Portfolio Management Specialist

5 days ago


New York, New York, United States Natixis Corporate & Investment Banking Full time

Responsibilities and Requirements

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  • Monitor the credit quality of a dedicated portfolio of loans or companies from closing through final maturity or other resolution, under the direct supervision of the Portfolio Management Head.
  • Maintain close collaboration with Originators to meet their client relationship needs while independently making credit and portfolio recommendations to anticipate credit risk issues. This includes assessing the need for credit rating changes, expected loss given default (LGD) changes, and recommendations for exposure adjustments over time.
  • Prepare annual reviews, quarterly reviews (if applicable), loan renewals, amendments, waivers, ratings, LGDs, and watchlist reports (in conjunction with the workout team), including provisioning for assigned borrowers.
  • Conduct specific quarterly portfolio reviews and assess opportunities for portfolio optimization for credit exposures within the assigned space.
  • Prepare, update, and maintain financial models, ensuring the accuracy of all credit ratings based on various specific rating methodologies and in compliance with the US regulatory framework.
  • Draft new deal opinions evaluating proposed transactions based on rating, return, and the attractiveness of new business opportunities as part of the portfolio.
  • Collaborate with Origination and Risk departments to ensure timely upgrades and downgrades in ratings.
  • Work closely with internal Audit, Loan Review, Outside Auditors, and Regulators regarding questions and issues related to assigned borrowers.
  • Identify inefficiencies in organizational processes and propose remedies or improvements to senior management.


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