Financial Planning and Analysis

• Lead and partner with Relationship Managers and subscription finance originations to manage and grow a portfolio of subscription lines and institutional client relationships
• Underwrite private equity funds across multiple strategies (buyout, secondaries, private credit, real estate et al.) and their underlying investors, applying credit policy to structure credit facilities including their borrowing bases
• Analyze a diverse range of investor types including banks, pension funds, endowments, foundations, insurance companies, sovereign wealth funds, feeder vehicles and high-net-worth individuals
• Prepare comprehensive written and financial analyses, determine appropriate risk ratings, and present credit approval requests to senior credit committees
• Complete required loan booking system (nCino) fields and tasks with precision and timeliness
• Contribute to internal projects and initiatives aimed at improving process efficiency and portfolio performance
• Maintain strong stakeholder relationships through proactive communication and responsiveness
• Mentor junior team members and contribute to talent development across the group
• Represent the credit team in cross-functional forums and strategic planning sessions
• Maintain ongoing monitoring of our subscription line portfolio, including borrowing base compliance and covenant tests
• Manage annual and quarterly reviews and identify any early warning indicators along with escalating material changes in line usage, or covenant adherence
• Monitor performance of the LP commitments to include tracking capital calls, distributions, NAV trends, and unfunded commitment
• Perform projections modeling and familiarity with valuation methods in private equity
• Managing annual and periodic reviews for private equity fund investments

Impact Finance – Subscription Finance and Private Equity Portfolio Manager

Vice President, Investments Underwriting

Investment Accountant

Financial Specialist – Entry Level

Financial Consultant

Financial Lines Intern – Summer 2026