Corporate Banking Graduate

LevelUP HCS; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

LevelUP HCS in New York is seeking an entry-level associate to support senior originators across pitch preparation, debt advisory analysis, transaction execution and syndication. You will communicate effectively with clients and work collaboratively across product groups.

The role includes creating marketing materials, developing financing recommendations, and assisting in syndication processes while staying current on market developments in the US syndicated loan space.

Qualifications

• Undergraduate degree in a relevant field.
• Strong technical skills and proficiency with Microsoft Office and Bloomberg.
• Understanding of financial instruments and markets.
• Strong written and verbal communication, team orientation.

Responsibilities

• Supports senior originators in creating pitch materials and market research.
• Assists in debt advisory analysis and financing recommendations.
• Participates in syndication processes, including material prep and sell-down coordination.
• Ensures compliance with legal and regulatory requirements.
• Interacts with internal product groups and clients to communicate market updates.
• Produces weekly US loan market updates.

Skills

Microsoft Office Suite

Bloomberg Terminal

Financial analysis

Communication skills

Team collaboration

Education

Undergraduate degree

Tools

Excel proficiency

Bloomberg Terminal

Job description

Our corporate banking client is looking for an entry level, recent college graduate. They are looking for someone who can support senior originators across pitch preparation, debt advisory analysis, transaction execution and syndication, while communicating effectively with clients and working collaboratively across product groups.

Position Summary:

Individual is part of the team that is responsible for originating, structuring and executing new issue syndicated loans. This individual will be responsible for supporting senior originators in preparing all marketing materials and assisting in the development of financing recommendations for both existing and prospective corporate clients in the US. This will include the production of Debt Advisory analysis (debt capacity, liquidity analysis, ratings advisory etc.). In the event of receipt of a mandate to lead a new issue transaction, the individual assists in all aspects of the syndication process including the preparation of all syndication material and the coordination of subsequent sell-down.

Essential Duties and Responsibilities:

• Ensures that he/she complies with all legal and regulatory requirements
• Service internal and external clients on a daily basis with respect to all questions and needs
• Involved primarily in creation of pitch materials, research, structuring, executing and syndicating new issue transactions
• Will function as a No. 2 or 3 person on transactions, requiring the exercise of sound business judgment and experience
• Provides support to more senior level colleagues by preparing the majority of pitch material such as market updates, comparable pricing analysis and Commerzbank credentials
• Develop product and market knowledge, deal experience and client exposure
• Must stay abreast of syndicated loan market developments and be able to accurately articulate current market conditions to both internal and external clients
• Create and distribute US loan market update on weekly basis
• Be responsible for certain internal processes and documents such as syndication assessments and transfer notices

Experience /Qualifications/Education:

• Undergraduate degree in relevant field
• Strong technical skills and expert-level understanding of Microsoft Office / Bloomberg and familiar with market data / news sources
• General understanding of financial instruments and the financial markets
• Strong communication skills, both written and verbal
• Comfortable and effective working in a team and interacting with various product groups simultaneously