Portfolio Management Coordinator

Schechter Reed is recruiting a Portfolio Management Coordinator for our client, a commercial real estate investment firm. The coordinator supports the portfolio management team across reporting, transactions, systems administration, and team recruiting, and reports to a Portfolio Manager. The role suits someone adaptable who learns quickly and pays close attention to detail.

Responsibilities

• Track and maintain portfolio reporting items, including tenant financial statements, severe weather and natural disaster updates, and earnings calls and press materials for publicly traded tenants
• Support analysts by preparing lease and property materials, validating property and lease data in appraisals and data tapes, and updating tracking reports
• Support acquisitions and dispositions from underwriting through post-closing: organize legal files, prepare maps and investment committee memo exhibits, coordinate signatures, notarizations, and document delivery, and maintain closing binders and lease files
• Assist with routine legal and due diligence support, including basic legal document templates and third-party due diligence proposals
• Administer systems: modify entities, create client logins for financial statement submissions, set up user accounts, and assist with report generation and field updates
• Help prepare the quarterly portfolio credit report and other ad hoc credit reports, and track the team's progress against company KPIs
• Monitor tenant insurance (certificates, broker contacts, renewals), track delinquent property taxes, and compile sales comparables and market valuation data for analysts
• Use approved AI-enabled tools for document organization, data review, meeting notes, and reporting summaries
• Support recruiting and team administration: job postings, interview scheduling and materials, candidate travel, onboarding and offboarding, and the annual internship program, including group trainings

Qualifications

Required:

• Associate's degree or higher
• Experience with Microsoft Office, including Excel, PowerPoint, and Word
• Strong organization, time management, and communication skills with attention to detail

Preferred:

• Previous administrative or coordinator experience
• Salesforce, Microsoft Copilot (or similar), and database experience (training provided on the job)

To apply, use the Apply button on this posting.