Credit Portfolio Management Director

Overview

• Lead portfolio management processes for private credit investments, ensuring efficiency and data accuracy.
• Develop and automate technology solutions for portfolio data collection and reporting.
• Oversee valuation processes and quarterly portfolio reviews with third-party partners.
• Create detailed dashboards and reports to support decision-making across the organization.
• Monitor portfolio performance against benchmarks and implement risk mitigation strategies.
• Collaborate with cross-functional teams to align portfolio management practices with strategic goals.
• Enhance compliance processes through real-time alert mechanisms and risk monitoring.
• Drive continuous improvement in portfolio management practices and technology integration.

Key Responsibilities & Duties

• Standardize portfolio management processes across the firm to ensure consistency and quality.
• Implement advanced portfolio management technologies in collaboration with IT teams.
• Manage quarterly portfolio reviews, including performance assessments and valuation updates.
• Develop automated reporting systems for real-time dashboards and key performance metrics.
• Conduct performance attribution analysis to guide strategic investment decisions.
• Establish compliance processes and maintain credit watch lists for timely updates.
• Monitor portfolio exposures and emerging risks, implementing mitigation strategies as needed.
• Collaborate with investment, finance, and risk teams to integrate portfolio practices into broader objectives.

Job Requirements

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Minimum of 10 years of experience in portfolio management or private credit investments.
• Proven expertise in automating portfolio management processes and technology solutions.
• Strong analytical skills with proficiency in data visualization tools and advanced Excel.
• Experience in performance attribution analysis and risk management.
• Demonstrated ability to lead cross-functional teams and manage complex projects.
• Knowledge of portfolio management systems and compliance processes.
• Excellent problem-solving and communication skills with a focus on process improvement.