Portfolio Management Associate

Intesa Sanpaolo; Hong Kong; On-site; HKD 480,000 - 720,000; Full time

Job summary

Intesa Sanpaolo is seeking a skilled professional to support and manage specialized lending transactions across their lifecycle in a dynamic banking environment. You will perform credit reviews, portfolio monitoring, and ensure regulatory compliance while coordinating with Structured Finance teams and internal stakeholders.

The role requires 4–5 years of banking or consulting experience, a finance or economics degree, and strong Excel/PowerPoint skills.

Qualifications

• 4-5 yrs of relevant experience in banking, consulting, or accounting firms; credit background preferred.
• Bachelor's degree in Economics, Finance, Accounting or related field.
• Proficient in Excel, PowerPoint and financial analysis tools.
• Experience in specialized lending and structured financing transactions.
• Hands-on credit assessment and annual credit review, Basel regulatory framework knowledge.
• AML/KYC, conflicts of interest and banking compliance understanding.
• Financial statement analysis and EVA-based metrics.

Responsibilities

• Support and manage specialized lending transactions across their lifecycle.
• Perform credit reviews and portfolio monitoring.
• Conduct compliance checks and transaction closing management.
• Review credit agreements, financing documents, guarantees, and related information.
• Collaborate with Structured Finance teams and stakeholders to support transactions.
• Prepare internal reports to senior management and credit/risk departments.

Skills

Credit assessment

Annual credit review

Financial analysis

Regulatory Basel

AML/KYC knowledge

Portfolio management

Syndicated lending

Education

Bachelor's degree in Economics, Finance, Accounting or related field

Tools

Microsoft Excel

Microsoft PowerPoint

Financial analysis tools

Job description

You will be will be responsible for supporting and managing specialized lending transactions across their lifecycle, including portfolio management, credit review, transaction closing management, and compliance activities.

What you'll be doing

The key responsabilities will be:

• Manage specialized lending transactions, covering administrative, documentary, lending, and rating processes, ensuring timely execution and compliance with internal standards
• Perform compliance checks, transaction closing management
• Conduct annual credit reviews and support portfolio monitoring activities for lending transaction
• Assess conflicts of interest and ensure adherence to regulatory and governance requirements
• Review credit agreements, financing documentation, guarantees, and transaction-related information
• Collaborate with Structured Finance teams and internal and external stakeholders to support transaction execution and portfolio management
• Regular reporting internally to senior management, credit/risk department on potential upcoming transactions/ credit applications
• Respond to enquiries from operations and front-office teams and support a seamless client experience.

Who we are looking for

Ideal candidate shall possess the following:

• 4-5 yrs of relevant experience in banking, consulting, or accounting firms. Credit background preferred
• Bachelor's degree in Economics, Finance, Accounting or related field
• Proficient in Microsoft Excel, PowerPoint, and financial analysis tools
• Proven experience in specialized lending and structured financing transactions
• Hands-on experience conducting credit assessment, annual credit review, and applying Basel regulatory framework
• Knowledge of AML requirements, KYC standards, conflict of interest management, and banking compliance regulations
• Financial analytical skills, including financial statement analysis, reclassification, and EVA-based metrics
• Understanding of domestic and international guarantee structures and loan documentation
• Ability to review and interpret credit agreements, financial documents, and portfolio information
• Preferred: Experience in syndicated lending and international banking operations.

About us

We are the leading banking group in Italy and one of the Top Tier in Europe. Join us and be part of our successful story!

With over 20 million customers in Italy and abroad, we are a true engine of sustainable growth, with a strong commitment to the environment and a tangible impact on society. People are our driving force. We take care of them and foster an inclusive culture where everyone feels valued and empowered.

The IMI Corporate & Investment Banking Division is a global partner for Corporate, Public Finance and Financial Institutions clients. Committed to supporting the economy in the countries in which it operates, it stands out for its historical presence in financial markets and its extensive and innovative offer.

Join an international and innovative Group. Don't wait for the future, choose it!

#sharingfuture

We guarantee an inclusive and equal environment. We will consider all applicants regardless of race, religion, sexual orientation, gender identity, marital status, national origin, age, disability, or any other protected category in compliance to D.lgs. 198/2006, 215/03 and 216/03.