruals, and supporting balance sheet accounts. Investigate and resolve account activity discrepancies.</li><li>Reporting: Compile comprehensive monthly reporting packages and other required reports.</li><li>Transaction Oversight: Assist in recording property-related transactions, including acquisitions, sales, and refinancing.</li><li>Due Diligence: Support due diligence efforts for acquisitions, dispositions, and other strategic projects.</li><li>Process Improvement: Lead initiatives to enhance internal controls and operational efficiencies, supporting the company's growth strategy.</li><li>Budgeting & Forecasting: Assist with annual budgets, CAM reconciliations, and financial forecasting.</li><li>Collaboration: Partner with the fund accounting team to address and resolve consolidation issues.</li></ul>Why Join The Team?<ul><li>Be part of a fast-growing company at the forefront of the industrial real estate sector.</li><li>Lead and develop a high-performing team in a dynamic and collaborative environment.</li><li>Contribute to exciting projects and initiatives that directly impact our growth and success.</li></ul> If you’re a motivated accounting professional with a passion for real estate and a desire to lead, apply today!

Strategy Growth and Development Job Summary:The Senior-level Product Strategy and Development Manager/Director (PSD) drives profitable growth through strategic product development, innovation, and market expansion. Responsible for end-to-end product strategies, the PSD creates business plans to achieve sales and ROI targets, managing key products throughout their lifecycle with P& L accountability. This role enhances strategic and operational capabilities, leads cross-functional teams, and serves as an internal SME. The PSD collaborates with Sales, Marketing, Underwriting & Actuarial, Finance, Operations, Technology, and the PMO to ensure product success and alignment with company and customer objectives.Key Responsibilities:Product Strategy & Innovation:Develop and execute comprehensive product strategies aligned with company objectives.Lead product innovation initiatives and enhancement programs.Create and implement competitive positioning strategies.Collaborate with the Actuarial team to develop and refine pricing strategies.Design and maintain product roadmaps for future evolution.Product Portfolio Management:Oversee and optimize the performance of the entire product portfolio.Monitor and drive product profitability metrics.Design and execute market research initiatives to gather customer insights.Manage the complete product lifecycle from conception to retirement.Lead benefit design and enhancement initiatives.Business Growth:Drive revenue growth for core business products.Develop and implement strategies to expand market share in existing segments.Identify and pursue new market opportunities.Enhance distribution channel effectiveness.Develop and execute competitive response strategies.Cross-functional Leadership:Partner with the Actuarial department on pricing models and risk management.Collaborate with the Sales team to develop effective go-to-market strategies.Coordinate with Operations on product implementation.Guide the Marketing team on product positioning and messaging.Work with the Legal department to ensure regulatory compliance. Required Qualifications:10+ years of insurance industry experienceMinimum 5 years of product management leadership.Bachelor's degree required; MBA/MHA preferred.Comprehensive understanding of insurance markets and products.Strong preference for experience in dental or health plans, insurance regulatory processes, and direct-to-consumer strategies.Health insurance operations knowledge and project management experience preferred. Technical Skills & Software Requirements:Advanced proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.Preferred experience with analytical and business intelligence tools (Tableau, Power BI).Familiarity with Artificial Intelligence tools (LLMs such as Claude, ChatGPT, and Google Gemini).

Fund Accountant - Venture Capital Robert Half Financial Services are hiring for a Fund Accountant role for a growing Digital Assets Venture Capital firm located in Union Square Manhattan New York. Our client requires 3+ years Fund Accounting experience within asset management, Big 4/Public Accounting or a Fund Administrator. CPA license (or at least FAR and REG parts passed) is required, with knowledge of Fund Accounting, Capital Calls/Distributions, Investor Reporting, and Financial Statements. The role requires 2-3 days per week in the Union Square Manhattan office. Responsibilities:<ul><li>Conduct detailed reviews of quarterly reports prepared by the fund administrator for both open-ended and closed-ended funds.</li><li>Reconcile digital asset transactions against the blockchain on an ongoing basis. </li><li>Review and distribute quarterly capital statements to investors.</li><li>Act as a primary contact for managing fund administrator relationships. </li><li>Work on fund operations processes including capital calls, distributions, redemptions, investment funding, expense payment and cash receipts.</li><li>Monitor fund finances and investments, tracking investment information and valuation updates within our proprietary portfolio database.</li><li>Monitor expenses and suggest expense saving initiatives.</li><li>Review annual financial statements prepared by the fund administrator.</li><li>Work with auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests including confirmations, valuation memos, transaction and expense supports.</li><li>Assist in addressing finance related inquiries from investors.</li><li>Participate in the SPV finance processes, including capital call, reporting, tax and audit.</li><li>Assist with fund tax compliance processes including review or K-1 and tax returns.</li><li>Assist with ad-hoc analysis and strategic projects. </li></ul>

Sourcing Manager Remote Sourcing Manager Consulting role! Ideally candidate will come out of the real estate and/or construction industry preferred. This role is ideally consulting-to-hire. As a Sourcing Manager, you will be responsible for managing the sourcing process for property, facilities, and engineering goods and services for both operational and capital projects. Your key responsibilities will be to develop bid documents, negotiate contract terms, prepare and present formal presentations, coordinate new vendor on-boarding, and review vendor spend and invoices. Responsibilities: • Develop bid documents such as the scope of work, key performance indicators, vendor bid list and comparison summary, project schedule, pricing template, and non-pricing evaluation template.• Negotiate contract terms, extensions, and bid waivers with vendors.• Prepare and present formal presentations at periodic meetings with clients to report on sourcing activity.• Coordinate new vendor on-boarding and due diligence requirements for contracted vendors.• Review vendor spend and invoices to compare to contracted rates, identifying opportunities to reduce costs and improve efficiencies.• Prepare vendor interview agendas and conduct project-specific and introductory meetings with suppliers.• Coordinate legal review of approved terms and conditions and act as a liaison between legal and vendors for any required negotiations.• Ensure completeness and accuracy of contract to approved scope of services and pricing model and coordinate execution of contracts and all other legal documents as required.• Maintain a platform to include all vendor information including master executed contracts, bid documents, presentations, contract matrices, certificates of insurance for portfolio-wide contracts, diverse vendor reporting, contract boilerplate templates, and pre-qualification templates.• Assist in resolving vendor issues as required and participate in the vendor performance review process.

Assistant Controller We are in the search for a meticulous Assistant Controller to be part of our client's team in the Credit Union industry located in Philadelphia, Pennsylvania. In this role, the Assistant Controller will be responsible for various tasks such as maintaining accurate financial records, ensuring quality service to members and staff, and assisting in the development of financial reports. The role also involves overseeing the financial close process and participating in the budget process. Responsibilities:• Oversee the maintenance and processing of data used in the asset and liability model • Assist in the development and maintenance of all financial reporting including month-end, Board reports, Asset-Liability Committee reports, and regulatory and annual audits• Participate actively in the budget process, including the collection, development, and formalization of required data• Oversee the review and reporting of mortgage accounting activities, including accrued interest, service fees, portfolio inventory, and recordkeeping of loan sales and payoffs• Assist in maintaining a highly motivated, well-trained staff and evaluate job performance to ensure quality of work and service to members and staff• Analyze, document, and make recommendations related to lines of business, products, or services as needed• Oversee the Investment Accounting and Administration• Assist with the development and maintenance of financial and statistical metrics as defined in the organization's strategic plan• Aid in coordinating critical activities required during a disaster recovery event• Oversee accounting and review of all AES/PHEAA/Student Choice/Lendkey loan reporting• Assist with various federal, state, and local filings• Ensure completion and preparation of accurate and timely prepared general ledger reconciliations for all entities

Senior Credit and Collections Specialist A well-established waste management company located near Manalapan Township, NJ, is looking for a Senior Credit and Collections Specialist.• Create and submit reports: collection accounts, account write-offs • Apply Hazmat credit memos. • Assist customers with their payments through various methods; cash, credit card, ACH, check/CHAX, IVR, and through the company website/web portal.• Supporting the collection efforts/calls for accounts receivable portfolio. • Researching account disputes and billing discrepancies. • Performing account and payment reconciliations. • Responding to credit inquiries from customers. • Identifying delinquent accounts requiring external collection efforts. • Analyzing and assessing the creditworthiness of accounts with credit manager.• Documenting daily collections activity.