Associate Fund Finance

Overview

We are seeking an individual to join our team at Standard Chartered Bank in New York. The successful candidate will work directly with the Director, Fund Finance and other team members to manage and structure credit and financing solutions for investment funds, focusing on credit analysis, transaction execution, and portfolio monitoring.

Role Summary

The ideal candidate is a financial professional with experience in transaction execution, risk management, due diligence, documentation, reporting, and relationship management. They will analyze, model, and evaluate fund financing facilities and assist in the structuring, negotiation, and closing of financing deals.

Responsibilities

• Maximize customer profitability from FI relationships by contributing to origination, structuring, and execution of fund finance transactions, including but not limited to:
  • Fund level subscription financing
  • Fund Level Hybrid financing
  • Fund Level NAV Financing
  • GP financing
• Maintain governance and oversight of the Global Fund Finance book.
• Assist in portfolio management of the global Fund Finance portfolio.
• Prepare and present management reports.
• Monitor the global portfolio to ensure fund finance business conforms to Global Underwriting Guidelines, Product Program Guidelines, and all policies and procedures.
• Support senior transactors to originate, lead, structure, and execute transactions that fit the Fund Finance mandate for FI clients.
• Contribute to the quantitative and qualitative performance objectives for the Fund Finance business.
• Cultivate client relationships and protect new financing opportunities through premier product and solution offerings.
• Support the development of new products and structures to meet client needs and market trends.
• Represent SC Fund Finance in the marketplace; provide connectivity with banks and market participants of the products covered.
• Establish and develop relationships with key stakeholders and relevant segment and product partners to efficiently and effectively deliver the product to clients; maximize return by cross-selling to other product groups.
• Prepare financial models and credit memos; produce documentation to support contemplated transactions.

Key Responsibilities

• Portfolio maintenance, tracking, and review processes.
• Origination and execution of transactions.
• Business and credit applications and approval processes.
• Client due diligence and legal documentation processes.
• Balance financial performance with proper risk mitigation and a compliance-driven culture.
• Take accountability for portfolio management and management reporting.
• Follow operating procedures and framework for Fund Finance; adhere to group policies and procedures.
• Ensure the business model aligns with SCB values.

Qualifications and Skills

• 1–2 years of experience in commercial and/or investment banking or related disciplines.
• Comprehensive knowledge of lending products, including subscription finance; industry experience preferred.
• Strong analytical, quantitative, and credit underwriting skills.
• General market knowledge in the Fund Finance market.
• Ability to work with a multi-disciplinary team of professionals.
• Experience across the following areas:
  • Business – Products and Processes
  • Financial – Balance Sheet Management
  • Sales – Client Pitching
  • Sales – Relationship Management
  • Analysis and Modelling
  • Documentation and Reporting
  • Relationship Management
  • Risk Management and Due Diligence
  • NAV Oversight
  • Regulatory Compliance

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge, and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing—be assertive, challenge one another, and act with integrity, putting the client at the heart of what we do.
• Never settle—continuously strive to improve and innovate, keep things simple, and learn from both success and failure.
• Are better together—be inclusive, work collectively, and build for the long term.

What We Offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial, and social wellbeing.

• Core bank funding for retirement savings, medical, and life insurance, with flexible and voluntary benefits available in some locations.
• Time off, including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum), volunteering leave (3 days), plus minimum global standards for annual and public holidays (30 days minimum).
• Flexible working options based around home and office locations.
• Proactive wellbeing support through Unmind, resilience development courses, global Employee Assistance Programme, sick leave, mental health first-aiders, and self-help toolkits.
• A continuous learning culture with opportunities to reskill and upskill, including access to physical, virtual, and digital learning.
• Being part of an inclusive and values-driven organization that embraces and celebrates diversity; everyone is respected and can realize their full potential.

Recruitment Assessments

Expected annual base pay range for the role is 136,000 USD to 170,000 USD. The final offer will be determined on an individual basis, considering factors such as skill set, depth of experience, education, internal relativity, and location. Base pay is part of the total compensation, with discretionary variable pay and a range of benefits available, including a robust 401(k) with employer match, comprehensive medical coverage with Health Savings Accounts, inclusive family-building benefits, and flexible/hybrid working arrangements where applicable.

Some roles may include assessments to help determine suitability for the role. If invited to take an assessment, this indicates progression to an important stage of the recruitment process.

Visit our careers website: www.sc.com/careers