Department: Project Finance Team
Position: AVP/VP - Relationship Manager
Reports to: Senior Relationship Manager
Key Responsibilities: - Business Development and Client Management:
- Support the Head of Project Finance Team and Senior RMs in client development.
- Conduct research on prospective and existing clients.
- Draft pitch books and support transaction analysis and evaluation.
- Due Diligence and Deal Execution:
- Perform due diligence analysis for financing transactions.
- Review and negotiate financing documents.
- Build and revise financial models, conducting sensitivity tests and forecasting.
- Prepare content for credit rating and credit line applications.
- Assist with Know Your Customer (KYC) due diligence.
- Post-Disbursement Management:
- Conduct post-disbursement reviews and portfolio analysis.
- Prepare KYC review reports.
- Monitor portfolio for financial covenants and emerging issues.
- Analyze and prepare proposals for waivers, amendments, and consents.
- Provide monthly or quarterly reports to Portfolio Managers.
- Risk Management:
- Act as a risk manager responsible for identifying and escalating risks.
- Demonstrate risk awareness by following all policies and procedures.
- Ensure strict accountability for risk management duties.
- Additional Responsibilities:
- Support ad-hoc workstreams.
- Manage GCMS (Global Compliance Management System).
- Maintain organized client files and documentation.
Qualifications: - Bachelor's degree in business, law, finance, or engineering.
- Master's degree or Project Finance/legal training preferred.
- 2-3 years (AVP) or 3-5 years (VP) of experience in project finance, infrastructure finance, or renewable/sustainable finance.
- Credit training is a plus.
Skills: - Exceptional verbal and written communication.
- Proficient in Microsoft Word, PowerPoint, and Excel.
- Strong credit, financial analysis, and analytical skills.
- Expertise in credit reasoning and financial modeling.
- Proven ability to work as a team player and self-starter.
Compensation Range: $150,000 - $190,000
Morgan.Lang@TrevosePartners.com
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