GBM - Private, Private Equity Capital Call (PECC) Financing, Associate - New York

Key Responsibilities

• Interface with and strengthen relationships with sponsors, fund managers, and internal coverage teams
• Act as a trusted advisor to clients, delivering tailored subscription finance solutions aligned with fund strategy and investor composition
• Evaluate the credit, structural, and economic risks of subscription lines using rigorous analytical and technical judgment
• Diligence fund sponsors, investment strategies, LP bases, PPMs, and LPAs across asset classes including buyout, growth, real estate, infrastructure, and credit funds
• Lead structuring discussions and negotiate indicative term sheets and credit agreement provisions with fund borrowers and legal counsel
• Prepare high-quality credit approval materials and ensure accurate documentation of loan structure, risk ratings, and policy exceptions
• Monitor covenant compliance, collateral performance, and borrowing base dynamics throughout the life of each facility
• Partner closely with Credit Risk, Legal, and Operations to ensure adherence to internal credit policies and regulatory standards

Qualifications & Requirements

• Experience: 4+ years in underwriting or structuring fund finance products, or related credit roles
• Technical Skills: Advanced financial modeling and analysis; deep understanding of fund structures and LP-backed underwriting frameworks
• Education: Bachelor’s degree required; CPA, CFA, or MBA preferred
• Required Licensing: SIE, Series 7, Series 63, and Series 79 (or must be obtained within four months of joining)