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Director - Portfolio Management (PM)
$161k-234k (estimate)
Full Time 1 Month Ago
Save

Crédit Agricole CIB is Hiring a Director - Portfolio Management (PM) Near New York, NY

Job description

Business type

Types of Jobs - Asset Management

Job title

Director - Portfolio Management (PM)

Contract type

Permanent Contract

Job summary

Primary Functions
The portfolio management team is focused on managing a large and diverse portfolio of project financings covering the North American energy & infrastructure sectors. Candidate will be responsible for managing all aspects of the annual review process, including updating systems and conducting follow-up conferences with the credit risk organization. The candidate may also have certain supervisory responsibilities. On a secondary basis, the candidate will also support the business origination teams in their efforts to process credit applications and close financings.
Responsibilities
  • Completing project annual reviews including all the internal worksheets and applications (rating grid, environmental screening, profitability calculation, market industry information and compliance items).
  • Assisting in the creation of Power / Infrastructure databases to identify industry trends
  • Participating in preparation of the credit application including a description of the transaction, presentation of the main features, especially focusing on risk analysis.
  • Conducting detailed financial modelling and valuation analyses. Maintaining skills to competently handle financial modelling as assigned.
  • Preparing quarterly reviews on distressed projects
  • Liaising among various internal and external stakeholders including middle and back office, Agent banks and participating banks involved in the ongoing portfolio management of loan transactions.
  • Responding to internal requests, including compliance, new activity & product committees, new operational processes committees, and internal audit missions.
  • Maintaining knowledge of regulations defining current PF financing techniques (i.e. Tax Equity/ Transferability)
  • Participating in the preparation of special projects / ad hoc analysis.
  • Training and new staff
  • Supporting KYC / Client on-boarding / Compliance efforts
Qualifications:
  • Excellent working knowledge with energy and infrastructure projects, as well as overall knowledge of the Power industry in the US (including markets / major sponsors / organizations / regulations)
  • Proven experience in portfolio management function
  • Excellent written and oral communication skills.
  • Knowledge of Microsoft Office and demonstrated strong excel skills
  • Degree in finance, economics or related field.
Salary Range: $160k - 180k

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

Required:
BA and business courses in relevant field
Preferred:
MBA or equivalent in finance

Level of minimal experience

6-10 years

Experience

Minimum Seven years of credit or finance experience preferably at a bank or rating agency. Working knowledge of the US Power industry.
Experience or knowledge of structured or project finance

Required skills

  • Strong Microsoft Excel skills
  • Strong Microsoft Word skills
  • Strong work ethics.
  • Strong English written and oral communication skills
  • Lucid and concise writing
  • Self-reliant
  • Detail-oriented

Job Summary

JOB TYPE

Full Time

SALARY

$161k-234k (estimate)

POST DATE

04/03/2024

EXPIRATION DATE

06/01/2024

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