Senior Portfolio Manager - Securitization

Job description

Maintain and develop relationships with current clients of the securitization team, assist with new transactions where appropriate, ensure the existing portfolio is monitored and managed appropriately, and manage a team supporting portfolio activities.

Key responsibilities

• Manage ongoing customer relationships for existing securitizations through dialogue with customers and relationship officers in the Crédit Agricole network.
• Oversee transaction actions including periodic surveillance, reviews, amendments, renewals, and restructurings.
• Negotiate documents and coordinate with credit, legal, IT, and other departments.
• Participate in due diligence reviews and visit clients as required.
• Provide clients with relevant market updates.
• Assist in developing departmental systems and procedures.
• Review monthly and ad hoc securitization reports, including investor, amortization, asset scorecard, and asset-based performance reports.
• Assist with structuring new transactions, including preparation for internal committees and review of legal documentation.
• Report portfolio progress and related issues to the relevant Head of Securitization or Transaction Management Americas.
• Review and propose portfolio monitoring parameters.
• Develop relationships with peers, clients, external organizations, and professional forums.

Requirements

• Bachelor’s degree or equivalent.
• Series 7, 79, and 63 licenses.
• Deep experience executing securitization and structured finance transactions.
• Management experience and 11 or more years of experience.
• Securitization experience, cash flow modelling, analytical, marketing, communication, prioritization, and decision-making skills.
• Fluent English required; French is desirable.
• Knowledge of corporate banking, credit products, and other funding alternatives is desirable.

Systems used

Microsoft Office, Outlook, SIS, Eurecca, Phidias, Clientele, Risk Portal, Alfred, Bloomberg, Reuters, rating agency websites, and securitization-related websites.

About Crédit Agricole Corporate and Investment Bank

Crédit Agricole CIB is the corporate and investment bank of the Crédit Agricole group, supporting major companies and financial institutions. It operates in a multicultural environment across more than 30 international locations and emphasizes responsible finance, collaboration, innovation, diversity, and inclusion.