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Associate, Fund Finance

Job in Menlo Park, San Mateo County, California, 94029, USA
Listing for: Banc of California
Full Time position
Listed on 2026-09-09
Job specializations:
  • Finance & Banking
    Banking & Finance, Banking Operations, Financial Compliance, Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 110000 - 160000 USD Yearly USD 110000.00 160000.00 YEAR
Job Description & How to Apply Below

BANC OF CALIFORNIA AND YOUR CAREER
Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.

The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, Smart Street™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more.

BANC OF CALIFORNIA AND YOUR CAREER
Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.

The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, Smart Street™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more.

At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best.

Together we win!

THE OPPORTUNITY
The Associate will be responsible for analyzing, evaluating, structuring, underwriting, and closing potential life insurance lending opportunities. The position requires the ability to work independently with limited day-to-day supervision. We are interested in smart, hard-working, and creative candidates – a “perfectly applicable” background/training is not necessary to be successful in the group. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.

How You’ll Make a Difference

  • Evaluate senior and unitranche financing requests to determine credit quality of opportunities and appropriate loan structures.
  • Identify specific merits, risks, and mitigants for each transaction.
  • Construct and maintain detailed financial models and develop sensitivity analyses.
  • Generate internal approval memoranda and term sheets.
  • Perform market, industry, and sponsor due diligence.
  • Ensure business terms, concepts, and structure are accurately captured in loan documentation.
  • Assist in all aspects of origination activity leading to the closing of new transactions.
  • Follow all established policies and procedures.
  • Perform other duties and projects as assigned.

What You’ll Bring

  • 3-4 years’ experience in investment banking, structured lending required.
  • Premium finance lending preferred.
  • Bachelor’s degree…
Position Requirements
10+ Years work experience
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