Senior Associate, Corporate Loans & Fund Finance

Bt Financial Group • New York, NY

14d • $120,000 - $150,000

About The Position

We are Australia's first bank and oldest company, and one of four major banking organisations in Australia. This opportunity sits in our New York office working for Westpac Institutional Bank (WIB), the division of Westpac, which services the needs of our corporate, institutional, and governmental clients. Our Corporate Loans & Fund Finance team provides end-to-end loan product delivery covering origination, structuring, pricing, documentation, and execution of bilateral, club, and syndicated loan transactions for WIB customers across a variety of sectors. Reporting to the Associate Director in New York, this front-line role is integral to delivering strategic financing solutions to WIB clients across the Northern Hemisphere.

Requirements

• Tertiary qualifications in Finance, Commerce, Law or related discipline
• Knowledge of corporate and institutional banking and the broader banking and finance industry
• Strong credit understanding and loan structuring skills, ideally with LSTA and LMA documentation
• Self-motivated team player with strong initiative and drive, and a commitment to high customer service values
• Excellent communication (written and verbal), presentation and negotiation skills
• Ability to proactively manage competing priorities and deadlines
• High attention to detail and strong analytical capability
• Proficiency in Word, PowerPoint and Excel
• Collaborative mindset and ability to build lasting stakeholder relationships

Nice To Haves

• Experience in corporate lending and/or fund finance is highly regarded
• Preferred experience includes 3 to 5 years in relevant banking and/or legal (banking and finance), with exposure to institutional and corporate loans and/or fund finance highly regarded.

Responsibilities

• Origination, structuring, pricing, and execution of high-quality loan product, with a focus on subscription finance facilities for financial sponsors and corporate facilities for multinational companies.
• Assisting in developing and managing loan product relationships, including the expansion of the subscription finance and multinational corporate portfolios.
• Originate, structure, negotiate, and execute loans across multiple sectors
• Prepare client presentations, pitchbooks, and marketing materials for upcoming transactions
• Assist with term sheet preparation and respond to client RFPs
• Review and negotiate loan documentation, including loan agreements, security documents and due diligence reports
• Maintain internal databases and contribute to loan market updates
• Build and maintain a strong stakeholder network internally and externally
• Identify and manage financial and non-financial risks across the loan portfolio and the business
• Deliver transactions with the highest service standards, reinforcing Westpac's reputation for excellence
• Manage transactions with the highest possible service level, contributing to Westpac's reputation for providing a premium quality service
• Work as an integral part of the team, providing support where required

Benefits

• Our benefits package includes 100% employer-funded health insurance coverage, participation in a 401(k) plan with profit share contributions
• Westpac in NY offer comprehensive range of benefits including flexibility and various leave entitlements. This includes generous annual leave entitlement with purchase leave options, 100% employer funded Private Medical Insurance, and participation in a 401(k) plan with profit share contributions.
• Fixed compensation range for this position is between $120,000 - $150,000 depending on experience + bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees