Apply on Employer Site

Crédit Agricole CIB · 1 day ago

Leveraged, Acquisition & TMT Finance Americas – Portfolio Management - Analyst

New York, NY

Full-time

Onsite

Entry Level

$100K/yr - $125K/yr

1+ years exp

Crédit Agricole CIB is among the world's top 10 banking groups, and they are seeking a Portfolio Management Analyst to join their NY based Leveraged Finance team. The role involves credit monitoring of the loan portfolio, contributing to internal and regulatory reporting, and collaborating with various teams to ensure accurate and timely management of financial data.

BankingFinancial Services

H1B Sponsor Likely

Hiring Manager

Joseph Sbarra

Responsibilities

Contribute to the ongoing credit monitoring work for part of the leveraged finance and TMT loan portfolio (current volume of about 70 deals): write up of annual reviews, credit papers in relation to waivers and amendments, quarterly write ups for loans under watch. In close coordination with respective deal/client teams

Proactively flag to LATFG manager and Portfolio Management Director and respective LATFG client teams any early warning signals of credit deterioration, concerns, or ideas for commercial opportunities

Ensure timely propagation of internal rating decisions within the internal IT systems

Occasionally represent the team in the various credit committees (NY credit committee, CLF credit committee, CRC) and monitoring committees (Quarterly committees for underperforming loans or loans under watch “SARs” and “SACs”), underperforming or under watch loans

Coordinate with CLF Losa team to monitor evolution of the portfolio (increases or reductions via amortization, prepayments, secondary trades etc)

Coordinate with CLF Losa and respective deal/client teams to ensure authorizations recorded in internal systems are accurate and up to date

Maintain close coordination on all of the above tasks with respective LATFG client teams. Interact with clients whenever necessary to clarify credit related questions, in coordination with the LATFG client team

Review quarterly or annual information provided by client, connect to lender or investor calls organized by clients and relay summaries of meaningful information to LATFG team manager and respective LATFG client team

Depending on deal flow, there will also be occasional opportunities to get involved in live, new deals as part of the origination deal team

Collect data and under PFM Director, assist with the regular requests for reporting from our internal stakeholders (HO business line, COO teams, RPC): monthly anomaly reports, monthly LevFin excel pipeline, quarterly portfolio review files, “deals world” database for LBOs, etc

Contribute to recurring, ad hoc, and annual audits (NY annual and quarterly CUSO Loan Review, ad hoc NY portfolio reviews, Internal Audit “Inspection Generale”, add hoc CUSO reviews)

Assist team manager and respective deal teams in ensuring that the CLF pipeline tool (“Diamond”) is up to date

Contribute to occasional ad hoc information requests when and as required

Assist LATFG manager with periodic estimate of landing vs budget and other planning tasks

Qualification

Financial analysisCash flow modelingQuantitative analysisMS Office suiteCredit risk monitoringFluency in second languageOrganizational skillsCommunication skillsInterpersonal skillsAttention to detail

Required

1-2 year experience in either a leveraged finance environment (portfolio management or origination and execution), or a credit risk / credit underwriting and monitoring function

Relevant academic background (BA/BS degree with economics/finance major coursework)

strong quantitative and qualitative analytical skills

reliability, attention to detail and quality outputs

good organizational skills: ability to keep track of deadlines, to organize its own work

good communication and interpersonal skills (ability to communicate seamlessly with LATFG deal teams, and capacity to interact convincingly and forcefully with internal partners, in particular with RPC & senior representatives from Bus Line or coverage)

MS Office suite proficiency

Preferred

Master's degree – Msc Finance or MBA

prior experience in financial analysis, cash flow modeling experience will be a plus

Fluency in a second language (in particular French, Portuguese, Spanish) is a strong positive

Company

Crédit Agricole CIB

Crédit Agricole CIB is the corporate and investment banking arm of Crédit Agricole Group, 9th largest banking group worldwide in terms of balance sheet size in 2023 (The Banker, July 2024).

Founded in 2004

Paris, Ile-de-France, FRA

5001-10000 employees

http://www.ca-cib.com

H1B Sponsorship

Crédit Agricole CIB has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3)

2024 (6)

2023 (2)

2022 (4)

2021 (2)

2020 (1)