Job Overview
Location
Remote Worker
Job Type
Full-time
Category
Finance
Date Posted
April 22, 2026
Full Job Description
đź“‹ Description
- • The Fund Finance Portfolio and Sales Associate supports new business activity and ongoing portfolio management for Fund Finance relationships, playing a key role in enabling SouthState Bank’s growth in private capital and commercial lending markets.
- • Day-to-day responsibilities include coordinating client onboarding and diligence processes, maintaining document repositories, supporting credit and treasury operations, tracking LP data and borrowing base availability, and assisting with portfolio reviews and compliance monitoring.
- • The role collaborates closely with Relationship Managers, Treasury Management Sales Officers, Portfolio Managers, and internal partners across credit, risk, and operations teams to ensure accuracy in pipeline reporting, deal execution, and regulatory adherence.
- • This position offers the opportunity to develop deep expertise in fund finance structures, private capital markets, and banking operations while building cross-functional collaboration skills in a client-facing, deal-oriented environment.
🎯 Requirements
- • Bachelor’s degree in Finance, Accounting, Business, or a related field, or equivalent relevant experience
- • 1–3 years of experience in commercial banking, credit support, portfolio management, fund administration, or a related financial services role
- • Proficiency in Microsoft Office applications, particularly Excel, for data analysis and reporting
🏖️ Benefits
- • Opportunity to work with a growing, community-focused bank that values trust, lasting relationships, and excellence
- • Exposure to complex financial structures including fund finance, subscription lending, and private capital markets
- • Hybrid or remote work flexibility with requirement for a secure, distraction-free setting and reliable internet connection
Skills & Technologies
About SouthState Bank
SouthState Bank is a full-service financial institution offering a wide range of banking, lending, and wealth management services. Founded in 1934, the company has grown to become a significant regional bank with a strong presence in the Southeastern United States. Their services cater to individuals, small businesses, and large corporations, providing solutions for checking and savings accounts, mortgages, commercial loans, and investment advisory. SouthState Bank emphasizes building strong customer relationships through personalized service and community involvement, aiming to be a trusted financial partner for its clients. They are committed to innovation and leveraging technology to enhance the banking experience while maintaining a focus on financial stability and growth.
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