Loan Syndicate & Sales Analyst

cer Financial; London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A diverse European bank in the City of London is seeking a Loan Syndicate & Sales Analyst to manage transaction databases and assist in client presentations. The ideal candidate will have strong IT skills and a background or interest in the banking industry. This permanent position offers the opportunity to grow within the financial sector, working alongside experienced professionals in a dynamic environment.

Qualifications

• Strong IT skills including Word, PowerPoint & Excel.
• Loan product knowledge and familiarity with loan documentation is an advantage.
• 1-2 years working experience in a banking environment preferred.

Responsibilities

• Management of transaction databases and market information.
• Preparation of client presentations and internal documents.
• Liaising with external counterparties and ensuring accurate transactions.

Skills

IT skills

Market research

Presentation skills

Education

Recent graduate or 1-2 years experience in banking

Tools

Bloomberg

Dealogic Loan Analytics

Loan Connector

Debtdomain

Job description

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cer Financial are working alongside a well-established diverse European bank who are based in the City of London. They are seeking a Loan Syndicate & Sales Analyst to work with them on a permanent basis.

The Responsibilities of a Loan Syndicate & Sales Analyst Will Include:

• Management of team “information databases” – responsible for collating and accurate maintenance and updating of transaction databases (deal, pricing & structuring details) and other market information as required by the team.
• Research and collating of research/background “market” information to be distributed in a timely and efficient manner with appropriate comment as necessary.
• Preparation of various client presentations.
• Assist in preparation of SDP internal documents – submissions towards credit department, coordination of and preparation of “transaction committee “notes and other memoranda / reports as required.
• Documentation to include trade confirmations, transfer documentation, pricing letters.
• Liaison with external counterparties and agents, and internal operations, documentation and booking offices.
• Liaison with the operations departments to ensure correct reflection of exposures on the bank’s systems, correct recognition of SDP’s income and the correct payment/receipt of income upon the transfer of assets.
• Progression towards management and execution of primary syndication process including – drafting invitation letters, preparation of liquidity analysis, preparation and setting up of electronic distribution platform; progression towards bookrunning – sale of loan transactions & underlying credits to assigned target investors, allocations & fee calculations.
• Progression towards investor Coverage / market coverage and recording – management of allocated investor base with any allocated investors; manage and maintain updated market knowledge of investor appetites and trends etc. on team databases.

The Successful Loan Syndicate & Sales Analyst Will Have:

• Strong IT skills are sought – you will have excellent working knowledge of Word, PowerPoint & Excel; some familiarity / knowledge of systems used in the loan markets to facilitate performance and efficiency, – e.g., Debtdomain, Loan Connector, Dealogic Loan Analytics, Bloomberg – would be a “nice to have” but not a prerequisite.
• You will have recently graduated or might have 1-2 years working experience / exposure to a banking environment.
• Some loan product knowledge and/or some familiarity with Loan Market Association primary & secondary loan documentation as well as general market practices is an advantage.