Vice President/Director - Portfolio Management, EIG North America - Crdit Agricole CIB : Job Details

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.

Qualifications/Education Required

• BA and business courses in relevant field

Qualifications/Education Desired

• MBA or equivalent in finance

Experience Required

• Minimum six years of credit or finance experience preferably at a bank or rating agency.
• Working knowledge of the US Power industry.

Experience Desired

• Experience or knowledge of structured or project finance

Competencies Required

• Strong Microsoft Excel skills
• Strong Microsoft Word skills

Skills & Knowledge Requirements

• Strong work ethics.
• Strong English written and oral communication skills
• Lucid and concise writing
• Self-reliant
• Detail-oriented

Other Relevant Information

• Ability to work with both Paris and New York operational and front sectors.