Associate Portfolio Manager
New
F
FundThroughFintech
CanadaFull-TimeMiddle
Salary70,000 - 95,000 CAD per year
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Job Details
- Experience
- 2+ years
- Required Skills
- Data AnalysisSalesforceCompliance
Requirements
- 2+ years of experience in financial services, lending, or credit/risk analysis
- Strong analytical skills with experience in large data sets
- Experience with financial statements
- High attention to detail at the invoice and payment level
- Clear and structured written communication skills
- Comfortable with ambiguity and building processes
- Proven ability to manage multiple accounts and meet tight deadlines
Responsibilities
- Conduct weekly systematic reviews of client accounts using a risk model
- Prepare detailed write-ups on invoice aging, payor trends, MCA balances, and compliance status
- Post structured client risk updates and coordinate with cross-functional teams
- Set funding blockers and conduct payment audits
- Prepare monthly AWAC aging reports and annotate claimable balances
- Monitor compliance requirements and manage Salesforce cases
- Summarize weekly client reviews into monthly portfolio reports
- Collaborate with Account Management and Collections teams
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