Piermont Bank
Financial Services
FundFinanceUnderwriter
“Fund Finance Underwriter at Piermont Bank. Skills: Fund finance underwriting, Credit risk analysis, Loan structuring. Underwrite credit facilities. Analyze fund structures”
Industry & Context.
Problem-solving
What They're Looking For.
Must Have
Bachelor's degree in finance, Bachelor's degree in accounting, Bachelor's degree in credit-related field, 5+ years of finance experience, 3+ years underwriting complex financing structures, Interpret legal documents, Interpret LPAs, Interpret credit agreements, Interpret financial statements, Analytical skills, Financial structuring skills, Execution skills, Deep understanding of regulatory reporting, Initiative approach to problem-solving, Interactive approach to problem-solving, Prioritize competing demands
Nice to Have
CFA charterholder preferred, FRM preferred, Series 7 preferred, Series 63 preferred, Series 65 preferred
What You'll Do.
Underwrite credit facilities
Analyze fund structures
Analyze investor bases
Analyze collateral quality
Analyze cash-flow dynamics
Determine creditworthiness
Ensure financing transactions are sound
Ensure financing transactions are compliant
Align financing transactions with risk appetite
Work with Relationship Managers
Manage loan origination process
Manage credit approval
Manage loan documentation review
Underwrite complex financing structures
Assess collateral strength
Assess repayment sources
Evaluate risk profiles
Review fund performance
Review sponsor track record
Review portfolio composition
Review market conditions
Conduct due diligence with fund managers
Conduct due diligence with legal counsel
Conduct due diligence with internal stakeholders
Present recommendations to credit committees
Manage transactions through closing
Coordinate documentation
Coordinate legal negotiations
Coordinate internal approvals
Monitor ongoing credit performance
Monitor compliance with covenants
Monitor borrowing base calculations
Monitor fund performance updates
Manage advance requests
Manage drawdown requests
Maintain knowledge of industry regulations
Maintain knowledge of fund structures
Maintain knowledge of market trends
How You'll Work.
Team & Collaboration
Internal teams; Fund managers; Legal counsel; Relationship Managers; Credit committees
Communication Scope
Verbal communication; Written communication
Applying for this Fund Finance Underwriter role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Greenhouse
- Create a Greenhouse profile before applying — it saves time across multiple applications.
- Upload your resume as a PDF; the parser handles it better than Word.
- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
- Enable email notifications to track application status in real time.
ANONYMOUS · UNFILTERED
What do employees actually say about Piermont Bank?
Real rants from real employees. Read before you apply.