Portfolio and Risk Manager

Shift HR • Charleston, SC

1d

About The Position

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.

Requirements

• 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

Responsibilities

• Manage and optimize treasury functions across loan funds and organizational finances
• Oversee cash flow to ensure lending commitments are met effectively
• Manage compliance and reporting for major funding partners
• Serve as program manager for key lending initiatives, ensuring smooth operations and strong standing
• Prepare and present financial reports for leadership, Board of Directors, auditors, and funders
• Provide clear insights to support decision-making and organizational growth
• Enhance financial systems, processes, and tools to increase efficiency and capacity
• Help build infrastructure to support a growing, mission-driven organization
• Work closely with the lending team to ensure seamless fund management
• Coordinate with external partners (accounting, payroll, banking, HR, and accreditation providers)

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1-10 employees