Multi Asset Portfolio Manager Jobs in Baton Rouge, LA

AWC is seeking a highly analytical and business-minded Senior Credit Analyst to join our finance team. This role is responsible for evaluating customer creditworthiness, managing credit risk, establishing appropriate credit limits, and partnering with our Sales and Operations teams to support profitable business growth while protecting company assets. Our team of co-owners values enthusiasm, creativity, and a growth mindset, and we’re committed to putting those qualities to work on solutions that matter. If you’re ready to grow and make an impact, we’d love to be on your team.

The ideal candidate will possess strong financial analysis skills, sound business judgment, and the ability to balance customer service with prudent risk management. This individual will play a key role in supporting AWC's continued growth by ensuring credit decisions align with the company's financial objectives and employee-owner culture.

How you’ll make an impact:

Credit Analysis & Risk Management

• Analyze customer financial statements, credit reports, payment histories, and industry trends to determine appropriate credit exposure
• Evaluate new customer credit applications and establish initial credit limits.
• Review and adjust existing customer credit limits based on financial performance, payment behavior, and changing market conditions
• Assess overall portfolio risk and recommend strategies to minimize bad debt exposure.
• Monitor customers for deteriorating financial conditions and proactively recommend risk mitigation strategies

Financial Analysis

• Perform detailed analysis of: Balance Sheets; Income Statements; Cash Flow Statements; Working Capital; Liquidity Ratios; Debt Structure
• Interpret financial data to identify strengths, weaknesses, and potential credit risks
• Prepare comprehensive credit recommendations for management approval

Portfolio Management

• Monitor customer credit exposure across multiple business units
• Review aging reports and identify high-risk accounts
• Partner with Collections to resolve payment issues while maintaining positive customer relationships
• Recommend holds, release of orders, payment plans, or revised credit terms when appropriate
• Assist in reducing Days Sales Outstanding (DSO) while supporting revenue growth

Cross-Functional Collaboration

• Partner closely with: Sales; Operations; Customer Service; Accounting; Executive Leadership
• Provide guidance to sales teams regarding customer credit decisions
• Balance customer service objectives with sound financial risk management
• Support strategic account opportunities by evaluating financial risk and recommending appropriate credit structures.

Process Improvement & Compliance

• Assist in developing and improving credit policies, procedures, and internal controls
• Ensure compliance with company credit policies and applicable financial regulations
• Recommend process improvements that increase efficiency and reduce financial risk
• Participate in system enhancements related to credit management and reporting

Reporting & Analytics

• Prepare periodic reports on: Credit exposure; Portfolio performance; Customer risk trends; Bad debt reserves; Credit limit utilization
• Present findings and recommendations to Finance leadership
• Develop meaningful KPIs to monitor portfolio health and credit performance

Skills you’ll need:

• Bachelor's Degree in: (Finance, Accounting, Business Administration, Economics or Related Business Discipline)
• 5+ years of progressive experience in commercial credit analysis or corporate credit.
• Strong understanding of financial statement analysis
• Experience evaluating commercial credit risk
• Advanced Microsoft Excel skills
• Experience utilizing ERP systems and credit reporting services
• Excellent written and verbal communication skills
• Strong analytical and problem-solving abilities

Here’s what will set you apart:

• Experience in ERP conversion
• Strong attention to detail and precision to ensure optimal control valve performance
• Exceptional problem-solving skills, enabling effective selection of corrective actions
• Proficient in interpreting schematics, drawings, and procedural instructions
• Clear and effective communication skills, both verbal and written
• Collaborative team player with the flexibility to work in various settings
• Adaptability to work both in a shop environment and at customer-owned facilities

The Rewards:

• Employee Stock Ownership Plan (ESOP)
• 401(K) Match
• Competitive Pay
• Medical, Dental and Vision Insurance Package
• Employer Paid Life Insurance
• Paid Time Off and Holiday Pay
• Career Development Opportunities

About AWC

As employee co-owners, we’re driven to do more than complete tasks; we build fulfilling careers by challenging assumptions and continually raising the bar. We embrace creative, innovative approaches to deepen our expertise and deliver real value to our customers.

We partner strategically with many of the world’s most recognized technology brands to help engineering, reliability, and maintenance teams solve complex problems. As experts in our partners’ technologies, we’re equipped to properly size, select, configure, and support the right solutions. Our goal is simple: combine caring, knowledgeable people with innovative technologies to help our customers succeed.

How We Win Together

We are committed to solving customer problems and welcome team members that want to be the trusted resource to those looking for a partner who out-knows, out-cares, and out-serves everyone else. Every day, we strive to deliver on our mission to empower people to make the greatest positive impact for the communities and families we serve together. Our Winning Together culture starts with a shared commitment to building an environment of inclusiveness, trust, and mutual respect. We know that when people like you are safe to pursue your passions, to learn, to serve, and to share in the rewards from our combined efforts, then we are winning together.