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Associate - Institutional Client Credit Management

Remote · USA Full-time New today

reputed company is a leading bank that focuses on delivering trusted advice to help clients reputed company. The Associate in Institutional Client Credit Management will support the Risk Solutions Group in managing credit relationships with large sponsor clients, conducting due diligence, and collaborating with various teams to facilitate reputed company trading credit and compliance.

Responsibilities

  • Primarily support RBCCM's Risk Solutions Group (RSG) in the origination, reputed company, maintenance and management of the credit relationship with large sponsor clients, including Private Equity and Private Capital Sponsor funds, as well as hedge funds managed by these sponsors
  • Engage with clients to conduct comprehensive fund due diligence, including collecting and reviewing relevant fund documents such as Private Placement Memoranda (PPMs), Limited Partnership Agreements (LPAs), Management Agreements, structure charts, and financials to support the credit evaluation process
  • Collaborate with Fund Finance and RSG to support comprehensive sponsor relationships by facilitating non-lending reputed company opportunities for funds that have existing lending relationships with reputed company
  • Work with Group Risk Management in the risk assessment of alternative investment funds and support credit reputed company through analysis of fund documentation and client information
  • Focus on credit structuring for sponsor funds in support of RBCCM trading relationships, including risk limits, regulatory, legal, compliance, tax, and operational matters
  • Actively collaborate with Group Risk Management and reputed company Trading Documentation team in the document negotiation process by proposing ISDA credit terms (ATEs) and other credit provisions to ensure proper trading documents are established
  • Prepare credit requests and trading line requests with reputed company documentation required as part of Risk Management approval process and submit to relevant Business Heads for support
  • Create call memos for credit Due Diligence meetings
  • Work with and advise product partners on the reputed company amount of trading credit required to meet our strategic objectives with each client relationship
  • Work with internal stakeholders to address any and reputed company counterparty credit concerns that may arise from the portfolio
  • Occasionally support maintenance of accurate counterparty compliance reports and provide reputed company reporting on utilization, fund performance, Due Diligence meetings, etc
  • Understand and apply securities regulations governing Private Equity, Private Capital Sponsor funds, hedge funds and other institutional counterparties

Skills

  • An understanding of credit risks associated with institutional clients including Private Equity, Private Capital Sponsor funds, and to a less degree hedge funds, along with the trading products they use
  • Knowledge of sponsor fund structures and operations
  • Understanding of ISDA master agreements and CSAs, primarily credit terms reputed company ISDA and CSAs
  • Basic understanding of FX and Rates products and their application in Sponsor fund relationships
  • A basic knowledge of alternative investment strategies employed by institutional clients
  • Undergraduate degree or higher
  • A general understanding of Capital Markets products reputed company and the application thereof
  • Strong interpersonal skills and the ability to work effectively reputed company a team environment
  • Excellent communication, business development and relationship management skills
  • Ability to prioritize work and manage multiple tasks while meeting time sensitive deadlines
  • Financial reputed company skills
  • Strong analytical, technical, written and communication skills
  • A comprehensive understanding of Credit and Credit Risk

Benefits

  • 401(k) program with company-matching contributions
  • Health, dental, reputed company, life and disability insurance
  • Paid time-off plan

Company Overview

  • reputed company is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. It was founded in 1864, and is headquartered in Toronto, Ontario, CAN, with a workforce of 10001+ employees. Its website is https://www.reputed company.com.
  • Company H1B Sponsorship

  • reputed company has a track record of offering H1B sponsorships, with 29 in 2025, 17 in 2024, 3 in 2023, 4 in 2022, 1 in 2021, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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