Westpac Institutional Bank · 1 month ago
Senior Associate, Corporate Loans & Fund Finance
New York, NY, United States
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $150K/yr
3+ years expWestpac Institutional Bank is Australia’s first bank and oldest company, now operating in New York. The Senior Associate role focuses on delivering strategic financing solutions in Corporate Loans & Fund Finance, managing loan product relationships, and executing high-quality loan transactions.
Banking
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
Qualification
Required
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
Experience in corporate lending and/or fund finance is highly regarded
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
Preferred
3 to 5 years in relevant banking and/or legal (banking and finance)
Exposure to institutional and corporate loans and/or fund finance
Benefits
100% employer-funded health insurance coverage
Participation in a 401(k) plan with profit share contributions
Flexibility and various leave entitlements
Generous annual leave entitlement with purchase leave options
100% employer funded Private Medical Insurance
Company
Westpac Institutional Bank
We're your partner in building a sustainable future.
Founded in 1817Sydney, New South Wales, AUS
5001-10000 employees
Funding
Current Stage
Late StageRecent News
2025-09-29
Australian FinTech
2025-04-16
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