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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

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