Client Relationship Manager | Fund Finance for a top performing financial institution [LA]
On-site · New York City, New York, United States or Los Angeles, California, United States
Job Summary
Client Relationship Manager for Fund Finance - two openings in Pasadena/LA and New York. Grow the portfolio of fund finance and private debt clients, structure debt solutions to attract new clients, support underwriting, due diligence, and documentation for loans, and coordinate with product teams to deliver full suite banking solutions (treasury management, FX, interest rate derivatives, letters of credit). Mentor Portfolio Managers and Analysts; travel to Eastern U.S. cities to source business, visit clients, and attend industry events. Requires 10+ years banking experience with 5+ years in client relationship management, deep knowledge of banking/financial services, ability to close deals, understanding of private investment structures (buyouts, fund of funds, VC, senior and mezzanine debt), experience negotiating term sheets and legal documents, strong written and verbal communication, and a collaborative, team-oriented approach.
Required Qualifications
- 10+ years of banking experience with a minimum of 5 years of direct client relationship management experience, ideally with banking fund finance
- Experience in dealing with a wide array of corporate clients and credit structures
- Thorough knowledge of the banking and financial services industries
- Ability to quickly build credibility, close deals and win relationships from competitors in order to generate incremental loan outstanding, fees, deposit balances
- Understanding of private investment firm structures, including buyout, fund of funds, venture capital, senior debt and mezzanine debt
- Experience in negotiating term sheets, structuring credits, and reviewing and negotiating legal documents in partnership with counsel
- Demonstrated ability in high level effective communication and presentation skills, including the ability to effect desired results in the back-office and product areas of the bank
- Ability to write clearly and concisely in both internal credit memos and client communications
- Team player with a highly developed ability to work and communicate effectively with credit, and all levels of management throughout the organization
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