Director - Project Finance Portfolio Management

3 weeks ago


New York, United Kingdom Page Executive Full time

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 structurePrepare 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



  • New York, Lincolnshire, United Kingdom Page Executive Full time

    About Our Client Corporate and investment bank offering strategic solutions, consulting, and counterparty services Job Description Portfolio ManagementMonitor, analyze, and report to Credit and Management of any changes to credit structurePrepare amendment and waiver requests upon analyzing the credit impact on the transactionProvide on-going monitoring of...

  • Finance Director

    2 weeks ago


    York, York City, United Kingdom York Theatre Royal Full time £50,000

    Finance Director Position at York Citizens' Theatre TrustPurpose of the role:The Finance Director at York Citizens' Theatre Trust (YCTT) plays a crucial role in managing the financial aspects of the York Theatre Royal. This position involves overseeing financial management both at a strategic and operational level, ensuring the organization's financial...

  • Finance Director

    2 weeks ago


    York, York City, United Kingdom Tracsis Full time

    Our talented people are creating the technology of the future. Our approach focuses on combining leading edge software and hardware knowledge, data capture, analytics and industry expertise to generate insights and fast-to-market products and services. We are currently recruiting for a Finance Director who will be responsible for all aspects of the...

  • Finance Director

    2 weeks ago


    York, York City, United Kingdom York Theatre Royal Full time £50,000

    The Finance Director is responsible for overseeing the financial management of York Citizens' Theatre Trust at both a strategic and operational level, ensuring that financial systems are suitable for the efficient operation of the York Theatre Royal. They will offer sound financial advice to maintain the organization's financial stability. The Finance...

  • Finance Director

    4 weeks ago


    York, United Kingdom York Theatre Royal Full time

    Please see application pack at for more details including full Job Description and apply on our website . Closing date 30th of June 2024 with interviews taking place week commencing 8th of July 2024. Purpose of the role: The Finance Director is responsible for York Citizens' Theatre Trust's financial management at both a strategic and...

  • Finance Director

    3 weeks ago


    York, United Kingdom Tracsis Full time

    Our talented people are creating the technology of the future. Tracsis' purpose is to empower the world to move freely, safely and sustainably. Our approach focuses on combining leading edge software and hardware knowledge, data capture, analytics and industry expertise to generate insights and fast-to-market products and services. Here at Tracsis...


  • York, United Kingdom York Theatre Royal Full time

    Please see application pack at for more details including full Job Description and apply on our website . The Finance Director is responsible for York Citizens' Theatre Trust's financial management at both a strategic and operational level, ensuring financial systems are appropriate for the efficient and effective operation of the York Theatre Royal. They...

  • Portfolio Manager

    3 weeks ago


    York, United Kingdom CareerBliss Full time

    The RoleMaintaining relationships with commercial finance customers, ensuring excellent customer service is maintained at all times.Daily monitoring of trends within your portfolio and proactively suggesting solutions to potential issues.Long term retention of clients and mitigation of lending risk.The ResponsibilitiesProactively maintain all client...


  • York, North Yorkshire, United Kingdom Tracsis Full time

    Our talented people are creating the technology of the future. Our approach focuses on combining leading edge software and hardware knowledge, data capture, analytics and industry expertise to generate insights and fast-to-market products and services. We are currently recruiting for a Finance Director who will be responsible for all aspects of the...


  • York, North Yorkshire, United Kingdom Tracsis Full time

    Our talented people are creating the technology of the future. Our approach focuses on combining leading edge software and hardware knowledge, data capture, analytics and industry expertise to generate insights and fast-to-market products and services. We are currently recruiting for a Finance Director who will be responsible for all aspects of the...


  • York, North Yorkshire, United Kingdom Tracsis Full time

    Our talented people are creating the technology of the future. Our approach focuses on combining leading edge software and hardware knowledge, data capture, analytics and industry expertise to generate insights and fast-to-market products and services. We are currently recruiting for a Finance Director who will be responsible for all aspects of the...


  • York, North Yorkshire, United Kingdom Tracsis Full time

    Our talented people are creating the technology of the future. Our approach focuses on combining leading edge software and hardware knowledge, data capture, analytics and industry expertise to generate insights and fast-to-market products and services. We are currently recruiting for a Finance Director who will be responsible for all aspects of the...

  • Portfolio Manager

    3 weeks ago


    York, United Kingdom Aimee Willow Connex Limited Full time

    The Role Maintaining relationships with commercial finance customers, ensuring excellent customer service is maintained at all times.Daily monitoring of trends within your portfolio and proactively suggesting solutions to potential issues.Long term retention of clients and mitigation of lending risk click apply for full job details


  • New York, Lincolnshire, United Kingdom Page Executive Full time

    About Our Client A global leader in financial services Job Description Job Responsibilities:Responsible for managing a portfolio of troubled and distressed loans.Maintenance adherence to Bank policiesAnalyze transactions, mostly leverage space, amendments, and extension, exit financing from Chapter 11, debt restructuring, and insolvency proceedings.Promote a...


  • New York, Lincolnshire, United Kingdom Page Executive Full time

    About Our Client A global leader in financial services Job Description Job Responsibilities:Responsible for managing a portfolio of troubled and distressed loans.Maintenance adherence to Bank policiesAnalyze transactions, mostly leverage space, amendments, and extension, exit financing from Chapter 11, debt restructuring, and insolvency proceedings.Promote a...

  • Portfolio Manager

    4 weeks ago


    York, United Kingdom Aimee Willow Connex Limited Full time

    The RoleMaintaining relationships with commercial finance customers, ensuring excellent customer service is maintained at all times.Daily monitoring of trends within your portfolio and proactively suggesting solutions to potential issues.Long term retention of clients and mitigation of lending risk.The ResponsibilitiesProactively maintain all client...

  • Director of Sales

    4 weeks ago


    York, United Kingdom RBH HOSPITALITY MANAGEMENT LIMITED Full time

    **JOIN OUR FAMILY** At RBH we believe our people are our biggest assets and understand the value in putting them first. Our approach to diversity in the workplace, health & wellbeing, sustainability, and individuality sets us apart from our competitors and is one of the reasons we are rated Top 30 Best Places to Work in Hospitality! We are passionate about...

  • Portfolio Manager

    4 weeks ago


    York, United Kingdom Aimee Willow Connex Limited Full time

    The RoleMaintaining relationships with commercial finance customers, ensuring excellent customer service is maintained at all times.Daily monitoring of trends within your portfolio and proactively suggesting solutions to potential issues.Long term retention of clients and mitigation of lending risk.The ResponsibilitiesProactively maintain all client...

  • Finance Director

    4 weeks ago


    York, North Yorkshire, United Kingdom York Theatre Royal Full time €50,000

    Please see application pack at for more details including full Job Description and apply on our website . Closing date 30th of June 2024 with interviews taking place week commencing 8th of July 2024. Purpose of the role: The Finance Director is responsible for York Citizens' Theatre Trust's financial management at both a strategic and...

  • Finance Director

    4 weeks ago


    York, North Yorkshire, United Kingdom York Theatre Royal Full time €50,000

    Please see application pack at for more details including full Job Description and apply on our website . Closing date 30th of June 2024 with interviews taking place week commencing 8th of July 2024. Purpose of the role: The Finance Director is responsible for York Citizens' Theatre Trust's financial management at both a strategic and...