At a Glance
- Tasks: Manage client relationships and oversee securitization transactions while leading a dynamic team.
- Company: Join a leading financial institution with a strong focus on innovation and collaboration.
- Benefits: Attractive salary, comprehensive health benefits, and opportunities for professional growth.
- Other info: Engage in a fast-paced environment with excellent networking opportunities.
- Why this job: Make a significant impact in the finance sector while developing your leadership skills.
- Qualifications: Experience in portfolio management and strong communication skills are essential.
Maintain and develop relationships with current clients of the securitization team, and assist where appropriate with new transactions. Ensure the existing portfolio is monitored and managed appropriately. Manage a team to assist in the various portfolio tasks.
Key Responsibilities
- Manage the ongoing customer relationships as it relates to existing securitizations via ongoing dialogue with customers and relationship officers in the Credit Agricole network.
- Oversee all transaction actions including periodic, surveillance, reviews, amendments, renewals, restructuring, etc.
- Negotiate documents and coordinate with other departments including credit, legal, IT, etc.
- Participate in due diligence reviews and visit clients as required.
- Provide clients with pertinent market updates as deemed necessary.
- Assist in the development of systems and procedures for the department.
- Assist and review monthly and ad-hoc Securitization reports that include, but are not limited to the following: investor reports, amortization reports, asset scorecards, asset based (i.e. capital call, auto) performance reports.
- Assist in the structuring process of new transactions which include, but are not limited to preparing for and attending internal committees (credit, pipeline, pre-clear), review legal documentation.
1. Management and Reporting
- Report to, as applicable, the Head of Securitization Americas or the Head of Transaction Management Americas on the progress of the portfolio and related issues.
2. Risks
- Review and propose overall monitoring parameters for the portfolio.
3. Counterparties and Clients
- Develop and maintain relationships with peers in other organizations and with clients of the Bank.
- Represent the firm with external organizations and professional seminars and forums.
4. Communication
- Key Internal Contacts: Client coverage teams, Risk department, Legal department, Compliance department, IT department and SIS team.
- Key External Contacts: Securitization clients in the context of the portfolio, Law firms, coordinating all the transaction documentation and the execution process, in close coordination with in-house legal, Rating agencies and audit firms whenever necessary, Other banks in the context that the transaction is co-purchase by nature.
5. Systems Used
- Internal: Outlook, Microsoft Office (Word, Excel, PowerPoint), Intranet, SIS, Eurecca, Phidias, Clientele, Risk Portal (Agenda, Altar, Cosmos, Comet, Legos and Credit Sensitive Database), Alfred (proprietary AI engine).
- External: Bloomberg, Reuters, rating agency websites, client and various securitization related websites.
Senior Portfolio Manager - Securitization employer: Crédit Agricole CIB
Crédit Agricole CIB is an exceptional employer located in the heart of London, offering a dynamic work culture that fosters collaboration and innovation within the Global Markets Division. Employees benefit from comprehensive growth opportunities, including professional development and exposure to international regulatory environments, making it an ideal place for those seeking meaningful and rewarding careers in finance. With a commitment to employee well-being and a supportive team atmosphere, Crédit Agricole CIB stands out as a top choice for aspiring Clearing Analysts.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Portfolio Manager - Securitization
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We think you need these skills to ace Senior Portfolio Manager - Securitization
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Crédit Agricole CIB
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Crédit Agricole CIB.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Crédit Agricole CIB employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
