Associate, Fund Finance jobs in United States
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Scotiabank · 13 hours ago

Associate, Fund Finance

Scotiabank is a leading bank in the Americas, and they are seeking an Associate for its US Fund Finance desk. This role involves structuring and executing fund finance transactions, developing relationships, and providing account management support.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Structure and execute new fund finance transactions for private capital funds with a broad range of product offerings, including but not limited to subscription finance facilities, hybrid/NAV facilities, back-leverage facilities, BDC revolvers, and other esoteric structures
Structure, analyze, and perform due diligence to facilitate prompt execution of fund finance transactions that vary in complexity
Develop recommendations for the appropriate course of action based on analysis, internal credit policies/procedures and the Bank’s risk appetite
Review loan documentation and update internal system with pertinent transaction details and conduct regular monitoring of credits via annual reviews
Provide day-to-day account management support and ensure client files, agreements and security documents, as well as funding are complete and up to date
Regularly working with risk management teams, internal/external counsel, loan operation teams to ensure successful transaction execution
Lead client onboarding process
Expand on sector/industry and Bank product knowledge to identify trends and cross-selling opportunities within the sector. Actively contributes to a high performance and inclusive work environment

Qualification

Fund finance experienceClient relationship managementCommunication skillsQuantitative skillsWordExcelPowerPointFINRA SIE certificationSeries 79 certificationSeries 63 certificationTeam playerDetail-orientedCreative thinkerProblem-solvingWork independently

Required

Bachelor's degree
Minimum 2+ years of fund finance experience
Client focused mindset with strong interpersonal skills
Successful track record of working on fund finance transactions
Strong communication and relationship management skills
Effective written communication abilities
Ability to manage priorities and work under pressure to meet deadlines
Well-organized and detail-oriented manner
Pragmatic approach to problem solving through strong quantitative skills
Creative and strategic thinker with a client-focused mindset
Ability to identify and analyze potential opportunities in an everchanging market environment
Team player with the ability to manage priorities and work under pressure
Ability to work independently
Adherence to all controls processes and procedures
Strong Word, Excel, PowerPoint skills
FINRA SIE, Series 79 and 63

Benefits

Flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.

Company

Scotiabank

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Scotiabank is a banking firm that provides banking and financial services.

H1B Sponsorship

Scotiabank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (52)
2024 (55)
2023 (29)
2022 (38)
2021 (38)
2020 (15)

Funding

Current Stage
Public Company
Total Funding
$1.07B
2024-04-17Post Ipo Debt· $1.07B
1972-03-01IPO

Leadership Team

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Jabar Singh
President & CEO Scotiabank Colpatria (Colombia) & Head Central America & Caribbean
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L.Scott Thomson
President and CEO
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Company data provided by crunchbase