Job Description
Be a crucial part of the Portfolio Management team at FundThrough as an Associate Portfolio Manager, focusing on client account health and operational controls. This hybrid opportunity offers diverse responsibilities.
FundThrough is looking for an Associate Portfolio Manager to ensure robust monitoring of client portfolios. You will leverage 2+ years of experience in financial services to analyze key indicators such as invoice aging and payor behavior. This position emphasizes both independent decision-making and teamwork, interacting with various departments to uphold portfolio integrity and improve processes.
Key Responsibilities:
• Execute weekly client portfolio analysis using risk models
• Coordinate risk updates and manage communication with teams
• Prepare monthly insurance aging reports and identify claims
• Monitor compliance and manage cases through Salesforce
• Collaborate on portfolio reviews and present findings
...
FundThrough is looking for an Associate Portfolio Manager to ensure robust monitoring of client portfolios. You will leverage 2+ years of experience in financial services to analyze key indicators such as invoice aging and payor behavior. This position emphasizes both independent decision-making and teamwork, interacting with various departments to uphold portfolio integrity and improve processes.
Key Responsibilities:
• Execute weekly client portfolio analysis using risk models
• Coordinate risk updates and manage communication with teams
• Prepare monthly insurance aging reports and identify claims
• Monitor compliance and manage cases through Salesforce
• Collaborate on portfolio reviews and present findings
...