01Overview
RESPONSIBILITIES
Business
- The scope of the role covers Credit Analysis, business management and portfolio management. Credit Analysis role involves writing BCAs and ensuring Credit Risk approval for deal BCAs and renewal BCAs. It also involves monitoring of accounts which are tagged to the employee. The business management role entails managing all aspects of the business to drive business performance. It will involve a combination of routine, project and ad-hoc work that are either strategic or tactical in nature. It also involves building out the platform for Industries Group. The portfolio management role will involve providing oversight of the quality of the portfolio to Risk and Business, and managing the portfolio within risk limits. It also involves execution of the distribution strategy. Specific areas of responsibility will include:
- Credit Analysis: preparing Deal BCAs and getting Credit Risk approval.
- Credit monitoring of accounts tagged to the employee.
- Strategy - working with each Industry to develop their growth strategy and driving implementation of the strategy.
- Business performance - preparation and presentation of performance, pipeline, portfolio & client analysis, and the identification of business opportunities.
- Credit Risk - preparation and presentation of portfolio management packs that monitor client portfolio, risk exposures and client strategy; and stress testing as required.
- Distribution - work with Portfolio Management and FM to execute on distribution strategy including collaborating on creative distribution structures and channels.
- Compliance - Management of risks and controls for Industries Group.
- Cost - Ensuring the business manages cost within budget. This also includes managing the vendor relationships with market data service providers.
- Systems - driving system changes to automate reporting needs.
- Independent Role as Credit Analyst - Should take up one CRE account as credit analyst to manage client needs, rob .
