Asset Finance Job Description

Asset Finance Job Description

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Asset finance provides support to the Financial Management in raising funds for project financing (corporate, local or Project Finance).

Asset Finance Duties & Responsibilities

To write an effective asset finance job description, begin by listing detailed duties, responsibilities and expectations. We have included asset finance job description templates that you can modify and use.

Sample responsibilities for this position include:

Create cash flow models for individual transactions, tied to rating agency and other available criteria in the market
Consolidation of daily/weekly/monthly reports which include P&L analysis, trade vs
Provide weekly status report to the Regional Managers indicating completed, work-in-progress and pending credit applications approval ratio
Providing critical business insight into financial performance
End to end ownership of all Global Business Partnering processes
Assist where appropriate with reporting performance, including production assistance for Executive Management reporting
Detailed analysis of AUM trends, capability reporting and customer segmentation
Develop new business reporting, specifically to include revenue/quality aspects of flows
Enhance data reconciliation processes across reporting systems, specifically MI Actuals, GFCM and External Reporting (Saracen)
Plan and manage ad-hoc tasks and reporting raised by Global Financial Controller and senior management to ensure relevant and timely response

Asset Finance Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Asset Finance

List any licenses or certifications required by the position: ITIL, PMI, AMA, UDT, ASA, IPMA, RE5, FAIS, FSB, NQF

Education for Asset Finance

Typically a job would require a certain level of education.

Employers hiring for the asset finance job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Business, Economics, MBA, Graduate, Engineering, Management, Technical, Statistics

Skills for Asset Finance

Desired skills for asset finance include:

Market
Products
Banking products and related risk issues
Debtor-In-Possession
Traditional Asset Based Lending financing structures
Industry
Structured project management methodologies and project management tools used to plan and monitor project progress
Crystal Reports
Investment banking
Financial products

Desired experience for asset finance includes:

A minimum of5 - 7years experience in Financial services catering to Asset / Ivestment Management support
MBA or CA with 1-2 years of relevant work experience
Understanding of fixed income and the asset management business is a plus
Experience in a Finance or Product related function is required
Experience with the Asset Management business is a plus (Wealth Management and/or Investment Management)
Coordinate GTI annual plan by working with infrastructure and finance teams to develop annual forecasts and plans

Asset Finance Examples

1

Asset Finance Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of asset finance. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for asset finance
  • Preparation and management of products throughout the month, including substantiation of business line Balance Sheet on the General Ledger each month
  • Monthly management reporting for products, analysis of the balance sheet and commentary of statutory P&L's
  • Provide support and analysis for ad hoc requests and projects impacting the MIS/Product Control team
  • Provide weekly & monthly reporting to senior management to give an oversight of PB EMEA activities on business drivers
  • Participate on the EOM revenue closing process
  • Participate to the PB EMEA markets revenue and expenses monthly forecast
  • Identifying opportunities and developing relationships with the candidates existing base of contacts creating and executing an effective calling plan for the region
  • Work with the business unit CFO to report the financials for the region
  • Prepare and distribute weekly and monthly sales MIS to business leaders and sales teams
  • Build support network utilizing finance support team in Mumbai for BAU reporting
Qualifications for asset finance
  • Must have at least4-7 years experience as a project manager or business analyst
  • Experience in a finance related function is required
  • Experience with the Asset Management business is a plus (private banking and/or investment management)
  • Regulatory knowledge is a plus (Basel, Dodd Frank)
  • Excellent PC skills including Excel, Peoplesoft Financials, and Essbase comfort with manipulation and presentation of financial data
  • Must be graduating no later than summer of 2015
2

Asset Finance Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of asset finance. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for asset finance
  • Work with global finance partners to support global projects and initiatives which will impact sales MIS reporting and data quality
  • Build presentations for operating committee, either standard financial reporting or ad-hoc to focus on key-themes
  • Work with broader Asia finance team to aid regional and country specific reporting to Corporate
  • Partner with CBSP (Client Service & Business Platforms) teams in reporting monthly financials and assist with expense planning and forecasting
  • Review of MSAM fund entities annual financial reports and liaison with external auditors
  • Ensuring payments are processed timely and appropriately and assisting with FX and cash investment recommendations made to the MSAM business
  • Review of MSAM monthly NAV pricing
  • Ensuring integrity and completeness of various MSAM fund entities financial records including reconciliations, monthly reporting and operation of accounting processes and policies
  • Assistance with the review of year-end MSAM tax calculations, maintenance of tax records and liaison with tax advisers
  • Assistance with the preparation of MSAM board and committee papers
Qualifications for asset finance
  • Cumulative minimum overall GPA of 3.2
  • Strong organizational, interpersonal and management skills
  • Bachelors degree and 2+ years of work experience, preferably in Financial Services, and/or accounting background
  • Familiarity with JPM compensation reporting and/or JPM Asset Management preferred
  • Ability to efficiently and accurately synthesize and interpret large data sets in Excel and potentially Access
  • Comfortable multi-tasking and meeting short-notice deadlines
3

Asset Finance Job Description

Job Description Example
Our company is searching for experienced candidates for the position of asset finance. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for asset finance
  • Maintain an expert level of knowledge in L&AF products
  • Providing ad hoc accounting support to the MSAM business
  • Assisting in KPI reporting for the offshore team
  • Central Finance Projects
  • Responding to adhoc requests from the Group Finance teams
  • Heavy travel coordination
  • Heavy printing and binding
  • Conduct and lead IE due diligence engagements on generating assets with a focus on the financial performance attributes of the projects
  • Drive new secured transaction originations
  • Establish and maintain strong relationships with Relation Management teams and support originators in providing consistent and comprehensive product coverage to their customers
Qualifications for asset finance
  • Integrity in handling highly sensitive and confidential information
  • Demonstrate a strong organisational ability the commitment to follow tasks through to completion
  • Be fluent in written and spoken English and Korean
  • Strong organizational ability the commitment to follow tasks through to completion
  • Intermediate to Advanced Word, Advanced PowerPoint and Advanced Outlook
  • High level of initiative, motivation and strong time management
4

Asset Finance Job Description

Job Description Example
Our company is looking for an asset finance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for asset finance
  • Establish and maintain strong relationships with Wholesale Banking staff and provide consistent and comprehensive product coverage to their customers
  • Coordination and collaboration with internal client coverage teams
  • Prepare and manage capacity planning for software release schedules for the development project deliverables
  • Manage estimation process for projects including ensuring that delivery is to estimates within +/-10% contingency
  • Proactively manage deliverable timelines and ensure that software deliverables are on time
  • Ensure team allocation, team deliverables and task responsibilities are clear across the project team
  • Advise the Project Manager about the need for setting up the relevant project tasks in time management systems and Helios (timesheet system)
  • Manage all project staff working on development project tasks assigned to a project (including internal Asset Finance staff, contractors and also staff from other relevant FIS business units)
  • Ensure all project staff are aware of the details of tasks assigned to them including start and end dates, effort, responsibilities and any relevant issues
  • Ensure all project staff follow the correct FIS project management processes including use of FogBugz, Helios timesheet entry, Consulting Work Report production and customer engagement where applicable
Qualifications for asset finance
  • Willing to take ownership of tasks from beginning to end
  • 5+ years experience in a support role in a business environment
  • Experience in relationship management, deal origination, execution, and management experience in Lender Finance/Financial Institutions
  • C&I loans
  • Factors
  • Proficient in generating PowerPoint presentations
5

Asset Finance Job Description

Job Description Example
Our innovative and growing company is looking for an asset finance. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for asset finance
  • Prepare frequent burn down reports outlining project development progress for both management and project managers on a weekly basis
  • Prepare and conduct frequent development progress meetings with the project manager and/or consultants as required
  • Plan, monitor, control and approve the time of project-based effort in all assigned projects, and be able to report budget consumed to date, forecast effort yet to complete, forecast variance for all projects and forecast project end dates
  • Maintain detailed and up-to-date project plans for project development tasks, Kanban, trello board or other reporting tools as required to illustrate progress to the required audience
  • Manages issues that are raised during projects and assesses risks to projects and works to mitigate these risks
  • Manage changes that are requested or required in the project and confirm man day estimates for these changes with the Stakeholders (internal) and FIS project staff
  • Manages the quality of project development deliverables to a defined scope, timeline and to specification
  • Act as first point of contact for all project development related matters for the project team internally
  • Escalate project issues to relevant Project Manager / Director inside FIS as required
  • Ensure billing to the customer is performed accurately and quickly and deal with any billing issues relating to development items
Qualifications for asset finance
  • FP&A Experience for 5-6 years
  • Qualified Professional (CA/MBA)
  • A minimum of a BA/BS degree in finance or related field is preferred
  • Superior communication, interpersonal, negotiation and influencing skills to engage and influence
  • Recognized professional accounting qualification
  • Problem solving mindset, logical thinker and ability to take initiative to resolve issues and drive changes

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