Fund Finance, Financial Institutions RM

JR United Kingdom; London; On-site; GBP 100,000 - 125,000; Full time

Job summary

An established industry player is looking for a Fund Finance Relationship Manager to join their London team. This role requires a minimum of 5 years' experience in the UK Fund Finance market, focusing on client development and financial analysis. You will be responsible for managing client relationships, generating revenue, and conducting market research. This is a fantastic opportunity to work in a dynamic environment where you can enhance processes and contribute to product development. If you are passionate about finance and looking to make a significant impact, this position is for you.

Qualifications

• Minimum 5 years of experience in the UK Fund Finance market.
• Strong skills in financial analysis and risk identification.

Responsibilities

• Manage client relationships and revenue generation through Fund Finance.
• Conduct market research and prepare credit proposals for clients.

Skills

Financial Analysis

Risk Identification

Client Development

Market Research

Education

Bachelor's Degree

Job description

Social network you want to login/join with:

Fund Finance, Financial Institutions RM, London

Client:

Barbara Houghton Associates Limited

Location:

London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

3

Posted:

13.04.2025

Expiry Date:

28.05.2025

Job Description:

It is essential that all applicants have some UK work experience, including at least 5 years 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 on visa eligibility to work in 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 not limited to):

Client Management:

• Establish core Fund Finance customer business circle by identifying strategic customers with presence in London or European market.
• Strengthen cooperation with existing Fund Finance customers and expanding new customer list through active product introduction, asset placement, and other bilateral relationship.
• Revenue generation to meet business targets, mainly through Fund subscription finance.
• Maintain close relationship with core lead banks, asset managers, external legal panels, fund finance associations, etc. to develop Fund Finance business portfolio.
• Continuous market research and industry analysis on Fund Finance and private equity market.

Performance Management:

• Proactively carry out customer development and marketing, complete weekly call reports accordingly.
• Prepare credit proposal based on FI clients’ credit facility requirement, including financial analysis, risk analysis and mitigants, industry analysis, etc.; Complete periodic post-loan reviews.
• Managing KYC and AML process for FI counterparties and Clients, including on-boarding and reviews.
• Proficient in operating various business systems and ensure accurate earmark of financial institution limits.

Others:

• 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 enhance productivity of FI Department.
• Help to enhance Fund Finance processes and policies for FI Department to work efficiently and effectively.

Skills and experience:

• Degree Holder (minimum Bachelor).
• At least 5 years’ working experiences in UK Fund Finance market and clients development.
• Good at financial analysis and Risk Identification.