FundThrough

Associate Portfolio Manager

FundThrough

full-time

Posted on:

Location Type: Remote

Location: Guatemala

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About the role

  • Conduct weekly systematic reviews of client accounts using a risk model, track changes, and prepare detailed write-ups on invoice aging, payor trends, MCA balances, and compliance status.
  • Post structured client risk updates, coordinate with cross-functional teams, set funding blockers, and conduct payment audits to resolve anomalies.
  • Prepare monthly AWAC aging reports, annotate claimable balances, document non-claimable items, and participate in credit insurance broker calls.
  • Monitor compliance requirements, open and manage Salesforce cases, escalate non-responses, and enforce funding holds for tax liabilities or compliance gaps.
  • Summarize weekly client reviews into monthly portfolio reports, align narratives with the Portfolio Manager, and finalize presentations with the data team.
  • Collaborate with Account Management, Collections, and other teams on client risk issues, respond promptly to follow-ups, and contribute to process improvements.

Requirements

  • 2+ years of experience in financial services, lending, or credit/risk analysis.
  • Strong analytical skills with experience in large data sets and financial statements.
  • High attention to detail, especially at the invoice and payment level.
  • Clear and structured written communication skills for risk updates and presentations.
  • Comfortable with ambiguity and building processes in a developing function.
  • Proven ability to manage multiple accounts and meet tight deadlines.
Benefits
  • Opportunity to leave your mark on a growing startup
  • An incredibly diverse team of brilliant minds from all over the world
  • Competitive compensation
  • Family-friendly policies
  • Work from home
  • Birthday treats, and a lunch of your choice every week (one of our values is Fun & Food!)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
risk analysisdata analysisfinancial statementsinvoice agingpayment auditscompliance monitoringportfolio reportingclaimable balancescredit insurancefunding management
Soft Skills
analytical skillsattention to detailwritten communicationprocess improvementtime managementcollaborationproblem-solvingadaptabilityorganizational skillsclient management