Portfolio and Risk Manager at Shift HR

Charleston, South Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Jun, 26

Salary

0.0

Posted On

21 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Treasury Management, Cash Flow Management, Compliance Management, Financial Reporting, System Enhancement, Process Improvement, Financial Acumen, Operational Excellence, Analytical Skills, Attention To Detail, Time Management, Communication, Integrity, QuickBooks, CRM Systems

Industry

Human Resources Services

Description

Make an Impact with Your Financial Expertise Are you a finance professional who wants your work to matter? At CLIMB Fund, we’re expanding access to capital and supporting small businesses and entrepreneurs. We’re 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, you’ll be at the center of our financial operations—managing loan fund treasury activities, ensuring compliance with key funding partners, and delivering insights that guide strategic decisions. What You’ll 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 Bachelor’s 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

Responsibilities

The Portfolio and Risk Manager will lead treasury and financial management functions, including optimizing loan fund treasury activities and overseeing cash flow to meet lending commitments. This role also involves managing compliance for major funding partners and serving as a program manager for key lending initiatives.