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Portfolio Administration Coordinator Jobs (NOW HIRING)

Moog

Tariff Administration Coordinator

Blacksburg, VA · On-site

$50K - $70K/yr

Tariff Administration Coordinator Reporting To: Director, SDG P&D Sector Contracts Work Schedule ... Our expansive defense portfolio is aligned with U.S. military priorities and our mission of ...

Moog

Tariff Administration Coordinator

Blacksburg, VA

$50K - $70K/yr

Tariff Administration Coordinator Reporting To: Director, SDG P&D Sector Contracts Work Schedule ... Our expansive defense portfolio is aligned with U.S. military priorities and our mission of ...

Career Search

Sales Administration Coordinator

Clearwater, FL · On-site

$16.50 - $22.50/hr

... portfolio and sales approach, helping to ensure operational activities run smoothly. The Sales ... Administration Coordinator reports to the Senior Manager, Sales Operations. What You'll Do

Travel + Leisure

Sales Administration Coordinator

Bethel, ME

$18.50 - $25.50/hr

... portfolio of resort, travel club, and lifestyle travel brands. Our dedicated associates help the ... The Sales Administration Coordinator plays a vital part in the operation of our Sales Site by ...

Wynd Technologies, Inc

$19.25 - $26.25/hr

... portfolio of resort, travel club, and lifestyle travel brands. Our dedicated associates help the ... How You'll Shine The Sales Administration Coordinator plays a vital part in the operation of our ...

Wyndham Destinations

$19.25 - $26.25/hr

... portfolio of resort, travel club, and lifestyle travel brands. Our dedicated associates help the ... How You'll Shine The Sales Administration Coordinator plays a vital part in the operation of our ...

Travel + Leisure

Sales Administration Coordinator

Woodstock, CT · On-site

$18.25 - $25/hr

... portfolio of resort, travel club, and lifestyle travel brands. Our dedicated associates help the ... Be focused and balance these tasks with administration duties both reoccurring and adhoc such as ...

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How much do portfolio administration coordinator jobs pay per hour?

As of May 28, 2026, the average hourly pay for portfolio administration coordinator in the United States is $23.26, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $26.44 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Portfolio Administration Coordinator, and why are they important?

To thrive as a Portfolio Administration Coordinator, you need strong organizational abilities, attention to detail, and a background in finance or business administration, often supported by a relevant degree or experience. Familiarity with portfolio management software, databases, and proficiency in Microsoft Excel are typically required, with additional value in certifications like CFA or related financial credentials. Excellent communication, problem-solving skills, and the ability to multitask are important soft skills for managing client expectations and supporting investment teams. These competencies ensure precise portfolio tracking, regulatory compliance, and effective coordination, which are critical for successful investment management.

What are the main challenges a Portfolio Administration Coordinator faces when managing multiple client accounts simultaneously?

A key challenge for a Portfolio Administration Coordinator is efficiently balancing the needs of multiple clients while ensuring data accuracy and compliance with financial regulations. This requires strong organizational skills, attention to detail, and the ability to prioritize tasks such as processing account transactions, maintaining records, and preparing performance reports. Effective communication with portfolio managers, compliance teams, and clients is essential to resolve issues promptly and maintain strong client relationships. Staying updated with regulatory changes and internal processes also helps minimize errors and streamline workflow.

What are Portfolio Administration Coordinators?

Portfolio Administration Coordinators are professionals who support the management of investment portfolios by handling administrative tasks such as processing transactions, maintaining records, preparing reports, and ensuring compliance with relevant regulations. They work closely with portfolio managers, analysts, and clients to facilitate smooth portfolio operations. Their role is crucial in ensuring the accuracy and efficiency of portfolio management processes, as well as effective communication between all stakeholders involved.

What is the difference between Portfolio Administration Coordinator vs Investment Analyst?

AspectPortfolio Administration CoordinatorInvestment Analyst
Required CredentialsTypically a bachelor's degree in finance, economics, or related field; certifications like CFA Level I are commonUsually a bachelor's degree in finance, economics, or related; CFA Level I or similar certifications are often preferred
Work EnvironmentSupports portfolio management teams, handles administrative tasks, and ensures compliance within financial firmsAnalyzes market data, evaluates investment opportunities, and provides recommendations to portfolio managers
Employer & Industry UsageUsed in asset management firms, banks, and financial services companiesCommon in investment firms, asset managers, and financial advisory companies

The Portfolio Administration Coordinator primarily handles administrative and compliance tasks supporting portfolio management, while the Investment Analyst focuses on analyzing investments and market data to inform decision-making. Both roles require finance-related education and certifications, but their core responsibilities differ significantly.

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Portfolio Administration Coordinator jobs near you
Portfolio Administration Coordinator

Portfolio Administration Coordinator

Cushman & Wakefield

Maryland Heights, MO

Full-time

Posted 7 days ago

Cushman & Wakefield rating

7.6

Company rating: 7.6 out of 10

Based on 149 frontline employees who took The Breakroom Quiz

69th of 152 rated real estate companies

Job description

Job Title

Portfolio Administration Coordinator

Job Description Summary

Responsible for reviewing leased and owned property documents, as well as compiling and maintaining critical location data, including financial and contractual obligations, as part of the lease administration process. The Specialist provides guidance and training to newly hired Portfolio Administration Coordinators and Sr. Portfolio Administration Coordinators. This position may be assigned to one or more accounts/clients.

Job Description

  • Review, abstract and/or perform quality control data audits of documents including updating and maintaining all lease information and data in our technology information systems, as required
  • Ensure proper document management measures are followed for all leased, owned and other associated documents. Maintain file retrieval/storage, scan documents, and open/distribute mail
  • Review client invoices in conjunction with lease requirements and collect proper supporting back-up documentation from landlords/billing authorities and confirm all calculations are correct
  • Conduct desktop audits of Year-End Common Area Maintenance (CAM), Insurance, and Real Estate Tax reconciliations, interpret, and analyze all charges for accuracy, in accordance with lease documents. Directly responsible for dispute resolution with landlord for any identified discrepancies
  • Responsible for ensuring the financial obligations of our Clients is accurate and that monthly rents are processed in a timely manner
  • Oversee and manage the subtenant process including the recording and collection of monthly rent and the pass-through of invoices and year-end reconciliations
  • Communicate frequently with internal and external partners. Notify client of critical dates, real estate policies and procedures, and assist with general inquiries
  • Request and process certificates of insurance as required by the lease document
  • Review Estoppels and Subordination Non-Disturbance Agreements (SNDA’s) against the lease terms
  • Regularly exercises good judgment and logic in responding to leased and owned property inquiries from the client and/or landlords
  • Ensure that productive landlord and subtenant relationships are maintained in accordance with the lease and sublease agreements
  • Establish task priorities and create schedules for portfolio objectives.
  • Able to manage multiple projects/priorities in a fast-paced environment
  • Stay up to date on the latest industry standards and trends
EDUCATION
  • Bachelor’s Degree preferred in any field; business, finance/real estate, accounting ideal
ADDITIONAL ELIGIBILITY QUALIFICATIONS
  • Ability to understand, interpret, and abstract complex real estate lease terminology
  • Working knowledge of financial terms
  • Strong proficiency with MS Office Suite (MS Word, Excel and PowerPoint)

Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative​ Action employer. All qualified applicants will receive consideration for employment without  regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com. Please refer to the job title and job location when you contact us.

INCO: “Cushman & Wakefield”

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