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Accelerate your cash flow. 🏆 Named one of the Globe and Mail's fastest-growing companies 2019, 2020, & 2021.
Associate Portfolio Manager
Location
Guatemala
Posted
104 days ago
Salary
0
Seniority
Mid Level
Job Description
Associate Portfolio Manager
FundThrough
• Conduct weekly systematic reviews of client accounts using a risk model, track changes, and prepare detailed write-ups on invoice aging, payor trends, MCA balances, and compliance status. • Post structured client risk updates, coordinate with cross-functional teams, set funding blockers, and conduct payment audits to resolve anomalies. • Prepare monthly AWAC aging reports, annotate claimable balances, document non-claimable items, and participate in credit insurance broker calls. • Monitor compliance requirements, open and manage Salesforce cases, escalate non-responses, and enforce funding holds for tax liabilities or compliance gaps. • Summarize weekly client reviews into monthly portfolio reports, align narratives with the Portfolio Manager, and finalize presentations with the data team. • Collaborate with Account Management, Collections, and other teams on client risk issues, respond promptly to follow-ups, and contribute to process improvements.
Job Requirements
- 2+ years of experience in financial services, lending, or credit/risk analysis.
- Strong analytical skills with experience in large data sets and financial statements.
- High attention to detail, especially at the invoice and payment level.
- Clear and structured written communication skills for risk updates and presentations.
- Comfortable with ambiguity and building processes in a developing function.
- Proven ability to manage multiple accounts and meet tight deadlines.
Benefits
- Opportunity to leave your mark on a growing startup
- An incredibly diverse team of brilliant minds from all over the world
- Competitive compensation
- Family-friendly policies
- Work from home
- Birthday treats, and a lunch of your choice every week (one of our values is Fun & Food!)
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