Funds Finance Associate/Analyst
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Corporate Finance, Financial Sales
Job Description & How to Apply Below
Responsibilities
- Provide support to the Fund Finance product team within the Financial Institutions Group (FIG) for the origination and execution of subscription lines of credit and other fund financing solutions.
- Work alongside the origination and portfolio management teams to support the growth of a portfolio of credit facilities for Private Equity fund clients.
- Assist in the origination process in pitching financing solutions to private equity fund clients and prospects.
- Prepare deal screen committee materials and credit memos for internal teams and parties.
- Work closely with internal coverage and product teams to develop account plans and cross‑sell opportunities across different product areas (i.e. FX, Transaction Banking, Securitization, CLO, and other client needs).
- Assist in forecasting business unit financials, revenue projections, and loan balances.
- Prepare ad hoc reports/presentations for use by Bank’s senior management.
- Maintain/develop various databases of key transaction and financial information on fund borrowers and prospects.
- A minimum of 3-6 years of relevant experience within a financial institution analyzing corporate client’s risk and credit profiles.
- A Bachelor’s degree or equivalent work experience.
- A CFA designation and or a background in Financial Accounting are a plus.
- Completion of formal credit‑training program at a financial institution is a decisive asset.
- Experience working with syndicated or multi‑bank credit facilities is preferred.
An understanding of the Funds Finance business with a focus on Asset Management lending & finance is a decisive asset. - Highly proficient in MS Office (Excel, PowerPoint).
- Excellent interpersonal, communication and writing skills.
- Results driven, with a strong sense of accountability.
- Ability to work equally well on self‑managed or team‑oriented projects.
- High level of understanding of Private Equity and Finance.
- Bilingual (English-Japanese) language skills is desirable (not required).
Position Requirements
10+ Years
work experience
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