Fund Manager 70K plus Banking Beneifts

Coastal Career Consultants Ltd
London (Greater)
18 May 2019
21 May 2019
Contract Type
Full Time

Provide support with the management and organisation of the department’s function by developing business opportunities primarily with fund finance and monitoring existing customers/transactions.

Principal responsibilities

1.Loan application and approval

a.Where new business is identified or where a loan roll over is required, the job holder will structure an appropriate credit application involving data relating to financial performance and other credit related information concerning customers up to date circumstances.

b.The job holder will communicate with Head Office to assess business limitations and appetite for the loan.

c.The job holder is responsible for securing the business and negotiating the loan details with the customer or agent bank.

2.Credit analysing and monitoring

a.The job holder will review each client/transaction in accordance with Credit Policy set by Head Office, and then create the internal credit application and periodical monitoring reports.

3.Relationship management with respect to fund finance business

a.Market intelligence gathered in this way is then used to monitor trends and look for existing loan risk as well as further business opportunities.

b.The job holder acts as a counterpart with other banks for cultivating new transactions and monitoring existing transactions.

4.Liaison function with respect to infrastructure fund

a.On the behalf of Head Office, the job holder communicates with other banks or companies.

b.Market intelligence is gathered to monitor trends and look for further business opportunities for Head Office.

5.Deposit business

a.To increase the cash deposit, the job holder communicates with customer.

6.Daily operation

a.Conduct daily operations in response to customer’s request.

7.Business planning and strategy

a.Work with the department to identify target business opportunities to maximise profit potential. New business is identified from market intelligence as well as internal referral from Head office.

b.All business is referred via the department head for initial approval.

8.Other ad hoc tasks as requested

Qualifications:Degree likely to be in a financial discipline and / or experience in related field.


Level required

Knowledge of accounting, legal documentation and credit analysis

Good understanding the loan market standard with respect to accounting, legal documentation and credit analysis

Negotiation skills

The ability to negotiate with external parties.

Analysis and report writing

Ability to analyse financial positions and report market trends etc.

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