Investment Portfolio Coordinator

5 days ago


Newport Beach, California, United States Jobleads-US Full time
Job Overview

We are seeking a highly motivated Investment Portfolio Coordinator to join our team. As a Credit Portfolio Associate, you will play a key part in supporting our Portfolio Managers and building relationships with internal teams.

Your primary responsibilities will include:

  • Supporting our Credit Desk, including four Managing Director PMs
  • Developing key tools and reporting methods to support the Portfolio Management team
  • Monitoring portfolio positions and products versus client guidelines in concert with Compliance team
  • Utilizing proprietary risk systems for monitoring of portfolio exposures


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