
Portfolio Investment Specialist
5 days ago
The primary responsibility involves collaborating with clients to understand their investment requirements in structured finance.
Key responsibilities include onboarding client portfolios, risk and exposure monitoring, calculating covenants and concentration limits, and ensuring accurate and timely deliverables.
- Review legal agreements and interpret servicer or trustee reports to onboard client investments.
- Work with clients to monitor and report key metrics for various investments.
- Assist/lead daily operations of workstreams, standardize processes, and set up SOPs for deliverables.
Required experience includes a broad understanding of structured finance products, financial modeling skills, and proficiency in Bloomberg, Capital IQ, and Factiva.
- Broad knowledge of corporate credit landscape, ABL, CLO, middle market portfolio financing.
- Strong communication skills, written, verbal, and interpersonal.
- Ability to work under pressure to meet deadlines.
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Investment Portfolio Strategist
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Portfolio Analysis and Analytics Specialist
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Portfolio Management Specialist
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Portfolio Strategist
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Quantitative Investment Professional
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Sustainable Investment Specialist
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Portfolio Intelligence Specialist
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Financial Asset Portfolio Specialist
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Portfolio Strategy Analyst
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