Asset Portfolio Manager
3 days ago
This Asset Portfolio Manager position at Disability Solutions offers a unique opportunity to utilize your expertise in corporate credit and asset management to drive business success.
Key Responsibilities:
- Managing and monitoring the performance of assigned private credit portfolios.
- Analyzing credit characteristics of borrowing entities in PPOs to assess their credit quality and potential for return on investment.
- Evaluating financial statements, research, and independently forming opinions on transaction credit quality.
- Presenting findings and recommendations to senior analysts and portfolio managers.
- Collaborating with issuers, investment banking advisors, and other stakeholders to negotiate relevant transaction details.
- Monitoring credit quality and maintaining accurate records of assigned portfolios.
- Performing due diligence through conversations with company management and site visits prior to transaction closure.
Requirements:
- Bachelor's degree in finance, economics, or a related field; CFA designation preferred.
- Minimum 6 years' experience in corporate credit, including underwriting, evaluating structure and documentation, and interacting with borrowers and intermediaries.
- Excellent credit skills, including assessing the quality and expected future performance of corporate credit and infrastructure projects.
- Familiarity with loan documents and covenant packages.
- Advanced Excel skills and ability to create complex models.
- Strong written and verbal communication skills.
- Solid understanding of global accounting standards.
- Ability to work autonomously and as part of a team.
Estimated Salary: $160,000 - $220,000 per year, depending on location and experience.
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