We invite you to join the Greycroft Talent Network

196
companies
936
Jobs
Leverage our network to build your career.
Tell us about your professional DNA to get discovered by any company in our network with opportunities relevant to your career goals.

Senior Associate, Portfolio & Risk Management

Yieldstreet

Yieldstreet

Athens, Greece
Posted on Thursday, May 11, 2023

About the Role:

Yieldstreet is looking for a Senior Associate to join our Portfolio Management team full time. You will be working with/reporting to the Managing Director of Portfolio Management and Capital Markets.

The Portfolio & Risk Management team is integrated into Yieldstreet’s investment process at every juncture, from reviewing pre-transaction diligence and underwriting at the investment level, to oversight of portfolio level concentration and risk management. We collaborate with various Yieldstreet functions including the Investment teams, Product, Marketing, Finance, Valuations, and Operations.

Portfolio & Risk Management’s core responsibilities:

  1. Investment Process: Understand and challenge risk assumptions and conduct upfront independent deal-level risk reviews
  2. Portfolio Construction & Risk Analytics: Track post funding investment performance on a deal and portfolio level. Top-down portfolio as well as bottoms-up investment level management.
  3. Investor Communications: Assist with communicating investment level performance using conceptually fluent frames and data visualizations

This role will be based out of the Athens office and requires someone to be located within a commutable distance. You should expect to be in the office at least 3 days per week.

What you'll do:

  • Assist with executing the team’s agenda including investment process management coverage and assisting with platform underwriting/manager selection, portfolio construction guidelines and oversight of post-close investments
  • Review & enhance deal and portfolio level key performance metrics to monitor deviations from original investment theses across a diverse set of investment strategies
  • Monitor, evaluate and develop reporting to highlight risk factors at the portfolio and single investment level
  • Contribute to the development of risk analytics and frameworks
  • Collaborate across functions to achieve firm wide objectives including origination, underwriting, structuring, operations, technology and marketing
  • Help with the buildout of the Portfolio & Risk Management function as it scales including automating processes (basic programming experience is a plus)

What you'll need:

  • Bachelor’s degree or equivalent experience. CFA or CAIA is a plus
  • At least 2 years of finance, investment management or risk experience, bonus for experience in a credit underwriting/risk role
  • 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
  • Experience in financial statement analysis, financial modeling or financial valuation; preparing financial information, interpreting financial performance and assessing risk exposure is a plus.
  • Ability to articulate financial concepts and information in both verbal and written forms
  • Ability to work seamlessly in a cross-functional team environment spanning multiple disciplines and geographies
  • Excellent prioritization skills to balance multiple projects with competing deadlines
  • Passion for innovation, and ability to thrive in a fast-paced environment
  • Knowledge of design tools, Google Sheets, Google Docs, Google Slides, PowerPoint, Excel, Word

About Yieldstreet

Yieldstreet is the leading private market investment platform. We believe that private market alternatives should be a fundamental part of your portfolio. That’s why we’re unlocking access to make it easier than ever to get started. We partner with top-tier investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short term notes and more. All of our offerings are curated and vetted by our team to help investors diversify away from the stock market with confidence.
Why Yieldstreet?
Join a team of diverse, smart, and friendly people from 8 different countries who speak a total of 17 different languages who are on a mission to make alternative investments a fundamental part of the modern portfolio. Our team is comprised of successful entrepreneurs with combined exits of over $1B. We get social with each other during happy hours, exercise classes and team off sites! We are a hybrid work company giving you the opportunity to connect with your peers in real time with the flexibility to work remotely a few days per week.

What’s in it for you:
Competitive compensation packages including equity
Unlimited PTO
Learning and Development stipend
Wellness credit
Paid lunch once a week
Commuter benefit
Sabbatical