Portfolio Manager

1 day ago


Bethesda, United States TalentRemedy Full time
Job Description
The Portfolio Manager is responsible for overseeing and coordinating all aspects of portfolio management activities in a dedicated group of accounts. This position manages the investment portfolio planning process and oversees the day-to-day management and monitoring of investment portfolios. The Portfolio Manager researches, develops, and deploys management strategies and technologies to enhance returns and control both investment and operational risk. This position is located in the Bethesda, MD office.

Requirements
  • Oversee the day-to-day management of the factoring portfolio ensuring timely and accurate processing of transactions.
  • Develop and maintain strong relationships with clients addressing their needs and concerns promptly while safeguarding the firm's principle.
  • Perform thorough yet efficient risk assessments of potential and existing clients to maintain the integrity of our credit process to minimize risk and avoid losses.
  • Perform financial analysis to monitor portfolio performance and identify areas of improvement.
  • Prepare and present regular reports on portfolio performance, including trends, risks, and recommendations.
  • Ensure all portfolio activities comply with relevant regulations, company policies and overall best practices.
  • Bachelor's degree in finance or accounting.
  • A minimum of 5 years of experience in a finance-related position, preferably factoring and / or asset-based lending.
  • Basic knowledge of commercial lending or corporate finance, preferably to government contractors
Technical Requirements:
  • Proficiency in the following software programs is necessary for this role:
  • Microsoft Office, including Word, Excel, PowerPoint, Outlook (especially Excel)_
  • Ability to learn other specialized software applications
Competencies:
  • Effective Communicator
  • Problem-solving
  • Customer/client focus
  • Relationship building
  • Financial analysis/experience/technical knowledge
  • Time management
  • Skilled Active Listener
  • Skilled Negotiator who seeks win / win outcomes
  • Working independently
  • Initiative/drive for results
  • Organization
  • Goal-oriented/strategic focus
  • Project management
  • Team Oriented / Collaborative


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