Associate, US Fund Finance
Core
Associate for US Fund Finance desk structuring and executing fund finance transactions for private capital funds.
Role type
Associate, Fund Finance Banker
Builds
Subscription finance facilities, hybrid/NAV facilities, back-leverage facilities, BDC revolvers, and other esoteric structures for private capital funds.
Domain
Capital Markets / Private Equity Fund Finance
Required skills
Fund finance transaction structuring, due diligence, credit analysis, loan documentation review, client onboarding, risk management collaboration, quantitative analysis, strategic opportunity identification
Preferred skills
Series 7, 79, and 63 licenses
Technologies
Microsoft Word, Excel, PowerPoint
Responsibilities
Structure and execute new fund finance transactions; analyze and perform due diligence; develop recommendations based on credit policies; review loan documentation and update internal systems; provide day-to-day account management; lead client onboarding; collaborate with risk, counsel, and operations teams; identify cross-selling opportunities
Seniority
Associate, 2+ years experience
