SVP, Director of Funds Finance

Our client in the financial services industry is looking for a SVP, Director of Funds Finance to join their team in the San Gabriel Valley.


Job Description:

  • Help develop new client relationships
  • Lead the strategic dialogue with clients
  • Build and maintain strong relationships with internal business partners
  • Develop fund exposure initiative, assess the market opportunity
  • Help develop internal tools and methodologies to assess fund risks
  • Conduct due diligence calls or visits where appropriate
  • Prepare concept memos for new opportunities
  • Help develop and enforce credit policy and risk management standards
  • Prepare portfolio analytical reports and presentations



  • Masters degree a plus
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to be discreet with confidential/sensitive information
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Detail-oriented
  • Strong work ethic



  • Bachelor’s degree in business, accounting, finance or related field and a minimum of 7 years’ relevant experience

Ref #22600


Elizabeth ValadezSVP, Director of Funds Finance