Portfolio Manager, Leveraged Finance - TalentSource360

Portfolio Manager- Leveraged Finance

The Portfolio Manager - Leveraged Finance will be responsible for managing a portfolio of leveraged loans and other debt instruments. The ideal candidate will have a deep understanding of credit analysis, market trends, and risk management. They will work closely with the investment team to develop strategies that optimize returns while mitigating risks. This role requires strong analytical skills, a proactive approach to market changes, and excellent communication abilities to effectively collaborate with stakeholders.

Key Responsibilities:

• Manage and oversee a portfolio of leveraged finance assets, including leveraged loans, credit lines, and other debt instruments.
• Develop and implement investment strategies to achieve targeted returns and adhere to risk guidelines.
• Monitor portfolio performance, conduct regular reviews, and adjust strategies as needed.
• Ensure compliance with all regulatory and internal policies.
• Conduct thorough credit analysis and due diligence on potential and existing investments.
• Evaluate the creditworthiness and make investment recommendations based on credit quality and market conditions.
• Monitor credit ratings, financial statements, and industry trends to anticipate potential risks and opportunities.
• Provide insights and forecasts to support investment decisions and strategy adjustments.
• Engage with industry analysts, attend conferences, and review relevant publications.
• Identify, assess, and manage risks associated with the portfolio.
• Implement risk mitigation strategies and ensure diversification of investments.
• Conduct stress testing and scenario analysis to evaluate portfolio resilience.
• Prepare and present detailed reports on portfolio performance, investment strategies, and market outlook to senior management and clients.
• Collaborate with other investment professionals to share insights and develop cohesive investment approaches.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field. MBA or CPA designation preferred.
• Minimum of 5 years of experience in financial services, public accounting, or management consulting
• Experience evaluating financial statements for the purpose of risk due diligence and credit worthiness
• Strong analytical and quantitative skills with expertise in financial modeling and credit analysis.
• Understanding of leveraged finance instruments.
• Excellent communication and presentation skills.
• Ability to work independently and collaboratively in a fast-paced environment.