Relationship Manager, Fund Finance

4 weeks ago


London, United Kingdom eFinancialCareers Full time

As an RM, the role is accountable for on-boarding new financial institution clients, client management and risk appetite management for financing transactions with Fund Finance and other NBFI clients, structuring new fund finance transactions, modellingthe inherent risks and post lending monitoring of the assigned clients.

Maintenance, sustaining and development of the existing Fund Finance client base, as well as other NBFI clients and new NBFI business development will be key, including completing new to bank GP, Fund and loan transactions/proposals. The role is responsiblefor the end to end support and offer of subscription lines of credit (bond bridge financing, capital calls) lending to RE, PE, Private Credit & Infrastructure Funds.

Key requirements for the role:

- Experience to structure, originate and on-board subscription, hybrid and NAV structured and other loans in the fund, alternative investment and NBFI sectors.
- Credit Risk Management’s risk appetite for the fund finance/NBFI business strategy.

Core Responsibilities:

- Responsibility for maintaining, sustaining and developing existing and new to bank Funds/AIM relationships, structuring new secured/unsecured loan income business to GPs/Funds in line with NBFI’s annual income and KPI targets.
- Attending client and industry events marketing to target GPs/Fund clients and origination and structuring new fund financing solutions.
- Structuring transactions and building a stable and sustainable business within credit and risk parameters.
- Collaborate with Credit Risk Management to design appropriate risk capture and modelling systems/spreadsheets that accurately track and report Fund Finance
- Perform Credit assessment and produce written transaction business proposals and present these proposals to Credit Committee for approval.
- Training Junior RM cover for Fund Finance transactions.


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