Senior Financial Institutions Portfolio Manager
3 days ago
We are seeking a highly skilled Senior Financial Institutions Portfolio Manager to join our team at GreenLane Private Ltd.
Job Description- Manage and grow a portfolio of leading banks and non-bank financial institutions, promoting cash, trade, loans, and treasury solutions.
- Collaborate with internal and external stakeholders, including head office and overseas branches, to deliver exceptional client services.
- Lead loan syndication origination, trade finance product structuring, and manage participation within the banks/NBFI segment.
- Prepare detailed credit applications, including financial analysis, risk evaluation, account reviews, and credit monitoring.
- E nsure regulatory compliance and adherence to internal policy guidelines.
- Prepare reports such as credit memos and regulatory submissions for parent bank.
- Manage clients' ongoing activities, transactions, and inquiries.
- Formulate and improve operational systems and processes for project requirements.
- Ensure loan covenant compliance throughout the lifecycle of syndicated loans.
- Participate in system enhancement projects and process improvements.
- Bachelor's Degree in Business Administration, Finance, Economics, or related disciplines.
- Minimum of 5 years' experience in FI coverage or credit analysis in a large bank or NBFI.
- Expertise in loan syndication, credit evaluation, and trade finance products.
- Strong knowledge of syndication loan administration, financial documents, and legal interpretation.
- Self-starter with sharp business acumen and deep understanding of capital markets products.
- Excellent communication and client management skills with the ability to work under pressure.
The estimated annual salary for this role is $120,000 - $180,000, depending on experience and qualifications.
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