WingMates · 11 hours ago
Portfolio Manager
New York, United States
Full-time
Remote
Senior Level
7+ years exp
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Responsibilities
Oversee and manage CSA’s private and registered fund portfolios, including performance monitoring, risk management, cash management, acquisitions and dispositions, tax compliance, due diligence, reporting, and capital calls
Act as the primary point of contact with third-party sponsors to discuss portfolio performance updates, acquisitions, dispositions, reporting, transaction management, due diligence, capital calls, valuations, and other related tasks
Lead fund valuations on behalf of CSA’s private and registered funds in accordance with the advisor’s valuation policy
Drive business objectives by providing actionable recommendations to senior management to optimize portfolio management, leveraging industry best practices to ensure data-driven decision-making and alignment with division goals
Collaborate with internal stakeholders, including investments, accounting/finance, and operating teams to advance division goals and ensure cohesive strategy execution
Ensure the team is following defined processes and controls for a successful fund audit process, particularly as it relates to consistency of valuation methodology and accuracy of data inputs
Work closely with Finance to support timely communications with the audit team and ensure required process and procedure changes are well-documented and followed in a timely and accurate manner
Qualification
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Required
Bachelor's degree in Finance, Business Administration, or related fields (advanced degree or industry certifications a plus)
7+ years of relevant experience in commercial real estate (banking, private equity, development, investments)
Proven track record of managing a team and leading complex projects
Extensive knowledge of commercial real estate markets, investment strategies, and valuation techniques and principles
Exceptional attention to detail and organization skills
Self-starter attitude with the ability to perform at a high level within a fast-paced, entrepreneurial culture that emphasizes excellence
Collaborative team player who will thrive in a remote, entrepreneurial environment
Ability to work under pressure to meet tight deadlines and balance multiple priorities
Innovative and analytical thinking with excellent problem-solving skills
Strong leadership skills with an ability to work independently
Outstanding written and verbal communication
Benefits
Comprehensive health care including dental, vision, life, and disability insurance
Flexible PTO (take what you need!)
Family leave
401K matching
A stipend to support remote work
A culture created through shared core values
Company
WingMates
WingMates is a powerful, AI-driven Customer Service Platform designed to enhance and support the end-to-end airport travel experience
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
