Financing Specialist

Societe Generale; New York (NY); Hybrid; USD 200,000 - 300,000; Full time

Benefits offered by this job

401(k) match

Medical benefits

Dental benefits

Vision benefits

Job summary

Societe Generale (SG Americas Securities, LLC) in New York, NY seeks a Financing Specialist to support financing document drafting and modeling for lending and advisory transactions. You will run scenarios, assess opportunities, and assist with credit applications in a hybrid work setup.

Responsibilities include maintaining KYC/compliance, coordinating the internal credit process, and helping with client pitches and relationship building. Base location is New York with some telecommuting options.

Qualifications

• Master’s degree or US equivalent in Business/Finance or related field.
• 3 years of experience performing financial modeling and credit analysis at a global financial institution.
• Experience with profitability, capital consumption, counterparty risk and default loss calculations.
• Proficiency building financial models and running scenario analyses in infrastructure financing.
• Experience coordinating the credit process and reviewing finance documentation.

Responsibilities

• Draft and negotiate financing documents including term sheets and credit agreements.
• Develop, update and maintain detailed financial models with scenarios and sensitivities.
• Assess lending opportunities and support credit applications and due diligence.
• Coordinate Know Your Customer and internal credit processes and related compliance tasks.
• Support marketing/origination activities and build client relationships.

Skills

Financial modeling

Credit analysis

Excel

Scenario analysis

KYC/compliance

Client relationships

Credit submission

Marketing pitches

Education

Master's degree or US equivalent in Finance/Business

Tools

Excel

Job description

Reference 26000IWJ

Responsibilities

Financing Specialist (SG Americas Securities, LLC, New York, NY) Contribute to financing document drafting/negotiation, including term sheets, commitment letters, credit agreements and others. Develop, maintain, and update detailed financial models including running scenarios and sensitivities. Assess lending opportunities and provide transaction support to senior team members, such as assisting with credit applications and reviewing commercial, financial, and due diligence documentation and managing credit submission logistics. Coordinate and manage the internal credit process in terms of Know Your Client (“KYC”), compliance, management of the internal financing tools to calculate the profitability, the capital consumption, the loss given default and the counterparty risk of the transaction. Provide support for marketing and origination of structured debt and financial advisory business opportunities. Maintain a knowledge of developments in the infrastructure sector as well as current transactions and identify potential marketing opportunities and assist in building and maintaining relationships with key clients and prospective clients. Partial telecommuting permitted; on-site at 245 Park Ave., New York, NY 10167 when not telecommuting. Salary: $200,000 - $300,000 per year.

Required

Profile required

MINIMUM REQUIREMENTS: Master’s degree or U.S. equivalent in Business Administration, Management, International Business, Finance, Accounting, Economics, or related field, plus 3 years of professional experience as a Financial Analyst, Investment Analyst any occupation, job title, position performing financial modeling and credit analysis for lending and financial advisory transactions at a global financial institution. Must also have the following: 3 years of professional experience performing financial calculations (including profitability, capital consumption, counterparty risk, and default loss); 3 years of professional experience utilizing Excel to build and run financial models in infrastructure financing; including conducting scenario and sensitivity analyses; 3 years of professional experience working through the credit process at a financial institution and performing financial analysis and credit analysis, and coordinating transaction-related deliverables; 3 years of professional experience analyzing financial structures and reviewing credit-related documentation, including commercial agreements, financial documentation, and due diligence materials; 3 years of professional experience preparing marketing pitches and client-facing financial materials to support origination and business development initiatives; 3 years of professional experience providing support to senior team members in reviewing and negotiating finance documentation (including term sheets, commitment letters, and credit agreements).

Business insight

Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know.

OUR CULTURE:

At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. For more information about our Culture and Conduct initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-culture/)

DIVERSITY, INCLUSION & BELONGING (“DIB”):

Our DIB Mission: Recruit, develop, retain and advance a talented workforce that is united in our efforts to leverage our talent and further develop an inclusive environment that will enhance our competitive position and deliver innovative solutions to our clients. It seeks to foster an environment where employee differences are valued and where all employees feel engaged, supported, respected, and informed. For more information about our DIB initiatives, please visit this link: https://americas.societegenerale.com/en/careers/get-know-diversity/

COMPENSATION:

Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.