An investment advisor located in New York City is actively seeking a dynamic and experienced professional to join their staff as their new Vice President of Portfolio Finance. In this role, the Vice President of Portfolio Finance will position financing across all structured credit products and related strategies, with additional generalist coverage for margin, cash, liquidity management.
Responsibilities
The Vice President of Portfolio Finance will be responsible for:
- Monitoring related funding markets and highlighting impactful color
- Supporting data management and reporting
- Managing data received from counterparties, fund administrator, and internal systems
- Collaborating internally across Analytics & Software teams to develop reporting and automated process improvements to enhance the capabilities of Portfolio Finance
- Assisting / leading onboarding of new funds/counterparties/platforms, maintaining data integrity with developers, and producing reports for team & senior management consumption
Qualifications
- 7+ years of experience on the buy or sell side within a Portfolio Finance, Treasury, Funding, and/or Repo desk with specific expertise in ABS products
- Ability to synthesize large amounts of data, calculate metrics, and create reports for further analysis
- Demonstrated project management skills
- Knowledge of financing markets, balance sheet, margin/funding, fixed income, equity, derivatives, and FX across all underlying product/security types
- Experience setting up and managing financing facilities for various underlying loan collateral types
Desired skills