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AVP, Senior Analyst – Financial Institutions (Fund Finance)

  • New York, NY
  • Full Time

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

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Office Status: Hybrid
Salary: $110,000 – $120,000


  • 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 perform the initial due diligence analysis and prepare the Know Your Customer (KYC) reports, CMS and Actimize operations;
  • Assist RM to prepare credit rating and credit line application;
  • Assist RM to perform credit and financial analysis and prepare credit application reports;
  • Under RM’s direction, communicate with Credit Department and/or other related parties (i.e. agent bank, other branches/subsidiaries, Legal department and Compliance department, etc.) about the proposed transaction;
  • Assist RM to monitor the entire credit application and approval process to ensure to adhere the timeline.
  • Assist RM on the closing process, including but not limited to preparing facility information sheet, funding arrangement by coordination with Treasury Department, GCMS operations, and ensure timely closing.
  • Follow the Branch’s remediation plan;
  • Implement the remediation requirement and cooperate with other departments/teams on the remediation work;
  • Participate internal/external trainings to enhance the risk management;
  • Provide feedback to related departments/teams about the progress and the questions raised from the remediation work, if any.
  • 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.