Full-Time
Associate – Portfolio and Risk Management
Posted on 4/27/2024
Provides alternative investment opportunities platform
Senior
New York, NY, USA
- Bachelor’s degree or equivalent experience
- CFA or CAIA is a plus
- At least 4 years of finance, portfolio/asset management, credit underwriting, or risk reporting experience
- Experience in financial statement analysis, financial modeling or financial valuation
- Ability to articulate financial concepts and information in both verbal and written forms
- Excellent organizational skills and high attention to detail
- Deal execution oriented with a readiness to roll up your sleeves and manage a process end to end
- Ability to work seamlessly in a cross-functional team environment
- Excellent prioritization skills to balance multiple projects with competing deadlines
- Passion for innovation and ability to thrive in a fast-paced environment
- Knowledge of Excel, PowerPoint, Word, Google Sheets, Google Docs, Google Slides
- Experience with asset management databases, SQL, and dashboard creation is a plus
- Challenge risk assumptions and conduct independent deal-level risk reviews
- Monitor post-funding investment performance at both the deal and portfolio levels
- Aid in communicating investment performance using accessible language and data visualizations
- Coordinate strategies and assist third-party advisors in managing underperforming investments
- Support the team’s agenda in investment process management coverage
- Review and enhance deal and portfolio-level key performance metrics
- Monitor, evaluate, and develop portfolio-level and investment-level reporting
- Contribute to the development of risk analytics and investment management frameworks
- Collaborate across functions to achieve firm-wide objectives
- Assist in the day-to-day management of the Yieldstreet portfolio
Yieldstreet is a private market investment platform that specializes in alternative investments such as real estate, venture capital, private equity, art, and short term notes. By offering exclusive access to curated and vetted investment opportunities, the company makes complex investment landscapes more accessible and transparent. Working at Yieldstreet, one would be part of a team dedicated to reshaping the investment arena, fostering an inclusive environment where fresh ideas drive innovation and optimize investor experiences. This positions the company as a leader in diversifying investment portfolios and democratizing the access to high-quality alternative assets.
Company Stage
Series C
Total Funding
$794.7M
Headquarters
New York, New York
Founded
2015