Leveraged, Acquisition & TMT Finance Americas – Portfolio Management - Analyst
Listed on 2026-02-24
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Finance & Banking
Financial Analyst, Corporate Finance -
Business
Financial Analyst
Team and Position
Credit Agricole is among the world top 10 banking groups. Our NY-based Leveraged Finance team is directly responsible for origination and execution of LBOs with leading Private Equity Funds in North America, as well as financings for leveraged (non‑investment grade) corporates, across loans and high‑yield bonds. In addition, the team is also in charge of event‑driven financings (M&A and IPO related) for Investment Grade clients, and of leveraged/structured financing transactions in the TMT sector, including the current wave of infrastructure‑flavored deals (towercos, data centers, fibercos, GPU financings) with Infrastructure Funds across North America and Latam.
It is referred to internally as the “LATFG” team (Leveraged, Acquisition & TMT Finance).
Building on its recent successes, the team is expanding to support its strong growth ambitions. In order to address the increasing volumes of credit and reporting management work generated by our expanding loan portfolio, we are setting up a portfolio management (PFM) team.
We are opening a Portfolio Management analyst position. The analyst will report to the Director in charge of Portfolio Management, with regular interaction with the origination part of the LATFG team.
Key ResponsibilitiesContribute to the ongoing credit monitoring work for part of the leveraged finance and TMT loan portfolio (current volume of about 70 deals). Write up of annual reviews, credit papers in relation to waivers and amendments, quarterly write‑ups for loans under watch. In close coordination with respective deal/client teams. Proactively flag to the LATFG manager and Portfolio Management Director and respective LATFG client teams any early warning signals of credit deterioration, concerns, or ideas for commercial opportunities.
Ensure timely propagation of internal rating decisions within the internal IT systems. Occasionally represent the team in the various credit committees (NY credit committee, CLF credit committee, CRC) and monitoring committees (quarterly committees for underperforming loans or loans under watch “SARs” and “SACs”), underperforming or under‑watch loans. Coordinate with the CLF Losa team to monitor evolution of the portfolio (increases or reductions via amortization, prepayments, secondary trades, etc).
Coordinate with CLF Losa and respective deal/client teams to ensure authorizations recorded in internal systems are accurate and up to date. Maintain close coordination on all of the above tasks with respective LATFG client teams. Interact with clients whenever necessary to clarify credit‑related questions, in coordination with the LATFG client team. Review quarterly or annual information provided by the client, connect to lender or investor calls organized by clients and relay summaries of meaningful information to the LATFG team manager and respective LATFG client team.
Depending on deal flow, there may also be occasional opportunities to get involved in live, new deals as part of the origination deal team.
Collect data and, under the PFM Director, assist with the regular requests for reporting from our internal stakeholders (HO business line, COO teams, RPC): monthly anomaly reports, monthly Lev Fin Excel pipeline, quarterly portfolio review files, the “deals world” database for LBOs, etc. Contribute to recurring, ad‑hoc and annual audits (NY annual and quarterly CUSO Loan Review, ad‑hoc NY portfolio reviews, Internal Audit “Inspection Generale”, add‑hoc CUSO reviews).
Assist the team manager and respective deal teams in ensuring that the CLF pipeline tool (“Diamond”) is up to date. Contribute to occasional ad‑hoc information requests when and as required. Assist the LATFG manager with periodic estimates of landing vs budget and other planning tasks.
- Ideally 1–2 years of experience in either a leveraged finance environment (portfolio management or origination and execution), or a credit‑risk/credit‑underwriting and monitoring function.
- Relevant academic background (BA/BS degree with economics/finance major coursework, ideally a master’s degree – MSc Finance or MBA).
- Strong quantitative and qualitative analytical skills.
- Prior experience in financial analysis; cash‑flow modeling experience will be a plus.
- Reliability, attention to detail and a commitment to quality outputs.
- Good organisational skills: ability to keep track of deadlines and to organise one’s own work.
- Good communication and interpersonal skills (ability to communicate seamlessly with LATFG deal teams, and capacity to interact convincingly and forcefully with internal partners, in particular with RPC and senior representatives from the Business Line or coverage).
- MS Office suite proficiency.
- Fluency in a second language (especially French, Portuguese or Spanish) is a strong positive.
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