Associate Portfolio Manager
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Job Description
Associate Portfolio Manager analyzing client portfolios at fintech company FundThrough. Monitoring client health signals and escalating issues while collaborating across teams.
Responsibilities:
- Conduct weekly systematic reviews of client accounts using a risk model, track changes, and prepare detailed write-ups on invoice aging, payor trends, MCA balances, and compliance status.
- Post structured client risk updates, coordinate with cross-functional teams, set funding blockers, and conduct payment audits to resolve anomalies.
- Prepare monthly AWAC aging reports, annotate claimable balances, document non-claimable items, and participate in credit insurance broker calls.
- Monitor compliance requirements, open and manage Salesforce cases, escalate non-responses, and enforce funding holds for tax liabilities or compliance gaps.
- Summarize weekly client reviews into monthly portfolio reports, align narratives with the Portfolio Manager, and finalize presentations with the data team.
- Collaborate with Account Management, Collections, and other teams on client risk issues, respond promptly to follow-ups, and contribute to process improvements.
Requirements:
- 2+ years of experience in financial services, lending, or credit/risk analysis.
- Strong analytical skills with experience in large data sets and financial statements.
- High attention to detail, especially at the invoice and payment level.
- Clear and structured written communication skills for risk updates and presentations.
- Comfortable with ambiguity and building processes in a developing function.
- Proven ability to manage multiple accounts and meet tight deadlines.
Benefits:
- Opportunity to leave your mark on a growing startup
- An incredibly diverse team of brilliant minds from all over the world
- Competitive compensation
- Family-friendly policies
- Work from home
- Birthday treats, and a lunch of your choice every week (one of our values is Fun & Food!)
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