ING Americas · 9 hours ago
Portfolio Management Analyst
New York, NY
Full-time
Hybrid
Entry Level
$105K/yr - $115K/yr
1+ years expING Americas is a part of ING’s Wholesale Banking division, offering a wide range of financial products and services. The Portfolio Management Analyst will manage the Project Finance loan portfolio, focusing on credit monitoring, analytics, and internal reporting.
Financial Services
Responsibilities
Prepare and submit quarterly and annual credit reviews/packages
Review and compare financial performance to budget, evaluate financial projections and remodel forecast (as needed)
Compile and participate in quarterly Credit Risk Management (“CRM”) portfolio reviews
Assist in the execution and preparation of amendment and waiver requests, aide in writing credit modifications, submit to risk and address Q&A, and follow-up on the required legal documentation
Assess and track compliance of borrowing bases, collateral, liquidity/availability, covenants and other reporting items (i.e. UCC filings, insurance, etc.) in line with the bank’s policy and procedures
Perform and review risk ratings for borrowers
Prepare quarterly memorandums for challenging/underperforming credits
Prepare and maintain reports as requested by regulators, rating agencies and other external parties
Maintain various department and industry databases/trackers
Maintain internal portfolio tracking metrics
Respond to ad hoc internal requests on portfolio composition and exposure
Coordinate and work with offshore portfolio support teams
Research industry sectors and work with industry coverage colleagues to prepare updates
Assume key role in handling internal system processing (Vantage) including GRID, FINAN, TSC, Risk Rater
Monitor and identify market developments and proactively manage their potential impacts on the portfolio
Coordinate timely and accurate response to internal and external regulatory controls and audits by providing the required insights, reports and samples and by participating in the dialogue if so requested
Stay up-to-date on organizational operating policies and procedures (i.e. Risk, Legal, etc.) to ensure appropriate protocols are implemented and followed, and facilitate accordingly
Coordinate with KYC/CDD team
Assist the team in the execution of new transactions, amendments and refinancings on an as-needed basis
Qualification
Required
BA/BS in finance/economics/accounting/management/engineering (or similar); CFA a plus
At least 1 year of relevant experience credit/accounting/business analytics/project management/portfolio reporting and/or KYC/Compliance
Formal credit training and financial projection knowledge required
Prior Project Finance and/or energy and commodity finance experience a plus
Spanish proficiency a plus
Excellent presentation and communication skills
Strong analytical, problem solving and project management skills with the ability to multitask and deliver under tight deadlines
Excellent interpersonal and verbal/ written communication skills to ensure effective communication with various local and global teams
Excellent Microsoft skills (Excel, PowerPoint, Word)
Experience working with large data (Pivots, V-Lookups) is valued
You are highly detailed in your work
You are self-motivated and willing to work in a deal oriented and deadline driven environment
You can manage and prioritize competing demands from multiple colleagues simultaneously
You desire to work in a collaborative manner in contribution of team objectives
Preferred
Credit training preferred
Benefits
Comprehensive health benefits
Generous 401k savings plan
Competitive PTO
Adoption, surrogacy, and fertility services
Student debt assistance
Subsidies for expenses associated with commuting and fitness
Company
ING Americas
ING Americas offers a full array of wholesale financial products, such as commercial lending, financial markets and advisory products and services in the U.S.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Eduardo Gonzalez Arellano
Americas Chief Data Officer / Data Protecion Executive (DPE), Global WB COO Executive Data Steward
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