Senior Associate / VP Portfolio Manager

Job description

Business type

Types of Jobs - Finance / Accounting

Job title

Senior Associate / VP Portfolio Manager

Contract type

Permanent Contract

Job summary

The Portfolio Manager will assist the Head of Portfolio Americas in monitoring a portion of the portfolio and will be responsible for the timely production of his / her assigned annual reviews, quarterly Substandard Asset reviews, periodic portfolio reviews, and the processing of amendments and waivers, as required. The primary focus will be on the management and monitoring of North American project finance files but could include Latin American files in the future.

The PM will :

• Be assigned a certain number of transactions to monitor.
• Ensure the timely submission of his / her work products to internal partners, such as the Risk department.
• Be responsible for the quality of the documents he / she produced, including the credit analysis, and for ensuring compliance with internal requirements and procedures (i.e., QA / QC).
• Participate in the production of materials required for portfolio reviews, internal or external audits, any ad hoc reporting to head office, and / or for the monitoring of portfolio matters to monitor closely.
• Proactively follow up with Risk department, and other managers for required sign-offs, necessary for the timely validations and / or approvals.
• Proactively detect and monitor specific risks affecting his / her transactions and communicate efficiently and timely any issues / concerns to the Head of EIG Portfolio and the team.
• Be / become familiar with internal procedures and proficient with in the use of relevant database / systems and contribute to keeping them current. The role also includes to promptly clear any anomalies in the systems and contribute to the integrity and quality of the group's loan database and files records.
• Interact regularly and maintain constructive working relationship with internal business partners including Risk department, origination officers, middle and back office, agency team, hedge desk, syndication & distribution, work-out, etc.
• Take an active role in training the more junior staff who have been assigned annual reviews and supervising their work in this regard.

Requirements :

Experience in a similar position and region a plus.

Knowledge of project finance structures.

Proactive, "get-it-done" attitude.

Able to direct their own work and train junior members of staff.

Experienced in financial analysis, documentation and risk analysis.

Team player and able to work with other areas of the banks.

Good interpersonal and communication skills.

Ability to prioritize and meet tight deadlines.

Acute sense of organization / autonomy / planning / resource management.

Some French and / or Spanish a plus.

Supplementary Information

Salary Range : $130-$180k

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Position location

Geographical area

America, United States Of America

City

NEW YORK

Candidate criteria

Minimal education level

Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

Bachelors Required

MBA Preferred

Experience

5-6 years