Job Description

Associate Portfolio Manager
Job Number: 21-08518
Eclaro is looking for an Associate Portfolio Manager for our client in Houston, TX.
This is a direct hire with the client.  The client is a multinational investment bank and financial services company. If you’re up to the challenge, then take a chance at this rewarding opportunity!
  • Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients
  • Participates in deal teams to develop, present, and win mandates for new opportunities
  • Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients
  • Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs
  • Initiates contact with partners for new client sales
  • Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility
  • Reviews and continually monitors performance of existing accounts and client relationships
  • Conducts due diligence (e.g. client visits, business model analysis, and comprehensively reviewing industry trends and related regulations)
  • Identifies opportunities to diversify client portfolios
  • Identifies opportunities for increased efficiency and improved service to internal and external clients
  • Provides analytical findings to deal teams
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
  • Builds effective relationships with internal/external stakeholders
  • Ensures alignment between stakeholders
  • Creates financial models to analyze client portfolios and anticipate client needs
  • Uses financial analysis to proactively identify opportunities to cross-sell
  • Generates updated financial models / analyses as dictated by business needs and industry requirements
  • Analyzes/ assesses industry compilations
  • Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables
  • Understands the complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.)
  • Provides feedback on, and supports continuous improvement opportunities
  • Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting
  • Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts
  • Delivers financial modeling to support strategic recommendations to clients
  • Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures
  • Focus is primarily on business/group within Client; may have broader, enterprise-wide focus
  • Exercises judgment to identify, diagnose, and solve problems within given rules
  • Works independently on a range of complex tasks, which may include unique situations
  • Broader work or accountabilities may be assigned as needed
  • Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
  • An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement
  • MBA degree preferred
  • 3+ years of investment banking or valuation experience at a financial analyst level
  • Knowledge of capital markets, investment banking products and applicable regulations
  • Credit analysis experience/ understanding
  • Good knowledge of the organizational portfolio management policies and objectives
  • Demonstrates solid deal/transaction execution and/or project management skills
  • Exceptional skills in quantitative analytics, financial modeling and credit analysis skills
  • Expertise in financial computer applications and database management tools
  • Technical proficiency gained through education and/or business experience
  • Verbal & written communication skills - In-depth
  • Collaboration & team skills - In-depth
  • Analytical and problem solving skills - In-depth
  • Influence skills - In-depth
  • Data driven decision making - In-depth
If interested, you may contact:
Merly Villanueva
Merly Villanueva | LinkedIn
Equal Opportunity Employer:
Eclaro values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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