Loan Syndicate & Sales Analyst

TN United Kingdom; London; On-site; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Loan Syndicate & Sales Analyst to join their dynamic team in the heart of London. This role offers the opportunity to manage critical databases, prepare impactful client presentations, and engage in the primary syndication process. Ideal candidates will possess strong IT skills and have a foundational understanding of loan products. Join a diverse team where your contributions will enhance operational efficiency and support strategic decision-making in a fast-paced banking environment. If you are a recent graduate or have some experience in banking, this is the perfect chance to advance your career.

Qualifications

• Recent graduate or 1-2 years experience in a banking environment.
• Familiarity with Loan Market Association documentation is a plus.

Responsibilities

• Manage and maintain transaction databases and market information.
• Prepare client presentations and internal documents for credit submissions.
• Liaise with external counterparties and ensure accurate income recognition.

Skills

IT Skills

Word

PowerPoint

Excel

Loan Product Knowledge

Education

Bachelor's Degree

1-2 years experience in banking

Tools

Debtdomain

Loan Connector

Dealogic Loan Analytics

Bloomberg

Job description

Social network you want to login/join with:

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.