Senior Portfolio Manager (Real Assets & Infrastructure) - Corporate & Investment
SGS Société Générale de Surveillance SA, New York, NY, United States
Senior Portfolio Manager (Real Assets & Infrastructure) (SG Americas Securities, LLC, New York, NY)
Responsibilities
Analyze and monitor financial portfolios, assess profitability and credit risk, support asset rotation, and identify sector trends (15%).
Review and analyze client profitability across Real Assets and Infrastructure financings with the preparation of opinions related to each transaction originated by the Financing & Advisory Group (15%).
Perform analysis and monitoring of the Real Assets and Infrastructure book including the overall portfolio, credit and profitability metrics (15%).
Work with the Distribution team on asset rotation solutions (15%).
Understand the main trends in the covered sectors to identify main risks and opportunities and share this market knowledge across the team (10%).
Contribute to models transformation (Haussmann Project) (5%).
Ensure data integrity across relevant systems for effective monitoring of the loan book (10%).
Execute transversal, ad hoc projects (e.g., audit recommendations) (5%).
Use strong communication skills to collaborate with various partners in Operations, Finance, Risk, IT, and Paris teams (10%).
Partial telecommuting permitted; on‑site at 245 Park Ave., New York, NY 10167 when not telecommuting.
Qualifications
Bachelor’s or U.S. equivalent in Accounting, Finance, or related field, plus 5 years of professional experience as a Financial Analyst, Credit Analyst, portfolio manager, structured finance, or credit risk analysis.
4 years of experience analyzing Real Assets and Infrastructure transactions (including profitability and capital efficiency).
4 years of experience implementing balance sheet management strategies (asset rotation and optimization of capital light models).
3 years of experience managing portfolios across Real Assets and Infrastructure sectors (Power & Utilities, Oil & Gas, Infrastructure, Mining, Data Centers, or Real Estate).
3 years of experience working with cross‑functional teams (Origination, Distribution, Risk, Finance, Operations) to support portfolio oversight.
3 years of experience utilizing credit systems and financial tools for credit portfolio monitoring and analysis.
3 years of experience utilizing capital markets and financing products (loan structures, credit facilities, syndications, asset‑light models).
Compensation and Benefits
Base salary range: $225,500 – $425,000 per year. Salary is eligible for an annual discretionary bonus and includes a competitive benefits package with 401(k) plan with company match, medical/dental/vision, and additional benefits for fertility, wellness, student loans, and commuters.
EEO Statement
Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please let our Recruiters know.
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Responsibilities
Analyze and monitor financial portfolios, assess profitability and credit risk, support asset rotation, and identify sector trends (15%).
Review and analyze client profitability across Real Assets and Infrastructure financings with the preparation of opinions related to each transaction originated by the Financing & Advisory Group (15%).
Perform analysis and monitoring of the Real Assets and Infrastructure book including the overall portfolio, credit and profitability metrics (15%).
Work with the Distribution team on asset rotation solutions (15%).
Understand the main trends in the covered sectors to identify main risks and opportunities and share this market knowledge across the team (10%).
Contribute to models transformation (Haussmann Project) (5%).
Ensure data integrity across relevant systems for effective monitoring of the loan book (10%).
Execute transversal, ad hoc projects (e.g., audit recommendations) (5%).
Use strong communication skills to collaborate with various partners in Operations, Finance, Risk, IT, and Paris teams (10%).
Partial telecommuting permitted; on‑site at 245 Park Ave., New York, NY 10167 when not telecommuting.
Qualifications
Bachelor’s or U.S. equivalent in Accounting, Finance, or related field, plus 5 years of professional experience as a Financial Analyst, Credit Analyst, portfolio manager, structured finance, or credit risk analysis.
4 years of experience analyzing Real Assets and Infrastructure transactions (including profitability and capital efficiency).
4 years of experience implementing balance sheet management strategies (asset rotation and optimization of capital light models).
3 years of experience managing portfolios across Real Assets and Infrastructure sectors (Power & Utilities, Oil & Gas, Infrastructure, Mining, Data Centers, or Real Estate).
3 years of experience working with cross‑functional teams (Origination, Distribution, Risk, Finance, Operations) to support portfolio oversight.
3 years of experience utilizing credit systems and financial tools for credit portfolio monitoring and analysis.
3 years of experience utilizing capital markets and financing products (loan structures, credit facilities, syndications, asset‑light models).
Compensation and Benefits
Base salary range: $225,500 – $425,000 per year. Salary is eligible for an annual discretionary bonus and includes a competitive benefits package with 401(k) plan with company match, medical/dental/vision, and additional benefits for fertility, wellness, student loans, and commuters.
EEO Statement
Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please let our Recruiters know.
#J-18808-Ljbffr