What are the responsibilities and job description for the Portfolio Finance Manager position at Apollo Inc?
Position Overview
At Apollo, we're a global team of alternative investment managers passionate about delivering uncommon value to our investors and shareholders. With over 30 years of proven expertise across Private Equity, Credit and Real Estate, regions and industries, we're known for our integrated businesses, our strong investment performance, our value-oriented philosophy - and our people.
The Portfolio Finance Manager will support Apollo's Portfolio Management & Trading team, serving as the lead contact for all portfolio financing activities. This individual will be leveraged as the strategic advisor to the business on fund financing, partnering on live trade situations in addition to managing the ongoing leverage the funds have across leverage facilities and prime brokers. This role involves interfacing with many internal and external stakeholders, managing relationships with Prime Brokers, and leading strategic financing projects. The ideal candidate will have a strong background in financing transactions, risk management, and portfolio optimization.
Primary Responsibilities
Portfolio Financing Management : Serve as the point person for all financing requests from Portfolio Management / Trading. Optimize existing leverage across existing PBs and ABLs. Interface with the street and broader Apollo team, providing color to the desk, coordinating borrow requests, and executing financing transactions. This role will handle and monitor all re-rates as well as overborrow charges. This person will work closely with Investment Operations and deal teams for questions related to ABF on long financing, reviewing reporting, and mitigating risk.
- Investment Team Coordination : Coordinate with the investment team to understand liquidity and margin changes to the portfolio. Proactively manage the impact on the funds' liquidity and leverage facilities
- Process Control and Optimization : Develop a deep understanding of investment operations to establish control processes around financing rates. Collaborate with the team to streamline both new and existing processes, aiming to minimize upstream and downstream risks at Prime Brokers or other related financing functions.
Broker Relationship Management : Manage Apollo's Prime Broker relationships, conducting annual and quarterly reviews. Address ongoing service needs in collaboration with the Middle Office, explore new business opportunities, negotiate rates, and onboard new prime brokers. Additionally, develop a structured approach to wallet analysis and coordinate with the Front Office to manage data and operational themes for sell-side relationships This will also include :
Vendor Engagement : Collaborate with Investment Operations on vendor engagement for portfolio finance functions, including partnerships with Kayenta and Cassini.
Qualifications & Experience
Pay Range
250,000 - 300,000
Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.
The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic / civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.
The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered.
The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.
