What are the responsibilities and job description for the Associate, Junior Relationship Manager – Project Finance position at Madison-Davis, LLC?
Office Status: On-Site
Salary: Up to $110,000
Responsibilities:
- The junior RM will assist the senior RM and Head of Project Finance in preparing pitchbooks, letters of intent, financing proposals, and term sheets, among others.
- Support relationship managers in drafting credit applications, performing credit analysis, and conducting commercial due diligence;
- Support relationship managers for credit rating and credit line applications;
- Participate in lender calls or meetings and produce meeting minutes;
- Prepare to Know Your Customer (“KYC”) due diligence and reviews for new projects in compliance with the bank’s requirements;
- Operate and manage GCMS, CMS, Actimize, and other key internal systems.
- Perform post-disbursement review reports on allocated portfolios including credit rating analysis and loan classification;
- Prepare KYC reviews and reports with completeness and appropriateness;
- Monitor allocated portfolio for financial covenants, performance, and emerging issues;
- Analyze and, if applicable, prepare a proposal for acceptance of waiver, amendments, and consents from the allocated portfolio;
- Operate and manage GCMS, CMS, Actimize, and other key internal systems;
- Provide monthly/quarterly reports to the PM on RM’s allocated portfolio;
- Ensure files are kept in order, and upload required covenants/documents on GCMS.
- Complete all internal trackers and logs, including pipeline log, communication log, NDA log, among others;
- Provide necessary documentation or files to portfolio manager and RICO for risk assessment and control testing purposes;
- Assist in compliance, risk management, internal control, and general ad-hoc tasks.
Salary : $110,000
