Junior Portfolio Manager

Overview

Global Banking and Advisory (GLBA) combines wholesale coverage with world‑class product financing and advisory expertise. GLBA provides issuer clients—including corporates, financial institutions, and the public sector—with capital‑raising solutions, structured financing, and commodity, forex, and interest‑rate hedging. The team develops tailor‑made products and offers strategic advice on capital structure, financing schemes, and capital markets, positioning itself as a leading player in euro debt capital markets and a worldwide leader in export, project, and natural resources & energy finance.

The Credit Portfolio Management (CPM) team manages assets across GLBA through three verticals: Corporates (investment‑grade and non‑investment‑grade), Real Assets (real estate, energy, infrastructure), and Financial Assets and Insurance (FAI) covering capital‑call facilities and middle‑market lending. CPM actively manages the portfolio to maximize profitability and supports investment‑banking idea generation across M&A, ECM, and leveraged finance.

Responsibilities

• Support Portfolio Managers with new‑deal analysis, portfolio management, and portfolio‑distribution strategic initiatives.
• Cover Middle Market Loan (MML) private‑credit transactions, Business Development Companies (BDCs), and Private Debt Initiatives for Energy and Infrastructure (NAT/PDI).
• Attend Pre‑Screening Committees and Commercial Banking (CBA) committees for early‑stage transactions; prepare CPM opinions reviewing credit risk, regulatory capital treatment, profitability, and liquidity analysis.
• Assume ownership of the covered portfolio’s key performance indicators (commitments, RWA, NBI, ECL) in coordination with management.
• Prepare and present quarterly and annual reviews of transactions and the portfolio for mandatory reporting, the annual RiskCo, and Credit Risk Committee discussions.
• Review and analyze valuation events (VAE) and assess the fair value of underlying collateral.
• Manage collateral control reports and remediation actions, including onboarding in the collateral‑monitoring tool.
• Prepare and present memos for credit‑agreement amendments.
• Coordinate with internal partners across CPM, coverage, structuring, distribution, and Credit Risk, especially for secondary distribution via sales, insurance, and SRT solutions.
• Attend industry meetings, engage with clients on portfolio‑management questions, and prepare diligence requests and lender inquiries.
• Contribute to enhanced reporting for the covered asset class, defining and monitoring early‑warning indicators and consolidating MML collateral.

Skills and Experience

• At least 3 years of investment‑banking experience, preferably in fund finance, direct‑lender financing, private debt, leveraged lending, or LBOs.
• Relevant experience in fund finance, private equity, private‑debt financing, or LBO transactions.
• Knowledge of corporate‑finance valuation and financial‑accounting concepts.
• Formal credit training and experience conducting credit analysis.
• Strong interpersonal skills; ability to work effectively in diverse teams across business lines, geographies, and profiles, and under tight deadlines.
• Excellent written and verbal communication abilities.
• Demonstrated work ethic, positive attitude, and meticulous attention to detail.
• Proficiency with Microsoft Excel, PowerPoint, Word, and AI solutions.
• SIE, Series 7/79, and Series 63 certifications (must be obtained within six months of hire if not already held).

Education

Bachelor’s degree from a top‑tier university (preferably in Economics, Accounting, or Finance); Master’s degree or CFA designation is optional.

Compensation

The base‑salary range does not include overtime pay, bonus, or other benefits. Actual base salary will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package comprising a 401(k) plan with company match, medical/dental/vision coverage, and additional benefits for fertility, wellness, student‑loan repayment, and commuter expenses.

Culture

Societe Generale lives by four core values: commitment, responsibility, team spirit, and innovation. Employees are expected to act ethically, demonstrate courage, focus on collective success, and propose new ideas to serve client needs and anticipate market changes. The firm emphasizes strengthening bonds with colleagues, communities, and the broader world.

Diversity, Inclusion & Belonging

The DIB mission is to recruit, develop, retain, and advance a talented workforce united in fostering an inclusive environment where employee differences are valued. The goal is to ensure all employees feel engaged, supported, respected, and informed, enhancing the firm’s competitive position and delivering innovative solutions to clients.