Financing & Client Services Americas Agency & Transaction Management - Vice President
Crédit Agricole CIB Limited
Summary of Position:
As a Vice President in the Financing & Client Services ATM (Agency and Transaction Management) group
- Perform the duties of CACIB as Administrative Agent and sole lender (sometimes participant) in Structured Finance and Corporate transactions in the Americas (primarily Energy, Infrastructure, Transportation, Real Estate, LBO and Corporate deals); and
- Perform additional internal tasks to monitor our portfolio.
- Possess experience in Project Finance, Sustainability, and Renewable Energy transactions.
Main Responsibilities:
- Perform “CACIB as Agent” role for a portfolio of structured finance, project finance, LBO and corporate transactions primary in the Americas:
- Assist on closings / CPs monitoring
- Coordinate funding with multiple institutions
- Track, evaluate and distribute borrower deliverables and obligations (financials, covenants, UCC’s, insurance, etc.)
- Monitor guarantees and collateral
- Evaluate CP’s for draws, payments, distributions, etc.
- Lead bank meetings / conference calls
- Liaise with transaction participants such as sponsors, lenders, counsels, independent engineers, and other industry experts
- Negotiate waivers and amendments with borrowers and sponsors
- Facilitate the process of waiver and amendment requests with bank groups, including collecting and processing of participant lender approvals
- Respond to borrower and lenders questions
- Interface transversally with other departments (Front Office, Back-Office, Legal, Credit Risk etc)
- Manage a portfolio of sole lender and participant transactions as required;
- Maintain up to date data in proprietary software to control and monitor portfolio;
- Liaise with ATM management and Data Monitoring team in Paris to maintain data integrity through controls and reconciliations;
- Coordinate assignment processes;
- Lead and participate in internal projects as needed;
- Other activities include SMAC maintenance, anomaly maintenance, LGD trouble shooting and special projects, as needed. Duties encompass a high workload, time sensitive orientation.
Essential Education
BA or BS in Finance, Economics or related field
Desirable Education
Master in related field and/or CFA
Experience
Minimum of 8-10 years of relevant experience in an agency/portfolio management role in the areas of project finance, structured finance, LBO and/or corporate finance at a reputable investment bank.
Required Competencies
- Strong written and oral communication skills
- Good interpersonal skills
- Strong work ethic
- Team player
- Problem solver
- Able to multitask
- Able to prioritize work
Additional Skills
- Fluency in Spanish
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