Vice President, Origination – Fund Solutions – Fund Finance
TSB Bank · Madison, WI · 5 days ago
OTHR$275k/yrFull-time
About the role
The Vice President will play a senior role in originating, structuring and executing financing solutions for private capital clients, including private equity, infrastructure, real estate, private credit and other alternative asset managers. The role will cover a broad range of fund finance products, including subscription / capital call facilities, NAV facilities, hybrid facilities, GP facilities, asset-backed lending structures, equity bridge and back-leverage solutions and other bespoke fund-level financings.
Responsibilities
- Lead origination efforts for Fund Solutions across alternative asset managers, including private equity, infrastructure, real estate and credit funds.
- Identify, pitch and structure financing solutions across the fund lifecycle, including subscription lines, NAV loans, hybrid facilities, ABLs, back-leverage facilities and other bespoke liquidity solutions.
- Contribute to new transactions through structuring, credit analysis, financial modeling, client due diligence, negotiation of legal documentation and supporting growth in the client base through new originations and refinancing opportunities.
- Collaborate effectively with CIB teams globally across Fund solutions, Leveraged Finance, M&A, Structured Finance, Sponsor coverage and Distribution.
- Assess fund structures, LP bases, borrowing bases, investment portfolios, collateral packages, liquidity needs, sponsor quality and exit / repayment sources.
- Contribute to the development of Santander’s Fund Solutions strategy, product development, market intelligence, internal policies and best practices.
- Develop and maintain client relationships with fund sponsors, CFOs, treasury teams, capital markets teams and other key market participants through transaction as well as client and industry events.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business, Engineering or a related analytical discipline required.
- MBA, CFA or other relevant professional designation is helpful but not required.
- 6–10+ years of relevant experience in Fund Finance including NAV financing, Asset back lending, Subscription finance, hybrid facilities, GP lines, equity bridge loans or other fund-level financing products strongly preferred.
- Strong understanding of private capital fund structures, limited partner commitments, borrowing bases, NAV collateral and sponsor liquidity needs.
- Demonstrated experience originating, structuring or executing fund finance transactions.
- Experience in Rated feeders, CFOs, Leveraged finance, Project / infrastructure finance, private credit or a related credit / origination role also helpful but not required.
- Existing relationships with private capital sponsors, fund finance market participants, law firms and/or institutional lenders are a plus.
Qualifications
- Excellent credit judgment and ability to balance client objectives with Santander’s risk appetite.
- Strong analytical, structuring and documentation skills.
- Ability to lead multiple transactions and priorities in a fast-paced, client-facing environment.
- Strong commercial orientation with the ability to identify opportunities and convert client dialogue into actionable transactions.
- Clear and concise written and verbal communication skills, including the ability to present to senior internal stakeholders and clients.
- High attention to detail and strong ownership of work product.
Skills & Attributes
- SIE, S63, S79 required within 90 days of hire.
Pay
The base pay range for this position is $275,000.00 USD. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Schedule
Not specified.