Associate, Fund Finance, Financial Institution Group

Westpac Institutional Bank; New York (NY); On-site; USD 115,000 - 155,000; Full time

Job summary

Join Westpac Institutional Bank as an Associate in Fund Finance, where you will support credit analysis and client relationship management in a dynamic team. This role offers growth opportunities and the chance to contribute to the bank's international strategy, with a competitive salary range reflecting your experience.

Benefits

Comprehensive range of benefits

Flexibility and various leave entitlements

Qualifications

• Desire to develop a career in EIR.
• Experience in Credit Analysis within a corporate banking environment.
• Strong attention to detail and relationship building ability.

Responsibilities

• Conduct credit analysis and support client relationships.
• Provide transaction and credit analysis support for new relationships.
• Manage portfolio risk and assist in revenue growth.

Skills

Credit Analysis

Relationship Building

Financial Modelling

Attention to Detail

Communication

Education

Degree in Business/Finance/Accounting

Job description

Associate, Fund Finance, Financial Institution Group

Associate, Fund Finance, Financial Institution Group

Job Description

Job Description

Role Title: Associate, Fund Finance, Financial Institution Group

Role location: New York

About Westpac: We are Australia’s first bank and oldest company, and one of four major banking organisations in Australia. This opportunity sits in our New York office working for Westpac Institutional Bank (WIB), the division of Westpac, which services the needs of our corporate, institutional, and governmental clients.

How will I help?

An exciting opportunity to join the global EIR team helping to deliver on the substantive EIR international growth strategy and supporting WIB’s ambition to become Australia’s leading institutional bank combined with a keen focus on diversity to match our client base.

The successful candidate will undertake credit analysis, act as a junior relationship manager with risk and portfolio management responsibilities combined with increasing coverage of clients over time:

• As a Senior Associate in the international team focusing on Corporate and Institutional EIR clients across North America (and occasionally the UK & Europe), you will be responsible for contributing to the high-quality origination and delivery of customers in addition to industry insights to differentiate our sales proposition. You will support the management of portfolio risk and provide robust credit analysis to deliver sustainable credit decisions, within a Corporate and Institutional banking environment:
• As a junior relationship manager, you will be responsible for supporting all aspects of client relationship in coordination with the Director, EIR North America and the wider EIR International team, with excellent development and growth opportunities.
  
  

Key responsibilities will include:

• Deal team role on new EIR relationship opportunities providing transaction and credit analysis support.
• Provide research and support to assist with the implementation of the EIR International strategy.
• International portfolio management: Supporting Head of EIR and CIB Relationship Managers and analysts across the whole relationship lifecycle.
• Support the delivery of revenue and balance sheet growth targets.
• Contributing to maintenance of a healthy portfolio in line with broader business/ team KPIs including maintaining WIB’s commitment to high standards in credit assessment and exposure management.
• Write credit submissions including detailed risk analysis and financial forecasting and be able to support and defend submissions through WIB’s risk management credit decision process.
• Support on-boarding of new clients.
• Build and maintain relationships with clients and advisers to support the origination and management of customers.
  
  

What’s in it for me?

You’ll be joining a highly supportive and collaborative team with international coverage during a period of Group Executive backed growth plans for WIB CIB’s international business.

You will have access to a comprehensive range of Westpac benefits including flexibility and various leave entitlements. Fixed compensation range for this position is between $115,000 USD – $155,000 USD depending on experience + bonus and benefits.

What do I need?

• Desire to develop your career and experience in EIR
• Team player – flexible and willing to roll up sleeves to help deliver on our strategy
• Degree qualified – Business/Finance/Accounting
• Experience in Credit Analysis within a wholesale or corporate and Institutional banking environment
• Strong attention to detail and relationship building ability with a variety of stakeholders and external clients
• Knowledge of the corporate loan market (terms and conditions, distribution issues, etc.) and related banking products commonly used by corporate clients
• Good understanding of Sustainability and Climate change related issues impacting our clients and sectors.
• Solid Financial modelling skills.
• Communication and influencing skills required to manage relationships with stakeholders.
• Experience applying a risk mindset and commercial acumen.
  
  

What’s it like to work there?

When you join, you’ll become part of the broader Westpac Group family – where we aim to be a friendly, switched-on team working for a single purpose - Creating Better Futures Together – it’s what we do, who we are and why we come to work every day. As an equal opportunity employer, we’re proud to have created a culture where people can be their best, in an environment that values diversity and flexibility.

Within the Westpac Group, you will be part of the Institutional Banking division, where our vision is to be a high performing and innovative institutional bank, committed to enabling the growth of our global clients, our economy, and delivering sustainable shareholder returns.

How do I Apply?

Start Here. Just click on the APPLY button.

As part of our commitment to creating a diverse and inclusive workplace, this role is open to experienced candidates seeking a discussion around workplace flexibility. We invite candidates of all ages, people with a disability and Indigenous Australians to apply.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking, Financial Services, and Investment Banking

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