AVP Commercial Real Estate Credit Analyst & Portfolio Management

Madison-Davis; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Madison-Davis, LLC in New York, NY is seeking an AVP Commercial Real Estate Credit Analyst to support relationship managers, conduct due diligence, and monitor a CRE portfolio across the credit lifecycle. This role offers exposure to credit analysis, KYC reviews, and ongoing portfolio health in a structured, client-facing environment.

The ideal candidate has 3–5 years of syndicated banking experience and thrives in a detail-oriented setting with portfolio accountability.

Qualifications

• 3–5 years of syndicated banking experience.
• Exposure to the CRE credit lifecycle from due diligence to annual reviews.
• Detail oriented with regulatory/compliance awareness.

Responsibilities

• Assist Relationship Managers with business development and client management in CRE.
• Conduct comprehensive due diligence, KYC reviews, and credit investigations.
• Manage a designated CRE client book with annual and interim credit reviews.
• Prepare credit analyses, financial spreads, and supporting documentation for credit proposals.
• Monitor portfolio performance and escalate emerging concerns to senior team members.
• Support the Head of CRE with ad-hoc tasks and reporting.

Skills

Credit analysis

KYC due diligence

Portfolio monitoring

Relationship management

Credit investigations

Job description

Title: AVP Commercial Real Estate Credit Analyst & Portfolio Management Office Status: Onsite New York, NY Base Salary: $90k - $150k + Bonus

ABOUT THE ROLE

This AVP-level opportunity sits within the Commercial Real Estate lending team of a well-established financial institution, supporting Relationship Managers across client development, credit analysis, KYC due diligence, and ongoing portfolio monitoring for a designated book of CRE corporate clients. The role offers meaningful exposure to the full CRE credit lifecycle from initial due diligence and credit investigation through annual reviews and financial health monitoring making it an ideal fit for a detail-oriented credit professional with 3 5 years of syndicated banking experience who thrives in a structured, client-facing environment and is ready to take on meaningful portfolio responsibility.

RESPONSIBILITIES

Assist Relationship Managers in business development and client management activities including support on origination efforts, client outreach, and relationship maintenance across the CRE portfolioConduct comprehensive due diligence, KYC reviews, and credit investigations on new and existing corporate clients in the Commercial Real Estate sector in accordance with internal policies and regulatory requirementsManage a designated book of existing CRE clients, overseeing annual and interim credit reviews and monitoring the ongoing financial health of borrowers to proactively identify risks and opportunitiesPrepare and review credit analysis reports, financial spreads, and supporting documentation to assist Relationship Managers in structuring and presenting credit proposalsMonitor portfolio performance on an ongoing basis;identify and elevate emerging credit concerns or compliance issues to senior team members in a timely mannerEnsure full compliance with internal code of conduct, corporate compliance policies and regulatory reporting requirements across all client-facing and internal activitiesSupport the Head of CRE with ad-hoc tasks, reporting, and other team initiatives as needed