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Large global investment bank are looking for a candidate with a project finance / credit / real estate operation to work as part of a middle office team responsible for the management, monitoring and control of a dedicated portfolio of infrastructure and project finance loans.
Responsible for evaluating and controlling the release of loan funds and the day to day management of own portfolio. Candidate must be able to interpret legal documentation to ensure that all obligations are complied with and protect the firm from reputational risk. As primary contact for the various internal and external stakeholders the candidate must have strong technical, interpersonal, commercial and relationship management skills. The role is client facing and a principal point of contact for customers as well as supporting various functions within the Firm.
Monitoring & Control
Assume day-to-day responsibility for a nominated portfolio of projects.
Responsible for collating and managing customer produced financial information.
Develop and maintain contacts with instructed professional advisors to ensure timely provision of reporting on each transaction.
Monitor compliance with terms and conditions of project finance facility agreements. Ensure LISTT is accurate at all times and that all overdue items/breaches are chased and reported appropriately. Discuss customer breaches of covenants and with Credit and initiate remedial actions.
Work closely with Credit to identify potential issues relating to the progress of each development before they become time critical.
Identify urgent credit related matters and covenant breaches ensuring that that all issues are escalated appropriately including issues with operational capabilities.
Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Operational Risk Framework and internal Policies and Standards.
Manage Borrower requests e.g. amendments, waivers and variations including timely communication with relevant internal stakeholders ensuring deadlines are met. This will require analysis of loan documentation with the ability to provide clear and competent analysis/overview of the relevant provisions.
Instruct lawyers and other professional advisers (technical/insurance), detailing their scope of work and monitoring to ensure work is carried out in line with agreed fee estimates.
Closely manage relationship with Loan Operations, Credit and the Business, covering wide variety of matters and ensuring that the overall Loans team delivers the best results.
Oversee the process of terminations and security releases and other ad hoc matters.
Administrative duties on behalf of the Asset Management Team e.g. second checking instructions, raising invoices, archiving etc.
Project finance experience is preferred. Credit and or real estate will also be considered
Experience in a transaction management role with the ability to manage waivers, amendments and be competent with legal documentation
A good understanding of infrastructure and project finance structures.
Understanding of the fundamentals of project and infrastructure finance, in particular complex loan and security documentation.
Ability to analyse and interpret complex cash flows and basic understanding of financial models and other financial information.
Candidate ideally would be a subject matter expert in managing complex loan agreements that are individually negotiated.
Ideally has some credit experience to understand and interpret financial statements, cash flows and financial covenants.
Candidate will typically have at least some industry experience in the loan market, with practical LMA documentation skills and as a minimum some experience in project finance asset management.