Proactive Associate Portfolio Manager for Client Monitoring and Risk Management

Join as the Associate Portfolio Manager, where your expertise in client monitoring and risk analysis will thrive. Work independently while collaborating with cross-functional teams in a fully remote setup.

This role requires you to be the first line of defense in monitoring client account health and escalating any concerns swiftly. You'll leverage your analytical skills to systematically track invoice aging, payor behavior, and other key metrics. By embracing a proactive approach, you will help maintain the operational controls essential for portfolio health.

Key Responsibilities: • Weekly systematic reviews of client accounts for risks • Communicate risk updates and resolve anomalies with teams • Compile monthly credit insurance aging reports • Ensure compliance and manage Salesforce case escalations • Summarize client reviews into accurate reports

Requirements: • Minimum 2 years in financial services or credit analysis • Strong analytical ability with large...