Associate, Fund Finance

Banc of California
Menlo Park, Durham
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 3-4 yearsEducation: bachelorsSkills: ["Attention to detail","Independent work","Interpersonal communication","Organizational skills","Conceptual judgment"]

Evaluate life insurance lending opportunities from screening through closing by analyzing credit quality, structuring deals, and underwriting transactions. Build and maintain detailed financial models with sensitivity analyses, identify merits/risks and mitigants, and prepare internal approval materials and term sheets. Conduct market, industry, and sponsor due diligence, ensure loan documentation captures agreed terms, and support origination activities through closing in a regulated environment.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Banc of California
Banc of California
1 day ago

Associate, Fund Finance

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Evaluate life insurance lending opportunities from screening through closing by analyzing credit quality, structuring deals, and underwriting transactions. Build and maintain detailed financial models with sensitivity analyses, identify merits/risks and mitigants, and prepare internal approval materials and term sheets. Conduct market, industry, and sponsor due diligence, ensure loan documentation captures agreed terms, and support origination activities through closing in a regulated environment.
Location: Menlo Park, Durham
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Evaluate senior and unitranche financing requests to determine credit quality and appropriate loan structures.
  • •Identify transaction merits, risks, and mitigants; construct and maintain financial models and sensitivity analyses.
  • •Generate internal approval memoranda and term sheets and ensure terms are accurately captured in loan documentation.
  • •Perform market, industry, and sponsor due diligence to support underwriting and origination activities.
  • •Assist in all aspects of origination through closing and follow established policies and procedures.

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionPaid LeavePaid ParentalFlexible Spending

Key Requirements

  • •3-4 years of experience in investment banking or structured lending.
  • •Ability to work independently with limited day-to-day supervision.
  • •Bachelor's degree required; MBA or Master's degree preferred.
  • •Strong attention to detail and accuracy under regulatory scrutiny.
  • •Proficiency with Microsoft Office Suite (Outlook, Excel, MS Word, PowerPoint).
Experience:3-4 yearsInvestment bankingStructured lendingLife insurance lending
Education:Bachelor's
Skills:Attention to detailIndependent workInterpersonal communicationOrganizational skillsConceptual judgment
Tech Stack:Microsoft OfficeOutlookExcelMicrosoft WordPowerPoint

Company Brief

Banc of California
Provides commercial and business banking services including deposits, lending, treasury management, and specialty financing for small and middle-market businesses, entrepreneurs, and real estate clients through its U.S. banking operations.
Industry: Corporate Banking
Company Size: Enterprise (1,001+ employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Los Angeles, United States
Founded: 1941
WebsiteLinkedIn