Manager Portfolio Performance Analyst Jobs in California

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. Currently 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 $350 million 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 investment 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.

The Sr. Manager, 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. They 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. 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.

Core Competencies:

• Analytical Skills – able to structure and process quantitative and qualitative data and draw conclusions from it. Works with attention to detail and will not let things slip through the cracks.
• Efficiency – able to produce significant output with minimal wasted effort
• Communication Skills – can speak and write clearly and articulately without being overly verbose. Communicates to all levels of the organization and can effectively share information to executive level audiences.
• Flexibility – adapts quickly to changing priorities and conditions
• Teamwork – works well with peers, subordinates, and executives of all levels. Able to build cross-functional relationships.
• Intelligence – learns quickly and can absorb and process new information
• Integrity - Does not cut corners ethically. Earns trust and maintains confidences. Does what is right, not just what is politically expedient. Speaks plainly and truthfully.

Basic Minimum Requirements:

• BS or equivalent degree is required
• 5-7 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
• 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 be able to participate effectively in investment committee meetings.

Competitive pay with bonus, and comprehensive benefits package that includes, but not limited to:

• Compensation includes base salary of $160,000 - $190,000 commensurate with experience, plus bonus and options.
• 401(k) + Company Match
• Medical, dental, and vision coverage
• Annual HSA contribution of $1,700
• Life insurance, disability, and critical illness
• 14 Paid Holidays! Eleven (11) + Two (2) Community Days + Your Birthday!
• Snacks and drinks in the office
• Tuition reimbursement program
• Generous paid leave policies
• $2,000 Vacation Incentive Plan after 3 years + $1,000 Sabbatical Day
• Wellness, Work from Home funds, and more!