Portfolio Manager, Risk Capital

Overview

This role is part of the Risk Capital team, which manages co-investments engaged with funding partners on a long-term commitment basis. The portfolio is ~$11B+ and the team is responsible for investment performance, value, risk, and monthly reporting for investor partners. As the marketplace grows, the team is building portfolio oversight and automation to manage the portfolio at scale.

As the Portfolio Manager, Risk Capital, you will help manage the investment portfolio by tracking performance, value, and risk, while running a hands-on, deal-by-deal process and monthly reporting. You will also lead an automation roadmap to support scaling and mentor two junior analysts.

Responsibilities

• Run the monthly end-to-end process with operational excellence, including performance reporting and settlement for each investment.
• Calculate and stand behind the amounts owed between the organization and each investor each month, and work with the investor-facing team to settle.
• Monitor portfolio performance, value, and risk across all investments, and surface key items to Finance and Treasury leadership.
• Partner across Capital Markets, Accounting, Treasury, Audit, and the investor-facing team to onboard new deals and respond to investor questions on performance and settlements.
• Lead automation initiatives that modernize how the team works with AI enablement.
• Mentor two junior analysts on analysis, modeling, and judgment behind the numbers.

Requirements

• Bachelor’s degree, or equivalent practical experience, in finance, economics, mathematics, engineering, or a related quantitative field.
• 5+ years of experience in investment management, portfolio management, structured finance, or capital markets.
• Demonstrated experience building and auditing cash-flow or financial models in spreadsheets.
• Experience querying and analyzing data with SQL or a comparable query language.

Preferred Qualifications

• Experience with consumer loans, asset-backed or whole-loan investments, or marketplace lending (e.g., personal, auto, or home-equity loans).
• Proficiency with Python and hands-on use of AI tools to automate analysis, modeling, or reporting.
• Familiarity with how returns are shared across different deal structures, and with monitoring investment performance and risk.
• Experience supporting investor relationships, settlements, or reporting for institutional investors.
• Ability to explain complex deals and numbers in plain language for senior leaders and investors.
• Experience leading process-improvement or automation initiatives within a finance or analytics function.

Compensation & Benefits

United States | Remote

• Anticipated Base Salary Range: $133,400 - $212,300 USD

Base pay is part of the total compensation package. Actual base pay depends on geographic location (digital-first philosophy with compensation regions), as well as job-related skills, experience, and relevant education or training.

Additional compensation may include:

• Target bonuses
• Equity compensation

Benefits for full-time employees may include:

• Competitive compensation, including base pay, bonus opportunities, and annual equity grants that vest quarterly
• Retirement benefits including a 401(k) or Group Retirement Savings Plan with a company match of $2 for every $1 contributed, up to $15,000 annually (USD in the US, CAD in Canada)
• Employee Stock Purchase Plan (ESPP) with discounted stock purchase options for eligible employees (US only)
• Comprehensive health coverage (medical, dental, vision) for US employees and supplemental health coverage for Canada
• Health Savings Account contributions from the organization for eligible plans (US only)
• Income protection benefits including life insurance and disability coverage
• Paid time off, sick leave, and company holidays in line with local requirements
• Paid family and parental leave (duration varies by country)
• Family-centered benefits to support fertility, parenthood, and caregiving needs
• Employee Assistance Program (EAP) offering mental health support and resources
• Financial wellness resources, including access to financial planning tools and a financial concierge service (US only)
• Annual wellness allowance
• Annual productivity allowance

Location

United States | Remote.

For roles based in Canada, we are not currently able to hire in Quebec.