Portfolio Manager Generalist jobs in United States
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Natixis Corporate & Investment Banking · 23 hours ago

Portfolio Manager Generalist

Natixis Corporate & Investment Banking is a leading global financial services firm looking for a VP Portfolio Manager to oversee their Loan Portfolio for the Americas. The role involves managing diverse credit exposures, ensuring high standards of credit quality, and collaborating with originators to provide strategic recommendations.

Financial Services

Responsibilities

Lead Credit Quality Monitoring: Diligently monitor a dedicated portfolio of loans or companies from closing through to final maturity or resolution, ensuring consistent high standards and performance
Collaborate Effectively: Build strong relationships with Originators, understanding their needs while independently providing strategic credit and portfolio recommendations. Your insights will help anticipate and address credit risk issues proactively
Conduct Comprehensive Reviews: Prepare annual and quarterly loan reviews, managing renewals, amendments, waivers, credit ratings, and loss-given-default assessments. Your analytical skills will drive portfolio optimization and effective risk management
Innovate Financial Models: Develop and maintain accurate financial models that reflect various rating methodologies, ensuring compliance with US regulatory frameworks
Evaluate New Transactions: Provide critical insights through drafting detailed deal opinions, analyzing the attractiveness of new business opportunities
Enhance Organizational Efficiency: Identify and propose process improvements to senior management, streamlining operations and optimizing the team’s effectiveness

Qualification

Portfolio ManagementCredit AnalysisFinancial ModelingCFA DesignationMicrosoft ExcelQuantitative SkillsAnalytical SkillsLegal Lending ContractsMacros ProgrammingCommunication Skills

Required

A bachelor's degree is required; an MBA is preferred
4+ years of relevant experience in portfolio management and credit analysis, with a focus on Corporate loans
Exceptional communication skills with the ability to present and defend recommendations to senior committees
Proficiency in Microsoft Office, especially Excel (cash flow modeling capabilities)
Strong quantitative and analytical skills, with a knack for independent work and multitasking

Preferred

CFA designation is a plus but not mandatory
Familiarity with Aviation portfolio management, infrastructure/project finance, and financial institution-based corporate analysis is highly valued
Familiarity with legal lending contracts and regulatory banking aspects is an advantage
Experience with macros and object-based programming is beneficial

Benefits

Competitive compensation
Excellent, comprehensive benefits
Opportunities for professional development
Generous benefits package

Company

Natixis Corporate & Investment Banking

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Natixis Corporate & Investment Banking is a financial institution offers banking, finance and capital markets services.

Funding

Current Stage
Late Stage
Total Funding
$28.34M
2024-07-15Debt Financing· $28.34M

Leadership Team

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Morin Stephane
Deputy CEO
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Olivier Delay
Americas CEO
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Company data provided by crunchbase