Portfolio Management Associate_Hong Kong
Core
Support and manage specialized lending transactions across their lifecycle, including portfolio management, credit review, and compliance activities.
Role type
Associate in specialized lending and structured finance
Builds
Specialized lending transactions and portfolio management
Domain
Banking / Specialized Lending / Structured Finance
Required skills
Credit assessment, financial statement analysis, regulatory compliance (Basel, AML, KYC), conflict of interest management, loan documentation review, portfolio monitoring
Preferred skills
Syndicated lending experience, international banking operations
Technologies
Microsoft Excel, PowerPoint, financial analysis tools
Responsibilities
Manage specialized lending transactions covering administrative, documentary, lending, and rating processes; Perform compliance checks and transaction closing management; Conduct annual credit reviews and support portfolio monitoring; Assess conflicts of interest and ensure adherence to regulatory and governance requirements; Review credit agreements, financing documentation, guarantees, and transaction-related information; Collaborate with Structured Finance teams and internal/external stakeholders; Prepare regular reporting to senior management and credit/risk departments; Respond to enquiries from operations and front-office teams.
Seniority
Associate (4-5 years experience)