Portfolio Management Associate_Hong Kong

Intesa Sanpaolo; Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

Intesa Sanpaolo is seeking a professional to support and manage specialized lending transactions through their lifecycle, including compliance checks and closing management. The role includes annual credit reviews, portfolio monitoring, and collaboration with Structured Finance teams to ensure smooth transaction execution.

The ideal candidate will have 4–5 years in banking or related fields, a degree in Economics/Finance, and strong Excel/PowerPoint skills with a solid understanding of Basel,

Qualifications

• Bachelor's degree in Economics, Finance, Accounting or related field required.
• Proficient in Excel, PowerPoint and financial analysis tools.
• Experience in specialized lending and structured financing transactions preferred.
• Hands-on credit assessment and annual credit review experience expected.
• Knowledge of AML, KYC, conflict of interest management, and banking regulations.

Responsibilities

• Support and manage specialized lending transactions across their lifecycle.
• Perform compliance checks and transaction closing management.
• Conduct annual credit reviews and portfolio monitoring for lending transactions.
• Review credit agreements, financing documentation, guarantees, and related information.
• Collaborate with Structured Finance and internal/external stakeholders to support execution and portfolio management.
• Provide regular reporting to senior management and risk departments.

Skills

Excel

PowerPoint

Financial analysis tools

Basel/regulatory framework

Education

Bachelor's degree in Economics, Finance, Accounting

Tools

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.