VP Fund Finance Client Manager (VC/PE)

Banc of California, Inc.; New York (NY); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

401(k) with company match and vesting

Comprehensive health insurance

Tuition reimbursement

Parental leave and family support

Volunteer time off

Job summary

Banc of California seeks a VP Fund Finance, Client Manager to oversee client relationships for venture capital and private equity fund borrowers. You will monitor credits, work with fund managers, and optimize the client experience while driving new credit and revenue opportunities.

You’ll collaborate with originations and support teams to ensure non-loan products are delivered efficiently. The role requires strong negotiation, analytical, and communication skills.

Qualifications

• Proven track record of maintaining commercial relationships.
• Strong negotiation and communication skills with the ability to close deals.
• Proficient in financial statement analysis.
• Proficiency in legal document review and negotiation.
• Ability to thrive working independently but also a team player.
• Extreme attention to detail.
• Strong communication skills.
• Bachelor’s degree in Finance, Accounting or related field.

Responsibilities

• Proactively monitor performance and compliance, as well as negotiating and closing any necessary loan amendments.
• Anticipate and lead deal processes for new loans to existing clients, including deal negotiation, underwriting, credit committee presentations/approvals, diligence, and legal document review.
• Cross collaborate effectively with key constituents including legal counsel, risk management, and operations.
• Provide a high quality customer experience by anticipating needs, building rapport, and promptly addressing requests.
• Communicate with clients and supervisors to anticipate loan issues and formulate resolutions.
• Prepare reports to inform management on portfolio performance.
• Mentor junior team members in underwriting and compliance processes.
• Provide performance feedback and support to the team.

Skills

Relationship management

Negotiation

Financial statement analysis

Legal review & negotiation

Independent worker

Attention to detail

Communication

Education

Bachelor’s degree in Finance/Accounting or related field

Tools

MS Office (Excel)

Job description

Banc of California seeks a VP Fund Finance, Client Manager to oversee client relationships for venture capital and private equity fund borrowers. You will monitor credits, work with fund managers, and optimize the client experience while driving new credit and revenue opportunities.

You’ll collaborate with originations and support teams to ensure non-loan products are delivered efficiently. The role requires strong negotiation, analytical, and communication skills.