Primary Functions

The portfolio management team is focused on managing a large and diverse portfolio of project financings covering the North American energy & infrastructure sectors.  Candidate will be responsible for managing all aspects of the annual review process, including updating systems and conducting follow-up conferences with the credit risk organization.  The candidate may also have certain supervisory responsibilities.  On a secondary basis, the candidate will also support the business origination teams in their efforts to process credit applications and close financings.

Responsibilities

·       Completing project annual reviews including all the internal worksheets and applications (rating grid, environmental screening, profitability calculation, market industry information and compliance items).

·       Assisting in the creation of Power / Infrastructure databases to identify industry trends

·       Participating in preparation of the credit application including a description of the transaction, presentation of the main features, especially focusing on risk analysis.

·       Conducting detailed financial modelling and valuation analyses.  Maintaining skills to competently handle financial modelling as assigned.

·       Preparing quarterly reviews on distressed projects

·       Liaising among various internal and external stakeholders including middle and back office, Agent banks and participating banks involved in the ongoing portfolio management of loan transactions.

·       Responding to internal requests, including compliance, new activity & product committees, new operational processes committees, and internal audit missions.

·       Maintaining knowledge of regulations defining current PF financing techniques (i.e. Tax Equity/ Transferability)

·       Participating in the preparation of special projects / ad hoc analysis.

·       Training and new staff

·       Supporting KYC / Client on-boarding / Compliance efforts

Qualifications:

·       Excellent working knowledge with energy and infrastructure projects, as well as overall knowledge of the Power industry in the US (including markets / major sponsors / organizations / regulations)

·       Proven experience in portfolio management function

·       Excellent written and oral communication skills.

·       Knowledge of Microsoft Office and demonstrated strong excel skills

·       Degree in finance, economics or related field.

Salary Range: $160k - 180k

Required: 

BA and business courses in relevant field

Preferred: 

MBA or equivalent in finance

Minimum Seven years of credit or finance experience preferably at a bank or rating agency.  Working knowledge of the US Power industry.

Experience or knowledge of structured or project finance

·       Strong Microsoft Excel skills

·       Strong Microsoft Word skills
·       Strong work ethics.

·       Strong English written and oral communication skills

·       Lucid and concise writing

·       Self-reliant

·       Detail-oriented