VP/Director - Portfolio Management (PM)
Apply NowCompany: Crédit Agricole S.A.
Location: New York, NY 10025
Description:
Vacancy details
General information
Entity
About Crdit Agricole Corporate and Investment Bank (Crdit Agricole CIB)
Crdit Agricole CIB is the corporate and investment banking arm of Crdit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet size (The Banker, July 2022).
8,600 employees in more than 30 countries across Europe, the Americas, Asia-Pacific, the Middle-East and North Africa, support the Bank's clients, meeting their financial needs throughout the world.
Crdit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital market activities, investment banking, structured finance, commercial banking and international trade.
The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients.
For more information, please visit www.ca-cib.com
Twitter: https://twitter.com/ca_cib
LinkedIn: https://www.linkedin.com/company/credit-agricole-cib/
By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.
Reference
2024-94539
Publication date
02/12/2024
Job description
Business type
Types of Jobs - Finance / Accounting
Job title
VP/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: $180k - $200k
#LI-DNI
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 six 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
- Ability to work with both Paris and New York operational and front sectors.
General information
Entity
About Crdit Agricole Corporate and Investment Bank (Crdit Agricole CIB)
Crdit Agricole CIB is the corporate and investment banking arm of Crdit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet size (The Banker, July 2022).
8,600 employees in more than 30 countries across Europe, the Americas, Asia-Pacific, the Middle-East and North Africa, support the Bank's clients, meeting their financial needs throughout the world.
Crdit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital market activities, investment banking, structured finance, commercial banking and international trade.
The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients.
For more information, please visit www.ca-cib.com
Twitter: https://twitter.com/ca_cib
LinkedIn: https://www.linkedin.com/company/credit-agricole-cib/
By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.
Reference
2024-94539
Publication date
02/12/2024
Job description
Business type
Types of Jobs - Finance / Accounting
Job title
VP/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: $180k - $200k
#LI-DNI
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 six 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
- Ability to work with both Paris and New York operational and front sectors.