Associate Commercial Real Estate Credit Analyst & Portfolio Support

Madison-Davis, LLC; New York (NY); On-site; USD 72,000 - 88,000; Full time

Job summary

Madison-Davis, LLC in New York, NY seeks an Associate CRE Credit Analyst & Portfolio Support to learn credit analysis, monitor portfolios, and support client relationships across a CRE corporate client portfolio.

The role provides foundational exposure across due diligence, KYC, credit applications, and ongoing health checks, collaborating with Relationship Managers to sustain strong risk practices and cross-sell bank products.

Responsibilities

• Assist Relationship Managers with business and client development across the CRE portfolio; support banking product promotion to corporate CRE clients.
• Conduct due diligence, KYC reviews, and credit investigations on corporate clients; assist in preparing credit ratings and credit applications.
• Oversee a designated book of corporate clients; manage annual and interim credit reviews and monitor borrowers' financial health.
• Support portfolio monitoring at the transactional level, including covenant tracking and post-disbursement reviews.
• Comply with branch conduct and internal policies; maintain risk awareness and adhere to controls.
• Assist the Head of CRE with ad-hoc tasks, research, and team reporting as needed.

Job description

Title: Associate Commercial Real Estate Credit Analyst & Portfolio Support Office Status: Onsite New York, NY Base Salary: Up to $80k + Bonus

ABOUT THE ROLE

This Associate-level opportunity sits within the Commercial Real Estate team of a well-established global financial institution, offering foundational exposure across credit analysis, portfolio monitoring, business development support, and client relationship management for a CRE corporate client portfolio. The role supports Relationship Managers across the full credit lifecycle from initial due diligence and KYC through credit application preparation, annual and interim review management, and ongoing financial health monitoring of existing borrowers. It s an ideal fit for an early-career banking or finance professional with 0 2 years of experience who combines strong analytical fundamentals with attention to detail, a collaborative work ethic, and a genuine interest in building expertise in commercial real estate credit and syndicated lending.

RESPONSIBILITIES

• Assist Relationship Managers with business and client development activities across the Commercial Real Estate portfolio; support marketing efforts and the promotion of bank-approved products and services to corporate CRE clients
• Conduct due diligence, KYC reviews, and credit investigations on corporate clients; assist in the preparation of credit ratings, credit line applications, and credit application reports
• Oversee a designated book of existing corporate clients; manage annual and interim credit reviews and monitor the ongoing financial health of borrowers; identify early warning signs of credit deterioration and elevate as appropriate
• Support portfolio monitoring at the transactional level including covenant tracking, post-disbursement reviews, and risk management reporting under the direction of senior Relationship Managers
• Comply with all Branch code of conduct, corporate compliance policies, and reporting requirements; demonstrate consistent risk awareness through adherence to all internal policies, procedures, and controls
• Assist the Head of CRE with ad-hoc tasks, business research, and team-level reporting as needed