Associate Director, Fund

2 months ago

Sydney, Australia NAB - National Australia Bank Full time

**Work type**: Permanent Full time
**Region**: NSW- Sydney CBD
- **Build your career within Corporate & Institutional Banking**:

- **Diverse & fast-paced roles with a focus on Funds & Financial Sponsors**:

- **Associate Director opportunity based in Sydney**

Client Management and Execution (CME) is the centre of credit and execution excellence within Corporate Finance, and the broader Corporate & Institutional Banking (C&IB) business. CME teams work closely with C&IB Coverage and Product Specialist teams to manage the C&IB customer portfolios, prepare financial, ESG and credit analysis, and execute complex large value transactions across the full suite of banking products.

**In this Associate Director role you will**:

- **Take a lead role in structuring transactions**: Preparing credit submissions, employing financial modelling where required and making recommendations on transactions to senior management and Credit. Credit submissions will typically comprise:
- Lending facilities, including Subscription Finance and Net Asset Value (NAV) transactions to financial sponsors across the private equity, infrastructure, property, and credit funds asset classes
- Lending facilities to Managed Funds and Financial Services firms
- Markets and transactional facilities across both Private Capital and Managed / Real Money Funds
- **Manage the risk profile**: through monitoring and adhering to compliance requirements of a client portfolio
- **Oversee workflow management** **between key stakeholders**: i.e. Client Coverage, CME, Product Specialists, Credit, Legal (internal and external) and client support teams, to achieve a seamless client experience
- **Proactively support Client Coverage**: by identifying new clients, generate valued client and industry insights and business opportunities
- **Provide guidance and couching**: of junior team members

**What will you bring**:

- Extensive prior experience in working with Institutional or Corporate Banking clients in an analytical or comparable role including relevant industry and client experience in the Funds, Financial Sponsors, FIG, Property, Infrastructure, Structured Finance and/or Private Equity sectors
- Strong credit writing and analytical capabilities alongside transaction execution, portfolio management and documentation skills with prior experience in transaction structuring and financial markets products
- An understanding of the regulatory and compliance environment in which the Bank operates including capital, ratings and reporting requirements
- Tertiary qualifications in Finance, Business or related discipline.
- Excellent stakeholder engagement internally and externally with clients is essential

**A diverse and inclusive workplace works better for everyone**

We know that our people make us who we are. That's why we have built a culture of equity and respect - where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all NAB colleagues’ unique backgrounds and identities are understood, respected and celebrated. We are committed to providing an environment where you can work your way.

**Join NAB

  • Associate Director, Aus Fund Operations

    6 months ago

    Sydney, Australia GQG Partners LLC Full time

    **GQG PARTNERS LLC** **Position Description**: **Associate Director, AUS Fund Operations** **ABOUT GQG PARTNERS** GQG Partners is a rapidly growing boutique investment management firm focused on global and emerging markets equities, headquartered in Fort Lauderdale, Florida with offices in New York, Seattle, London, and Sydney. Our primary responsibility...

  • Fund Operations Associate

    2 months ago

    Sydney, New South Wales, Australia Dexus Full time

    Support the Real Estate and Infrastructure PortfolioAbout the RoleWe are looking for a Fund Operations Associate to partner with the Funds Management and Investor Relations teams at Dexus. The successful candidate will deliver a premium client experience and efficient support across our Unlisted Funds Management platform.Key ResponsibilitiesManage investor...

  • Associate Director, Portfolio Funding

    6 months ago

    Sydney, Australia Westpac Group Full time

    Permanent role - Based in Sydney Opportunity to join Westpac Institutional Bank’s Global Transaction Services (GTS) Liquidity Solutions team **How will I help?** Westpac Institutional Bank’s Domestic Payments & Liquidity team supports the end-to-end deposit and domestic payment needs of our Institutional Clients with a focus on working capital,...

  • Fund Operations Associate

    7 months ago

    Sydney, Australia Dexus Full time

    Dexus (ASX: DXS) is a leading Australasian fully integrated real asset group, managing a high-quality Australasian real estate and infrastructure portfolio valued at $57.1 billion. We believe that the strength and quality of our relationships will always be central to our success and are deeply connected to our purpose: Unlock potential, create...

  • Fund Administration Associate

    7 months ago

    Sydney, Australia AllianceBernstein Full time

    Company Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...

  • Fund Operations Associate

    5 months ago

    Sydney, Australia Dexus Full time

    Dexus (ASX: DXS) is a leading Australasian fully integrated real asset group, managing a high-quality Australasian real estate and infrastructure portfolio valued at $57.1 billion. We believe that the strength and quality of our relationships will always be central to our success and are deeply connected to our purpose: Unlock potential, create tomorrow.The...

  • Associate, Fund Finance

    2 weeks ago

    Sydney, Australia MUFG Bank, Ltd., Australia Full time

    **Do you want your voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term...

  • Associate Director, Construction Leadership Group

    2 months ago

    Sydney, Australia Infrastructure NSW Full time

    **Associate Director, Construction Leadership Group (CLG), Strategy, Planning and Innovation.** This role is a salary Grade 11/12 with the base salary for this role starting at $139,787 - $161,663 base plus superannuation, commensurate with experience. This role is a temporary 12-month opportunity, based in Sydney. **Join INSW and play your part in...

  • Associate Director, Strategy, Planning and

    4 months ago

    Sydney, Australia Infrastructure NSW Full time

    **Associate Director, Strategy, Planning and Innovation, Temporary, Sydney** This role is a **3-year** temporary role. It is a salary Grade 11/12, with the base salary for this role starting at $139,787 - $161,663 base plus superannuation, commensurate with experience. **Join INSW and play your part in creating a sustainable infrastructure legacy for...

  • Strategic Funding Director

    4 weeks ago

    Sydney, New South Wales, Australia Humm Group Full time

    We are one of Australasia's most successful and enduring non-bank financial organisations, with a proud legacy of innovation in the finance sector. Our product ecosystem of business financing products, consumer lending, and cards has been designed around the core needs of today's small and medium enterprises, retailers, and shoppers.We help people buy...

  • Senior Associate

    9 months ago

    Sydney, Australia Norton Rose Fulbright Full time

    Description Norton Rose Fulbright is a global law firm. We provide the world's pre-eminent corporations and financial institutions with a full business law service. We have more than , lawyers operating from more than cities worldwide including Sydney, London, New York, Toronto, Hong Kong, Mexico City, Singapore and Johannesburg. We're currently...

  • Senior Asset Fund Director

    2 weeks ago

    Sydney, New South Wales, Australia La Trobe Financial Full time

    La Trobe Financial, a renowned Alternative Asset Manager since 1952, seeks an exceptional candidate for the role of Senior Asset Fund Director. This position offers a unique opportunity to lead the Fund Financial Control team and contribute to the company's continued growth and success.Australia's premier Alternative Asset Manager has achieved remarkable...

  • Associate Director

    8 months ago

    Sydney, Australia KPMG Full time

    **Associate Director - Debt Advisory (Corporate and Financial Services)** Our **Debt Advisory** team supports organisations to make sound financial and capital structuring decisions. We work closely with our clients to provide independent advice on financing options and strategy and then support their capital raising activities in the market, including...

  • Associate Director, Client Coverage

    14 hours ago

    Sydney, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Location**: NSW- Sydney CBD - **Associate Director, FSA (Fund Sponsors, Strategic Investors and Alternative Assets)**: - **Support our Infrastructure, Energy & Utilities portfolio**: - **Fantastic opportunity to continue building your expertise in Client Coverage whilst leveraging off your insights...

  • Associate Director

    3 days ago

    Sydney, Australia Westpac Group Full time

    Sydney location - Permanent, full-time - Hybrid working environment **How will I help?** This is an exciting opportunity to join Westpac’s Group Treasury team as an Associate Director. Group Treasury is the heart of the Bank, where you will get exposure to a range of senior stakeholders from Westpac’s Businesses, Group Finance and Risk. The Group...

  • Associate Director, Infrastructure Portfolio

    4 months ago

    Sydney, Australia Infrastructure NSW Full time

    **EOI Associate Director - Infrastructure Portfolio Performance, Temporary, Sydney** This role is a **4-week **temporary role commencing on **27 September 2024 to 25 October 2024**. This role is a salary Grade 11/12, with the base salary for this role starting at $139,787 base plus superannuation. **Join INSW and play your part in creating a sustainable...

  • Associate Director

    5 months ago

    Sydney, Australia Australia and New Zealand Banking Group Limited (ANZ) Full time

    Associate Director Associate Director Req ID: Department: Insto Relationship Aus Property & Health Division: Institutional Location: Sydney About UsAt ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our customers. Our Institutional bank helps our largest...

  • Associate, Investment Operations

    1 month ago

    Sydney, Australia Dimensional Fund Advisors Full time

    Notes to applicants: - Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach which includes working 3 days in the office and the choice to work 2 days in the office or remotely, depending on what is best for that work day. This maximizes in person...

  • Associate, Investment Operations

    7 months ago

    Sydney, Australia Dimensional Fund Advisors Full time

    Notes to applicants: - Most roles at Dimensional will be part of our best-of-both hybrid working model which includes working 3 days in the office. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less...

  • Senior Associate, Investment Funds Specialist

    4 weeks ago

    Sydney, New South Wales, Australia Herbert Smith Freehills Full time

    Unlock your potential as a Senior Associate in our premier investment funds and FSR teams in Sydney.About UsHerbert Smith Freehills is one of the world's leading law firms, advising top-tier clients across the globe. With over 5,000 professionals, we deliver exceptional legal advice to drive business growth.The OpportunityWe're seeking a talented Senior...