CA CIB Americas


Account manager-shipping finance

08 January United States, NEW YORK Perm

Position Summary

The Senior Associate task will be to work closely with the department head and the relationship managers on the follow-up and management of a portfolio of existing clients and prospects of North American ship-owners.

Primary Responsibilities

• Preparing marketing presentation and pitches.

• Participating in the structuring of new transactions, including the preparation of cash flow models.

• Preparing credit packages for presentation to credit committee.

• Participate in the documentation process of the loan transactions in coordination with the NY Ship Finance Team and maritime lawyers until successful closing.

• Agency work in relation to the existing portfolio of transactions, including covenant monitoring, reporting to syndicates

Key Internal contacts




Key External contacts


-outside legal counsel


Masters and/ CFA Preferable

Experience Required:

· 3+ years with at least 1 year of experience in Ship Finance

· Specialist Training Required

Approved Person Registration

· Series 7 & 63

Competencies Required

· Analytical skills

· Meticulous attention to detail

· Excellent communication skills

· Strong Team player

· Multi-tasking

· Strong tea