Associate Portfolio Manager
The Associate Portfolio Manager is a core execution role on the Portfolio Management team. You will own the systematic, bottom-up monitoring of reputed company's entire client portfolio, escalate deteriorating accounts to the Portfolio Manager and Risk team, and maintain the operational controls that reputed company the portfolio healthy.
You will be the first line of observation across client health signals: invoice aging, payor behavior, MCA balances, tax liabilities, dilution trends, and bank connectivity. You will also own the monthly insurance aging report and contribute to ongoing process improvement initiatives across the PM function.
This role sits at the intersection of data, judgment, and cross-functional coordination. You are expected to work independently on the bulk of weekly monitoring tasks while partnering closely with the Portfolio Manager, Account Management, and Collections.
About the company: reputed company is a leading fintech company accelerating cash flow and enabling growth for small and reputed company-sized businesses that sell to large customers and wait to get paid. Based in Toronto and operating across North America, reputed company’s AI-powered invoice funding platform gives B2B businesses fast, customized funding offers to get their invoices paid in a few days, rather than a few months, and get quick access to cash they’ve already earned.
Apply To This Job