Portfolio Financing Specialist

Company: Atlas Search
Location: Greenwich
Posted on: May 5, 2021

Job Description:

We are currently recruiting for a Portfolio Financing Specialist to join the firm's Financing team. This group is responsible for overseeing liquidity management, maintenance of a broad spectrum financing facilities including the firm's middle-market lending financing facilities, and distressed platform's prime brokerage and repo relationships. The team is also responsible for managing the Firm's securities lending processes, among other functions.The person in this role will:* Work with various teams throughout the Firm to manage liquidity needs based on the activity pipeline and coordinate capital activity for Funds across the platform* Model the impact of new financings (credit facilities, bond offerings, CLOs) on Fund returns, leverage, capacity and portfolio construction* Work with custodians & financing providers daily in support of the Fund's various financing facilities to ensure all funding obligations are met and cash is managed efficiently* Monitor & report on ongoing compliance requirements in connection with financing facilities; liaise with investment team to understand potential changes to the portfolio and proactively manage facility implications* Prepare weekly reporting and conduct ad-hoc analysis around Fund liquidity, capacity & leverage* Assist with and lead-related group projects to streamline new/existing processes and reduce operational risks

Keywords: Atlas Search, Greenwich , Portfolio Financing Specialist, Other , Greenwich, Connecticut