Vice President l, Relationship Management, Global Fund Banking
Company: First Citizens Bank
Location: Boston
Posted on: October 5, 2024
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Job Description:
Overview: This is a hybrid role, with the expectation that time
working will regularly take place inside and outside of our Boston
office. -GFB Vice President, Relationship Management roles are
responsible for supporting Relationship Managers who are Directors
and Managing Directors in cultivating, acquiring, growing and
maintaining Private Equity and Venture Capital client relationships
by building deep connections across individuals at these firms,
including Partners, COOs, CFOs, and finance staff. - Individuals in
this role will also need to build strong relationships with other
influential members of the private asset ecosystem such as limited
partners, fund administrators, attorneys, and other service
providers in the space. - -Cross-selling the entire SVB platform of
products (including debt, treasury, foreign exchange, and private
bank) to address client business needs and personal needs; and
orchestrating cross-functional teams to optimize the client
experience is also required. Additionally, the individual will work
closely with the GFB Portfolio Management team by leading the due
diligence and deal structuring process, while assisting in the
underwriting, approval and closing process. Responsibilities:
Provide Sr. RM(s) new deal support such as drafting Term Sheets &
Greenlight memos - liaison with Portfolio Management on this, as
well as new deal diligence (LP and LPA analysis)Support assigned SR
RM(s) by curating, managing, planning (and often attending) events
that bring clients and prospects, as well as other players in the
private fund markets together, building a sense of community. -
Develop a network of clients, prospects and other private market
influencers.Ensure accuracy and timely submission of deal pipeline,
CRM, and liquidity/exception reportingResearch COIs, LPs, and
Prospects via Preqin and similar services, SVB sales analytics and
other sources (collaborate with other Jr. RMs to do so)Assist SR
RMs in coordinating with LPR, FCB MMB/Sponsor Finance teams and
Private Bank for accurate referral documentation and execution
(seek consistency on reporting expectations across all Jr. RMs)
Support SR RMs with meeting preparation, including research,
prospect presentations and relationship overviews for existing
clients Qualifications: Bachelor's degree and 2 years experience in
credit analysis, portfolio management and deal structuring, along
with a demonstrated interest in new business development and
relationship management or High School Diploma/GED and 6 years of
experience. -Preferred Qualifications:
Keywords: First Citizens Bank, Nantucket , Vice President l, Relationship Management, Global Fund Banking, Accounting, Auditing , Boston, Massachusetts
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