Credit Portfolio Associate Position Available In Palm Beach, Florida
Tallo's Job Summary: The Credit Portfolio Associate role in West Palm Beach, FL involves actively monitoring portfolio positions, conducting thorough credit analysis, ensuring compliance, generating reports, managing trades, collaborating with various teams, and implementing process improvements. Qualifications include a Bachelor's degree in relevant fields, 10-15 years of experience in investment management, proficiency in financial analysis tools, strong analytical skills, attention to detail, excellent communication skills, and ability to work effectively in a team environment.
Job Description
Credit Portfolio Associate 3.1 3.1 out of 5 stars
West Palm Beach, FL Key Responsibilities:
Portfolio Monitoring:
Actively monitor portfolio positions and market conditions to assist Portfolio Managers in measuring risk and managing client assets.
Credit Analysis:
Conduct thorough credit analysis and due diligence on potential and existing investments, including financial statement analysis, industry research, and risk assessment.
Compliance:
Ensure investment objectives are reflected across portfolios and monitor adherence to client guidelines in concert with the Compliance team.
Reporting:
Generate and review performance reports, risk assessments, and other analytical reports for internal and external stakeholders.
Trade Management:
Support the Credit Desk with trade flow order management and high-volume trading activities.
Collaboration:
Work closely with Portfolio Managers, Account Managers, Product Managers, Legal and Compliance counterparts, and Operations teams to ensure seamless portfolio management.
Process Improvement:
Develop and implement process improvements to enhance the accuracy and efficiency of portfolio monitoring and reporting.
Qualifications:
Education:
Bachelor’s degree in Finance, Economics, Business, Engineering, Mathematics, or a related field. Advanced degree or relevant certifications (e.g., CFA, CPA) are a plus.
Experience:
Minimum of 10-15 years of experience in investment management or securities industry, with a focus on credit analysis and portfolio management.
Technical Skills:
Proficiency in financial analysis software and tools (e.g., Bloomberg, FactSet). Advanced Excel skills are required.
Analytical Skills:
Strong analytical and problem-solving skills with the ability to interpret complex data sets and provide actionable insights. Attention to
Detail:
High level of accuracy and attention to detail in all aspects of work.
Communication Skills:
Excellent written and verbal communication skills. Ability to present complex information clearly and concisely.
Team Player:
Ability to work effectively in a team environment and collaborate with colleagues across different departments.
