Investment & Corporate Banking - Portfolio Management Director - Project Finance Agency Lead

Summary:

Responsible for managing a team that provides agency services on a portfolio of Project Finance transactions.

Agency services provided by the team includes Administrative Agent, Intercreditor Agent, Collateral Agent, and Depositary Bank roles.

Duties include ensuring a high level of customer service, performing employee reviews, hiring staff, assigning coverage for agency deals, establishing best practices, ensuring the team complies with policies and procedures, responding to internal reporting requests, and managing relationships with other internal teams.  

Principal Duties and Responsibilities:



* Coordinate the action of the lenders as agent in accordance with the financing agreement for amendments, waivers, consents as well as distressed transactions (restructurings and/or workouts)


* Provide prompt service to the customer and lenders


* Review conditions precedent for drawdowns and repayments on deals in portfolio


* Distribute required information and/or reports of such agent transactions to each participant


* Communicate as necessary with sponsors, borrowers, participants, lawyers, consultants, and related parties


* Interact and maintain relationships with other agency banks and borrowers


* Ensure the team provides a high level of customer service to sponsors, borrowers, lenders, and internal Mizuho groups


* Perform employee reviews, provide performance feedback, guide and train staff


* Hire staff when necessary which involves obtaining approvals for positions, interviewing candidates, and working with HR throughout the hiring process


* Assign coverage of agency roles across the team


* Establish best practices for performing the agency roles and related tasks


* Review and comment on draft loan documentation from an agency perspective before closings


* Keep accurate and secured operations with all work completed timely



* Perform periodic internal reporting requirements in accordance with policy and procedures


* Coordinate loan administrative matters with the back office


* Support the Project Finance Origination Team as required

Administrative:


* Maintain agency files, legal documents, and other relevant information


* Collect Know Your Customer (KYC) due diligence and customer onboarding requirements


* Interact and coordinate administrative matters with other departments


* Perform other work-related duties as assigned

Other:


* Mentor and develop talent by helping and supporting the transition of junior staff to work independently


* Support management with ad-hoc requests


* Attend bank meetings (domestic and international) as needed


* Work overtime or during weekend when necessary

Minimum Job Requirements or Experience:


* Eligible to work in the US


* Undergraduate degree required in Finance, Economics, Accounting or Business Administration; Advanced degree: MBA, MS or LLM


* 10+ years experi...