Portfolio Manager, Team Leader - Commercial Real Estate, Director

Permanent contract|New York|Asset Management

Portfolio Manager, Team Leader - Commercial Real Estate, Director

  • New York, United States
  • Permanent contract
  • Asset Management


•    Leading a team of 4 portfolio managers responsible for Agency and Portfolio Management functions covering the Commercial Real Estate portfolio in the US
•    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 General and Specifc Credit Triggers.
•    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
•    Assign portfolio coverage within the team and provide guidance/training when needed
•    Represent the team to various meetings and committees
•    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

Required/Must have:
•    Experience in Commercial Real Estate Portfolio Management
•    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 new systems
•    Argus training

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

Required/Must have:
•    Minimum 8-10 years financial services experience, preferably in commercial real estate.
•    Experience working with troubled credits, including workouts.

Required/Must have:
•    Bachelor’s degree.
•    MBA, CFA or
•    Formal credit training program.

Why join us

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.

Business insight

At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate.
For more information about our Culture and Conduct initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-culture/)
Our Diversity & Inclusion Mission: Recruit, develop, advance, and retain a diverse workforce that is united in our efforts to enhance our competitive position and deliver innovative solutions to our clients.

Our Diversity & Inclusion Vision: 
•     Engaged workforce that is demographically diverse in a way that reflects the communities in which we operate
•     Inclusive culture and workplace that recognizes employees' unique needs and utilizes their diverse talents 
•     Engage our community and marketplace, and position the organization to meet the needs of all its clients

For more information about our D&I initiatives, please visit this link (https://americas.societegenerale.com/en/societe-generale-about/diversity-and-inclusion/)

Societe Generale offers a hybrid work arrangement that offers employees the flexibility to work remotely, as well as on-site, in order to promote interaction and collaboration with colleagues while adhering to all SG standard protocols.  Hybrid work arrangements vary based on business area.  The applicable Business lines will determine and communicate the work arrangements that best meet their business needs.


Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience.

Societe Generale is an equal opportunity employer, and we are proud to make diversity a strength for our company. We are committed to recognizing and promoting the talents and achievements of our employees and staff, regardless of race, religion, color, national origin, sex, disability, age, gender, sexual orientation, and any other characteristic or status protected under applicable law.

Reference: 23000P65
Starting date: 2023/11/06
Publication date: 2023/09/21
Salary or Compensation Range: $108,000 - $300,000