Associate, Fund & Specialty Finance

Location: Malvern

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans.

By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.

Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.

Who is Customers Bank?

Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.

We get you further, faster.

Focused on you:
We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow.

On the leading edge:
We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.

Proven reliability:
We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust.

What You’ll Do:

The Fund Finance Associate supports the Fund and Lender Finance team and provides ongoing portfolio management support in connection with the team’s lending activities. The role works closely with senior investment professionals across the full transaction lifecycle, from opportunity evaluation and due diligence through structuring, credit approval, execution, and ongoing portfolio management.

The successful candidate will have skills in credit and market analysis including cash flow analysis and modeling, capitalization, industry research, credit policy and legal documentation, among others, in analyzing and summarizing the creditworthiness of clients and prospects. Responsibilities will also include preparing credit approval memos; performing annual loan reviews; and providing support to the team’s loan syndication efforts.

Collaborate with internal partners including Senior Relationship Managers / Client Coverage;
Credit;
Loan Operations;
Treasury Services; AML/KYC teams. This position is intended to be a developmental role for early career individuals seeking a career in Portfolio Management; but may also be constructive for a colleague seeking a path to Relationship Management, Credit, or many other Commercial roles within the Bank.

Responsibilities Gather and analyze financial and business information to determine creditworthiness for Fund Finance credit products.

Complete financial spreads, risk rating, compliance testing, and other portfolio monitoring & maintenance activities.

Provide underwriting support to Bankers / RMs when required. This may include financial statement analysis, collateral analysis, financial modeling, industry and business risk evaluation and management assessment.

Conduct credit underwriting and due diligence on prospective transactions, including meetings with portfolio company management teams and private equity sponsors.

Build operating and LBO-style models to test borrower performance under a range of operating and capital structure scenarios.

Contribute to credit approval memos describing the borrower’s business, industry dynamics, and financial results, and present recommendations to senior professionals and credit committees.

Support ongoing monitoring of existing exposures, including quarterly financial reviews, covenant compliance, amendment requests, liquidity assessments,…