Senior Finance Portfolio Lead: Complex Loans & Risk Management

YaaLk Technologies; Vancouver; On-site; CAD 80,000 - 100,000; Full time

Job summary

A financial technology firm located in Metro Vancouver is seeking a Senior Finance/Funding Portfolio Manager. This role requires managing post-closing funding, including risk assessment and monitoring of loans. Candidates should have at least 5 years of experience in portfolio management, particularly in multifamily real estate finance. Successful applicants will have strong analytical and communication skills, as well as the ability to work collaboratively in a team environment. Knowledge of financing for community development is a plus.

Qualifications

• Minimum 5 years of relevant portfolio management experience in a tech start-up or financial institution.
• Expertise in analyzing complex financial statements, especially for multifamily real estate finance.
• Strong knowledge of community development and loan documents.

Responsibilities

• Manage funding post-closing, including monitoring and assessing borrower risk.
• Conduct annual reviews and provide financial reports to senior management.
• Collaborate with lending and finance teams to identify and mitigate risks.

Skills

Portfolio management experience

Analytical skills

Communication skills

Teamwork

Knowledge of multifamily real estate finance

Education

Undergraduate degree in business, finance, economics, or accounting

Advanced degree in finance, planning, etc.

Tools

CRMs

ERP systems

Spreadsheet software

Job description

A financial technology firm located in Metro Vancouver is seeking a Senior Finance/Funding Portfolio Manager. This role requires managing post-closing funding, including risk assessment and monitoring of loans. Candidates should have at least 5 years of experience in portfolio management, particularly in multifamily real estate finance. Successful applicants will have strong analytical and communication skills, as well as the ability to work collaboratively in a team environment. Knowledge of financing for community development is a plus.