Vice President, Client Manager, Fund Finance Greater San Jose, CA Area + 1 more

The Company is seeking a Vice President, Client Manager, Fund Finance to manage and grow a portfolio of private equity and venture capital relationships. The role is responsible for client retention, portfolio performance, credit quality, and relationship development through proactive engagement and disciplined risk management. Key duties include monitoring borrower and fund performance, assessing risks, preparing portfolio reports, and leading renewals, amendments, and financing requests from structuring through closing. The Client Manager will coordinate with internal teams and external counsel, review fund and loan documentation, identify banking opportunities, and communicate recommendations and complex matters to clients and stakeholders. Candidates should have a bachelor’s degree in finance, accounting, business, economics, or a related field, along with 5–7 years of progressively responsible commercial lending, credit, underwriting, or portfolio-management experience. At least three years of direct subscription-finance or Fund Finance lending experience is required, as is strong knowledge of fund structures, capital-call mechanics, borrowing-base analysis, collateral, covenants, and loan documentation. Applicants should demonstrate sound credit judgment, advanced Excel skills, effective communication, and the ability to independently manage a complex portfolio while collaborating across functions. A high school diploma or equivalent is required; an MBA, CPA, CFA, or comparable professional qualification is preferred.

Hiring Company

Banc of California