Investment Manager

VirtualVocations

Atlanta, US

Remote

Why this role

Pace

Fast Paced

The role requires a fast-paced environment where the Investment Manager must quickly gather data and conduct financial analysis, indicating a high pace of work.

Collaboration

Medium

Collaboration is key as the Investment Manager works closely with counterparties and contributes to legal documentation, suggesting a need for teamwork and communication.

Autonomy

Medium

The role demands a high level of autonomy, as the Investment Manager is responsible for drafting approval memos and making independent judgments on credit.

Decision Impact

Team

Decisions made by the Investment Manager can significantly impact the company's financial health, as they are responsible for structuring lending solutions and managing risk.

Role Level

Team Lead

The complexity of the role is high, given the requirement for experience with risk analysis tools and modern modeling techniques, as well as the need for strong credit judgment.

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

successful portfolio risk management
high-quality investment documentation

Typical background

investment bankingstructured lending

Transferable backgrounds

Coming from Investment Banking Analyst
financial modeling · risk management
The experience in financial modeling and risk management from an Investment Banking Analyst role directly translates to the Investment Manager role.
Coming from Credit Analyst
credit analysis · due diligence
A Credit Analyst's expertise in credit analysis and due diligence is highly applicable to the Investment Manager's responsibilities.
Coming from Structured Finance Professional
structured finance · legal documentation
Professionals with experience in structured finance and legal documentation can easily adapt to the Investment Manager role.

Skills & requirements

Required

Investment BankingStructured LendingCredit JudgmentRisk AnalysisStructured Finance Documentation

Preferred

CFAFRM

Stack & domain

Investment BankingStructured LendingRisk Analysis ToolsModern Modeling TechniquesCFAFRMFinance

About the role

The Investment Manager role involves conducting thorough due diligence on potential investment opportunities, structuring lending solutions, and managing risk, making it ideal for someone with a strong background in finance and a knack for detailed analysis.

Original posting from VirtualVocations

A company is looking for an Investment Manager (Remote - Work from Anywhere).
Key Responsibilities
Conduct counterparty due diligence, including data gathering, financial analysis, and drafting approval memos
Assist in structuring secured lending solutions and monitor portfolio risk and exposures
Engage with counterparties and contribute to investment documentation and legal terms
Required Qualifications
5-7 years of experience in investment banking, structured lending, or related fields
Bachelor's degree
Demonstrated credit judgment and familiarity with structured finance documentation
Experience with risk analysis tools and modern modeling techniques
CFA or FRM certification, or equivalent professional path in progress

Source: VirtualVocations careers