Sr Associate/ AVP-Portfolio Manager-Private Equity
2 weeks ago
Overview The Portfolio Manager will be responsible for underwriting, credit monitoring and portfolio management for the Private Equity group’s clients in Asia, which is one of the largest and fastest-growing portfolios in the commercial bank. This position will be based in Hong Kong SAR, China. Responsibilities Credit Support & Analysis Assist in underwriting fund finance products such as capital call lines, GP & management company loans and NAV/ Hybrid facilities. Conduct financial statement reviews, fund-level cash flow analysis, and risk assessments. Prepare credit memos and assist in loan documentation and approval processes. Portfolio Monitoring Track loan performance, covenant compliance, and reporting deadlines. Help manage renewals, amendments, and waivers under supervision. Maintain accurate records and assist with internal audits and regulatory reviews. Client & Team Collaboration Support Relationship Managers and senior team members in client communications and onboarding. Participate in due diligence for new fund clients and assist with KYC and compliance documentation. Coordinate with legal, credit, and operations teams to ensure smooth execution of transactions. Market Research Conduct market research on private capital trends, fund performance benchmarks, and macroeconomic factors affecting fund liquidity. Analyze peer lending activity, pricing trends, and fund sponsor behavior to support deal structuring and client strategy. Stay informed on developments in private equity & venture capital markets to anticipate client needs and risks. Qualifications Bachelor’s degree in Finance, Accounting, Economics, or related field. 1–3 years of experience in banking, credit analysis, or fund finance. Familiarity with fund structures (LP/GP), subscription lines, and basic lending principles. Strong Excel and financial modeling skills; experience with Moody’s or similar credit tools is a plus. Fluent in spoken and written English and Chinese (Mandarin) is essential. Detail-oriented, organized, and eager to learn in a fast-paced environment. Employment type Full-time Seniority level Mid-Senior level #J-18808-Ljbffr
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