Investment Portfolio Manager

5 days ago


Cheraw, South Carolina, United States Selby Jennings Full time

Special Situations Investment Associate

About the Role

We are seeking a dynamic professional to join our investment team, focusing on special situations with a blend of new deal underwriting and portfolio workout restructuring.

This role offers the opportunity to engage in high-impact investment decisions while managing complex portfolio dynamics.

Key Responsibilities

  • Workout Process Management: Play a critical role in managing the workout process for existing investments, including scenario analysis, recovery analysis, and legal documentation.
  • Investment Analysis & Recommendation: Prepare detailed workout approval memos and financial models, and present investment recommendations to the investment committee.
  • Portfolio Oversight: Lead portfolio monitoring, amendment, and restructuring activities, producing comprehensive analyses and reports for assigned investments.
  • Strategic Research: Execute and oversee research projects to inform strategic decision-making within the investment framework.
  • Process Improvement: Enhance the investment process by adopting and utilizing new systems and tools.
  • Relationship Building: Develop and maintain relationships with general partners, portfolio company leadership, and other key stakeholders.
  • Operational Excellence: Ensure smooth funding processes and address any trade operations issues, ensuring data is implemented effectively.
  • Team Development: Mentor and coach junior team members, contributing to their professional growth and development.

Ideal Candidate Profile

  • Analytical Expertise: Strong skills in financial modeling, recovery analysis, and scenario planning.
  • Problem Solver: Experience in workout processes and restructuring, with the ability to navigate complex legal and operational challenges.
  • Strategic Thinker: A knack for research and analysis to inform key strategic decisions.
  • Collaborative Leader: Capable of fostering relationships across multiple stakeholders and mentoring junior team members.
  • Detail-Oriented: Commitment to producing accurate, high-quality analyses and reports.

What We Offer

  • A $120,000 - $180,000 per annum salary that reflects your exceptional skills and experience.
  • Opportunities to lead significant projects and mentor others, all while advancing your career in a dynamic investment environment.
  • A team-oriented environment that values innovation, strategic thinking, and professional development.


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