Fund Finance, Financial Institutions RM
7 days ago
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Fund Finance, Financial Institutions RM, LondonClient: Barbara Houghton Associates Limited
Location: London, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Views: 4
Posted: 30.03.2025
Expiry Date: 14.05.2025
Job Description:It is essential that all applicants have some UK work experience, including at least 5 years of Fund Finance market and client development experience gained from a banking or financial environment. Our client does not offer sponsorship, student visa, or PSW; therefore, 3+ years of visa eligibility to work in the UK is essential.
Our client, a Financial Institution, is seeking a Fund Finance, Financial Institutions Relationship Manager to join their team on a permanent basis.
Responsibilities include (but are not limited to):Client Management:- Establish core Fund Finance customer business circle by identifying strategic customers with a presence in the London or European market.
- Strengthen cooperation with existing Fund Finance customers and expand the new customer list through active product introduction, asset placement, and other bilateral relationships.
- Generate revenue to meet business targets, mainly through Fund subscription finance.
- Maintain close relationships with core lead banks, asset managers, external legal panels, fund finance associations, etc., to develop the Fund Finance business portfolio.
- Conduct continuous market research and industry analysis on Fund Finance and the private equity market.
- Proactively carry out customer development and marketing, completing weekly call reports accordingly.
- Prepare credit proposals based on FI clients' credit facility requirements, including financial analysis, risk analysis and mitigants, industry analysis, etc.; complete periodic post-loan reviews.
- Manage KYC and AML processes for FI counterparties and clients, including onboarding and reviews.
- Proficiently operate various business systems and ensure accurate earmarking of financial institution limits.
- Work with other departments to maintain and enhance network management/infrastructure provision from provider banks.
- Continue to support projects/new product development across departments.
- Support system and product development that enhances the productivity of the FI Department.
- Help to enhance Fund Finance processes and policies for the FI Department to work efficiently and effectively.
- Degree Holder (minimum Bachelor).
- At least 5 years of working experience in the UK Fund Finance market and client development.
- Good at financial analysis and risk identification.
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