Job Listing Expires on February 28, 2025
Position: Associate Portfolio Manager
Type: Full-Time
Industry: Accounting, Data Analytics, Economics & Finance
Action Capital is a market leading commercial finance company headquartered in Atlanta, GA. The firm was founded in 1959 to provide lines of credit to government contractors but has since expanded to fund a variety of industries nationwide. With over 275 clients, the company has grown to be one of the largest non-bank providers of working capital financing to small and medium sized businesses with facility sizes from $100,000 to $10,000,000.
The Associate Portfolio Manager will have co-responsibility with another team member over an assigned portfolio of businesses. Clients tend to be startups, rapidly growing businesses, or distressed businesses in need of flexible and creative financing that traditional banks are unable to provide.
Responsibilities include:
1. Approving New Account Debtors and Account Debtor Limits for Customer Funding Requests
2. Approving and monitoring real time collateral positions
3. Supporting Senior Portfolio Manager with daily funding requests
4. Providing outstanding customer service to clients
5. Ensuring the security and profitability of Action Capital through efficient and effective credit control
6. Collecting, spreading and analyzing CPA prepared and internal financial statements and other customer financial reporting (A/R Agings, A/P Agings, Federal 941 Filings and others)
7. Underwriting facility limit increases and new affiliated businesses tied to portfolio
Skills and Qualifications:
1. Able to multi-task and handle various client requests in a professional and proactive manner
2. Intermediate accounting and financial analysis
3. Competent in MS Office products and efficient in e-mail and internet applications (Outlook, Excel and Word)
4. One (1) year of related experience; Financial services and/or customer service experience preferred
5. Bachelor’s and/or Master’s degree in Finance, Accounting, or related discipline preferred
Salary: Ranges from $50,000 to $80,000 annually. The salary offered would depend on college degree, work experience, etc.
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