Global Banking & Markets – Capital Solutions Group - Private Equity Capital Call (PECC) Financing,

Overview

Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description.

As an Analyst in the PECC Structuring team, you help design subscription-based financing for private funds, aligning facilities with sponsor strategy and investor makeup. You will work with sponsors, fund managers, and internal partners to tailor credit structures and assess risks. You’ll lead structuring discussions, draft term sheets, and ensure governance and compliance throughout the facility lifecycle. This role offers exposure to diverse asset classes and hands-on impact on how private equity funds finance growth and operations.

Responsibilities
• Origination & client coverage: nurture sponsor relationships and act as trusted advisor to tailor subscription finance solutions
• Credit structuring & underwriting: evaluate credit, structure, and economics; diligences on SPV structures, LPAs and fund strategies across multiple asset classes
• Lead structuring discussions: negotiate indicative terms with borrowers and counsel
• Risk management & governance: prepare credit materials, document loan structure, monitor covenants, collateral, and base dynamics
• Cross-functional collaboration: partner with Credit Risk, Legal, and Operations to ensure policy and regulatory compliance

Key requirements
• 1–2 years in underwriting or structuring fund finance or related credit roles
• Advanced financial modeling and analysis; deep understanding of fund xklufbp structures and LP-backed underwriting frameworks
• Bachelor’s degree; CPA, CFA, or MBA preferred
• SIE, Series 7, Series 63, and Series 79 (or must be obtained within four months of joining)
• Relationship management
• Strong analytical judgment
• Effective collaboration with cross-functional teams
• Advanced financial modeling
• Fund structures and LP-backed underwriting frameworks
• Credit evaluation and risk assessment