Portfolio and Risk Manager
Share
Job Location:
Charleston, SC - USA
Monthly Salary:
Not Disclosed
Posted on:
11 hours ago
Vacancies:
1 Vacancy
Job Summary
Make an Impact with Your Financial Expertise
Are you a finance professional who wants your work to matter At CLIMB Fund were expanding access to capital and supporting small businesses and entrepreneurs. Were looking for a Portfolio & Risk Manager who can combine strong financial acumen with operational excellence to help us grow responsibly and sustainably.
In this role youll be at the center of our financial operationsmanaging loan fund treasury activities ensuring compliance with key funding partners and delivering insights that guide strategic decisions.
What Youll Do
Lead Treasury & Financial Management
Manage and optimize treasury functions across loan funds and organizational finances
Oversee cash flow to ensure lending commitments are met effectively
Drive Compliance & Program Success
Manage compliance and reporting for major funding partners
Serve as program manager for key lending initiatives ensuring smooth operations and strong standing
Deliver Meaningful Financial Reporting
Prepare and present financial reports for leadership Board of Directors auditors and funders
Provide clear insights to support decision-making and organizational growth
Improve Systems & Scale Operations
Enhance financial systems processes and tools to increase efficiency and capacity
Help build infrastructure to support a growing mission-driven organization
Collaborate Across Teams & Partners
Work closely with the lending team to ensure seamless fund management
Coordinate with external partners (accounting payroll banking HR and accreditation providers)
What You Bring
Bachelors degree in Accounting Finance or related field
5 years of experience in accounting finance or similar role
Strong analytical skills and exceptional attention to detail
Excellent organizational and time management abilities
Clear and professional written and verbal communication skills
High integrity and ability to manage confidential financial and borrower data
Proficiency in Microsoft Office QuickBooks and CRM systems
Why Join CLIMB Fund
Mission-Driven Work: Support entrepreneurs and strengthen communities
Growth Opportunity: Help shape financial systems in a growing organization
Collaborative Culture: Work with a passionate purpose-driven team
Meaningful Impact: See the direct results of your work in the communities we serve
Apply Today
Required Experience:
Manager
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
About Company
Hi, Welcome to our Careers section. Please review the positions we are currently hiring for and apply to the ones that interest you.
