Associate, Portfolio Management
Core
Ongoing management of the Project Finance loan portfolio with emphasis on credit monitoring, analytics, and internal reporting.
Role type
Associate, Portfolio Management (Project Finance)
Builds
Credit risk management reports, financial projections, and regulatory submissions for project finance clients.
Domain
Financial Services / Project Finance / Energy & Commodities
Deliverable
Dashboards & analysis
Required skills
Credit analysis, Financial modeling, Project finance structure knowledge, Financial covenant tracking, Regulatory reporting, MS Excel proficiency
Preferred skills
CFA designation, Spanish proficiency
Technologies
Vantage, GRID, FINAN, TSC, Risk Rater
Responsibilities
Prepare quarterly Credit Risk Management portfolio reviews; Process amendment and waiver requests; Track compliance of financial and reporting covenants; Maintain financial projections for portfolio names; Coordinate with offshore support teams and sector colleagues; Monitor market developments impacting the portfolio.
Seniority
Associate, early-career IC