Portfolio Management Director

3 weeks ago

New York, New York, United States Seera Associates Full time

Job Title: Portfolio Management Director

Job Summary:

Seera Associates is seeking a highly skilled Portfolio Management Director to lead our Agency Services team. As a key member of our organization, you will be responsible for managing a portfolio of Project Finance transactions, providing exceptional customer service, and ensuring compliance with policies and procedures.

Key Responsibilities:

  • Coordinate lender actions in accordance with financing agreements for amendments, waivers, and consents.
  • Deliver timely and efficient service to customers and lenders.
  • Review conditions precedent for drawdowns and repayments on deals within the portfolio.
  • Maintain communication with sponsors, borrowers, participants, lawyers, consultants, and other relevant parties.
  • Build and sustain strong relationships with other agency banks and borrowers.
  • Ensure the team provides excellent customer service to sponsors, borrowers, lenders, and internal departments.
  • Conduct employee performance reviews, provide feedback, guide, and train staff for growth.
  • Manage recruitment efforts, including obtaining approvals for positions, interviewing candidates, and collaborating with HR throughout the hiring process.
  • Allocate agency roles across the team for optimal coverage.
  • Develop and implement best practices for executing agency roles and related tasks.
  • Review and provide feedback on draft loan documentation from an agency perspective before deal closings.
  • Ensure the team maintains secure and accurate operations, with all work completed in a timely manner.
  • Complete internal reporting requirements in line with company policies and procedures.

Requirements:

  • Must be eligible to work in the United States.
  • Bachelor's degree in Finance, Economics, Accounting, or Business Administration required; advanced degrees such as an MBA, MS, or LLM are preferred.
  • At least 10 years of experience in Agency Services or Portfolio Management, particularly in support of Project Finance transactions.
  • Strong ability to read and interpret loan documentation.
  • Excellent oral and written communication skills.
  • Effective qualitative and quantitative analytical abilities.
  • Ability to manage multiple tasks in a fast-paced environment.
  • Advanced proficiency with PC applications (Excel, Word, PowerPoint, etc.).
  • Spanish language skills are a plus.

Compensation:

The expected base salary for this role ranges from $190,000 to $250,000. Salary offers will be determined based on various factors, including relevant skills, experience, education, and any applicable certifications or licenses. Market and organizational factors are also considered. In addition to base salary, a generous benefits package is offered, and successful candidates may be eligible for a discretionary bonus.

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