Strategic Investment Manager

Investment Portfolio Manager

We are seeking a highly skilled professional to manage investment portfolios and analyze financial data. The ideal candidate will have experience in deal analysis, loan portfolio management, and financial modeling.

• Deal Analysis : Analyze loan portfolios, perform historical performance reviews, and create investment memos.
• Loan Stratification : Evaluate loan portfolio purchases and stratify loans for optimal performance.
• Market Research : Conduct market research, summarize qualitative and quantitative aspects of deals, and track expected vs. actual performance variances.
• Performance Analysis : Track monthly performance of positions, collect and cleanse data tapes, and assist the Valuation Committee in updating valuation models.
• Portfolio Management : Monitor covenants, audit support, and review draw requests for compliance; request information from counterparties, and perform data and calculation audits.

The successful candidate will be fluent in English, possess good written and verbal communication skills, and be proficient in Business Intelligence tools such as QuickSight or PowerBI. Experience with deal analysis, loan portfolio management, and financial modeling is essential.

Key Requirements : Proficiency in QuickSight or PowerBI, fluency in English, strong analytical and problem-solving skills, ability to work independently, excellent communication skills. We offer a dynamic work environment and opportunities for growth and development.