Portfolio Manager

Permanent contract|New York|Asset Management

Portfolio Manager

New York, United States Permanent contract Asset Management

Responsibilities

•    Responsible for Agency and Portfolio Management functions supporting the Commercial Real Estate Finance Business Line. 
•    Prepare annual credit reviews (including financial analysis, market research, appraisal review and rating proposal) for assigned accounts.
•    Update cash flow models for all property types in connection with Annual Reviews.
•    Process amendments, waivers, and consents for assigned transactions, including obtaining all required internal credit approvals.
•    Responsible for credit monitoring and reporting including SG Watch List Triggers, Early Warning Indicators.
•    Performing quarterly asset reviews (including for watch-list and provision loans) and presenting them in local and global meetings
•    Work in close collaboration with third party servicer for the services provided by them and perform related oversight functions
•    Evaluate and follow the Basel III parameters as well as the regulatory ratios
•    Prepare reports and responses to management inquiries on portfolios.
•    Assume lead role in assigned projects.
•    Assist in internal and external audits and examinations of portfolios
•    Participate in workout of troubled portfolio credits.

Profile required

TECHNICAL SKILLS

Required/Must have:
•    Experience in Commercial Real Estate 
•    Cash flow modeling and valuation skills developed in a financial services environment
•    Proficient in Microsoft Word, Excel, Powerpoint and Outlook
•    Strong aptitude for learning and using SG systems

Desired/Plus:
•    Argus training

COMPETENCIES

Required/Must have:
•    Strong financial and credit analytical skills, 
•    Strong interpersonal and communication skills;
•    Strong problem solving and organizational skills; ability to prioritize and multitask;
•    Proactive;
•    Ability to work in a dynamic, deadline-focused environment;
•    Team player;
•    Ability to work independently;
•    Comfortable working with legal documentation;
•    Agency/Client management skills

PRIOR WORK EXPERIENCE

Required/Must have:
•    Minimum 8-10 years financial services experience, preferably in commercial real estate.

Desired/Plus:
•    Experience working with troubled credits, including workouts.

EDUCATION

Required/Must have:
•    Bachelor’s degree.

Desired/Plus:
•    MBA, CFA or
•    Formal credit training program.

Business insight

Financing and Transaction Banking (GBSU/FTB) is a global organization covering the management of structured finance portfolio transactions. Within FTB, the Structured Finance Portfolio Management team (SMO) manages transactions/portfolios post-closing for Project Finance, Leveraged Finance, Media & Telecom Finance, Commercial Real Estate, Metals & Mining Finance, Reserve Base Finance, and Aircraft Finance. The group supports the business lines in all aspects of portfolio management, including administrative agency management, credit risk monitoring and reporting, client relationship support, and management reporting.

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Reference: 22000J65
Entity: SG AMERICAS OPERATIONAL SECURITIES
Starting date: 2022/08/16
Publication date: 2022/06/17
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