Director, Portfolio Management

ORIX USA; New York (NY); On-site; USD 200,000 - 240,000; Full time

Job summary

A leading company in portfolio management is seeking a Director in New York to oversee investments and ensure effective risk management. The ideal candidate will have over 10 years of relevant experience and strong analytical skills. Responsibilities include analyzing portfolio performance, collaborating with various teams, and presenting findings to senior management, all while mentoring junior colleagues. This role offers an excellent opportunity to impact investment strategies actively.

Benefits

Cash bonuses

Health insurance

Retirement benefits

Flexible work arrangements

Competitive vacation policy

Qualifications

• 10+ years of experience in underwriting or portfolio management.
• Strong understanding of credit and legal documentation.
• Ability to meet tight deadlines and manage multiple tasks.

Responsibilities

• Lead analysis of portfolio exposure across diverse lines of business.
• Monitor portfolio KPIs and recommend investment risk ratings.
• Mentor junior colleagues and assist in strategic initiatives.

Skills

Analytical skills

Financial modeling

Risk assessment

Valuation analysis

Communication

Education

Undergraduate degree in finance, accounting, economics

MBA or CFA (preferred)

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

ORIX Corporation USA’s (OCU) Portfolio Management team is seeking to hire a Director for its New York office. The Portfolio Management team reports to the Chief Credit Officer and is responsible for ongoing review and monitoring of OCU’s investments across its Private Credit and Real Estate businesses. Its key function is to proactively identify credit migration and risk mitigation strategies in coordination with OCU’s Origination teams.

The Director’s overall objective will be to lead the analysis of OCU’s portfolio exposure across a number of its diverse lines of business. The Director will be responsible for all quarterly review responsibilities related to their portfolio including recommendation of appropriate investment risk ratings through the ongoing review and analysis of financial statements, the completion of periodic assessments of such statements, liquidity and valuation analysis, covenant compliance and testing, monitoring of news articles and other early warning alerts, quarterly investment reporting, and the preparation of Watch-List materials. On an ongoing basis, the Director will work closely with the Originations and Underwriting teams to actively manage the dialogue with the underlying portfolio companies and assist in the understanding of financial performance. In parallel, the Director will collaborate with other stakeholders on various strategic initiatives related to portfolio management, including identification of portfolio themes, enhancements to data quality, senior management reporting, process improvements, credit research papers, and the improvement of policies and procedures.

• Monitor portfolio KPIs and escalate underperformers to Senior Portfolio Management staff, communicate and co-ordinate risk mitigation strategies as risk(s) evolve. Specific duties include:
  • Analyze KPIs in financials, business, and industry to determine general financial health of company/investment.
  • Spread and track financial performance against lender’s case, management plan, and financial covenants. Identify material deviations from plan.
  • Prepare financial models and sensitivity analyses.
  • Create, understand, and challenge valuation analyses.
  • Recommend changes to risk ratings, credit reserves, and accrual status.
  • Evaluate amendments, waivers, and/or collateral modification requests. Make recommendations and facilitate approvals.
  • Prepare discussion materials for internal reviews and present analysis to OCU Senior Management.
• Independently engage in frequent dialogue with Line of Business teams and portfolio company management to understand asset performance and proactively manage the portfolio.
• Prepare portfolio management presentations alongside senior Portfolio Management colleagues for OCU management that include analytics on expected portfolio performance and areas of potential risk and/or opportunity.
• Establish and leverage cross-functional partnerships and network with key internal and external constituencies.
• Mentor junior colleagues and engage in strategic thinking related to portfolio positioning.
• Assist the Head of Portfolio Management on various projects, which may focus on, but are not limited to, data quality, monitoring process, or governance; and
• Other projects and duties as assigned.

This position has frequent contact with all levels of employees and OCU Senior Management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors.

Education, Skills, and Experience:

• 10+ years of underwriting, portfolio management and/or credit review experience at an investment bank, large commercial bank or middle-market direct lender across a variety of asset types such as first lien loans, second lien loans, mezzanine, asset-based loans, and/or structured credit.
• Undergraduate degree in finance, accounting, economics, or related subject; completion or progress towards an MBA or CFA preferred.
• Completion of a formal credit training program is a plus.
• Experience in growth lending, municipal lending, structured credit, real estate, work-out or distressed debt situations is a plus.
• Strong understanding of credit, including an advanced understanding of legal documentation.
• Strong accounting, valuation, and financial modeling skills.
• Superior analytical, organizational, and written and verbal skills.
• Excellent interpersonal skills.
• Excellent Microsoft Excel and PowerPoint skills.
• Ability to meet tight deadlines and manage multiple tasks at the same time.
• Motivated, inquisitive, self-starter, and team player; strong work ethic and positive attitude.
• Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team.

Annual base salary gross: $200,000 - $240,000 (NY only) . The base salary range represents the estimated low and high end of the ORIX USA ’s salary for this position. Actual base salaries will vary and will be based on various factors, such as candidate’s qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX USA ’s total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information.

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

About the company

ORIX USA is headquartered in Dallas, Texas, with approximately 1,100 employees and principal offices in Atlanta, Chicago, Los Angeles,

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