POSITION OVERVIEW Asset Management lead plays a senior leadership role within the Asset Management Division, overseeing a team of financial analysts and support staff responsible for delivering analytics, metrics, and reporting in support of institutional investment management.
The Director serves as the primary point of contact for prioritizing and streamlining recurring and ad hoc reporting, collaborating with U.
S. counterparties, and driving operational excellence across a diversified portfolio of assets.
KEY RESPONSIBILITIES Leadership & Team Management ▪ Supervise, train, mentor, and lead a junior team of associates and financial analysts across recurring model updates and ad hoc reporting.
▪ Act as the primary point person to prioritize, streamline, and deliver reporting supporting institutional investment management.
▪ Foster a collaborative, high-performance culture aligned with organizational goals and client expectations.
Financial Modeling, Reporting & Analytics ▪ Deliver recurring and ad hoc reporting evaluating cash flows, risk metrics, and investment performance across Corporate, Structured Finance, Energy, Aviation, and Commercial Real Estate portfolios.
▪ Prepare detailed financial projection models and track reporting covenants against legal documents.
▪ Develop and maintain tearsheets and dashboards on underlying investment positions, delivering actionable insights into portfolio performance and risk exposure for senior stakeholders.
▪ Generate operating performance reviews across key return metrics including IRR, MOIC, DPI, RVPI, and TVPI.
▪ Interface with U.
S. and European counterparties in support of portfolio analysis and reporting deliverables.
▪ Manage financial modeling updates, qualifying performance against prior periods and financial forecasts.
▪ Address non-conformance and conduct covenant sensitivity tracking and duration analysis.
▪ Monitor changes in asset valuations, market data, and collections against underwritten projections on a QoQ basis.
▪ Evaluate risk management practices in complement to evolving portfolio performance metrics.
Portfolio & Asset Management ▪ Continuously research and monitor assigned product sectors and portfolio companies with global investments, primarily in the U.
S. and Europe.
▪ Interface with Operations, Accounting and Asset Management teams across the full investment lifecycle — from loan closing through return of capital and payoff.
▪ Support asset and loan administration activities in coordination with cross-functional stakeholders.
Process & Operational Efficiency ▪ Lead the creation, implementation, and documentation of process and procedural frameworks to improve team efficiency and generate KPIs.
▪ Establish and maintain file maintenance protocols and best practices across the Asset Management function.
QUALIFICATIONS Education ▪ Bachelor's degree required in Finance, Accounting, Economics, or a related field.
▪ Master's degree (MBA or MS Finance) strongly preferred.
Experience ▪ 8–12+ years of progressive experience in asset management, structured finance, credit analysis, or a related financial discipline.
▪ Minimum 3–5 years in a supervisory or team leadership capacity managing analysts and/or associates.
▪ Demonstrated experience across multiple asset classes including Corporate Credit, Structured Finance, Energy, Aviation, and/or Commercial Real Estate.
▪ Hands-on experience with financial covenant monitoring, financial modeling, cash flow analysis, and IRR calculations.
▪ Prior experience managing institutional investor relationships and collaborating with U.
S. and European counterparties preferred.
Certifications ▪ CFA (Chartered Financial Analyst) designation strongly preferred or actively pursuing.
▪ FRM (Financial Risk Manager) or CAIA (Chartered Alternative Investment Analyst) certifications a plus.
Technical & Core Competencies ▪ Demonstrated ability in Microsoft Excel, including complex financial models, scenario analysis, and sensitivity tables.
▪ Proficiency in leveraging AI tools and technologies (e.
g., generative AI platforms, AI-assisted analytics) to enhance financial analysis, accelerate reporting workflows, and support data-driven decision-making.
▪ Deep expertise in credit agreement structures, and financial covenant frameworks.
▪ Strong written and verbal communication skills; ability to present complex financial analysis to senior stakeholders.
▪ Highly organized with the ability to manage multiple competing priorities in a fast-paced environment.
▪ Collaborative mindset with demonstrated ability to work cross-functionally across Operations, Accounting, Legal, and Asset Management teams.
ABOUT THE ROLE This is a high-impact leadership opportunity for a seasoned finance professional to drive analytical excellence and operational rigor within a sophisticated institutional investment platform.
The Director will be integral to investment performance monitoring, risk evaluation, and team development across a globally diversified portfolio.
“this job description is not an exhaustive list of all responsibilities, and duties may change”.
