Unknown Company

Senior Portfolio Manager - Securitization

new york, ny • Posted 1 weeks ago
Onsite Contract IT & Technology

Business type

Types of Jobs - Others

Job title

Contract type

Permanent Contract

No

Job summary

Summary

  • 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

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

Risks

  • Review and propose overall monitoring parameters for the portfolio

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

Communication

Key Internal Contacts

  • Client coverage teams
  • 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

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

Salary Range: $250k-$300k

Geographical area

America, United States Of America

City

Bachelor Degree / BSc Degree or equivalent

EducationRequirements

  • Series 7, 79 and 63

Level of minimal experience

11 years and more

Experience

Important and deep experience in the execution of securitization and structured finance transactions

Required skills

Team spirit and ability to work in an international environment

Ability to analyze and summarize information

Ability to prioritize effectively

Ability to work autonomously

Ability to work successfully in a team

Adaptability to changing environments

Ability to deal with issues

Capacity to develop others

Capacity to delegate

Capacity to cooperate / work across discipline

Capacity to take on board the strategy of Credit Agricole CIB and participate in actions to deliver

Skills & Knowledge Requirements

Analytical skills: cash flow modelling

Knowledge of corporate banking, credit products and other funding alternatives

  • Fluent in French

Languages

General information

Entity

About Crédit Agricole Corporate and Investment Bank (Crédit Agricole CIB)

Entity

About Crédit Agricole Corporate and Investment Bank (Crédit Agricole CIB)

Crédit Agricole CIB is the corporate and investment bank of the Crédit Agricole group, the 10th largest banking group in the world *.

We support major companies and financial institutions in their development and the financing of their projects.

As pioneers in responsible finance, social and environmental commitments are at the heart of our activities.

Joining our teams means working in a multicultural environment, both dynamic and stimulating, where you will contribute to developing a sustainable economy.

We support employees throughout their journey: you will develop your skills and access various mobility opportunities among the diversity of our businesses in more than 30 international locations.

Our culture is built on collaboration, innovation and openness, where everyone is valued and empowered.

By working every day in the interest of society, Crédit Agricole CIB aligns with the Group values committed to diversity and inclusion and placing people at the heart of all its transformations.

All our jobs are open to people with disabilities. We welcome applications from candidates of all backgrounds and experiences.

*By balance sheet size - The Banker, Juillet 2025

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