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Title:  Corporate Banking Associate Director, Sponsors & Funds




Requisition ID: 145655

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.


Associate Director, US Financial Sponsors & Fund Finance



  • The Associate Director is responsible for managing credit related activities including completion of credit presentations, structuring loan transactions, performing due diligence, negotiating documentation, guiding associates and analysts, compliance and on-going management of a portfolio of financial sponsors & fund finance clients.
  • The Associate Director will also assist Directors and the Managing Director in marketing clients and to manage client relationships in the United States.



  • Analyze and perform due diligence on transactions that vary in complexity
  • Develop recommendations for the appropriate course of action and prepare credit submissions for adjudication by Global Risk Management
  • Complete periodical customer reviews, amendment requests and review legal documentation
  • Ensures all Bank guidelines are followed as it relates to administration of the portfolio of accounts
  • Track client and portfolio activity utilizing salesforce and other internal systems
  • Prepare and compile various reports for senior management on a weekly, monthly, and quarterly basis. Reporting includes credit facility return metrics, relationship return metrics, risk limits, and annual budgeting and tracking
  • Provide assistance with the preparation of marketing materials, industry papers, business proposals, and ad-hoc updates on an ongoing basis
  • Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk

Client Focus: 

  • Assists with client relationship management by efficiently addressing client requirements and contributing to cross sell activities
  • Assist with client planning and development, including meeting preparation, follow-up, and tracking 
  • Maintains a professional approach with all client interactions
  • Demonstrates strong business acumen
  • Establishes and maintains an effective network of internal and external contacts

Product Expertise: 

  • Basic knowledge of lending facilities and other financial products/services, including: Capital Markets, Investment Banking, Foreign Exchange, Derivatives, and Global Transaction Banking
  • Good understanding of corporate banking and/or fund finance industry
  • Strong knowledge of credit and legal documentation frameworks



  • 5+ years of relevant work experience, preferably in corporate banking and/or fund finance
  • Strong credit, structuring, and financial analysis skills, including familiarity with loan documentation review and negotiation skills.
  • Self-motivated, results focused, team player with strong learning ability and demonstrated time management/organizational skills.
  • Strong written and verbal communication skills
  • Mature judgment and a breadth and depth of related experience so as to be credible at a senior client level, with internal contacts and industry peers.
  • MBA, CFA or CPA designation preferred
  • Excellent computer skills (Excel, Word, Power Point, Access)


Location(s):  United States : New York : New York City 

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Nearest Major Market: New York City

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