Cashflow Finance Associate
Core
Support Relationship Managers with onboarding, administration, and portfolio reporting for established SMEs lacking tangible collateral.
Role type
Associate Relationship Manager (Cashflow Finance)
Builds
Funding solutions and credit facilities for established SMEs
Domain
Fintech / SME Lending
Required skills
Cashflow finance transaction experience, Financial statement analysis, Cash forecasting, Portfolio management, Internal reporting, Stakeholder engagement
Preferred skills
Knowledge of finance, SME client engagement, Microsoft Excel/PowerPoint proficiency
Responsibilities
Support Relationship Managers in client activities and monthly information preparation, Deputise for Relationship Managers, Manage designated lower-risk client portfolios, Engage with Business Development and Transaction Management teams, Contribute to monthly portfolio reporting, Comply with mandatory policies and operational procedures