
Portfolio Manager Role
2 days ago
Investment Portfolio Manager
Job Description:- Our organization is seeking a skilled Investment Analyst to manage and optimize investment portfolios.
- The role involves deal analysis, portfolio optimization, loan stratification analysis, historical performance reviews, price modeling, credit facilities, forecast modeling, cumulative collections curves, runoff models, other specialty finance opportunities, creating investment memos and research summaries, conducting market research, summarizing qualitative and quantitative aspects of the deal, performance analysis and valuation support, tracking monthly performance of positions, collecting and cleansing data tapes and other inputs from external counterparties, tracking expected vs. actual performance variances, flagging and identifying deviations from assumptions, assisting the FinOps team and Valuation Committee in updating valuation models, monitoring covenants, audit support, and reviewing draw requests for compliance.
- 2+ years relevant experience in investment operations.
- Excellent written and verbal communication skills (fluent English) are required.
- Nice to have: experience with BI tools such as QuickSight or PowerBI.
- Opportunity to work on a variety of financial projects.
- Collaborative and dynamic work environment.
- Professional growth and development opportunities.
- Helping maintain CRM, LMS, and other systems.
- Developing internal procedures of the aforementioned processes.
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