Director - Project Finance Portfolio Management

New York Permanent $200,000 - $230,000 per year
  • Competitive Package
  • Based in New York

About Our Client

Corporate and investment bank offering strategic solutions, consulting, and counterparty services

Job Description

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


  • 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


  • 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

The Successful Applicant

Minimum Job Requirements Or Experience

  • Eligible to work in the US
  • Undergraduate degree required in Finance, Economics, Accounting or Business Administration; advanced degree: MBA, MS or LLM degree; CFA a plus
  • 10+ 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

What's on Offer

Competitive Package

Darin Chen
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Job summary

CFO & Financial Management
CFO & Financial Management Subsector
Financial Services
New York
Contract type
Consultant name
Darin Chen
Job reference

About Page Executive

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