Associate, Junior Relationship Manager – Project Finance

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.