Credit Manager

Company Description

Phoenix Investment House, formerly known as Excellence, provides a comprehensive range of investment, savings, and financial solutions in the capital market. Serving both private and institutional clients in Israel and abroad, as well as commercial companies, the company is distinguished by its years of expertise, professionalism, and dedication of its employees. The firm practices responsible yet flexible investment management to identify and optimize opportunities for its clients. Its core activities include managing mutual funds under the KSM brand, brokerage services under the Excellence Trade brand, portfolio and alternative investment management under the Phoenix Portfolio Management brand, and employee share option trust services under the ESOP brand.

Role Description

This is a full-time hybrid role for a Credit Manager based in Bnei Brak, with some work-from-home flexibility. The Credit Manager will be responsible for overseeing credit operations, analyzing credit risk, and ensuring the implementation of efficient credit policies. Key responsibilities include evaluating customer financial data, developing credit strategies, monitoring trends in credit performance, and making informed decisions to optimize organizational financial health.

Qualifications

• Proficiency in Credit Management and Credit Risk Management
• Strong Analytical Skills and ability to interpret complex financial data
• Solid understanding of Finance and Credit principles and methodologies
• Excellent decision-making and problem-solving capabilities
• Attention to detail and strong communication skills
• Bachelor's degree in Finance, Economics, or a related field; advanced degree is a plus
• Experience in the financial or investment sector is advantageous