Head, Portfolio Analytics & Monitoring Fund Finance West (Europe, Americas and AME)

Standard Chartered•New York, NY

45d•Hybrid

About The Position

Key Responsibilities Strategy Lead the Portfolio Analytics and Monitoring Fund Finance team for West region (Europe, Americas and AME). Work closely with Fund Finance Product Team to generate new business (Subscription Lines, NAV, Hybrid, GP facilities along with bespoke structures eg. securitizations). Manage the Fund Finance lending portfolio for West region: o Monitor transaction returns and RWA consumption, ensuring in line with those projected at deal origination. o Proactively manage credit risk of the Fund Finance lending portfolio in close co-ordination with the originating deal team. Talent management with focus on developing existing team and optimising team structure. Support the team with governance, advice and process / efficiency improvements Business Origination Activities: Due diligence and preparation of credit applications and risk assessment for new subscription finance, NAV, hybrid and GP facilities, including securitization structures. Assessment of Borrowing Base and LP Ratings of proposed portfolios. Coordinating legal sign off on documentation Portfolio Management and Monitoring: On-going monitoring of credit and financing risk of completed transactions. Ongoing Borrowing Base Reviews and LP ratings reviews, including management and maintenance of related databases. Complete credit applications related to clients' requests for extensions, refinancings, joinders, and upsizes. Monitor Risk Triggers, Covenants and other credit conditions and ad hoc credit reports appropriately - preparing reports, escalation, and take actions, as per policy/procedure. Maintenance of LP Master Database and ensure timely reassessment of LP and Fund CGs. Monitor, in conjunction with Funds Risk, internal triggers and track the evolution of client performance and risk profiles over time. Propose and assist with negotiation of credit terms for ISDA/CSA agreements through preparation of Credit Term Sheets (CTS). Contribute to the excess report process, including, but not limited to proposing limit increases or reducing exposures and promptly addressing queries. Partnering with Risk through clear presentation of credit analysis and proposed credit grading, as well as through proactive and considered discussion of key risk aspects. Acting as a broader point of expertise in respect of credit aspects with Product and others across SCB. Train and support junior staff as relevant. Support business in Ad Hoc projects and timely response to portfolio related queries, stress tests, and other ad-hoc reporting. Take the lead in Early Alert identification, monitoring, updating, and discussions. Ensure that credit files are complete and maintained to an auditable standard. Processes Drive continuous improvement of the operational efficiency and effectiveness of processes to increase the consistency of global systems and processes. Monitoring, review and reporting (where required) of covenanted items Timely response to portfolio related queries to other areas in the Bank Accurate and timely responses to ad hoc reporting requests (including regulatory reporting) Active participation in projects which will impact the Fund Finance Portfoli People & Talent Lead the PAM Fund Finance teams in Europe, Americas and AME. Build the appropriate culture and values. Set appropriate tone and expectations from their team and work in collaboration with product. risk and control partners. Ensure the provision of ongoing training and development of people and ensure that holders of all critical functions are suitably skilled and qualified for their roles ensuring that they have effective supervision in place to mitigate any risks. Oversee staffing and track progress of the team against timelines and deliverables. Act as principal contact for product team and main stakeholders, proactively address feedback, ensure expectations aligned to deliver optimal operating model. Execute portfolio-level projects and coordinate ad-hoc reporting requirements within the team. Active role in managing regulatory requirements, internal and external audit requirements, and implementation of any new / changes in credit policy and system enhancements. Support on packaging deals with the distribution / securitisation teams for Funded/Unfunded Risk Participations or synthetic sell downs (e.g., CLOs). Work closely with Product Team and Syndications team to manage hold requirements and other suboptimal facilities. Risk Management Evaluation and understanding of risks associated with Fund Finance assets (Subscription Lines, NAV, Hybrid & GP facilities) including structural, contractual, and external risks. Financial analysis of a complex customer base using credit skills; ratio analysis; balance sheet and cashflow analysis. Evaluation of security, including parental support. Evaluation of project company management and strategy. Compliance with Bank policy and procedures Ensure that credit files are complete and maintained to an auditable standard. Protection of the credit risk profile of the portfolio when making recommendations to credit.

Requirements

Ability to undertake credit analysis and evaluation and understanding of risks associated with Fund Finance
Financial analysis of a complex customer base using credit skills; ratio analysis; balance sheet and cashflow analysis;
Knowledge of Product Line
Planning: Tactical, Strategic Advanced
Risk Management and Internal Controls
Manage Conduct
Compliance - Governance, Oversight and Control
Oral and written communication skills
Bachelor's degree is required
Minimum 10 years of relevant experience

Responsibilities

Lead the Portfolio Analytics and Monitoring Fund Finance team for West region (Europe, Americas and AME).
Work closely with Fund Finance Product Team to generate new business (Subscription Lines, NAV, Hybrid, GP facilities along with bespoke structures eg. securitizations).
Manage the Fund Finance lending portfolio for West region
Monitor transaction returns and RWA consumption, ensuring in line with those projected at deal origination.
Proactively manage credit risk of the Fund Finance lending portfolio in close co-ordination with the originating deal team.
Talent management with focus on developing existing team and optimising team structure.
Support the team with governance, advice and process / efficiency improvements
Due diligence and preparation of credit applications and risk assessment for new subscription finance, NAV, hybrid and GP facilities, including securitization structures.
Assessment of Borrowing Base and LP Ratings of proposed portfolios.
Coordinating legal sign off on documentation
On-going monitoring of credit and financing risk of completed transactions.
Ongoing Borrowing Base Reviews and LP ratings reviews, including management and maintenance of related databases.
Complete credit applications related to clients' requests for extensions, refinancings, joinders, and upsizes.
Monitor Risk Triggers, Covenants and other credit conditions and ad hoc credit reports appropriately - preparing reports, escalation, and take actions, as per policy/procedure.
Maintenance of LP Master Database and ensure timely reassessment of LP and Fund CGs.
Monitor, in conjunction with Funds Risk, internal triggers and track the evolution of client performance and risk profiles over time.
Propose and assist with negotiation of credit terms for ISDA/CSA agreements through preparation of Credit Term Sheets (CTS).
Contribute to the excess report process, including, but not limited to proposing limit increases or reducing exposures and promptly addressing queries.
Partnering with Risk through clear presentation of credit analysis and proposed credit grading, as well as through proactive and considered discussion of key risk aspects.
Acting as a broader point of expertise in respect of credit aspects with Product and others across SCB.
Train and support junior staff as relevant.
Support business in Ad Hoc projects and timely response to portfolio related queries, stress tests, and other ad-hoc reporting.
Take the lead in Early Alert identification, monitoring, updating, and discussions.
Ensure that credit files are complete and maintained to an auditable standard.
Drive continuous improvement of the operational efficiency and effectiveness of processes to increase the consistency of global systems and processes.
Monitoring, review and reporting (where required) of covenanted items
Timely response to portfolio related queries to other areas in the Bank
Accurate and timely responses to ad hoc reporting requests (including regulatory reporting)
Active participation in projects which will impact the Fund Finance Portfoli
Lead the PAM Fund Finance teams in Europe, Americas and AME.
Build the appropriate culture and values. Set appropriate tone and expectations from their team and work in collaboration with product. risk and control partners.
Ensure the provision of ongoing training and development of people and ensure that holders of all critical functions are suitably skilled and qualified for their roles ensuring that they have effective supervision in place to mitigate any risks.
Oversee staffing and track progress of the team against timelines and deliverables.
Act as principal contact for product team and main stakeholders, proactively address feedback, ensure expectations aligned to deliver optimal operating model.
Execute portfolio-level projects and coordinate ad-hoc reporting requirements within the team.
Active role in managing regulatory requirements, internal and external audit requirements, and implementation of any new / changes in credit policy and system enhancements.
Support on packaging deals with the distribution / securitisation teams for Funded/Unfunded Risk Participations or synthetic sell downs (e.g., CLOs).
Work closely with Product Team and Syndications team to manage hold requirements and other suboptimal facilities.
Evaluation and understanding of risks associated with Fund Finance assets (Subscription Lines, NAV, Hybrid & GP facilities) including structural, contractual, and external risks.
Financial analysis of a complex customer base using credit skills; ratio analysis; balance sheet and cashflow analysis.
Evaluation of security, including parental support.
Evaluation of project company management and strategy.
Compliance with Bank policy and procedures
Protection of the credit risk profile of the portfolio when making recommendations to credit.

Benefits

Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
Flexible working options based around home and office locations, with flexible working patterns.
Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

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