About this opportunity
Crédit Agricole CIB lists this Senior Portfolio Manager - Securitization (New York) opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Summary
Maintain and develop relationships with current clients of the securitization team, and assist where appropriate with new transactions.
Ensure the existing portfolio is monitored and managed appropriately.
Manage a team to assist in the various portfolio tasks.
Key Responsibilities
Manage the ongoing customer relationships as it relates to existing securitizations via ongoing dialogue with customers and relationship officers in the Credit Agricole network
Oversee all transaction actions including periodic, surveillance, reviews, amendments, renewals, restructuring, etc.
Negotiate documents and coordinate with other departments including credit, legal, IT, etc.
Participate in due diligence reviews and visit clients as required
Provide clients with pertinent market updates as deemed necessary
Assist in the development of systems and procedures for the department
Assist and review monthly and ad-hoc Securitization reports that include, but are not limited to the following: investor reports, amortization reports, asset scorecards, asset based (i.e. capital call, auto) performance reports
Assist in the structuring process of new transactions which include, but are not limited to preparing for and attending internal committees (credit, pipeline, pre-clear), review legal documentation
1. Management and Reporting
· Report to, as applicable, the Head of Securitization Americas or the Head of Transaction Management Americas on the progress of the portfolio and related issues
2. Risks
· Review and propose overall monitoring parameters for the portfolio
3. Counterparties and Clients
· Develop and maintain relationships with peers in other organizations and with clients of the Bank
· Represent the firm with external organizations and professional seminars and forums
4. Communication
Key Internal Contacts
Client coverage teams
Risk department
Legal department
Compliance department
IT department and SIS team
Key External Contacts
Securitization clients in the context of the portfolio
Law firms, coordinating all the transaction documentation and the execution process, in close coordination with in-house legal
Rating agencies and audit firms whenever necessary
Other banks in the context that the transaction is co-purchase by nature
5. Systems Used
Internal
Outlook, Microsoft Office (Word, Excel, PowerPoint), Intranet, SIS, Eurecca, Phidias, Clientele, Risk Portal (Agenda, Altar, Cosmos, Comet, Legos and Credit Sensitive Database), Alfred (proprietary AI engine)
External
Bloomberg, Reuters, rating agency websites, client and various securitization related websites
Education Requirements
Bachelor’s degree
Series 7, 79 and 63
Post graduate education a plus
Experience
Minimum of 11 years of important and deep experience in the execution of securitization and structured finance transactions
Management experience
Competencies Required
Team spirit and ability to work in an international environment
Good presentation skills
Good writing skills
Good time management skills
Ability to analyze and summarize information
Ability to prioritize effectively
Ability to work autonomously
Ability to work successfully in a team
Adaptability to changing environments
Effectiveness at decision making
Ability to deal with issues
Capacity to develop others
Capacity to delegate
Capacity to cooperate / work across discipline
Capacity to take on board the strategy of Credit Agricole CIB and participate in actions to deliver
Skills & Knowledge Requirements
Securitization experience
Analytical skills: cash flow modelling
Marketing skills
Fluent in English
Skills & Knowledge Desirables
Knowledge of corporate banking, credit products and other funding alternatives
Fluent in French
Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.