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Associate, Financial Analyst – Financial Institutions (Fund Finance)

  • New York, NY
  • Full Time

Apply for the Associate, Financial Analyst – Financial Institutions (Fund Finance) position

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Office Status: Hybrid

Salary: $75,000 – $85,000


  • Assist RM to solicit targeted clients;
  • Assist RM to establish business relationships and promote bank products and services to prospective clients based on the client’s needs and potential business opportunities;
  • Assist RM to evaluate transactions and negotiate transaction terms with banking partners and/or prospective clients.
  • Assist RM to own and manage risk as 1st LoD by-products and risk categories;
  • Assist RM to align strategic, capital and financial plans to risk management goals;
  • Assist RM to perform loan classification;
  • Assist RM to perform portfolio monitoring at transactional level;
  • Assist RM to monitor external and internal covenants and report breaches (via GCMSsystem);
  • Assist RM to identify any loan deterioration and work with credit departments to proactively adjust credit ratings and/or asset classification accordingly;
  • Assist RM to perform enhanced portfolio monitoring ad-hoc reports;
  • Assist RM to perform regular KYC and ad-hoc KYC reviews;
  • Assist RM to ensure all the reports are delivered on time;
  • Assist RM to report and follow up on non-performing facilities, if any;
  • Act as risk managers with the responsibility for identifying, acting on and escalating risks and are held strictly accountable for the failure to discharge their risk management duties;
  • Be responsible for demonstrating risk awareness by following all policies, procedures, and internal control in their daily routine
  • Assist RM to record and keep client communication log, including but not limited to call notes, up to date;
  • Under RM’s direction, assist RM to maintain client relationship by understanding clients’ feedback of bank products and services in order to offer satisfactory products and services to clients;
  • Assist RM to deliver clients’ feedback of bank products and services to internal departments and senior management and work internally to meet client needs;
  • Assist RM to arrange and coordinate the business visit to the existing clients and prospects;
  • Assist RM to maintain a healthy and close business relationship with clients.