Director or VP, Portfolio Management


Company:: Aequitas Capital Management
Location:: Lake Oswego, OR
Job Type:: Full Time
Category:: Wealth Management, Capital Markets, Asset Management

Yrs of Exp:: 7+ to 10 years
Posted:: 1/12/2013

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Job Description

Essential Functions

Design, establish and maintain an organizational structure to effectively accomplish the department's goals and objectives.
Lead the day-to-day management of credit portfolios, portfolio companies and funds.
Identify areas for enhanced technology automation and processes to improve efficiency and accuracy of financial records. Make recommendations and participate in implementation.
Drive portfolio results based on identified KPIs via third-party servicers, interaction with the various business units and working with senior management of portfolio companies.
Recommend benchmarks/KPIs for measuring the financial and operating performance, monitoring data quality metrics.
Identify, monitor, quantify, mitigate and report risks (including credit, operational, compliance).
Create, organize and maintain reports for distribution to management.
Prepare financial analysis for contract negotiations and product investment decisions.
Develop and manage relationships with partners, clients, prospects and referral sources.
Develop processes and controls to manage the various investments effectively.
Conduct market analysis and analyze product lines and the overall profitability of the businesses within the portfolio.
Provide leadership in the selection, development, motivation, appraisal and retention of a pool of financial analysts.

Job Requirements and Qualifications

Education: BS/BA in Accounting, Finance or Business, or the equivalent combination of education and experience is required. MBA preferred.

Knowledge/Skills Requirements:

Effective people and business manager, strong interpersonal skills, team oriented and clear communication skills.
Ability to analyze financial data and prepare financial reports, statements and projections, other pro forma financial statements.
Solid understanding of finance, accounting and fixed income capital markets.
Very strong credit analysis and transaction structuring experience, with emphasis on consumer receivable cash-flows and corporate credit.
Self-starter with hands-on work ethic and the experience on how to transfer results of financial analysis into operational reality.
Highly organized with the ability to efficiently and accurately multi-task.
Ability to clearly articulate investment strategies to clients and prospects.
Excellent oral and written communication skills.
Ability to work in a matrix management environment.

Experience:

At least 7 years experience in a mid to senior level finance, portfolio management or credit position either with a CLO/CDO, private equity, alternative fund, investment bank or commercial bank.
5-7 years experience in successfully leading and developing staff.

Other requirements: