VP/Director - Portfolio Management (PM) - Credit Agricole Group : 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.

Salary Range: $180k - $200k

#LI-DNI