Fund Finance Associate — Portfolio & Credit Analyst

Customers Bank; United States; Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Customers Bank is seeking a Fund Finance Associate to support the Fund and Lender Finance team throughout the deal lifecycle, from evaluation to portfolio management, in a dynamic U.S. banking environment.

You will analyze creditworthiness, prepare memos, and assist with loan reviews, underwriting, and collateral analysis, using advanced financial models and MS Excel. This developmental role offers exposure to senior professionals and opportunities across commercial lending and relationship

Qualifications

• 3-5 years of banking experience in private credit.
• High level of attention to detail.
• Bachelor’s Degree in Finance, Accounting, or related field.
• Prior Lender Finance or Fund Finance experience.
• Background in investment banking, transaction advisory, or commercial banking is valued.
• Formal commercial credit training is a plus.
• Strong analytical skills and sound judgment.
• Ability to manage several transactions in a fast-paced environment.
• Builds effective working relationships across the Bank.

Responsabilités

• 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; this may include financial statement analysis, collateral analysis, financial modeling, industry and business risk evaluation.
• 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 various scenarios.
• Contribute to credit approval memos describing the borrower’s business, industry dynamics, and financial results; 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.

Connaissances

credit analysis

financial modeling

risk assessment

industry research

communication skills

attention to detail

team collaboration

Formation

Bachelor’s Degree in Finance, Accounting, or related field

Outils

Microsoft Excel

Microsoft Office

AI tools

Description du poste

Customers Bank is seeking a Fund Finance Associate to support the Fund and Lender Finance team throughout the deal lifecycle, from evaluation to portfolio management, in a dynamic U.S. banking environment.

You will analyze creditworthiness, prepare memos, and assist with loan reviews, underwriting, and collateral analysis, using advanced financial models and MS Excel. This developmental role offers exposure to senior professionals and opportunities across commercial lending and relationship