Associate, FI Sponsor Coverage
Core
Support the team's efforts to expand business with global Financial Sponsors by executing fund-level financing opportunities and collaborating on client relationship management initiatives.
Role type
Associate, Financial Institutions Sponsor Coverage
Builds
Fund-level financing solutions for global Financial Sponsors and Funds
Domain
Financial Services / Investment Banking / Global Markets
Required skills
Fund finance experience, Investment banking experience, Global markets experience, Client relationship management, Transaction origination, Market research, Regulatory compliance knowledge, Microsoft PowerPoint, Microsoft Excel
Preferred skills
Alternative asset management sector knowledge, Fund-level products (Subscription Facilities, Sponsor FX, NAV lending), CFA qualification
Technologies
Microsoft PowerPoint, Microsoft Excel
Responsibilities
Collaborate with senior colleagues on client relationship management initiatives, Execute fund-level financing opportunities, Engage with product teams to originate new business transactions, Produce detailed relationship overviews and account plans, Review transaction documentation, Conduct market research, Lead internal meetings, Stay abreast of regulatory changes
Seniority
Associate, entry-level professional