Loans Portfolio Manager
1 month ago
A leading financial institution is seeking an experienced Loans Portfolio Manager to join their operations team.
Job Overview
As a key member of our operations division, the successful candidate will be responsible for managing a portfolio of confirmations and structured deals. This will involve providing oversight, support, and guidance to new deals while ensuring process improvement.
Main Responsibilities
- Confirmations and Structured Deals: Manage a portfolio of confirmations and structured deals, ensuring timely and accurate execution.
- Facility Extensions and Restructures: Handle facility extensions and restructures, updating or rebooking deals as necessary.
- Client Relationships: Build trusted relationships with internal stakeholders to accurately book and execute Investment Banking loans/Syndicated positions.
- Cash Flow Management: Confirm receipt of funds and determine settlement value for loan settlements and client refunds.
- Process Improvement: Contribute to the development of standard operating procedures, working instructions, and policies to ensure compliance and governance.
- Deal Lifecycle Management: De-activate statement runs, update loan status, and ensure the continuity of debit order runs.
- Client Support: Engage with clients to provide settlement figures and confirm actual cash in bank accounts.
- Query Resolution: Support the resolution of outstanding unreconciled entries.
- Client Communication: Manage client queries and provide relevant information/documentation to ensure effective cash flow management throughout the deal lifecycle.
- Settlement Follow-up: Follow up on outstanding settlements with clients/lenders and third-party syndications.
- Funding Position Management: Ensure booking of funding positions aligns with Money Market trades.
- Complex Transactions: Reassess funding positions, process unpaid debit orders, and provide guidance for complex non-performing transactions.
- Portfolio Management: Independently manage allocated portfolio, handling drawdowns, margin variations, and prepayments/repayments.
- Issue Investigation: Investigate client, lender, and internal queries, collaborating with stakeholders to identify and resolve issues promptly.
Requirements
- Bachelor's Degree in Business Commerce or related field.
- Demonstrated track record of adding value and delivering client-centric service.
- At least 3-4 years of experience in supporting and coaching team members.
- At least 3 years of experience in a financial services or finance-related environment.
- Experience working within an agency supporting Investment Banking with knowledge of debt products and legal agreements interpretation.
Skills and Qualifications
- Strong communication and interpersonal skills.
- Analytical and problem-solving abilities.
- Knowledge of Investment banking Debt products.
- Detail-oriented with strong organizational skills.
- Adaptability.
- Proficiency in software and systems relevant to the role.
Estimated Salary Range: $80,000 - $120,000 per annum, depending on experience and qualifications.
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