---
title: 'Fund Finance Relationship Manager at Piermont Bank'
canonical: 'https://feeny.ai/job/fund-finance-relationship-manager-piermont-bank-new-york-eph6vf5s55a4'
type: 'job'
last_seen: '2026-09-11'
---

# Fund Finance Relationship Manager at Piermont Bank

- **Company:** Piermont Bank
- **Location:** New York, NY
- **Posted:** 2024-01-23
- **Last confirmed live:** 2026-09-11
- **Apply:** https://job-boards.greenhouse.io/piermontbank/jobs/4219568007

## Job description

## About Us

Piermont Bank is a boutique specialty commercial bank focused on serving modern businesses with a digital first approach. As the first cloud native bank launched in the United States, Piermont was built on modern infrastructure that allows us to operate with greater flexibility, efficiency, and scalability than traditional banks.

We combine disciplined commercial banking with innovative technology to deliver value added solutions for small and medium sized businesses and our fintech partners. Our team is dedicated to thoughtful risk management, strong client relationships, and building a bank designed for the future of financial services.

## The Role

The Fund Finance Relationship Manager will be a cornerstone of Piermont Bank's Innovation Banking group, which focuses on serving the fintech, venture capital, and private equity ecosystem. Fund Finance at Piermont extends well beyond capital call/subscription lines — this role covers the full suite of products available to VC and PE firms, including management company working capital facilities, GP loans, Fund NAV facilities, and end-of-life and warehouse facilities. The successful candidate will manage and grow existing relationships while originating new business across this full product set, serving both emerging managers and established VC/PE firms.

This is a true hybrid relationship manager / originator role: the person in this seat will act as the quarterback across originations, underwriting, documentation, and closing, while also serving as a trusted advisor and educator to internal partners — client care, loan operations, and finance — as Piermont builds out its Fund Finance practice

## Responsibilities

- Drive origination and development of the Fund Finance business across the full spectrum of VC/PE lending products, including capital call/subscription lines, management company working capital, GP loans, Fund NAV, and end-of-life/warehouse facilities.
- Build and manage relationships across asset classes and client tenure, with both emerging managers and established VC/PE firms.
- Cultivate business within the broader ecosystem supporting VC/PE firms, including fund administrators, law firms, and conference/industry networks; an existing network of prospective clients is strongly preferred.
- Own the full deal lifecycle — structuring, underwriting, documentation, execution, and ongoing portfolio management — for Fund Finance facilities.
- Demonstrate advanced knowledge of core banking and Fund Finance products and services.
- Oversee preparation of consolidated credit and portfolio information.
- Drive profitability by independently evaluating the credit and financial impact of business decisions, including pricing, and recommending risk mitigation strategies.
- Partner with and help train internal teams (client care, loan operations, finance) as Piermont's Fund Finance practice matures, contributing to a collaborative, knowledge-sharing culture.

## Qualifications

- Bachelor's degree in finance, accounting, or a related credit field.
- Five-plus years of relevant experience in lending, underwriting, credit, or portfolio management, with a strong fundamental understanding of fund finance across the VC/PE ecosystem.
- Demonstrated origination track record strongly preferred; an existing network of potential clients is a significant plus.
- Strong knowledge of financial accounting, financial analysis, and secured lending principles.
- Proven transaction and project management skills.
- Excellent verbal and written communication skills, with the ability to build effective relationships and articulate views credibly both internally and in the marketplace.
- Established credit, industry, and risk acumen.
- Ability to prioritize competing demands and operate independently in a lean, fast-growing environment.
- A collaborative, low-ego, "roll up your sleeves" approach — candidates from larger institutions should be genuinely energized by building something from the ground up rather than stepping into established infrastructure.

The hiring range for this position is $180,000 to $225,000 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s job-related knowledge, skills, and experience, among other factors. A bonus and/or incentives may be provided as part of the compensation package, in addition to the full range of medical, dental, vision, 401k, and other benefits.

Piermont Bank is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, political affiliation, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability or other applicable legally protected characteristics.

## About Piermont Bank

## Company Overview
- **One-liner**: Piermont Bank is a hybrid digital commercial bank that blends the best of traditional banking and agile fintech to serve fast-growing companies.
- **Entity Type**: Private
- **Headquarters**: New York, New York, United States
- **Founded**: 2019
- **Founders**: Wendy Cai-Lee (Founder & CEO)

## Core Business
- **Primary industry/industries**: Banking, Financial Services, Embedded Banking
- **Target customers**: Fast-growing SMBs, mid-market companies, venture capital and private equity firms, fund managers, commercial real estate investors, and fintechs seeking embedded banking solutions.
- **Mission or purpose statement**: To serve fast-growing companies at the speed they need, acting as a funding catalyst for mid-market innovation and growth. [piermontbank.com](https://www.piermontbank.com/)

## Products & Services
- **Business Banking**: Full-service banking including checking accounts, treasury management, and business lending for companies of all sizes. [piermontbank.com](https://www.piermontbank.com/)
- **Business Lending**: Right-sized financing options for expansion and cash flow optimization.
- **Commercial Real Estate**: Tailored financing solutions for commercial real estate investments with competitive rates and flexible terms.
- **Venture Capital & Private Equity**: Financing for funds and portfolio companies to create additional leverage.
- **Sponsor Finance**: Financing for leveraged buyouts, acquisitions, and other investments to enable deal flow.
- **Fund Banking**: Tailored banking services for fund managers to prioritize driving returns for their investors.
- **Embedded Banking**: A secure and scalable API platform that allows businesses to integrate banking services directly into their own operations, simplifying processes and reducing costs. [piermontbank.com](https://www.piermontbank.com/)
- **Personal Banking**: Modern digital banking solutions for individuals with competitive rates and no hidden fees.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (Private company)
- **Key Metric**: Annual Revenue of $8.0M (as of latest data) [linkedin.com](https://www.linkedin.com/company/piermontbank)
- **Notable Investors/Partners**: Pegatron Venture Capital (strategic investment to accelerate technology innovation and growth) [piermontbank.com](https://www.piermontbank.com/)
- **Growth Signals**: The company has expanded its leadership team to accelerate its next phase of growth, secured a strategic investment from Pegatron Venture Capital, and is actively hiring for key roles in banking, credit, and technology. [piermontbank.com](https://www.piermontbank.com/)

## Competitive Advantages
- **Hybrid Model**: Blends the responsiveness and technology of a fintech with the stability, trust, and regulatory backing of an FDIC-insured bank. [piermontbank.com](https://www.piermontbank.com/)
- **Speed & Customization**: Focuses on quick turnaround times and co-designing solutions with clients to deliver tailored products, differentiating itself from slower, traditional banks.
- **Entrepreneur-Led**: Founded and led by entrepreneurs who understand the needs of fast-growing businesses, fostering a culture of innovation and practicality.
- **API-First Platform**: Offers a secure, scalable API for embedded banking, allowing clients to integrate financial services directly into their own platforms.

## Strategic Focus
- **Technology & Innovation**: Accelerating technology innovation and growth, as evidenced by the strategic investment from Pegatron Venture Capital and the expansion of its leadership team with a new Chief Banking Officer and Chief Innovation Officer. [piermontbank.com](https://www.piermontbank.com/)
- **Embedded Banking**: Deepening its embedded banking platform to allow businesses to seamlessly integrate banking into their own operations.
- **Talent Acquisition**: Actively expanding its team across commercial lending, credit, technology, and marketing to support its next phase of growth.

## Why Work Here
- **Culture**: Described as diverse, entrepreneurial, and innovative, with a flat structure where there is "no front office, mid office or back office." The team is focused on tearing down antiquated banking processes. [piermontbank.com](https://www.piermontbank.com/)
- **Hybrid Work Model**: Offers a hybrid working model that allows for team collaboration while providing flexibility. [piermontbank.com](https://www.piermontbank.com/)
- **Competitive Benefits**: Includes medical, vision, and dental plans, a 401k, and a "kids’ room" at the office for child care emergencies. [piermontbank.com](https://www.piermontbank.com/)
- **Location**: Headquarters overlooks Bryant Park in New York City, easily accessible by public transit. [piermontbank.com](https://www.piermontbank.com/)
- **Career Development**: Emphasizes career growth in a high-growth environment with a diverse team. [piermontbank.com](https://www.piermontbank.com/)

## Sources
1. [piermontbank.com](https://www.piermontbank.com/)
2. [greenhouse.io](https://job-boards.greenhouse.io/piermontbank/jobs/5084283007)
3. [linkedin.com](https://www.linkedin.com/company/piermontbank)

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