Director, Portfolio Managment, North America

1 month ago

New York, United States Crédit Agricole CIB Full time

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 (experience required). 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
  • Bachelors Degree in finance, economics or related field. MBA or Equivalent in Finance preferred

KNOWLEDGE AND SKILLS

Experience Required:

  • Minimum 7 years of credit or finance experience preferably at a bank or rating agency. Working knowledge of the US Power industry important
  • Experience or knowledge of structured or project finance

Competencies Required

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

Any other relevant information

Ability to work with both Paris and New York operational and front sectors.

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