Fund Finance Relationship Manager

The role

The Fund Finance Relationship Manager will manage and grow existing relationships and originate new business across a full suite of VC and PE products. This role acts as a quarterback across originations, underwriting, documentation, and closing while serving as an advisor to internal partners.

What you will do

• Drive origination and development of the Fund Finance business across VC/PE lending products.
• Build and manage relationships with emerging managers and established VC/PE firms.
• Cultivate business within the ecosystem including fund administrators, law firms, and industry networks.
• Own the full deal lifecycle including structuring, underwriting, documentation, execution, and portfolio management.
• Demonstrate advanced knowledge of core banking and Fund Finance products and services.
• Oversee preparation of consolidated credit and portfolio information.
• Drive profitability by evaluating credit and financial impact and recommending risk mitigation strategies.
• Partner with and help train internal teams like client care, loan operations, and finance.

Required qualifications

• Bachelor's degree in finance, accounting, or a related credit field.
• Five-plus years of relevant experience in lending, underwriting, credit, or portfolio management.
• Strong fundamental understanding of fund finance across the VC/PE ecosystem.
• Strong knowledge of financial accounting, financial analysis, and secured lending principles.
• Proven transaction and project management skills.
• Excellent verbal and written communication skills.
• Established credit, industry, and risk acumen.
• Ability to prioritize competing demands and operate independently in a lean, fast-growing environment.
• A collaborative, low-ego, roll up your sleeves approach.

Nice to have

• Demonstrated origination track record
• An existing network of potential clients

Benefits

• medical
• dental
• vision
• 401k
• other benefits

About the company

Piermont Bank is a boutique specialty commercial bank focused on serving modern businesses with a digital first approach. It is the first cloud native bank launched in the United States.