Senior Relationship Manager - Fund Finance
$140.78k - $239.46kFlagstar Bank
Position Title Senior Relationship Manager - Fund Finance Location Palo Alto, CA 94301 Job Summary The Senior Relationship Manager will be responsible for building and managing commercial loan relationships within Fund Finance. The Sr. RM is a specialized role focused on providing liquidity and leverage solutions directly to the investment funds managed by Venture Capital ("VC") and Private Equity ("PE") sponsors. Using subscription credit facility as the primary fund finance product offering, the Sr. RM acts as a strategic partner to Chief Financial Officers ("CFOs"), fund controllers and Capital Markets executives in optimizing fund performance and management of capital calls. Job Responsibilities New Business Origination: Develops and maintains relationships to generate direct deal flow; coordinates the team approach to approving and closing new deals to grow assets and revenues while optimizing profitability (ROE). Relationship Management: Works with assigned portfolio managers, engages with sponsors and borrowers on idea generation and relevant opportunities to expand our relationship. Strategic Planning: Partners with management to create action plans that ensure the achievement of goals. Tracks production and revenue, and forecasts results for management based on existing pipelines. Credit Quality: Works with assigned portfolio managers to ensure pro‑active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring client’s compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels. Ultimately responsible for managing the bank’s risk exposure to acceptable levels. Maintaining Knowledge: Stays abreast of industry trends and market conditions that could impact the assigned portfolio of relationships and borrowers. Performs special projects, and additional duties and responsibilities as required. Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations. Required Qualifications Education level required: High School Diploma or Equivalent Undergraduate Degree (4 years or equivalent) in business, finance or related field, preferred Minimum experience required: 10+ Years of experience as a Commercial Lending Relationship Manager and/or commercial loan sales (preferably in the Leveraged Loan space). Experience specific to sponsor finance, required. 5+ years of experience with commercial lending credit. Advanced knowledge of commercial lending credit, underwriting and loan structuring skills. Advanced analytical skills to understand financial and cash flow analyses. Advanced negotiation skills in addition to excellent verbal and written communication skills. Computer proficiency in Microsoft Office applications including Word and Excel. Some travel may be required. Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting. Flagstar is an Equal Opportunity Employer We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Pay Range: $140,781.75 - $239,461.00 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as applicable. #J-18808-Ljbffr Flagstar Bank
- Vertical Careers, Inc. is seeking a Relationship Manager in Los Angeles to lead client relationships in fund finance and private debt. Ideal candidates will have extensive banking experience, demonstrating the ability to manage and grow a client portfolio. The selected...Senior
- Relationship Manager Locations: LA/Pasadena and New York Headquartered in California, our large... ...confidence to reach further. Job Summary The Fund Finance group was established over ten years... ..., fund of funds, venture capital, senior debt and mezzanine debt; Experience...Suggested
$250k - $350k
...Inc. is seeking a Head of Private Credit Fund Accounting in Los Angeles. This role involves... ...leading the CFR Fund Accounting Team, managing all aspects of accounting and compliance... ...management, a Bachelor's in Accounting or Finance, CPA license, and strong leadership...Senior$217k - $261k
..., bonuses and benefits. Your company-funded retirement contribution will factor in... ...new ones**“I can succeed as the Senior Relationship Manager, Insurance General Accounts at Capital... ...have a Bachelor’s degree in Business, Finance, or a related field; a CFA and/or advanced...SeniorTemporary workLocal areaFlexible hours$115k - $155k
A leading investment management firm in Los Angeles seeks a Senior Manager for an exciting accounting and finance rotational program. Candidates will gain diverse experience across multiple finance departments, including Fund Accounting and Corporate Finance. A minimum...SeniorRotational program- ...American International Group in Los Angeles is seeking a Client Director to manage key relationships with clients and brokers. The role requires over 10 years of experience, exceptional communicative and influencing skills, and a robust understanding of the P&C insurance...Senior
$100k - $200k
A prestigious business management firm is looking for a Manager, Business Management to lead their Client Service Team. Responsibilities include supervising staff, managing financial operations, and assisting in strategic planning. The ideal candidate should have a Bachelor...Senior- ...Our client is a prestigious, global investment firm that is seeking a Senior Fund Accounting Manager to join their dynamic team. Responsibilities The Senior Accounting Manager/Assistant Vice President will be responsible for maintaining the books and records for...Senior
- A leading investment firm based in Los Angeles is seeking a Relationship Manager for its Insurance General Accounts. This role involves deepening... ...communication skills, and a Bachelor’s in Business or Finance. A competitive salary between $165,000 and $190,000, bonuses...Senior
$140.78k - $239.46k
Flagstar Bank is seeking a Senior Relationship Manager - Fund Finance to manage commercial loan relationships, primarily focusing on providing liquidity and leverage solutions to investment funds. The role requires extensive experience in commercial lending management,...$135k - $175k
King & Spalding is seeking a Complex Client Billing Manager in Los Angeles to oversee billing for major clients and ensure compliance... ...accuracy. The ideal candidate should have over 10 years in law firm finance, a Bachelor's degree, and extensive knowledge of billing...Senior- ...Tensec is seeking a Client Account Manager for their Retail vertical to collaborate with clients on achieving marketing objectives... ...the marketing ecosystem. The role involves managing campaigns, relationships with partners, and delivering insights to drive success. Comprehensive...SeniorFlexible hours
$217k - $261k
...Role Overview The Senior Relationship Manager – Insurance General Accounts at Capital Group leads strategic relationship management for the firm... ...strategies deployed in insurance. Bachelor’s degree in Business, Finance, or related field; CFA and/or advanced business degree...SeniorLocal areaFlexible hours$130k - $148k
...brands and people. Position Title: Senior Manager, Finance Classification: Exempt... ...annual 401k census preparation Ensure intercompany payroll funding requests are reviewed and authorized on schedule Tax,...SeniorFull timeWork at office- ...A top tier investment management firm seeks a Senior Manager, Accounting and Finance rotation to join their dynamic team. Responsibilities Firm is seeking... ...focused on accounting resource needs, including Fund Accounting, Corporate Finance, and Corporate...SeniorRotational programPermanent employmentTemporary workFlexible hours
$200k
...Robotics Inc. is seeking an experienced and motivated Sales Manager/Senior Account Executive to join our team. As a Sales Manager/Senior... ...and pursue new business opportunities. Build and maintain relationships with key accounts. Negotiate contracts and close sales deals...SeniorMonday to FridayWeekend work$146k - $200k
BDO is looking for a Tax Senior Manager in Los Angeles to assist in providing tax compliance and consulting services to high net worth clients. The ideal candidate will have significant experience in personal income, estate, gift tax, and wealth retention strategies, with...Senior$70k - $85k
Standish Management, LLC is seeking a Sr. Accounting Specialist in Los Angeles, California.... ...various venture capital and private equity funds. Responsibilities include accounts... ...have a Bachelor’s Degree in Accounting or Finance and 3-4 years of relevant experience. The...Senior$144k - $196k
...70 – 11020 White Rock Rd, Suite 200 Senior Client Services Manager/Project Manager – We are excited to... ...success in expanding long-term client relationships, leading high‑performing Client... ...shifts in political, regulatory, and funding environments. Position BC as a strategic...SeniorFull timeTemporary workRemote workShift work$70k - $85k
Standish Management UK is seeking a Sr. Accounting Specialist in Los Angeles, California. This role... ...various venture capital and private equity funds. The ideal candidate should have a Bachelor’s Degree in Accounting or Finance, with 3-4 years of accounting experience,...SeniorWork at office$194.2k - $291.6k
Senior Manager, Production Finance - Scripted Culver City, California, United States Corporate Functions Apple TV is seeking a world class scripted... ...receipts. Review production cash flow projections and funding requests for accuracy and compliance with contracts. Assist...SeniorContract workFreelanceWorldwideRelocation$56k - $102k
BNY is seeking a Senior Associate, Fund/Client Accounting to conduct accounting services for clients, including determining net asset values and preparing reports. The ideal candidate will have 5-7 years of experience, preferably with a Big 4 accounting firm, and a Bachelor...Senior- A global investment firm is seeking a Manager for Private Equity Accounting to maintain books and records for various private partnerships... ...and proficiency in Excel. A Bachelor's degree in Accounting or Finance is required, with CPA preferred. #J-18808-Ljbffr Consultative...Senior
$153.43k - $332.7k
...a firm. KPMG is currently seeking a Senior Manager to join our Business Tax Services practice... ...: Build and manage client relationships while managing a portfolio of large clients... ...(investment partnership and/or mutual fund tax) experience Proficiency in the...SeniorFull timeLocal area- DBS Bank is seeking a highly motivated Private Funds Sector Relationship Manager responsible for the coverage of large U.S. headquartered global private... ...of the structuring and execution of fund-level financing solutions, with a primary focus on subscription finance....Local areaOverseas
- ...A leading organization dedicated to improving family lives is seeking a Senior Grant Accountant. This role involves overseeing fiscal management of funding sources for Head Start and Early Head Start programs. Key responsibilities include preparing financial reports, monitoring...Senior
$90k - $120k
...Colorado Railroad Museum is seeking an experienced bookkeeper to work in-office in Woodland Hills, CA. The ideal candidate will manage client bookkeeping needs, review financial documents, and provide technical training for staff. Requires an Associate’s or Bachelor’s...SeniorWork at office$90k - $115k
...global leader in AI-powered practice management software for accounting firms. We provide... ..., and the Philippines. We are well-funded, ranked #1 on G2, growing rapidly,... ..., insight, and strong multi-threaded relationships? As a Senior Customer Success Manager at Karbon, you...SeniorTemporary workWork from homeFlexible hours$136k - $165k
BDO USA, LLP is seeking a Tax Experienced Manager in Glendale, CA, to provide tax compliance and consulting services to high net-worth... ...engagements, supervising staff, and maintaining client relationships. Competitive salary range in California is $136,000 to $165,00...Senior- ...required / Deal with external Audit and prepare audit documentation / Manage tax filing and schedule Manage Budget for consolidated group of... ...administration, economy, accounting 12+ years of experience in finance and accounting management, with at least 5 years in a...SeniorWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Relationship Manager - Fund Finance. Be the first to apply!
- relationship manager Beverly Hills, CA
- university relations manager Beverly Hills, CA
- labor relations manager Beverly Hills, CA
- labor relations director Beverly Hills, CA
- relationship director Beverly Hills, CA
- provider relations manager Beverly Hills, CA
- government relations manager Beverly Hills, CA
- senior manager financial planning & analysis Beverly Hills, CA
- financial manager Beverly Hills, CA
- director financial systems Beverly Hills, CA



