Associate, Fund & Specialty Finance

Join Customers Bank in Malvern, PA for an onsite opportunity supporting the Fund and Lender Finance team across the full lending transaction lifecycle. This role emphasizes strong portfolio management, analysis, and underwriting support for fund and lender finance credit products. You will work closely with internal stakeholders to help evaluate transactions, monitor existing exposures, and contribute to credit approval materials.

Responsibilities

• Gather and analyze financial and business information to determine creditworthiness for Fund Finance credit products.
• Complete financial spreads, risk rating, compliance testing, and other portfolio monitoring and maintenance activities.
• Provide underwriting support to Bankers and RMs as required, including financial statement analysis, collateral analysis, financial modeling, industry and business risk evaluation, and management assessment.
• Conduct credit underwriting and due diligence on prospective transactions, including meetings with portfolio company management teams and private equity sponsors.
• Build operating and LBO-style models to test borrower performance under a range of operating and capital structure scenarios.
• Contribute to credit approval memos covering the borrower’s business, industry dynamics, and financial results, and present recommendations to senior professionals and credit committees.
• Support ongoing monitoring of existing exposures, including quarterly financial reviews, covenant compliance, amendment requests, liquidity assessments, risk rating recommendations, and valuations.
• Perform other duties as assigned.

Requirements

• 3-5 years of banking experience in private credit.
• 3+ years minimum experience.
• Bachelor’s Degree required in Finance, Accounting, or related field.
• Prior Lender Finance or Fund Finance experience.
• Strong credit skills, analytical ability, and sound judgment.
• High level of attention to detail and a detail-oriented working style.
• Ability to manage multiple transactions in a fast-paced environment.
• Ability to build effective working relationships with colleagues across the bank.
• Financial modeling skills.
• Strong communication skills.
• Experience valued from investment banking, transaction advisory, or commercial banking, and a formal commercial credit training program is a plus.
• Familiarity with lender finance deals; fund finance deals is a plus.
• Proficiency with the Microsoft Suite and ability to learn and work with other Customers Bank applications.
• 2+ years demonstrated proficiency in the Microsoft Office suite, including advanced Excel skills for financial modeling.
• Familiarity with AI and automation tools that support productivity, workflow efficiency, and client engagement.

Tools & Technologies

Microsoft Suite, Microsoft Office suite, Excel, AI, and automation tools