The Windsor Consulting · 1 day ago
Portfolio Manager
New York, United States
Full-time
Onsite
Mid Level
$110K/yr - $110K/yr
3+ years expThe Windsor Consulting is looking for a Portfolio Manager responsible for active and dynamic portfolio management of the Banking Americas lending portfolio. This role focuses on optimizing profitability and capital usage while managing various risk metrics and providing advisory solutions.
Staffing & Recruiting
Hiring Manager
Nikitha Ravichandran
Responsibilities
Assist in managing the overall Banking Americas portfolio
Manage the Business Selection Committee (BSC) pipeline for capital allocation proposals to ensure that all proposals are submitted in a timely fashion and are signed off by the Portfolio Management team
Provide onboarding advisory solutions of new capital requests to Banking Americas including but not limited to:
Provide comments and observations on BSC presentations prior to final submission for committee review
Validate data entry on the profitability models to ensure that the proposed and existing transactions are modeled correctly
Guidance and advisory on profitability metrics including offering solutions to maximize/improve profitability
Point of contact for deal teams for client capital onboarding and strategic deal advisory
Non-bias scrutiny of client value propositions at the point of origination to make deal teams aware of potential challenges from the BSC that could be addressed during negotiations
Advise deal teams on achieving target risk appetite with the use of various risk mitigation tools in order to support the execution of transactions and generate ancillary cross selling opportunities for core clients
Be a center of excellence for bank profitability metrics, capital calculations, and to provide advisory and education to bankers and product partners at point of origination
Provide transparency to risk mitigation tools/costs to meet potential risk appetite thresholds ensuring costs are factored into profitability metrics
Track client and portfolio profitability to ensure BSC cross sell promises/forecasts from product partners are delivered
Monitor Banking Americas portfolio using early warning indicators for sectors and specific credits
Actively scrutinize single names and sectors of post origination to identify potential credit migration risks forming proprietary views and developing recommendations
Perform fundamental credit risk deep dive assessments on sectors and specific credits triggered by early warning indicators to form a view and develop action plan
Coordinate internally with Sector Team Leaders to forecast and report Banking Americas credit charges
Regular and Ad-hoc reporting on portfolio composition and various risk metrics
Anticipate, assess and analyze event driven risk on portfolio (natural disasters, political instability, systemic shifts in industry business models)
Advise and/or manage stressed and distressed credits in the portfolio
Identify issues with transaction booking, correct errors in booking systems, and ensure that collateral protections are properly reflected in order to get the right impact to the Bank’s balance sheet and P&L
Assist with other administrative duties and projects, including the execution of live transactions, as assigned
Periodic ad-hoc projects
Qualification
Required
Eligible to work in the US
Four-year college degree in Accounting, Business, Finance or Economics or strong quantitative background
3-5 years of credit portfolio management or relevant experience
Strong understanding of banking products including documentation (loans, trade finance, leasing, securitization, project finance, etc)
Understandings of regulatory capital, RWA calculations, and Basel accord
Understanding Credit Default Swaps, Credit Risk Insurance, Loan Sales, and other risk mitigation products
Effective oral and written communication skills
Strong PC skills, including knowledge of MS Word, Power Point, and Excel (including Capital IQ and Bloomberg)
Good interpersonal skills, team oriented person, and capacity to effectively organize and multi-task in a fast paced environment
Preferred
Cross sector expertise is a plus
Company
The Windsor Consulting
Established in 2002 in Manhattan, this company was originally known as The Windsor Group LLC.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase