What are the responsibilities and job description for the Associate - ABL Portfolio Operations position at JCW Group?
We have partnered with a leading specialty finance firm as they’re hiring for an Associate level Portfolio Operations professional to help maintain underwriting and operational standards across the companies ABL portfolio. This role is credit-focused role with a strong emphasis on high-growth companies. The ideal candidate is excited to dig into the books of dynamic businesses, monitor and refine credit procedures, and contribute to a thriving entrepreneurial ecosystem.
Responsibilities:
- Monitor and manage a portfolio of ABL loans across multiple industries, with a focus on high-growth, private credit-backed companies.
- Support underwriting and portfolio teams with screening new opportunities, renewals, and portfolio reviews.
- Conduct industry research, financial modeling, and performance analysis to inform credit decisions.
- Collaborate with portfolio management to monitor client financials, collateral, and covenant compliance.
- Assist in developing and enhancing underwriting, due diligence, and portfolio monitoring processes.
Experience required:
- Bachelor’s degree qualified with 4 years of experience in asset-based lending, private credit, or investment banking.
- Familiarity with due diligence, underwriting, and collateral monitoring processes.
- Strong proficiency with Excel and advanced financial modeling skills.
- High analytical ability to assess loan risk and recommend appropriate credit structures.
- Excellent communication skills, with the confidence to engage directly with borrower management teams.
For additional questions – please contact Elijah Ervin at 646-741-2166 or elijah.ervin@jcwgroup.com.
Salary : $125,000 - $145,000