Manage day-to-day activity of the Alternative Energy Portfolio teams including Credit Analysts, Account Executives, and Portfolio Analysts, performing all managerial duties.
Develop and implement credit metrics, policies, and procedures, ensuring risk ratings and periodic reviews are performed within guidelines.
Work cross-functionally with Collections, Asset Management, Legal, and Data Analytics to develop portfolio reports, monitor exposures, and manage workout strategies.
Lead development of AI-driven credit risk analytics and portfolio management frameworks.
Serve as the connect point between Credit Risk and Capital Markets, translating complex models into investor narratives.
Drive strategic initiatives to enhance risk-adjusted returns and support scalable growth through advanced analytics.
Achieve is a digital personal finance company that helps people move from struggling to thriving through innovative financial solutions. Since 2002, we've grown into one of the largest private consumer fintech unicorns in the U.S. with over 3,000 employees in hybrid and remote roles across the country.
Provide expert portfolio management consulting to alternative asset firms and family offices.
Develop and execute investment programs, manage risk, and optimize portfolios.
Analyze investments, build reports, and ensure compliance with industry standards.
Arootah is a talent solutions firm purpose-built for the alternative investment industry, covering talent from entry to exit across five services. Our team has run alternative investment firms at the highest levels as COOs, CFOs, and CCOs, with a network of 700+ vetted advisors across 18 disciplines.
Manage assigned portfolios to meet performance standards and generate value through trading strategies, risk management, and tax mitigation.
Apply quantitative techniques and index construction expertise to portfolio management, product development, and risk budgeting.
Influence ETF platform development, evaluate new markets, and collaborate with internal teams to deliver superior client experience.
SaplingsHR is a staffing and recruiting firm that connects talent with opportunities across various industries. The company is focused on providing recruitment solutions for mid-to-senior level positions.
Own end-to-end credit strategy, risk modeling, and portfolio performance for embedded lending products, ensuring seamless translation of data into underwriting decisions.
Drive data integrity, source new signals, and build monitoring frameworks to optimize approval rates and loss performance across all credit products.
Lead a team of seven risk specialists, fostering analytical rigor and accountability while collaborating cross-functionally with Product, Engineering, and Capital Markets.
Pipe builds embedded capital for small businesses through credit products inside software platforms like vertical SaaS and marketplaces. It is a remote-first team with 250% ARR growth year over year, partnerships with major brands like Uber Eats, and a culture of high trust and no ego.
Lead the asset management team for large-scale critical infrastructure, ensuring client SLAs and operational excellence.
Develop scalable processes for asset monitoring, reporting, and compliance across the portfolio.
Provide technical expertise in Energy-as-a-Service, emissions reporting, and customer relationship management.
Edged Infrastructure designs and deploys fully integrated AI infrastructure platforms. As part of Endeavour, a purpose trust reinvesting profits to solve global problems, it fosters a culture of innovation and sustainability.
Lead and develop Country Credit Managers across multiple European markets, driving portfolio performance and balancing growth with credit risk.
Own the relationship between portfolio performance and commercial outcomes, running regular business reviews and ensuring accountability.
Partner with Credit Strategy, Data Science, Product, and Finance teams to translate complex data into clear business recommendations.
Bondora is a financial technology company founded in 2008 that makes finance easy, transparent, and accessible for everyone, helping over 700,000 customers across Europe borrow and invest effortlessly. The company is rapidly growing with a bold vision to acquire a banking license and expand across more EU countries, fostering a culture of innovation and growth.
Manage the development and execution of the Credit Risk Review Continuous Review program for assigned Commercial or Consumer business units.
Analyze and assess credit risk in complex borrowers and portfolios, present findings to senior leaders, regulators, and auditors.
Demonstrate advanced understanding of lending, credit risk, regulatory issues, and bank policies to ensure effective risk monitoring and mitigation.
Fifth Third Bank is a regional bank dedicated to helping individuals, families, businesses, and communities grow through smart financial services. Since 1858, it has focused on innovation, customer care, and community support, aiming to be the nation's highest performing and most trusted regional bank.
Actively monitor and manage team pipelines to ensure loans stay efficient and close on time.
Serve as the go-to person on portfolio guidelines, answering scenario questions and helping with underwriting issues.
Support team development through training, feedback, and managing daily operations and complaints.
Cascade Financial Services is a trusted lender in Attainable Housing, offering mortgage loan solutions for the manufactured housing marketplace. The company has grown since 1999 and fosters a culture focused on teamwork, integrity, excellence, and service, with a family-like work environment.
Own end-to-end fund accounting for real estate private credit clients including NAV, financial statements, capital activity, and fee/carry calculations.
Build customer relationships from sales to expansion to drive satisfaction and revenue growth.
Lead strategic projects and cross-functional initiatives to automate and improve reporting and service offerings.
Juniper Square provides a unified platform for private market fund administration, combining technology and data services. With over 1,000 employees and $350M+ funding, they foster a culture of transparency and collaboration.
Support Army logistics portfolio management through strategic planning, portfolio analysis, program integration, and executive decision support.
Develop executive-ready briefings, reports, and presentations supporting Army logistics portfolio initiatives.
Synthesize complex operational, financial, and analytical information into actionable recommendations to improve portfolio performance.
LMI is a digital solutions provider accelerating government impact with innovation and speed, serving defense, space, healthcare, and energy sectors. Headquartered in Tysons, Virginia, the company focuses on agility and collaboration, committing to impactful results that strengthen missions and drive lasting value.
Provide strategic, project-based treasury support to hedge funds, private equity firms, and family offices, covering cash management, collateral optimization, reconciliation, NAV oversight, and reporting.
Design treasury operations frameworks, establish reconciliation processes and controls, and build collateral management monitoring systems to ensure accuracy and efficiency.
Develop treasury policies, SLAs, metrics, and reporting tools while training teams on best practices and supporting special projects like prime broker transitions.
Arootah is a talent solutions firm purpose-built for the alternative investment industry, advising and executing across the full talent spectrum from entry to exit. With a team of experienced operators who have run hedge funds and private equity firms, Arootah leverages a network of 700+ vetted advisors and 600+ coaches to deliver credible and reliable talent solutions.
Develop and enhance risk strategies using cash flow data to optimize loan portfolio performance.
Design and implement end-to-end loan application workflows that integrate bank data for increased originations.
Perform proactive portfolio analysis to identify emerging credit trends and drive data-driven insights.
Attain Finance is a consumer credit lender with over 50 years of expertise providing credit solutions across the U.S. and Canada through brands like Cash Money, LendDirect, and Heights Finance. The company is a dynamic, collaborative team of industry professionals focused on innovation and where contributions are valued.
Provide expert advice to Alternative Asset Firms and Family Offices on investment research frameworks, due diligence, and financial modeling.
Design manager due diligence frameworks, build financial modeling templates, and develop performance monitoring systems.
Train investment teams on research best practices and support special projects requiring research expertise.
Arootah is a talent solutions firm purpose-built for the alternative investment industry, covering the full talent spectrum from entry to exit across five services. The company operates with a network of 700+ vetted advisors and 600+ coaches, providing credible advice and reliable execution based on operator experience.
Provide expert advice and support to hedge fund and family office clients on office management and operations.
Improve processes, implement action plans, and identify roadblocks to ensure optimal flow of operations.
Maintain detailed records of consulting results and evaluate client advancement using KPIs and scoring matrices.
We are a talent solutions firm purpose-built for the alternative investment industry, covering the full talent spectrum from entry to exit. With a network of 700+ vetted advisors and 600+ coaches, we bring operator experience and alternatives-specific recruiting to deliver credible advice and reliable execution.
Provide strategic, project-based leadership across investment strategy, portfolio construction, risk management, and asset allocation for hedge funds, private equity firms, and family offices.
Lead manager selection, investment due diligence, and ongoing monitoring of underlying positions.
Establish risk management frameworks, exposure limits, and performance measurement standards.
Arootah is a talent solutions firm purpose-built for the alternative investment industry, providing services from talent acquisition to transition. With a network of over 700 vetted advisors and 600 coaches across 18 functional disciplines, the firm leverages deep operator experience to deliver credible and reliable talent solutions.
Own the full lifecycle of payments operations including onboarding, underwriting, monitoring, disputes, and support.
Build and deploy AI-native decisioning systems and automation to scale operations.
Manage portfolio-level risk and partner with cross-functional teams to drive performance.
Boulevard provides a client experience platform for appointment-based self-care businesses. They are a growing company that values diversity, experimentation, and delivering magical moments.