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Portfolio Management Director

1 month ago

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

Job Overview

Seera Associates is seeking a seasoned Portfolio Management Director to lead our Agency Services team. This role is responsible for overseeing a portfolio of Project Finance transactions, providing agency services, and ensuring high standards of customer service.

Key Responsibilities

  • Coordinate lender actions, handle distressed transactions, and deliver timely and efficient service to customers and lenders.
  • Review conditions precedent, distribute necessary information, and maintain communication with sponsors, borrowers, participants, and other relevant parties.
  • Build and sustain strong relationships with agency banks and borrowers, ensuring excellent customer service and secure operations.
  • Conduct employee performance reviews, provide feedback, and guide staff for growth.
  • Manage recruitment efforts, allocate agency roles, and develop best practices for executing agency roles and related tasks.
  • Review and provide feedback on draft loan documentation, ensure timely completion of internal reporting requirements, and coordinate loan administration with the back-office team.

Administrative Responsibilities

  • Maintain agency files, legal documents, and critical information, collect Know Your Customer (KYC) due diligence, and manage customer onboarding processes.
  • Collaborate with other departments on administrative matters and perform additional work-related duties as required.

Requirements

  • Must be eligible to work in the United States.
  • Bachelor's degree in Finance, Economics, Accounting, or Business Administration required; advanced degrees 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, and effective qualitative and quantitative analytical abilities.
  • Ability to manage multiple tasks in a fast-paced environment and advanced proficiency with PC applications.

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 certifications. A generous benefits package is offered, and successful candidates may be eligible for a discretionary bonus.