Goal Investment Management · 2 weeks ago
Director, Portfolio Investments
San Diego, CA
Full-time
Onsite
Mid, Senior Level
7+ years expGoal Investment Management is a group of financial professionals dedicated to investing in consumer finance assets and structured credits. The Director of Portfolio Investments will be responsible for managing prospective investments, evaluating potential new investments, and assisting in capital formation for new investment structures.
AnalyticsAsset ManagementFinanceFinancial Services
Responsibilities
Evaluate potential new investments and make recommendations to the investment committee regarding pricing, returns, quantitative and qualitative risks, and adherence to guidelines
Interface with joint venture partners to evaluate new investment opportunities and track progress of existing investments
Formalize and codify the analytical framework used to evaluate investments. Build and manage a repeatable and sustainable financial modeling process
Work with risk analysts to analyze large sets of consumer finance performance data to predict the future performance of the company’s loan portfolio and investment book
Partner with operations and service providers to make and implement recommendations to improve investment performance or mitigate risks
Optimize the investment reporting process. Train analysts to compile and review reporting on a quarterly basis
Support capital markets transactions used to finance investments, including financial modeling and scenarios analysis, legal document review, and relationship management of fund lenders
Qualification
Required
BS or equivalent degree is required
7+ years of consumer finance experience; investment banking or asset management experience a plus
Strong data and analytics background and working knowledge of SQL
Strong excel skills and direct experience building discounted cash flow models required
Strong Presentation / Meeting Skills – Must be able to participate effectively in investment committee meetings
Preferred
Working knowledge of Intex, Wall Street Analytics, or other structured cash flow software a plus
Experience building and maintaining automated processes for frequently repeated tasks a plus
Company
Goal Investment Management
Goal Investment Management is an investment firm that offers financial analysis and asset management services.
2-10 employees
Funding
Current Stage
Early StageRecent News
Alternative Credit Investor
2026-01-09
Alternative Credit Investor
2026-01-08
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