Associate Director, CME

NAB•New York, NY

1d•$139,000 - $166,783

About The Position

Corporate Finance NY manages financing activity for the Corporate & Institutional Bank within the NY Branch, including balance-sheet management and financing solutions for clients across Specialized Finance. The focus includes non-recourse lending for renewable energy, data center, and infrastructure projects. The CME team partners with Client Coverage and Product Specialist teams to support business growth and deliver a strong client experience. The Associate Director in Alternative Assets NY is a senior team member responsible for a select portfolio of project finance clients and transactions. The role covers pre-deal support, credit structuring and insights, end-to-end transaction execution, and portfolio and risk management. It involves working with internal and external stakeholders to manage the Bank’s risk and reward and maintain a strong market position with key clients. The role also includes leading transaction execution and ongoing portfolio oversight, responding to client requests, supporting strategic and reporting initiatives, and coaching junior team members. The Associate Director partners with Client Coverage and Product teams on portfolio growth and sector financial goals.

Requirements

At least 5–7+ years of Corporate Finance or related experience, depending on role.
Well-developed financial modelling, risk assessment, and credit-writing skills.
Strong understanding of facility documentation, deal structuring, and negotiations.
Strong leadership skills.
Credit writing and presentation skills.
Financial modelling and financial analysis skills.
Ability to review and negotiate key loan documentation.
Complex loan structuring experience.
Strong communication skills.
Strong decision-making capability and ability to manage multiple workstreams in a dynamic team.
Ability to balance time between big-picture considerations and day-to-day activities, and to know when to act independently, delegate, or escalate.
Ability to take a lead role in developing capabilities in junior team members, from Analysts to Senior Associates.
Advanced Excel skills.
Customer-focused approach.
Must have US citizenship or US working rights.

Nice To Haves

Project finance experience, particularly in data center and renewable energy sectors.

Responsibilities

Manage the ongoing risk profile and compliance requirements of a select client portfolio, ensuring portfolio risk reflects deal performance and portfolio hygiene is maintained.
Lead transaction execution, including preparing credit submissions, financial modelling, reviewing due diligence, negotiating legal documentation, and making recommendations to CME NY leadership and senior stakeholders.
Manage and negotiate client requests, including refinancings, consents, amendments, and waivers.
Manage internal and external stakeholder relationships.
Provide guidance and coaching to junior team members.
Support internal reporting requests and ongoing CME projects under the direction of CME NY leadership.
Partner with Client Coverage and Product teams to support sector revenue, RoE, and operating expense goals through portfolio growth initiatives, management of low-RoE relationships, and growth of non-lending revenues.
Act as a key deal lead for new-to-bank transactions and transactions across the existing loan book and market positions for the relevant funds sector.
Consider industry and market trends, insights, and ESG factors when structuring transactions, assessing credit risks, and making decisions.