VP/Director - Portfolio Management (PM)

Crédit Agricole Group; New York (NY); On-site; USD 180,000 - 200,000; Full time

Job summary

An established industry player is seeking a dedicated portfolio manager to oversee a diverse range of project financings in the North American energy and infrastructure sectors. In this pivotal role, you will manage the annual review process, conduct financial analyses, and liaise with various stakeholders to ensure smooth operations. Your expertise in energy projects and portfolio management will be crucial in supporting business origination teams and maintaining compliance. This position offers an exciting opportunity to contribute to significant projects while working in a dynamic and collaborative environment. If you are passionate about finance and eager to make an impact, this role is perfect for you.

Qualifications

• Strong knowledge of energy and infrastructure projects in the US.
• Proven experience in portfolio management and financial modelling.

Responsibilities

• Manage annual reviews and update systems for project financings.
• Conduct detailed financial modelling and valuation analyses.

Skills

Portfolio Management

Financial Modelling

Communication Skills

Knowledge of Energy Sector

Microsoft Excel

Education

Degree in Finance

Degree in Economics

Tools

Microsoft Office

Job description

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

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