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Private Credit Officer position in Lisbon – manage loans, data, and client relationships in a hybrid late shift.
Deliver loan administration, collateral reporting, and client service as part of BNP Paribas' Private Credit Centre.
About the job
The Portugal Private Credit Centre of Expertise team forms part of the wider Loan Solutions team within the Alternative Investors (AI) client line, working in collaboration with the Private Capital teams
Loan Solutions is engaged in the delivery of product and solutions to asset manager and asset owner clients investing in Private Credit (corporate loans), Infrastructure Debt and Real Estate Debt. The team purpose is the delivery of client solutions and services designed specifically for General Partners investing in private assets, direct loans and broadly syndicated loans
The main services delivered by the Portugal Private Credit Centre of Expertise team are: Loan Administration; Collateral Administration; Middle office services; Depositary function (ownership verification and record keeping); Loan Trade Closing – where relevant
Primary focus is the AI client line and client segment; however, the team’s coverage also encompasses service delivery for Asset Owners, traditional Asset Managers investing into Private Credit asset classes, and BNP Paribas Corporate and Institutional Banking (BNPP CIB) Global Markets
The Officer mission is to ensure the service delivery (delivery of results, strong awareness of Risk & Data quality), according to procedures and Service Level Agreement in place
This position is for a late-she shift role [Entry time between 11:30 - 13:00 / Exit time between 20:30 - 23:00]
Your Main Activities Are
The role requires outstanding attention to detail, critical thinking and the ability to interact with clients, colleagues, and other stakeholders effectively. The officer will ensure that loans data are processed efficiently and in a timely manner while adhering to company standards
Loan Processing, Data Management and Reporting
Ensure all required documentation (Credit agreements, trade documentation, utilisation requests and others) are collected and duly signed and fully executed
Ensure the process and management of all transactions (including trade settlements, loan repayments and loan restructures) follow procedures
Extract reports (e.g. Collateral reports, Holdings reports, Accruals), perform reconciliations (cash and position) and provide information to support the decision process and/or oversight duties
Analyse and integrate data in the systems while comparing data from different sources ensuring its reliability
Performing the controls according to the procedures and risk mapping (checklists, 4 eyes check…)
Client service
Ensure client satisfaction by following up on their instructions, ensuring that queries are handled in a timely manner and respecting the norms and standards
Follow-up with clients to obtain missing information or documentation required for processing
Ensure escalation of non-solved queries and potential incidents
Team collaboration
Enrol in training sessions to evolve on relevant topics, and/or cover any upskilling. Training the newcomers, smoothing the onboarding process
Contribute to continuous improvement projects by raising improvement points and contribute to implement them
Contribute to a good team atmosphere and follow the Group's code of conduct (including Smart working Policy and Mandatory Training)
Profile and Skills to Success
Bachelor's (3-5 years) in Economics, Finance and Accounting
Banking and Financial Operations
Accounting and Finance
Ms Office Pack – Microsoft Excel: Proficient
Ms Office Pack – Microsoft PowerPoint: Proficient
Ms Office Pack – Microsoft Word: Proficient
Ability to collaborate/Teamwork: Proficient
Attention to detail/rigor: Expert
Client focused: Proficient
Organisational Skills: Proficient
Critical Thinking: Proficient
Ability to deliver/Results drive: Expert
Analytical Ability: Expert
English: Fluent
#LI-Hybrid
Why joining BNP Paribas?
Leading banking institution
Leading player in banking and financial services in Europe, BNP Paribas operates in 64 countries and has nearly 178,000 employees, including more than 144,000 in Europe
International reach
The Group holds key positions in several areas of banking and financial services that are structured around three operating divisions:
Corporate & Institutional Banking (CIB) connects companies needing financing and institutional clients looking for investment opportunities division that offers tailored financial solutions for corporate and institutional clients
Commercial, Personal Banking & Services (CPBS) brings together all our commercial banks and several specialised businesses heard
Investment & Protection Services (IPS) combines a unique continuum of products and services across protection, saving, investment and real estate including specialised businesses offering a wide range of savings, investment and protection services
Our presence in Portugal
In Portugal since 1985, BNP Paribas today has more than 9.220 employees, distributed across the Group's 10 business entities established in the country. Its presence also extends to 11 centres of expertise providing value-added services to various countries where the BNP Paribas Group also operates.
Diversity and Inclusion commitment
BNP Paribas ´ambition is to cultivate an open and responsive environment for all that encourages collaboration and interaction. We demonstrate our commitment by actively contributing to the Group’s Diversity and Inclusion strategy and goals, in line with the United Nations Sustainable Development Goals. As part of our local Corporate and Social Responsibility – Diversity & Inclusion strategy, BNP Paribas Portugal is committed to:
Promote a fair and unbiased recruitment process and offer professional development opportunities to all employees
Celebrate diversity and advocate for inclusion, both externally and internally, encouraging employee’s participation, creating space for different voices to be heard.
To foster the effort of BNP Paribas Portugal, multiple initiatives and events take place throughout the year where our people can find out more on the importance of diversity inclusion at the workplace and in our society.
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 options adapted to our hybrid working environment. To ensure a comfortable and efficient working setup, eligible employees are provided with both office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional items at reduced prices.
Commitment towards work/life balance
Supporting employees in a hybrid way of working while providing them with the means to maintain a work-life balance is an essential dimension of our Smart Working program. At BNP Paribas, we care about our employees’ wellbeing and promote a culture of good integration between work and personal life.
To find out more on why you should join BNP Paribas please read our Employee Value Proposition and our Career path page .
* 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.