Fund Finance Associate: Credit & Portfolio Analytics

Customers Bank; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Customers Bank seeks a Fund Finance Associate to support the Fund and Lender Finance team across the full transaction lifecycle, from opportunity evaluation through execution and ongoing portfolio management. You will perform cash flow analysis, financial modeling, credit memo preparation, and annual loan reviews while coordinating with Senior Relationship Managers, Credit, and Loan Operations.

This developmental role targets early career candidates with 3–5 years banking experience in private

Qualifications

• 3–5 years of banking experience in private credit.
• High level of attention to detail
• Bachelor’s Degree required (Finance, Accounting, or related field)
• Prior Lender Finance or Fund Finance experience
• Background in investment banking, transaction advisory, or commercial banking is also valued; a formal commercial credit training program is a plus
• Strong analytical skills and sound judgment
• Ability to manage several transactions at once in a fast-paced environment
• Builds effective working relationships with colleagues across 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, risk rating recommendations, and valuations.
• Performs other duties as assigned.

Skills

Analytical thinking

Attention to detail

Strong communication skills

Multi-tasking in fast-paced env

Education

Bachelor’s Degree in Finance/Accounting

Tools

Microsoft Excel

Microsoft Office

AI tools familiarity

Job description

Customers Bank seeks a Fund Finance Associate to support the Fund and Lender Finance team across the full transaction lifecycle, from opportunity evaluation through execution and ongoing portfolio management. You will perform cash flow analysis, financial modeling, credit memo preparation, and annual loan reviews while coordinating with Senior Relationship Managers, Credit, and Loan Operations.

This developmental role targets early career candidates with 3–5 years banking experience in private