Portfolio Management Associate

3 weeks ago


London, Greater London, United Kingdom Crédit Agricole Group Full time
Job Overview

The Portfolio Management Associate will assist the Head of Portfolio Management and Operational Support in managing London's EIG asset portfolio, comprising over 90 project transactions.

Key Responsibilities:

  • Take direct responsibility for allocated files and assist the team in training junior staff.
  • Prepare waiver requests and annual reviews.
  • Liaise with external third parties, including Borrowers and Facility Agents.
  • Collaborate with the risk department for credit-related matters.
  • Ensure all files are KYC compliant and maintain internal portfolio-related systems.
  • Provide sector heads with relevant information.
  • Collect and account for fees where applicable.
Legal and Regulatory Responsibilities

Comply with all applicable legal, regulatory, and internal Compliance requirements, including the London Compliance manual and Compliance policies and procedures.

Maintain knowledge and complete mandatory training to ensure competence.



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