Asset Management - VP/AVP

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

black small square Supervise, train, mentor, and lead a junior team of associates and financial analysts across recurring model updates and ad hoc reporting.

black small square Act as the primary point person to prioritize, streamline, and deliver reporting supporting institutional investment management.

black small square Foster a collaborative, high-performance culture aligned with organizational goals and client expectations.

Financial Modeling, Reporting & Analytics

black small square 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.

black small square Prepare detailed financial projection models and track reporting covenants against legal documents.

black small square Develop and maintain tearsheets and dashboards on underlying investment positions, delivering actionable insights into portfolio performance and risk exposure for senior stakeholders.

black small square Generate operating performance reviews across key return metrics including IRR, MOIC, DPI, RVPI, and TVPI.

black small square Interface with U.S. and European counterparties in support of portfolio analysis and reporting deliverables.

black small square Manage financial modeling updates, qualifying performance against prior periods and financial forecasts.

black small square Address non-conformance and conduct covenant sensitivity tracking and duration analysis.

black small square Monitor changes in asset valuations, market data, and collections against underwritten projections on a QoQ basis.

black small square Evaluate risk management practices in complement to evolving portfolio performance metrics.

Portfolio & Asset Management

black small square Continuously research and monitor assigned product sectors and portfolio companies with global investments, primarily in the U.S. and Europe.

black small square Interface with Operations, Accounting and Asset Management teams across the full investment lifecycle — from loan closing through return of capital and payoff.

black small square Support asset and loan administration activities in coordination with cross-functional stakeholders.

Process & Operational Efficiency

black small square Lead the creation, implementation, and documentation of process and procedural frameworks to improve team efficiency and generate KPIs.

black small square Establish and maintain file maintenance protocols and best practices across the Asset Management function.

QUALIFICATIONS

Education

black small square Bachelors degree required in Finance, Accounting, Economics, or a related field.

black small square Masters degree (MBA or MS Finance) strongly preferred.

Experience

black small square 8-12+ years of progressive experience in asset management, structured finance, credit analysis, or a related financial discipline.

black small square Minimum 3-5 years in a supervisory or team leadership capacity managing analysts and/or associates.

black small square Demonstrated experience across multiple asset classes including Corporate Credit, Structured Finance, Energy, Aviation, and/or Commercial Real Estate.

black small square Hands-on experience with financial covenant monitoring, financial modeling, cash flow analysis, and IRR calculations.

black small square Prior experience managing institutional investor relationships and collaborating with U.S. and European counterparties preferred.

Certifications

black small square CFA (Chartered Financial Analyst) designation strongly preferred or actively pursuing.

black small square FRM (Financial Risk Manager) or CAIA (Chartered Alternative Investment Analyst) certifications a plus.

Technical & Core Competencies

black small square Demonstrated ability in Microsoft Excel, including complex financial models, scenario analysis, and sensitivity tables.

black small square 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.

black small square Deep expertise in credit agreement structures, and financial covenant frameworks.

black small square Strong written and verbal communication skills; ability to present complex financial analysis to senior stakeholders.

black small square Highly organized with the ability to manage multiple competing priorities in a fast-paced environment.

black small square 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.