Financing Solutions – Client Services and Portfolio Manager

About Global Markets

• Global Markets is BNP Paribas’ capital markets business within Corporate & Institutional Banking (CIB), delivering solutions across asset classes, and industry-leading services for clients including Institutional, corporate, private banks and retail distribution networks. Our Portugal Platform (Lisbon and Porto) is a major HUB in Europe and certainly unique in the country by its size and its scope of activity, with all Front Office roles present (Trading, Sales, Research, Structuring, Quant & Engineering, Business Dev and Support, Marketing & Client Support, Risk Management, Data Analytics and Machine Learning, among others) We are growing fast with the ambition to become even more relevant for the worldwide activity

Your Main Activities Are

• The Client Financing Portfolio Manager is responsible for centralizing client’s requests linked to Financing once the Credit Facility Agreement is signed and to provide a post-trade assistance in the collection of information and requests from the client
• Ensures efficient processing of the Credit Facility events post signing of the Financing Documents
• Supports and informs Paris Client Services & Portfolio Management team on haircut simulations, and on the follow-up on breaches
•  Ensures the reception of client requests during the post deal process, under supervision of Paris
• Supports Paris Client Services & Portfolio Management team regarding the client’s 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
• Facilitates collateral substitutions
• Is responsible for the administrative follow-up on new client onboardings done by the Paris CS & PM team
• Coordinates cash processing related to Credit Facility events
• Ensures coordination between loan admin teams, HFR Team, CIB and BP2S custody department for the efficient resolution of client issue
• Provides any relevant information or reporting as required by the Structuring team (such as KPIs, utilization volume, ratios, revenues).Analyses and detects breaches: communication to Paris Structuring Team and Paris CS & PM Team; follow-up on the implementation of Cure plans done by Paris

Profile and Skills to Success

• Bachelor’s Degree in Economics, Finance, Management or similar fields
• At least 2 years of relevant experience in Banking or Asset Management sector
• Fluency in English both oral and written (mandatory)
• Knowledge in:
  • Operations and processes
  • Office Pack: Excel (Advanced) and VBA (Basic)
• Skills
  • Analytical Ability
  • Communication skills - oral & written
  • Team Spirit

About the Team

• The Client Services & Portfolio Management team centralizes client’s requests linked to Financing once the Credit Facility Agreement is signed and provides assistance for the custody (cash, FX, FDS, drawn downs and repayments). Additionally, the team has an overview on the client’s portfolio and provides support in the Loan to Value Ratio (LTV) daily monitoring, controlling the risk assumed by the Bank for every credit exposure (Collateral and Risk monitoring)

Why joining BNP Paribas?

• Leading banking institution

BNP Paribas is the European Union’s leading bank, and key player in international banking. It operates in 63 countries and has nearly 183.000 employees, including more than 146.000 in Europe.

• Our presence in Portugal 

In Portugal since 1985, BNP Paribas today has more than 8.700 employees, distributed across the Group's 10 business entities established in the country. Its presence also extends to 11 excellence centers providing value-added services to various countries where the BNP Paribas Group also operates.

• International reach

Thanks to its international presence and regular and close collaboration among its different entities, BNP Paribas has the resources to support all clients with financing, investment, savings and protection solutions that help make their projects a success. BNP Paribas holds key positions in its three core operating divisions:

• • Retail Banking, a division that brings together all of the Group’s retail activities and specialised business lines;
  • Investment & Protection Services that include specialised businesses offering a wide range of savings, investment and protection services;
  • Corporate & Institutional Banking division that offers tailored financial solutions for corporate and institutional client.
• Diversity and Inclusion commitment

BNP Paribas is an equal opportunity employer and proud to provide equal employment opportunity to all job seekers. We are actively committed to ensuring that no individual is discriminated against on the grounds of age, disability, gender reassignment, marriage or civil partnership status, pregnancy and maternity/paternity, race, religion or belief, sex or sexual orientation. Equity and diversity are at the core of our recruitment policy because we believe that they foster creativity and efficiency, which in turn increase performance and productivity. We strive to reflect the society we live in, while keeping with the image of our clients.

• Commitment towards work/life balance

At BNP Paribas we care about our employees wellbeing and promote a culture of good integration between work and rest. We believe our employees have rich personal lives outside of work, being fundamental to be disconnected from work to recharge both physically and mentally. Only through this balance we may all be at our best while working.

• 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 modalities adapted to our hybrid working environment. To guarantee a comfortable and efficient working set-up, eligible employees are provided with both the office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional equipment at reduced prices.

To find out more on why you should join BNP Paribas visit https://bnpp.lk/why-BNP-Paribas-Portugal

* 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.