Responsible for autonomous oversight of an assigned portfolio of Project Finance transactions covering thermal power, renewable power, infrastructure, oil & gas and mining industries. Duties include conducting independent analysis of credits, contracts, cash flow and budgets for the purpose of recommending approval, denial or alternate structure while addressing to Management and any credit deviations or concerns. Duties also include preparing various internal and external reports and audits in adherence of internal policies and procedures.
Principal Duties and Responsibilities:
Portfolio Management:
Monitor, analyze, and report to Credit and Management of any changes to credit structure
Prepare amendment and waiver requests upon analyzing the credit impact on the transaction
Provide on-going monitoring of transactions and adjust credit ratings when necessary
Perform credit rating reviews and other periodic internal reporting requirements in accordance with credit policy and procedures
Provide prompt reporting to Management of any adverse changes
Interact and maintain relationships with Agent banks and Borrowers
Coordinate loan administrative matters with the back office
Support Origination as required
Administrative:
Maintain credit files, financial files, legal documents and other relevant information
Collect Know Your Customer (KYC) due diligence and Customer onboarding requirements
Follow-up with pending items on the Provisional List, Covenant Checklist and other internal portfolio management tracking systems
Interact and coordinate administrative matters with other departments
Perform other work-related duties as assigned
Other:
Mentor and develop talent by helping and supporting the transition of Junior Staff to work independently.
Support Management with Ad-hoc requests
Visit sites and attend bank meetings (domestic and international) as needed
Work overtime or during weekend when workload is heavy
Minimum Job Requirements or Experience:
Eligible to work in the US
Undergraduate degree required in Finance, Economics, Accounting or Business Administration; advanced degree is a plus - ie MBA, MS or LLM degree
6+ years experience in Agency Services or Portfolio Management supporting Project Finance transactions
Ability to analyze credits, contracts, cash flow models and deal structures
Strong qualitative and quantitative analytical skills
Effective oral and written communication skills
Capacity to effectively organize and multi-task in a fast paced environment
Advanced PC skills (Excel, Word, PowerPoint, etc.)
Spanish bilingual language skills is a plus
The expected base salary ranges from $125K - $185k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
