Portfolio Finance Associate, Credit

3 weeks ago

New York, United States Coda Search│Staffing Full time

We are currently partnered with a multi strategy fund looking to expand their portfolio finance function by bringing on an Associate to cover credit investments. The firm is known for being at the cutting edge of the quant fund space and developing strong internal talent.

In this role, you'll focus on the credit investment for a few businesses, ensuring proper funding and liquidity management. This is a high exposure role working closely with the US head of financing as well as business leaders within the funds. The ideal candidate will possess a deep understanding of credit markets and treasury management practices within a asset manager or investment bank.

Key Responsibilities:

Funding and Liquidity Management:

  • Ensure proper funding and liquidity for the credit investment businesses.
  • Monitor and manage daily cash flows, funding needs, and liquidity positions.
  • Develop and implement liquidity management strategies to optimize funding costs and minimize liquidity risks.

Treasury Operations:

  • Oversee daily treasury operations, including cash management, funding transactions, and settlements.
  • Coordinate with internal and external stakeholders to ensure efficient execution of funding activities.
  • Maintain relationships with banking partners and other financial institutions.

Risk Management:

  • Identify, assess, and mitigate liquidity and funding risks.
  • Develop and maintain robust risk management frameworks and controls.
  • Monitor market conditions and regulatory developments to ensure compliance and risk mitigation.

Reporting and Analysis:

  • Prepare regular reports on funding and liquidity positions, risk metrics, and key performance indicators.
  • Conduct detailed analysis of funding costs, liquidity trends, and market conditions.
  • Provide insights and recommendations to senior management based on analytical findings.

Collaboration and Communication:

  • Work closely with portfolio managers, traders, risk managers, and other stakeholders to align funding and liquidity strategies with business objectives.
  • Communicate effectively with senior management and other stakeholders regarding liquidity positions, funding plans, and risk assessments.

Qualifications:

  • Bachelor's degree in Finance, Economics, or a related field; advanced degree or relevant certification (e.g., CFA, FRM) preferred.
  • Minimum of 2 years of experience in treasury, liquidity management, or a similar role within a multi-strategy investment fund or financial institution.
  • Strong knowledge of credit markets, funding instruments, and liquidity management practices.
  • Excellent analytical, problem-solving, and decision-making skills.
  • Proficiency in treasury management systems and financial modeling tools.
  • Strong communication and interpersonal skills, with the ability to work effectively in a collaborative team environment.
  • High attention to detail and the ability to manage multiple tasks simultaneously in a fast-paced environment.

  • Portfolio Finance Associate, Credit

    4 weeks ago

    New York, United States Coda Search│Staffing Full time

    We are currently partnered with a multi strategy fund looking to expand their portfolio finance function by bringing on an Associate to cover credit investments. The firm is known for being at the cutting edge of the quant fund space and developing strong internal talent. In this role, you'll focus on the credit investment for a few businesses, ensuring...

  • Portfolio Finance Associate, Credit

    4 weeks ago

    New York, United States Coda Search│Staffing Full time

    We are currently partnered with a multi strategy fund looking to expand their portfolio finance function by bringing on an Associate to cover credit investments. The firm is known for being at the cutting edge of the quant fund space and developing strong internal talent. In this role, you'll focus on the credit investment for a few businesses, ensuring...

  • Project Manager, Portfolio Finance

    2 months ago

    New York, New York, United States Finance Network Full time

    The successful candidate will:Own, create and execute the firm's Portfolio Finance strategic roadmap.Coordinate resources across compliance, engineering, finance, investor relations, operations, treasury and trading to deliver business critical initiatives.Be responsible for developing and delivering best in class processes, systems and tools.Optimize...

  • Portfolio Manager-Project Finance

    7 days ago

    New York, United States East West Bank Full time

    Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

  • Portfolio Manager-Project Finance

    1 day ago

    New York, United States The Ladders Full time

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

  • Credit Finance Associate

    1 month ago

    New York, United States Brewer Morris Full time

    An asset manager located in midtown Manhattan is looking to hire a Credit Finance Associate to join its treasury team to focus on financing credit investments for their hedge fund and private credit businesses. The role will partner with investment teams to ensure financing arrangements align with investment objectives and will include a lot of exposure to...

  • Credit Finance Associate

    1 month ago

    New York, United States Brewer Morris Full time

    An asset manager located in midtown Manhattan is looking to hire a Credit Finance Associate to join its treasury team to focus on financing credit investments for their hedge fund and private credit businesses. The role will partner with investment teams to ensure financing arrangements align with investment objectives and will include a lot of exposure to...

  • Credit Finance Associate

    1 month ago

    New York, United States Brewer Morris Full time

    An asset manager located in midtown Manhattan is looking to hire a Credit Finance Associate to join its treasury team to focus on financing credit investments for their hedge fund and private credit businesses. The role will partner with investment teams to ensure financing arrangements align with investment objectives and will include a lot of exposure to...

  • Credit Finance Associate

    3 weeks ago

    New York, United States Brewer Morris Full time

    An asset manager located in midtown Manhattan is looking to hire a Credit Finance Associate to join its treasury team to focus on financing credit investments for their hedge fund and private credit businesses. The role will partner with investment teams to ensure financing arrangements align with investment objectives and will include a lot of exposure to...

  • Project Manager, Portfolio Finance

    2 months ago

    New York City, United States Finance Network Full time

    The successful candidate will: -Own, create and execute the firm's Portfolio Finance strategic roadmap. -Coordinate resources across compliance, engineering, finance, investor relations, operations, treasury and trading to deliver business critical initiatives. -Be responsible for developing and delivering best-in-class processes, systems and tools....

  • Associate - Leveraged Finance Credit Risk Officer

    2 weeks ago

    New York, United States Santander Full time

    Associate - Leveraged Finance Credit Risk Officer Country: United States of America The Associate - Leveraged Finance Credit Risk Officer, supports the leveraged finance team on the reviews of credit applications submitted by the front office to prepare executive summaries for the management of the Credit Department. Scope of the analysis and review...

  • Project Finance Portfolio Management Director

    2 months ago

    New York, United States Taurus Search Full time

    My client is looking to hire a Project Finance Portfolio Management Director to join their global business.The Project Finance PM will serve a portfolio management function in my clients Project Finance portfolio. The role involves credit monitoring, control, and administration to proactively identify potential credit issues. They also analyze...

  • Project Finance Portfolio Management Director

    2 months ago

    New York, United States Taurus Search Full time

    My client is looking to hire a Project Finance Portfolio Management Director to join their global business.The Project Finance PM will serve a portfolio management function in my clients Project Finance portfolio. The role involves credit monitoring, control, and administration to proactively identify potential credit issues. They also analyze...

  • Project Finance Portfolio Manager- VP

    2 weeks ago

    New York, United States Taurus Search Full time

    My client is an international bank looking to hire a Project Finance Portfolio Management VP to join their global business.The Project Finance PM will serve a portfolio management function in my clients Project Finance portfolio. The role involves credit monitoring, control, and administration to proactively identify potential credit issues. They also...

  • Project Finance Portfolio Manager- VP

    2 weeks ago

    New York, United States Taurus Search Full time

    My client is an international bank looking to hire a Project Finance Portfolio Management VP to join their global business.The Project Finance PM will serve a portfolio management function in my clients Project Finance portfolio. The role involves credit monitoring, control, and administration to proactively identify potential credit issues. They also...

  • Credit Analyst

    1 month ago

    New York, United States Hammer Search Partners LLC Full time

    Job Description Job Summary & Responsibilities Leveraged Loans - Credit Analyst - Portfolio Manager A growing multi-billion dollar leveraged finance shop seeks an experienced professional to join the Portfolio Management team. Responsibilities include credit analysis, reporting, monitoring and facilitating restructuring and amendments on both performing...

  • Portfolio Management

    2 months ago

    New York, United States I.N.G. Group, LLC Full time

    Core Information: Corporate Title: Associate Department: Portfolio Management Status: Full-time About ING: Ranked #8 on LinkedIn Top Companies in Financial Services Crain's 100 Best Places to Work Ragan's Top Places to Work in 2023 ING's purpose is 'Empowering people to stay a step ahead in life and in business'. Every ING colleague contributes to that...

  • Portfolio Assistant, Us Loans

    4 weeks ago

    New York, United States The Carlyle Group Full time

    **Basic information**: - Job Name: - Portfolio Assistant, US Loans & Structured Credit- Location: - New York/OVA- Line of Business: - Global Credit- Job Function: - Investment Professionals- Date: - Tuesday, May 7, 2024**Position Summary**: - Our Global Credit segment is a multi-product, markets-focused investment platform. Established in 1999 with our...

  • Sponsor Finance

    4 weeks ago

    New York, United States Sumitomo Mitsui Banking Corporation Full time

    SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group,...

  • Global Renewable Energy Credit Portfolio Manager

    1 month ago

    New York, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...