Portfolio Management Associate_Hong Kong

Intesa Sanpaolo Group; Hong Kong; On-site; HKD 700,000 - 900,000; Full time

Job summary

Intesa Sanpaolo Group is seeking a banking professional to support and manage specialized lending transactions across their lifecycle. You will handle portfolio management, credit reviews, transaction closing, and compliance activities.

The ideal candidate has 4–5 years of experience in banking or related firms, with a Basel framework knowledge and strong financial analysis skills. This role requires proficiency in Excel and PowerPoint, and familiarity with AML/KYC standards.

Qualifications

• 4-5+ years of 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 in credit assessment, annual credit review, and Basel framework.
• Knowledge of AML, KYC, conflicts of interest, and banking compliance regulations.
• Strong financial statement analysis and EVA-based metrics.
• Understanding of domestic and international guarantee structures and loan documentation.
• Ability to review and interpret credit agreements and portfolio information.
• Preferred: syndicated lending and international banking operations.

Responsibilities

• Manage specialized lending transactions across their lifecycle with administrative, documentary, lending, and rating processes.
• Perform compliance checks and transaction closing management.
• Conduct annual credit reviews and monitor lending portfolios.
• Assess conflicts of interest and ensure regulatory governance compliance.
• Review credit agreements, financing docs, guarantees, and related information.
• Collaborate with Structured Finance teams and internal/external stakeholders.
• Provide regular internal reports to senior management and risk departments.
• Respond to inquiries from operations and front-office teams to ensure a seamless client experience.

Skills

Credit assessment

Annual credit review

Basel framework

AML & KYC

Regulatory compliance

Financial analysis

Loan documentation

Syndicated lending

Education

Bachelor's degree in Economics/Finance/Accounting

Tools

Microsoft Excel

PowerPoint

Financial analysis tools

Job description

Overview

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.

For the evaluation of the application, the data will be processed by Intesa Sanpaolo S.p.A.as Data Controller. We invite you to review the dedicated Privacy Information Notic efor more details.