Fund Financing Sales - London, United Kingdom - eFinancialCareers

Tom O´Connor

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Tom O´Connor

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Description
Welcome to Natixis


At Natixis, we create tailor-made solutions in Asset & Wealth management, Corporate and Investment banking, Insurance, and payments, with over 16,000 staff members in 38 countries.


At Natixis, you have a great opportunity to join an entrepreneurial, agile and growing organisation, and to be part of an inspiring team.

We offer a competitive remuneration package and generous total reward package and as an inclusive employer, we are alsoopen to considering flexible working arrangements.

We continuously work to create an environment that promotes diversity and inclusion in all its forms, across gender, race, religion, sexual orientation, disability, ethnicity and background.

We believe thiscreates equal opportunities for our employees - and better outcomes for our clients and communities.

  • Originate and execute NAV financing transactions facing asset managers on various asset classes (PE, credit, equities, fund shares) and in different formats (Loans, TRS, Variable Funding Notes) either at the fund level or at the GP level
  • Contribute to the growth of the fund financing franchise:
  • Maintain a good understanding of the market landscape, competition propositions, and a network in that field to ensure origination and proposition of the right deals in terms of risk/reward for Natixis
  • Participate in the syndication and derisking of NAV financing deals (distribution, insurance wraps, external rating) ;
  • Contribute to Natixis good understanding of counterparty risk on Funds in close relation with structuring and trading: good understanding of different leverage mechanisms and impact on risk, NAV valuation issues on liquid and illiquid assets, ability toexplain and discuss with risk on these points
  • Plan and organise client visits and meetings, establishing relevant contacts with clients and in coordination with the different client facing departments : for ex. senior coverage and sales teams in different platforms, notably in the US)
  • Coordinate the Bank's efforts to service client organisations: ensure transaction execution meets client and Natixis requirements, notably with regards to providing timely and professional pricing within Natixis compliance framework
  • Formulate marketing strategies; create business plans, draw up forecasts

Financial Performance

  • Aim to maximise long term revenues and control costs within the context of the Fund financing and GSF solution businesses

Control

  • Ensure clients are suitably classified (under FCA rules) and are dealt with appropriately
  • Ensure clients are cleared by Credit, Legal, Compliance and Operations before trading.
  • Ensure that new products are approved by the NPC before being offered to clients

Risk

  • Adhere to and understand risks to the bank and the client resulting from marketing initiatives or successful conclusion of transactions.
  • Consult the credit portal and adhere to counterparty risk limits prior to executing transactions
  • Act as Operational Risk Correspondent as defined in the bank's procedures

Legal & Regulatory Responsibilities

  • Comply with all applicable legal, regulatory and internal Compliance requirements as issued from time to time, including, but not limited to: the London Compliance manual; Compliance policies and procedures; Security policies & procedures; Financial Securityrequirements, including but not limited to the prevention of Financial Crime and Fraud including reporting obligations to the Money Laundering Reporting Officer.
  • Maintain and develop product knowledge to ensure ability to undertake the role. Complete all mandatory training as required to attain and maintain competence.

Key Internal Contacts

  • GSF Structuring, Fund Solution team
  • Fund financing trading teams
  • Account Managers and Relationship Managers

Key External Contacts

  • Clients

Systems Used

  • External Systems include Market Data (Bloomberg)
  • Significant experience in sales/structuring with a solution approach, facing funds and/or real money clients on different asset classes (ranging from credit to equity).
  • Good understanding of the different fund financing formats (loans, TRS, repo,..) and underlyings as well as relevant risk mitigation techniques
  • Good knowledge and already existing close relationship/network with the client base engaging in fund financing

Personal attributes:

  • Good management and leadership skills
  • Good relationship building skills, diplomacy
  • Organized
  • Team oriented
  • Client centric
  • Strong negotiator and excellent communicator
  • Selfmotivated and able to motivate others
  • Integrity and Trustworthiness
  • Able to work effectively under pressure

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