
Expert Investment Portfolio Manager
2 days ago
Role Summary:
The Investment Analyst plays a pivotal role in our organization, responsible for scrutinizing investment opportunities and providing crucial performance analysis and valuation support.
- Key Responsibilities:
- Investment Analysis: Conduct thorough analyses of loan portfolio purchases, historical performance reviews, and other specialty finance opportunities to ensure informed investment decisions.
- Performance Analysis and Valuation Support: Monitor monthly performance of positions, collect data from external counterparties, track performance variances, and assist the financial operations team in updating valuation models.
- Portfolio Management & Monitoring: Track Credit Facility positions, request information from counterparties, perform data audits, and review portfolio tapes and Borrowing Base Certificates (BBCs).
Requirements and Qualifications:
To succeed in this role, you must have 2+ years of experience in Investment Operations, possess both quantitative and qualitative skills, and demonstrate strong written and verbal communication skills in English. Experience with Business Intelligence tools like QuickSight or PowerBI is an asset.
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