Senior Portfolio Manager

Siemens Mobility; New York (NY); Hybrid; USD 120,000 - 249,000; Full time

Job summary

An established industry player is seeking a Sr. Portfolio Manager to join their Project Finance team. This role involves monitoring a diverse portfolio of borrowers, evaluating financial requests, and ensuring compliance with internal guidelines. The ideal candidate will have extensive experience in project finance or renewable energy, strong communication skills, and a keen understanding of market dynamics. Join a forward-thinking company that values innovation and offers a hybrid work environment, allowing you to thrive in a collaborative setting while making a significant impact in the energy and infrastructure sectors.

Benefits

Health and Wellness Benefits

Annual Incentive Target

Qualifications

• 8+ years of experience in project finance or equivalent experience.
• Strong verbal and written communication skills.

Responsibilities

• Monitor a diverse portfolio of borrowers for compliance.
• Evaluate borrower amendment and consent requests.

Skills

Project Finance

Risk Management

Communication Skills

Financial Analysis

Organizational Skills

Education

BS/BA in Accounting

BS/BA in Finance

BS/BA in Economics

Tools

Microsoft Excel

Job description

Siemens Financial Services (SFS) is looking for aSr. Portfolio Managerto work in our Project Finance (PF) team focused on the energy, infrastructure and small projects/distributed generation sectors.

Transform the everyday with us!

You will be responsible for monitoring a diverse portfolio of borrowers in compliance with our internal risk monitoring guidelines and procedures.The Sr. Portfolio Manager will provide updates to the PF team on borrowers with declining performance or elevated credit risk.

You will also evaluate borrower amendment, waiver, and consent requests and complete the internal credit approval process. The Sr. Portfolio Manager will be responsible for accurately maintaining the internal borrower monitoring and reporting system for assigned borrowers.

We are looking for a Sr. Portfolio Manager with the position located in Iselin, NJ or New York, NY.Note that Siemens employs a hybrid working environment model.

Additional responsibilities include:

• Communicate issues within the PF team.
• Monitor projects in construction including managing funding requests for assigned borrowers.
• Understand the energy and renewable energy market, including technology, operations and maintenance, financing structures, and market risks.
• Review annual budgets and any changes that impact the Base Case financial model.
• Help prepare reports as required or requested by the investment team and management.
• Maintain frequent and on-going contact with customer to monitor / track performance and exposure.
• Update credit files with financial and other information in accordance with SFS policy.

Basic Qualifications:

• BS/BA in accounting, finance, economics, or another quantitative subject
• 8+ years of experience in project finance or equivalent experience with renewable energy or infrastructure in sales, risk or portfolio management
• Strong verbal and written communication skills and ability to interact effectively across the PF team

Preferred Qualifications

• Knowledge of Microsoft Excel
• Exposure to legal processes and review including bankruptcy
• Detail-oriented and possess proven organizational skills
• Ability to interact well with others in a team environment
• Ability to operate in a high volume, time pressured environment while maintaining a positive focus
• High degree of ability to learn, flexibility, energy, and initiative.

You will benefit from:

Siemens offers a variety of health and wellness benefits to employees. Details regarding our benefits can be found here: https://www.benefitsquickstart.com/siemens/index.html.

The pay range for this position covers two markets so has a broader band which is $120,540-$248,040 plus an annual incentive target. The actual wage offered may be lower or higher depending on budget and candidate experience, knowledge, skills, qualifications and premium geographic location.

Equal Employment Opportunity Statement
Siemens is an Equal Opportunity and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local law.

Reasonable Accommodations
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EEO is the Law
Applicants and employees are protected under Federal law from discrimination. To learn more,Click here.

Pay Transparency Non-Discrimination Provision
Siemens follows Executive Order 11246, including the Pay Transparency Nondiscrimination Provision. To learn more,Click here.

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Criminal History
Qualified applications with arrest or conviction records will be considered for employment in accordance with applicable local and state laws.