VP, Client Manager, Fund Finance

Role overview

Portfolio and client management

• Manage borrower relationships and coordinate financing, deposit, treasury, and service capabilities.
• Monitor borrower and fund performance, credit quality, loan utilization, deposits, financial trends, covenants, and collateral.
• Prepare portfolio reports; escalate risks and develop mitigation, remediation, or exit strategies.
• Lead renewals, amendments, financing requests, transaction analysis, credit approvals, and closings.
• Review fund agreements and coordinate facility documentation and closing with internal teams and counsel.
• Pursue financing and banking opportunities and meet portfolio growth, revenue, deposit, cross-sell, and retention objectives.

Qualifications

• Bachelor's degree in finance, accounting, business, economics, or a related field.
• Five to seven years of commercial lending, credit, underwriting, or portfolio-management experience.
• At least three years of direct subscription-finance or Fund Finance lending experience.
• Knowledge of Fund Finance structures, fund documents, capital calls, borrowing bases, collateral, covenants, and loan documentation.
• Knowledge of applicable banking laws, regulations, and policies, including BSA/AML, the USA PATRIOT Act, CIP, privacy, and fair lending.
• Advanced Excel proficiency; proficiency in Word and relevant banking, credit, and portfolio systems.
• MBA, CPA, CFA, or equivalent relevant professional qualification preferred; high school diploma or equivalent required.

Role capabilities

• Strong credit judgment, financial and portfolio analysis, and ability to produce supported recommendations.
• Able to manage complex portfolios, recognize emerging risks and opportunities, and communicate complex matters clearly.
• Able to work independently and collaborate across functions.

Compensation

• The stated salary range is $101,000 to $168,500 per year.

Benefits

• Benefits include a 401(k) plan with company match, insurance and health accounts, family-support programs, paid time away, and career-development resources.