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FundThrough USA Inc.
Financial Portfolio Operations SpecialistFundThrough USA Inc. • Toronto, Canada
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Financial Portfolio Operations Specialist

Financial Portfolio Operations Specialist

FundThrough USA Inc. • Toronto, Canada
11 days ago
Job type
  • Full-time
Job description
Execute systematic portfolio management by monitoring client health metrics and communicating risk signals effectively. Engage in cross-functional coordination to support strong portfolio outcomes.

As an Associate Portfolio Manager, you will play a pivotal role in managing and improving the portfolio's health. Your 2+ years of experience in financial services will enable you to analyze large data sets and report on risk factors effectively. Engage with the Portfolio Manager and other teams to foster operational excellence.

Key Responsibilities: • Perform systematic reviews of client accounts weekly • Coordinate risk communications and funding blockers • Prepare credit insurance aging and claimable reports • Monitor compliance and manage related inquiry systems • Summarize insights for monthly portfolio presentations

Requirements: • 2+ years of experience in financial services • Proficient in analyzing financial statements and data • Detail-oriented with a focus on invoice and payment • Strong communication skills for risk analysis • Proven ability to juggle various accounts and deadlines

Leverage your expertise to strengthen portfolio management through detailed insights and proactive risk assessments. #J-18808-Ljbffr
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Financial Portfolio Operations Specialist • Toronto, Canada

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