Fund Finance Underwriting Lead
Raymond James
Raymond James in New York seeks an Investment Fund Finance Portfolio Manager to oversee underwriting and ongoing administration of a portfolio of fund finance transactions, with a focus on high quality credit and white‑glove client experiences. The role develops and manages the due diligence framework, collaborates with the risk team to define rating guidelines, prepares CARs and covenant amendments for senior approvals, monitors performance and reporting, and supports risk and regulatory #J-18808-Ljbffr Raymond James
$170k - $250k
Join Natixis Corporate & Investment Banking in New York as a Fund Financing Originator. You will play a crucial role in structuring innovative financing solutions while collaborating closely with Alternative and Regulated Asset Managers. Your expertise will drive transactions...Suggested- Confidential in New York seeks a senior fund finance professional responsible for fund accounting, tax reporting, and related operations. You will oversee outsourced fund administrators, manage quarterly closes, audits, and tax compliance for assigned funds, and coordinate...Suggested
- Citi is seeking a Senior Vice President for the Leveraged Finance Underwriting Team. This role involves leading a team of Analysts and Associates within the Analytics team, ensuring compliance with internal policies, and maintaining a robust credit risk analysis of the...Suggested
- U.S. Bank's Fund Finance team is seeking an Associate-level Underwriter / Portfolio Manager to join our Portfolio Management and Underwriting group in New York. You will help underwrite new transactions, assist in portfolio management, and partner with originations and...Suggested
- Global Real Estate Investment Fund in the NYC area is seeking a senior finance professional to join the growing Finance Team. The role focuses on financial analysis, accounting, valuation, corporate finance and financial reporting under the CFO, with exposure to tax and...Suggested
$200k - $275k
...and be one of them. Responsibilities Lead financing execution — Own workstreams across high... ...covenant mechanics, and investor / lender underwriting. Drive financial modeling — Build and... ...capital markets role at a bank, credit fund, or infrastructure sponsor....Local area- Mondrian Alpha seeks an experienced Assistant Fund Controller to own and advance critical fund... ..., P&L and valuation oversight. You will lead a high-performing team and partner closely with senior stakeholders across Finance, Operations, and investment business to drive...
$200k - $300k
...What You'll Be Doing Stifel Fund Banking is the business... ...Director position will be the lead business development position... ...building new Fund Banking / Fund Finance business with VC/PE firms and... ...credit quality. Strong underwriting and deal structuring skills are...Flexible hours- Join Connected Commerce Product Experience & Technology (PxT) Finance to lead a small team responsible for portfolio expense management and... ...and ad hoc analyses that support prioritization and funding decisions.Set the standard for strong financial governance by...Full timeH1bWork at officeLocal areaImmediate startRelocationWork visaRelocation package
- ...About The Role We're hiring a strategic finance leader. Tribe is growing roughly 4x year... ...team runs on, and serving as the analytical lead for the whole company. This is a hands-on... ..., so the growth you're planning is funded by the business itself. Location New York...Remote work
- ...Mission of the role We're hiring a Strategic Finance Lead to own the operational, in-the-weeds finance work that keeps Heron running... ...insurers, and more. Our largest product automates underwriting for small business lenders and other specialty finance companies...Full timeWork at office
- ...payments, freight, paperwork, warranty, and financing. What once took months now takes minutes.... ..., Infinity Ventures, FJ Labs, and other leading investors. We're moving fast, growing... ...Lead on close outputs, transaction flows, funds movement, and reconciled actuals so planning...Local areaRelocation package
$170k - $200k
...made. The Role As Partiful's first finance hire, you'll own Partiful's finance... ...department-level targets set with each lead, cost centers and card limits configured... ...all financial metrics Have experience underwriting deals and creating unique, effective deal...Work at office3 days per week- ...Come build something generational with us. The role Our Finance & Ops function is scaling alongside the business and you'll be the... ...is to find those moments before they are obvious, size them, fund them, and prove them. Agentio's growth depends on liquidity....Work at officeLocal areaFlexible hoursShift work
$110k - $125k
...Our care is covered by insurance and state funding to ensure access to treatment for problem... ...recovery they deserve. We’re backed by leading healthcare and gaming investors including... ...Do: Birches Health is hiring a Strategic Finance Lead to partner closely with our executive...$170k
...and long-term thinking. If you want to shape how startups are funded and built, this is the place. About AngelList We exist to accelerate... ...and how fast they reach the market. This is not a traditional finance role. Success is whether the business makes better decisions,...Work at office2 days per week- Key Equipment Finance, a division of Key Bank National Association, seeks an experienced professional to manage transaction structuring, underwriting support, and client collaboration across credit, asset management, pricing, and contracts. This role requires a Bachelor...
$247k - $271.5k
...come join ours. About this role We are looking for a Strategic Finance Senior Lead to be the portfolio-level finance partner for two of Faire's... ...Ventures, Khosla Ventures, Sequoia Capital, Founders Fund, and DST Global. We have headquarters in San Francisco and Kitchener...Work experience placementWork at officeLocal areaRemote workMonday to FridayFlexible hours3 days per week$100k - $115k
...Senior Accountant Finance Lead Reports to: Executive Director INCLUDEnyc believes every young person should be fully included in school... ...expertise in nonprofit accounting, particularly in public-funded environments. The candidate must be able to operate independently...Full timeRemote workFlexible hours2 days per week3 days per week- ...join the Global CMBS group in New York or Chicago, leading a team of analysts focused on underwriting, valuation, and risk assessment of CRE assets in the... ...The ideal candidate will have a top-tier degree in finance/real estate, 12+ years of CRE experience, and proven...
- Citi is seeking a Vice President level NAV Financing Structurer to join their Strategic Equity Solutions team in New York City. This pivotal... ...comprehensive grasp of asset-backed lending and private equity funding. Essential skills include strong quantitative capabilities and...
- As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has... ...technology.Job DescriptionJob Title: Manager, Private Equity Fund Accounting Locations: New York, NY (hybrid), Boston, MA (hybrid)...Ongoing contractFull timeWork at office
$78k - $165k
As a leading financial services and healthcare technology company based on revenue, SS&C is... ...Job DescriptionJob Title: Manager, Hedge Fund AccountingLocations: New York City (... ...Experience Bachelor's degree in Accounting, Finance, or a related field6+ years of fund accounting...Ongoing contractFull timeWork at office$200k - $225k
About InvescoAs one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for... ...Employee stock purchase planJob DescriptionAbout the RoleThe Head of Fund Finance - Private Credit is the senior finance leader responsible for...Full timeWork at officeFlexible hours- ...RemoteJob Reference 0000015365Salary Type AnnuallyIndustry Fund Administration;Private EquitySelling Points Lead strategic credit fund operations with impactful... ...of Science (BS) degree in accounting, finance, or a related field.Minimum of 6 years of experience...Remote work
- ...HybridJob Reference 0000019310Salary Type AnnuallyIndustry Fund Administration;Private EquitySelling Points Lead impactful fund accounting operations in a hybrid... ....Job RequirementsBachelor's degree in Accounting or Finance required; CPA preferred.Minimum of 6 years of fund...Remote work
- ...Type AnnuallyIndustry Private EquitySelling Points Lead impactful accounting and treasury functions for private... ...financial performance across private credit funds.Oversee treasury management and fund-level financing frameworks to ensure liquidity and financial stability...
$250k - $275k
...Plains New York. Our client requires an active CPA with 20+ years Fund Accounting experience at an Investment firm or Big 4/Public... ..., FX hedge monitoring, and efficient utilization of fund-level financing, including lender selection and managementLead and ensure accuracy...Work at officeWork from home- As a leading financial services and healthcare technology company based on revenue, SS&C is... ..., and technology.Job DescriptionManager, Fund AccountingLocation: Windsor, CT |... ...Required Experience Bachelor's degree in Finance, Business Administration, Accounting or a...Ongoing contractFull timeWork at office
$210k - $256.67k
...ll be able to see your own ideas transform into breakthrough results.The RoleWe are looking for experienced Oracle ERP Finance and/or Supply Chain lead consultants to help sell and deliver Oracle transformation programmes at some of our key clients across UKI and...Full timeTemporary workRemote work
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