Associate - Portfolio Manager
Crédit Agricole CIB
London, Royaume-Uni
2d ago

Summary

The Portfolio Manager’s responsibilities will include assisting the Head of portfolio management and operational support in respect of managing London’s EIG asset portfolio, which comprises 80+ files under management.

This will role will be a fixed term contract to perform the following duties :

Key Responsibilities

Portfolio Management :

Duties, in relation to allocated portfolio files, will include :

  • Preparing waivers requests for submission to management and risk
  • Liaising with facility agents (including in-house where agency mandates are managed by Middle-Office)
  • Preparing of annual reviews
  • Liaising with RPC (risk department) for all credit-related matters
  • General monitoring of files and transactional credit profiles
  • Maintaining all portfolio-related systems, e.g. Kiwis, Phidias, Eurecca
  • Providing the sector heads with all relevant information pertaining to files under their sectorial responsibility
  • Where applicable, ensuring that sums due (e.g. fees) are collected and properly accounted for internally
  • Legal and Regulatory Responsibilities

  • Comply with all applicable legal, regulatory and internal Compliance requirements, including, but not limited to, the London Compliance manual and Compliance policies and procedures as issued from time to time;
  • Financial Security requirements, including, but not limited to, the prevention of Financial Crime and Fraud including reporting obligations to the Money Laundering Reporting Officer.

  • Maintain appropriate knowledge to ensure to be fully qualified to undertake the role. Complete all mandatory training as required to attain and maintain competence.
  • Candidate criteria

    Minimal education level

    Bachelor Degree / BSc Degree or equivalent

    Academic qualification / Speciality

    Finance or business degree from a recognised business school.

    Qualified accountant, MBA or similar

    Minimum of 2 years of Project Finance-related credit work. The experience can have been obtained in a project finance department as part of a deal execution team or within a banks’ credit department.

    Team-player

    Good interpersonal skills

    Ability to work well under pressure

    Ability to prioritise and meet tight deadlines

    Technical skills required

    Financial modelling experience : the candidate should be knowledgeable of PF financial models and should be able to amend / run sensitivities on complex project models.

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