Crédit Agricole Group
VP/Director - Portfolio Management (PM)
Crédit Agricole Group, New York, New York, us, 10261
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. 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
· Degree in finance, economics or related field.
Salary Range: $180k - $200k
#LI-DNI
#J-18808-Ljbffr
#J-18808-Ljbffr