CA CIB Americas


Portfolio manager

06 September United States, NEW YORK Perm

Maintain and develop relationships with current clients of the securitization team, and assist where appropriate with new clients.
Ensure the existing portfolio is monitored and managed appropriately.
Manage a team to assist in the various portfolio tasks.

Key Responsibilities
· Manage the ongoing customer relationships within Securitization via ongoing dialogue with customers and relationship officers in the Credit Agricole network.

· Oversee all transaction actions including periodic, surveillance, reviews, amendments, renewals, restructuring, etc.

· Negotiate documents and coordinate with other departments including credit, legal, IT, etc.

· Participate in due diligence reviews and visit clients as required

· Provide clients with pertinent market updates as deemed necessary

· Assist in the development of systems and procedures for the department

· Assist and review monthly and ad-hoc Securitization reports that include, but are not limited to the following: rating agency report, investor report, amortization report, asset scorecard, asset based performance reports

· Assist in the structuring process of new transactions which include, but are not limited to attending the marketing pitch, presentation to the various internal committees (credit, pipeline, pre-clear), read legal documentation and be involved in the rating agency process

Management and Reporting

· Report to the Head of Portfolio, and Conduit Management on the progress of the portfolio and related issues

· In conjunction with Head of Portfolio and Conduit Management establish overall monitoring parameters for the portfolio

Counterparties and clients
· Develop and maintain relationships with peers in other organizations and with clients of the Bank

· Represent the firm with external organizations and professional forums

· Attend and represent the firm in professional seminars or discussion groups

Key Internal Contacts

Strong interaction with the relevant client coverage teams

Coordination with credit department

Coordination with the legal department

Coordination with the compliance department

Coordination with IT and the Project team

Key External Contacts

Securitization clients in the context of the portfolio

Law firms, coordinating all the transaction documentation and the execution process, in close coordination with in-house legal

Rating agencies and audit firms whenever necessary

Other banks in the context that the transaction is co-purchase by nature

Systems Used


Outlook, Microsoft Office (Word, Excel, PowerPoint), Intranet, SIS, Eurecca, Phidias, Clientele, Risk Portal (Agenda, Altar, Cosmos, Comet, Legos and Credit Sensitive Database)

Experience Required:

Important and deep experience in the execution of securitisation and structured finance transactions

Important management experience through the management of a team for a considerable amount of time

Specialist Training Required:

Approved Person Registration:

Competencies Required:

Team spirit and ability to work in an international environment

Good presentation skills

Good writing skills

Good time management skills

Ability to analyze and summarize information

Ability to prioritize effectively

Ability to work autonomously

Ability to work successfully in a team

Adaptability to changing environments

Effectiveness at decision making

Ability to deal with issues

Capacity to develop others

Capacity to delegate

Capacity to cooperate / work across discipline

Capacity to take on board the strategy of Credit Agricole CIB and participate in actions to deliver

Skills & Knowledge Requirements:

Series 7, 63

Securitization experience

Analytical skills: cash flow modeling

Marketing skills

Language skills: fluent in English