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Senior Client Servicing and Portfolio Manager

ExperiencedNo visa sponsorship
BNP Paribas logo

at BNP Paribas

Investment Banking

Posted 6 days ago

No clicks

**Senior Client Servicing and Portfolio Manager** - Senior Client Servicing and Portfolio Manager oversees Paris team's operations, allocating tasks, and driving efficiency. - Key responsibilities include issue resolution, client portfolio analysis, credit request preparation, risk monitoring, client onboarding, and project involvement. - Requires degree in Economics, Finance, or Accounting, 5-7 years banking experience, English fluency, strong analytical skills, attention to detail, and risk management expertise. - Utilizes Microsoft Office Suite, HFT, and other relevant tools. Experience in financial markets and credit analysis essential. - Join Global Markets, part of BNP Paribas' Corporate & Institutional Banking, a leading European financial institution. Enjoy remote working conditions and commitment to work-life balance.

Compensation
Not specified

Currency: Not specified

City
Lisbon
Country
Portugal

Full Job Description

#CapitalMarkets #GlobalMarkets #SeniorClientServicingPortfolioManager

About the job

  • Senior Client Servicing and Portfolio Manager optimizes team performance by strategically allocating daily tasks and responsibilities among team members, in close collaboration with the Team Leader and in alignment with the Paris team's objectives, to drive success and efficiency in the business operations. MFS Financing Solutions is a specialist credit provider, focused on lending to all types of funds and bank strategic, market strategic and marginally core BP2S clients in a profitable and risk-aware way. The scope of the Paris Client Services & Portfolio Management team is to centralize Clients requests linked to Financing once the Credit Facility Agreement is signed. They have a constant overview on the Clients portfolio and perform a daily LTV monitoring, ie they control that the risk assumed by the bank for every credit exposure is covered by the pledge the bank has over the Clients accounts

Your Main Activities Are

  • Timely resolution of issues and queries arising from the interaction of our clients and our financing platform (BAU)
  • Oversee the interaction between the Operations departments of BNPP (Fund Dealing Services, Loan Administration, Custody, FA etc) and clients
  • Prepare Credit request/memo for credit facility renewals. Assistance on the Credit committees, with Risk and Structuring members as stakeholders
  • Provide analysis on clients portfolios, in terms of positions valuation and reconciliation, substitutions, pricing and static data, to guarantee that updated and correct information are included in the financing calculation
  • Provide haircut simulations, and follow-up on potential breaches and cure plan
  • Follow-up on the client onboarding (RA creation, setup of SSIs, coordination between the Structuring Team and CS, update of our Risk monitoring platform (HFT)
  • Ensure coordination between loan admin teams, HFR Team, CIB and BP2S custody department for the efficient resolution of client issue
  • Provide any relevant information or reporting as required by the Structuring team (such as KPIs, utilization volume, ratios, revenues)
  • Participate in projects for the definition of new products offer and services. Proposes HFT system enhancements
  •  Perform Service Reviews with clients when applicable

Profile and Skills to Success

  • Academic background in Economics, Finance and Accounting
  • Fluency in English (mandatory) 
  • Experience in Banking and Financial Operations (5 - 7 years)
  • Good attention to detail and rigorous approach, combined with excellent oral and written communication skills
  • Proven ability to collaborate effectively within teams and build constructive partnerships
  • Solid analytical capability with handson experience in financial markets and credit analysis
  • Expertise in risk management, including ongoing risk monitoring and mitigation
  • Advanced proficiency with the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

About the team

  • Global Markets, the capital markets division of BNP Paribas' Corporate & Institutional Banking, is a powerhouse delivering top-tier solutions across asset classes. Our Portugal Platform (Porto and Lisbon) stands as a major European HUB and a unique player in the country, boasting a wide range of Front Office roles and services Trading, Sales, Research, Structuring, Quants & Engineering, Business Dev and Support, Marketing & Client Support, Risk Management, Data Analytics and Machine Learning.  With rapid growth and ambitions to make a global impact, we offer numerous short and long-term opportunities
  • Get a glimpse into our world- Check out our Global Markets Portugal(Opens in a new tab) webpage

Why joining BNP Paribas? 

  • Leading banking institution

Leading player in banking and financial services in Europe, BNP Paribas operates in 64 countries and has nearly 178,000 employees, including more than 144,000 in Europe 

  • International reach 

The Group holds key positions in several areas of banking and financial services that are structured around three operating divisions:

  • Corporate & Institutional Banking (CIB) connects companies needing financing and institutional clients looking for investment opportunities division that offers tailored financial solutions for corporate and institutional clients
  • Commercial, Personal Banking & Services (CPBS) brings together all our commercial banks and several specialised businesses heard
  • Investment & Protection Services (IPS) combines a unique continuum of products and services across protection, saving, investment and real estate including specialised businesses offering a wide range of savings, investment and protection services
  • Our presence in Portugal

In Portugal since 1985, BNP Paribas today has more than 9.220 employees, distributed across the Group's 10 business entities established in the country. Its presence also extends to 11 centres of expertise providing value-added services to various countries where the BNP Paribas Group also operates.

  • Diversity and Inclusion commitment 

BNP Paribas ambition is to cultivate an open and responsive environment for all that encourages collaboration and interaction. We demonstrate our commitment by actively contributing to the Groups Diversity and Inclusion strategy and goals, in line with the United Nations Sustainable Development Goals. As part of our local Corporate and Social Responsibility Diversity & Inclusion strategy, BNP Paribas Portugal is committed to:

  • Promote a fair and unbiased recruitment process and offer professional development opportunities to all employees
  • Celebrate diversity and advocate for inclusion, both externally and internally, encouraging employees participation, creating space for different voices to be heard.

To foster the effort of BNP Paribas Portugal, multiple initiatives and events take place throughout the year where our people can find out more on the importance of diversity inclusion at the workplace and in our society.

  • Remote Working Conditions

At BNP Paribas, we embrace a Smart Working framework based on trust, autonomy and collaboration. Within this framework, eligible employees can benefit from flexible remote working options adapted to our hybrid working environment. To ensure a comfortable and efficient working setup, eligible employees are provided with both office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional items at reduced prices. 

  • Commitment towards work/life balance

Supporting employees in a hybrid way of working while providing them with the means to maintain a work-life balance is an essential dimension of our Smart Working program. At BNP Paribas, we care about our employees wellbeing and promote a culture of good integration between work and personal life. 

To find out more on why you should join BNP Paribas please read our Employee Value Proposition(Opens in a new tab) and our Career path page(Opens in a new tab).

* Please note that only applications submitted in English will be considered. 

* In case you are selected for this role, further documentation will be requested to support your hiring process.

Senior Client Servicing and Portfolio Manager

Compensation

Not specified

City: Lisbon

Country: Portugal

BNP Paribas logo
Investment Banking

6 days ago

No clicks

at BNP Paribas

ExperiencedNo visa sponsorship

**Senior Client Servicing and Portfolio Manager** - Senior Client Servicing and Portfolio Manager oversees Paris team's operations, allocating tasks, and driving efficiency. - Key responsibilities include issue resolution, client portfolio analysis, credit request preparation, risk monitoring, client onboarding, and project involvement. - Requires degree in Economics, Finance, or Accounting, 5-7 years banking experience, English fluency, strong analytical skills, attention to detail, and risk management expertise. - Utilizes Microsoft Office Suite, HFT, and other relevant tools. Experience in financial markets and credit analysis essential. - Join Global Markets, part of BNP Paribas' Corporate & Institutional Banking, a leading European financial institution. Enjoy remote working conditions and commitment to work-life balance.

Full Job Description

#CapitalMarkets #GlobalMarkets #SeniorClientServicingPortfolioManager

About the job

  • Senior Client Servicing and Portfolio Manager optimizes team performance by strategically allocating daily tasks and responsibilities among team members, in close collaboration with the Team Leader and in alignment with the Paris team's objectives, to drive success and efficiency in the business operations. MFS Financing Solutions is a specialist credit provider, focused on lending to all types of funds and bank strategic, market strategic and marginally core BP2S clients in a profitable and risk-aware way. The scope of the Paris Client Services & Portfolio Management team is to centralize Clients requests linked to Financing once the Credit Facility Agreement is signed. They have a constant overview on the Clients portfolio and perform a daily LTV monitoring, ie they control that the risk assumed by the bank for every credit exposure is covered by the pledge the bank has over the Clients accounts

Your Main Activities Are

  • Timely resolution of issues and queries arising from the interaction of our clients and our financing platform (BAU)
  • Oversee the interaction between the Operations departments of BNPP (Fund Dealing Services, Loan Administration, Custody, FA etc) and clients
  • Prepare Credit request/memo for credit facility renewals. Assistance on the Credit committees, with Risk and Structuring members as stakeholders
  • Provide analysis on clients portfolios, in terms of positions valuation and reconciliation, substitutions, pricing and static data, to guarantee that updated and correct information are included in the financing calculation
  • Provide haircut simulations, and follow-up on potential breaches and cure plan
  • Follow-up on the client onboarding (RA creation, setup of SSIs, coordination between the Structuring Team and CS, update of our Risk monitoring platform (HFT)
  • Ensure coordination between loan admin teams, HFR Team, CIB and BP2S custody department for the efficient resolution of client issue
  • Provide any relevant information or reporting as required by the Structuring team (such as KPIs, utilization volume, ratios, revenues)
  • Participate in projects for the definition of new products offer and services. Proposes HFT system enhancements
  •  Perform Service Reviews with clients when applicable

Profile and Skills to Success

  • Academic background in Economics, Finance and Accounting
  • Fluency in English (mandatory) 
  • Experience in Banking and Financial Operations (5 - 7 years)
  • Good attention to detail and rigorous approach, combined with excellent oral and written communication skills
  • Proven ability to collaborate effectively within teams and build constructive partnerships
  • Solid analytical capability with handson experience in financial markets and credit analysis
  • Expertise in risk management, including ongoing risk monitoring and mitigation
  • Advanced proficiency with the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

About the team

  • Global Markets, the capital markets division of BNP Paribas' Corporate & Institutional Banking, is a powerhouse delivering top-tier solutions across asset classes. Our Portugal Platform (Porto and Lisbon) stands as a major European HUB and a unique player in the country, boasting a wide range of Front Office roles and services Trading, Sales, Research, Structuring, Quants & Engineering, Business Dev and Support, Marketing & Client Support, Risk Management, Data Analytics and Machine Learning.  With rapid growth and ambitions to make a global impact, we offer numerous short and long-term opportunities
  • Get a glimpse into our world- Check out our Global Markets Portugal(Opens in a new tab) webpage

Why joining BNP Paribas? 

  • Leading banking institution

Leading player in banking and financial services in Europe, BNP Paribas operates in 64 countries and has nearly 178,000 employees, including more than 144,000 in Europe 

  • International reach 

The Group holds key positions in several areas of banking and financial services that are structured around three operating divisions:

  • Corporate & Institutional Banking (CIB) connects companies needing financing and institutional clients looking for investment opportunities division that offers tailored financial solutions for corporate and institutional clients
  • Commercial, Personal Banking & Services (CPBS) brings together all our commercial banks and several specialised businesses heard
  • Investment & Protection Services (IPS) combines a unique continuum of products and services across protection, saving, investment and real estate including specialised businesses offering a wide range of savings, investment and protection services
  • Our presence in Portugal

In Portugal since 1985, BNP Paribas today has more than 9.220 employees, distributed across the Group's 10 business entities established in the country. Its presence also extends to 11 centres of expertise providing value-added services to various countries where the BNP Paribas Group also operates.

  • Diversity and Inclusion commitment 

BNP Paribas ambition is to cultivate an open and responsive environment for all that encourages collaboration and interaction. We demonstrate our commitment by actively contributing to the Groups Diversity and Inclusion strategy and goals, in line with the United Nations Sustainable Development Goals. As part of our local Corporate and Social Responsibility Diversity & Inclusion strategy, BNP Paribas Portugal is committed to:

  • Promote a fair and unbiased recruitment process and offer professional development opportunities to all employees
  • Celebrate diversity and advocate for inclusion, both externally and internally, encouraging employees participation, creating space for different voices to be heard.

To foster the effort of BNP Paribas Portugal, multiple initiatives and events take place throughout the year where our people can find out more on the importance of diversity inclusion at the workplace and in our society.

  • Remote Working Conditions

At BNP Paribas, we embrace a Smart Working framework based on trust, autonomy and collaboration. Within this framework, eligible employees can benefit from flexible remote working options adapted to our hybrid working environment. To ensure a comfortable and efficient working setup, eligible employees are provided with both office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional items at reduced prices. 

  • Commitment towards work/life balance

Supporting employees in a hybrid way of working while providing them with the means to maintain a work-life balance is an essential dimension of our Smart Working program. At BNP Paribas, we care about our employees wellbeing and promote a culture of good integration between work and personal life. 

To find out more on why you should join BNP Paribas please read our Employee Value Proposition(Opens in a new tab) and our Career path page(Opens in a new tab).

* Please note that only applications submitted in English will be considered. 

* In case you are selected for this role, further documentation will be requested to support your hiring process.