Director - Project Finance Portfolio Management

2 months ago


New York, United Kingdom Page Executive Full time

  • Competitive Package
  • Based in New York

    About Our Client

    Corporate and investment bank offering strategic solutions, consulting, and counterparty services

    Job Description

    Portfolio Management

  • Monitor, analyze, and report to Credit and Management of any changes to credit structure
Prepare amendment and waiver requests upon analyzing the credit impact on the transactionProvide on-going monitoring of transactions and adjust credit ratings when necessaryPerform credit rating reviews and other periodic internal reporting requirements in accordance with credit policy and proceduresProvide prompt reporting to Management of any adverse changesInteract and maintain relationships with Agent banks and BorrowersCoordinate loan administrative matters with the back officeSupport Origination as required

Administrative

Maintain credit files, financial files, legal documents and other relevant informationCollect Know Your Customer (KYC) due diligence and Customer onboarding requirementsFollow-up with pending items on the Provisional List, Covenant Checklist and other internal portfolio management tracking systemsInteract and coordinate administrative matters with other departmentsPerform other work-related duties as assigned

Other

Mentor and develop talent by helping and supporting the transition of Junior Staff to work independentlySupport Management with Ad-hoc requestsVisit sites and attend bank meetings (domestic and international) as neededWork overtime or during weekend when workload is heavy

The Successful Applicant

Minimum Job Requirements Or Experience

Eligible to work in the USUndergraduate degree required in Finance, Economics, Accounting or Business Administration; advanced degree: MBA, MS or LLM degree; CFA a plus10+ years experience in Agency Services or Portfolio Management supporting Project Finance transactionsAbility to analyze credits, contracts, cash flow models and deal structuresStrong qualitative and quantitative analytical skillsEffective oral and written communication skillsCapacity to effectively organize and multi-task in a fast paced environmentAdvanced PC skills (Excel, Word, PowerPoint, etc.)Spanish bilingual language skills is a plus

What's on Offer

Competitive Package



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