• Investigated and researched publicly traded U.S. and International securities for specific information on how and where they generated revenue, as well as supply chain relationships, using data from SEC filings, annual reports, investor presentations, and press releases
• Determined the materiality of corporate news and corporate actions
• Led and mentored a team of 30+ Research Analysts who were responsible for collecting and analyzing information on public and private companies’ investment transactions and strategies
• Conducted training and post-training support to new hires, tenured, and other stakeholders
• Prepared training materials, including PowerPoint presentations, infographics, and assessments
• Reconciliation of credit card transactions for office and property expenses including acquisition of receipt/invoice copies from maintenance team and/or purchasing stores
• Recording and processing payments for property expenses (utilities, vendors, and insurance)
• Publishing monthly financial reports on owner portals in AppFolio
• Monitoring and recording income from leased laundry machines and manual coin collection from owned laundry machines at the property
• Requesting start service/stop services for utilities of properties
• Auditing lease agreements and updating tenant information in AppFolio, including adding monthly rent charges, utility charges, security deposits, scheduling rent increases, and updating tenant ledgers
• Communications with property insurance agencies, insurance carriers, property managers, property owners, and CEO for policy renewals, insurance quotes for new policies, inspection recommendations, certificates of insurance, cancellation of insurance, and all other matters for 180+ managed properties
• Creating Google Calendar schedules for the CEO and Property Managers to serve as reminders for deadlines and commitments
• Acquisition of satisfactory proof commercial liability insurance from commercial tenants
• Set-up of new properties, owners, vendors, and tenant move-ins in AppFolio
