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INVESTMENT FINANCE SPECIALIST - LOS ANGELES

Job Field: Legal Jobs
Location: Los Angeles, CA
Salary: $Not stated
JOB SUMMARY:
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<tr><td valign="top" width="450"><b>Title: Investment Finance Specialist - Los AngelesLocation: CA-Los AngelesThe Citi Private Bank (CPB), one of the largest private banking businesses in the world, provides professional wealth management services for Ultra High Net Worth clients through its nearly 700 private bankers and financial specialists in more than 30 countries. The Citi Private Bank offers unmatched global reach, coupled with a full range of portfolio management and investment advisory services, an array of Investment Finance and banking services, as well as expertise from the Citi Markets and Banking division.The Investment Finance team works with the Private Bankers to provide a diverse range of lending solutions to UHNW clients and prospects of the CPB. Loans are typically secured by marketable securities, hedge funds, corporate aircraft, commercial real estate, or art. Investment Finance also offers private equity capital call financing, unsecured lending, and FX and derivatives trading facilities.Job Purpose:-Partner with the Western Global Market Manager (GMM) and Bankers to both drive and enhance the Investment Finance team&#39;s Origination functions-Partner with the CPB Regional Head of Investment Finance to develop business strategy and targets that will result in an active pipeline and closed business for the UHNW West coast team-Manage processes and respond to issues to mitigate risk and ensure compliance-Develop and enhance client relationships both internally and externallyKey Responsibilities:-Partner with the Western GMM and Banker teams to implement the CPB business strategy in order to increase lending origination efforts with clients and prospects and achieve revenue and return targets.-Work closely with Private Bankers, Risk/Portfolio Managers to develop client relationships and ensure a high level of client service. This will include working directly with external UHNW clients and acting as a technical expert / product specialist to the GMM, Bankers and other product specialists.-Responsible for all aspects of lending, including: asset quality; achieving revenue and return targets; structuring and underwriting credit transactions; and managing client credit portfolios (in some instances). -Provide Investment Finance and credit support to product sales and support teams. Product teams include financial sponsors, corporate aircraft, commercial real estate, art, and capital markets (FX and derivatives).-Proactively identify opportunities and participate in the structure of innovative solutions across products, tailored to client requirements using client assets as collateral and, where appropriate, help develop or refine Product programs in partnership with Regional and Product Heads.-Help manage and negotiate capital allocation decisions, perform return-on-capital and other capital allocation analysis and estimate/project the revenue/return performance of vs. targets.-Provide expert and quality service by ensuring excellent credit knowledge and standards, appropriate prioritization, quick response time, process quality/efficiency and accuracy.-Deliver appropriate risk assessments of credit approvals by maintaining continued awareness of compliance with the bank&#39;s credit policies and regulatory requirements and tailoring credit and product documentation with clients accordingly.Knowledge/Experience:-Extensive credit and structured lending (i.e. secured lending) experience essential; highly desirable to have extensive experience lending to UHNW clients.-Exceptional knowledge of credit-based product lines with a demonstrated ability to drive a quality revenue line.-Product knowledge of Equities, Converts, Credit-Linked FX and Commodities essential; highly desirable to have experience in commercial real estate, aircraft and art lending; knowledge of investment management, treasury products and other banking products preferred.-Client relationship management experience required.-Financial Services experience required; Wealth Management

KEY REQUIREMENTS:
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