Assistant Portfolio Manager

Arixa Capital

$140K — $165K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-10 years in private credit, real estate lending, or structured finance
  • Strong credit and loan analysis skills
  • Experience in portfolio monitoring, asset management, or credit analysis
  • Effective communication skills
  • High attention to detail

Responsibilities

  • Track loan maturities, extensions, and payoff timelines
  • Monitor delinquencies, defaults, and watchlist loans
  • Serve as the primary point of contact for lender requests
  • Deliver status updates on loans and portfolio summaries
  • Monitor property performance and borrower compliance
  • Build watchlists and dashboards for portfolio reporting
  • Support CFO and Capital Markets with insights and analytics

Benefits

  • Annual discretionary bonus program
  • Medical, dental, and vision insurance
  • 401K with Safe Harbor contribution
  • Two weeks (ten days) paid time off excluding sick time
  • Six sick days
  • Ten paid holidays
  • One floating holiday
Full Job Description
Position Overview

We are seeking an Assistant Portfolio Manager to take ownership of portfolio monitoring and lender reporting across our private credit platform. This role is designed for a high-performing credit professional ready to step into a Portfolio Manager track, with immediate responsibility for loan-level oversight, portfolio analytics, and direct communication with capital partners. You will work directly with the Capital Markets team and play a critical role in building an institutional-grade portfolio management function.

Summary of Primary Duties and Responsibilities

The Assistant Portfolio Manager is an LA-based or AZ-based position on a hybrid schedule with at least three (3) days in-office. This position will report to the Director, Capital Markets. While not an exhaustive list, the Assistant Portfolio Manager will be responsible for:

  1. Portfolio Monitoring & Credit Oversight
  • Track loan maturities, extensions, payoff timelines.
  • Monitor delinquencies, defaults, watchlist loans.
  • Identify risks such as refinance risk, construction delays, and business plan execution.


  1. Lender & Capital Partner Communication
  • Serve as primary point of contact for lender requests.
  • Deliver loan updates, delinquency explanations, borrower updates, portfolio summaries.


  1. Borrower & Collateral Tracking
  • Monitor property performance and business plan execution.
  • Track covenant compliance and material loan events.


  1. Portfolio Reporting & Analytics
  • Build watchlists, dashboards, and portfolio reporting.
  • Support CFO and Capital Markets with insights and reporting.


Education and Experience

  • 5-10 years in private credit, real estate lending, or structured finance
  • Strong credit and loan analysis skills
  • Experience in portfolio monitoring, asset management, or credit analysis
  • Effective communication skills
  • High attention to detail


Success in This Role Looks Like

  • Become go-to owner for lender requests.
  • Reduce response time and improve reporting consistency.
  • Build standardized reporting.
  • Establish watchlist and risk framework.
  • Develop portfolio-level narrative.


Compensation

This position is exempt, full-time, with salary range: $140K - $165K, plus discretionary bonus potential.

Benefits

This position is eligible for the following benefits:

  • Annual discretionary bonus program.
  • Medical, dental and vision insurance.
  • 401K with Safe Harbor contribution.
  • Two weeks (ten days) paid time away excluding sick time.
  • Six sick days.
  • Ten paid holidays
  • One floating holiday.


Note: This is not an all-inclusive list. The Assistant Portfolio Manager will be involved and participate in related business matters and duties as assigned. Arixa is an 'at-will' employer.

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