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VP/Director - Portfolio Management (PM)


Vacancy details

General information

Entity

About Crédit Agricole Corporate and Investment Bank (Crédit Agricole CIB)

Crédit Agricole CIB is the corporate and investment banking arm of Crédit 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.
Crédit 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  

Update 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.