Associate – Portfolio Management
JOB PURPOSE
To act principally as a Portfolio Manager of senior debt transactions within the UK Infrastructure and Renewables portfolio. The core objective and purpose of the role is one of managing and monitoring the assets to a high standard to ensure no reporting arrears and to avoid impairments where possible.
KEY ACCOUNTABILITIES
- Portfolio Manager of c. 25-30 predominantly UK-based assets covering PPP, renewables and essential infrastructure sectors;
- Ensure effective and timely management and monitoring of these assets;
- Provide a high standard of written, presentational and verbal analysis for internal reporting, at a level suitable for external usage (e.g. for managed accounts);
- Completion and submission of credit reviews Credit Risk Management and/or the Transaction (Credit) Committee on a timely basis and to a high standard;
- Process all waiver requests in a timely and efficient manner with appropriate internal reporting for approval;
- Complete and maintain all relevant internal reporting system requirements such as RMS, KYC, PF models, LGD, etc;
- Review and process all information receipts including technical reports, project finance models, forecast assumptions and accounts;
- Attend progress meetings with clients and advisers;
- Establish and maintain close relationships with Credit Risk Management and all other internal stakeholders;
- Establish and maintain close relationships with external clients, advisers and co-lenders;
- Become the primary point of contact for the portfolio;
- Provide support to the Agency desk on transactions where our client is Agency Bank;
- Compile portfolio data and statistics for internal reporting and for use in marketing the portfolio and transactions externally;
- Cooperate closely with other colleagues across the wider team, including attendance at team meetings;
- Cooperate with the team across Europe on transactions, reporting projects and in regular team meetings;
- Play a key role in projects to review PM systems and reporting tools to help improve efficiency and ways of working.
THE CANDIDATE
- Strong exisiting PFI/PPP/Renewables experience
- Trained within a leading Project Finance banking platform
- Some existing Portfolio Management/Credit Monitoring experience, although happy to look at candidates with a mixture of PM and origination
- 2-6 years of total experience
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