GBM - Private, Private Equity Capital Call; PECC Financing, Associate

GBM
- Private, Private Equity Capital Call (PECC) Financing, Associate
- New York

New York, NY, United States

Role Overview:
Associate, Capital Call Financing

The Global Fund Finance business within the Capital Solutions Group in Global Banking and Markets deploys the firm’s balance sheet across a full suite of structured financing solutions across the private markets ecosystems. We are looking for an experienced

Associate to join our Private Equity Capital Call (PECC) Structuring team in New York, whose core responsibilities will include:

• Interface with and strengthen relationships with sponsors, fund managers, and internal coverage teams
• Act as a trusted advisor to clients, delivering tailored subscription finance solutions aligned with fund strategy and investor composition
• Evaluate the credit, structural, and economic risks of subscription lines using rigorous analytical and technical judgment
• Diligence fund sponsors, investment strategies, LP bases, PPMs, and LPAs across asset classes including buyout, growth, real estate, infrastructure, and credit funds
• Lead structuring discussions and negotiate indicative term sheets and credit agreement provisions with fund borrowers and legal counsel
• Prepare high-quality credit approval materials and ensure accurate documentation of loan structure, risk ratings, and policy exceptions
• Monitor covenant compliance, collateral performance, and borrowing base dynamics throughout the life of each facility
• Partner closely with Credit Risk, Legal, and Operations to ensure adherence to internal credit policies and regulatory standards

• Experience: 4+ years in underwriting or structuring fund finance products, or related credit roles
• Technical
  
  Skills:
  
  Advanced financial modeling and analysis; deep understanding of fund structures and LP-backed underwriting frameworks
• Education: Bachelor’s degree required; CPA, CFA, or MBA preferred

• SIE, Series 7, Series 63, and Series 79 (or must be obtained within four months of joining)

• Job Identification 174144
• Job Category Associate
• Posting Date 06/03/2026, 07:21 PM
• Locations New York, NY, United States

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Read more about the full suite of class-leading benefits our firm has to offer.

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