Director, Portfolio Investments

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Goal Investment Management (GIM) is a group of financial professionals dedicated to investing in consumer finance assets and structured credits. GIM is a wholly owned subsidiary of Goal Investment Group (Goal), a family of financial technology companies focused on originating, servicing, managing, and investing in consumer finance assets. Goal serves a variety of clients such as hedge funds, traditional banks, ABS structures, insurance companies, investment banks, and colleges and universities with over $30B in assets under management.

Goal’s investment business was launched in 2013 and over the last 10 years has deployed over $350M in capital across 60 distinct transactions in unsecured consumer finance. These investments have generated top quartile returns when compared to similar debt and structured credit funds. In 2021, Goal raised its inaugural investment fund to continue and expand these activities. In December 2025, Goal’s credit fund entered into a joint venture to invest alongside one of the world’s largest asset managers.

The Director of Portfolio Investments will be primarily responsible for managing the growing pipeline of prospective investments for this joint venture.

Job Description

The Director, Portfolio Investments will report to the Chief Investment Officer and be responsible for evaluating potential new investments and managing and valuing the company’s existing portfolio. The director will assist in capital formation for new investment structures and make recommendations to the investment committee regarding pricing, risks, and returns of potential new investments.

Job 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 and 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 and train analysts to compile and review reporting on a quarterly basis.

• Support capital markets transactions used to finance investments, including financial modeling and scenario analysis, legal document review, and relationship management of fund lenders.

Core Competencies

• Analytical Skills – ability to structure and process quantitative and qualitative data and draw conclusions with attention to detail.

• Efficiency – produce significant output with minimal wasted effort.

• Communication Skills – speak and write clearly and articulately without being overly verbose; communicate to all levels of the organization and to executive audiences.

• Flexibility – adapt quickly to changing priorities and conditions.

• Teamwork – work well with peers, subordinates, and executives; build cross‑functional relationships.

• Intelligence – learn quickly and absorb and process new information.

• Integrity – do not cut corners; earn trust and maintain confidences; speak plainly and truthfully.

Basic

Minimum Requirements

• BS or equivalent degree 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.

• 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.

• Strong presentation / meeting skills – must participate effectively in investment committee meetings.

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