Associate - Subscription Finance

• Working with senior originators to develop and expand subscription lending relationships with leading U.S.-based asset managers
• Serving as a key deal team member on new subscription facility transactions, including bilateral facilities, agented facilities, and participations
• Coordinating with internal portfolio management and credit teams to execute new subscription facilities and to amend/extend/modify existing transactions
• Establishing strong internal partnerships with coverage bankers, credit risk management, and senior leadership
• Helping to establish enhanced processes, procedures, and internal monitoring/controls in support of meaningful subscription portfolio growth in 2026 and beyond
• Assisting in loan syndication functions as needed
• Training, recruiting, and mentoring junior team members / analysts

• 2+ years of subscription finance originations experience at a leading financial institution
• Proven experience working on deal teams as an Administrative Agent, leading and managing complex $1BN+ syndicated transactions
• Experience structuring and executing new sub lines across various investment strategies (buyout, private credit, secondaries, real estate, etc.), fund structures (SMAs, BDCs, closed-end funds, evergreen vehicles), and facility structures (umbrellas, single LP, flat advance rate, etc.)
• Ability to work on deal teams with minimal oversight from initial pitch through facility closing, and throughout subsequent amendment requests
• Strong oral and written communication skills, and the ability to effectively partner with internal product and coverage groups
• Strong Excel and PowerPoint skills
• Bachelor’s degree (required)

Master’s degree

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law