LATAM Loan Syndicate and Sales Executive Director

BBVA; New York (NY); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Discretionary bonus

Generous benefits package

Job summary

BBVA Securities New York is seeking a senior analyst to lead LATAM Loan Syndicate Sales & Trading activities in New York. The role focuses on underwriting, distribution, and trading of syndicated loans across LATAM corporate, project finance, infra, and real estate sectors.

You will work with origination, structuring, and risk teams to optimize deal structures, pricing, and distribution. A deep understanding of LATAM markets and strong English communication are essential.

Qualifications

• Degree in Economics, Accounting, Finance or related field.
• MBA preferred.
• 10+ years in loan syndicate or syndicated finance roles.
• Knowledge of LATAM loan markets, project finance, infra, and real estate.

Responsibilities

• Identify underwriting opportunities across business lines with coverage bankers and origination teams.
• Work with Risk and PM to determine final hold level.
• Formulate underwriting commitments and de-risk strategies to hit target closes.
• Prepare LUAs for LUC and risk committees as needed.
• Maintain investor database and ongoing contact with the Sales team.
• Identify investor lists for lead arranger/bookrunner roles and develop distribution strategies.
• Organize meetings and marketing events and prepare materials.
• Monitor pricing trends and provide periodic loan market commentary.
• Oversee loan comparables database and support secondary loan execution.
• Ensure regulatory and compliance documentation for trades.

Skills

Financial Analysis

Excel Proficiency

PowerPoint

English Communication

SIE/Series 79/63

Education

MBA

Bachelor's in Economics/Finance

Tools

Bloomberg

Salesforce

Debtdomain

Job description

Excited to grow your career? BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than 121,000 professionals working in multidisciplinary teams with profiles as diverse as financiers, legal experts, data scientists, developers, engineers and designers.

Job Overview

Summary of Responsibilities: Help lead the efforts of the LATAM Loan Syndicate Sales & Trading team ("LSS&T"), which focuses on the underwriting, distribution and trading of syndicated loans in the primary and secondary markets, focused on LATAM Corporate Loans, Project Finance and Infrastructure, and Real Estate. LSS&T works jointly with the teams responsible for the origination, structuring and negotiation of syndicated loans and other credit and portfolio management functions. This role is critical in the continued development of BBVA as an active Lead Arranger and Bookrunner on loan transactions in the LATAM market. LS&S, in its Syndicate role, is an analytical and advisory function facilitating information flow and decision making regarding the marketability of loans. Loan Syndicate analyzes the loan markets, evaluates financing proposals and recommends terms, conditions, and applicable distribution strategies. For loan underwritings, Loan Syndicate manages Loan Market Risk, generates underwriting proposals, recommends and executes approved de‑risking strategies. In each case, Loan Syndicate provides a situation appropriate market risk analysis (the Loan Underwriting Assessment), including supporting data, liquidity analysis, comparable transaction analysis, an analysis of prevailing market conditions, risk mitigation strategies and the appropriate distribution strategy for achieving BBVA’s Sell‑Down Target. LS&S champions the transaction in LUC and, if sanctioned, presented for final approval to Global Risk Management under the Loan Underwriting Framework. Loan Syndicate monitors all underwritings and records them in the Open Position Report. In its Sales role, LS&S acts as primary contact point between BBVA and the loan investor universe, including regional, national and foreign banks and institutional investors (asset and fund managers, insurance companies, pension funds, etc…). Responsibility includes primary distribution of loans when BBVA acts as Lead Arranger and Bookrunner, including for Corporate Loans (IG and Mid Corp), Project Finance and Infrastructure, and Real Estate. In addition, the team works closely with Loan Trading & Portfolio Management on secondary opportunities to source or divest loans for the bank’s portfolios. As well, the team assists relationship managers in sourcing primary and secondary loans that can enhance the Bank’s position with its client base and provide an entry point for prospective clients. The position requires knowledge of the corporate loan market (investment and non‑investment grade), the structured aka project finance and infrastructure sectors, real estate and other sectors in which BBVA is active across the Americas.

Responsibilities

The general responsibilities for the role include but are not limited to the following:

• Identify underwriting opportunities across the various business lines, working closely with the coverage bankers and origination and structuring teams
• Work with these teams as well as Risk and PM to identify the appropriate level of final hold desired
• Formulate appropriate level of underwriting commitments and associated de‑risk strategies to achieve BBVA’s desired final hold
• Prepare and present LUAs to LUC and other business and risk committees as needed
• Maintain working database of investors and ongoing contact with said investors, including with the Sales team
• Identify investor list for transactions where BBVA is Lead Arranger / Bookrunner and formulate distribution strategy
• Undertake and/or oversee the organization and management of bank meetings and marketing events, including the preparation of the necessary marketing materials
• During distribution phases of syndications, help research and answer investor questions, prepare syndication trackers and update reports maintain deal pipeline to ensure accurate reporting of all activity and especially open underwriting positions
• Keep track and provide ongoing assessment of pricing trends across sectors and markets
• Prepare loan market commentary & analysis distributed internally on a periodic basis, ie. weekly, monthly, etc..
• Oversee the maintaining of database of loan comparables
• Work with Loan Trading and Portfolio Management on optimizing secondary loan execution for the various portfolio books within BBVA
• Regulatory and compliance obligations including proper documentation of all trades, etc..
• Monitor & support the closing of loan trades by BBVA’s Closing teams as needed
• Provide periodic monitoring and reporting of underwritten positions and sell‑down results, and associated economics, to Team Head and Sr. Management.
• Prepare and provide booking information and FAS91 forms to Finance and Accounting Departments

Qualifications and Requirements

Skills, knowledge, and abilities/competencies:

• Degree in Economics, Accounting, Finance or related field.
• MBA a plus.
• 10+ years of experience including roles in either loan syndicate or syndicated finance
• Knowledge of Corporate and Mid-Corporate, Project and Infrastructure finance, and Real Estate loan markets a plus
• Track record of underwriting and successfully syndicating transactions in the LATAM in the sectors to be covered
• Strong understanding of financial statement analysis, financial modeling and DCF analysis
• Familiar with due diligence materials and standards within the Project Finance and Infrastructure sectors
• Excellent English written and verbal communication skills.
• Spanish a plus.
• Team player but also comfortable working independently with limited supervision
• Multi-tasker with ability to work under pressure and tight deadlines
• Proficient in Excel and Power Point, Debtdomain, Sales Force, Bloomberg, other market research tools
• Strong analytical skills.
• SIE, Series 79, and Series 63 are required

Management Responsibilities: Analyst pool.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Compensation and Benefits

With respect to this position in our New York Office, the expected base salary ranges from $250,000 to $350,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Pay Transparency Policy

Pay Transparency Policy Statement The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information (41 C.F.R. 60-1.35 (c)).

Disability Assistance

Individuals with Disabilities BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch invite all interested and qualified applicants to apply for employment opportunities. If you are a U.S.-based job seeker with a disability who is unable to use our online tools to search and apply for jobs, please contact us by emailing: [e-mail] or by calling toll-free (in the U.S.) 1-844-664-9275. Please indicate the specific type of assistance needed*. The disability access telephone line and email address are reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation. Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related or technical issues, will not receive a response.

Equal Employment Opportunity Statement

EEO Statement BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch have a firm and unwavering policy to provide equal employment opportunity without regard to age, citizenship, color, disability, ethnic origin, gender, gender identity and expression, marital status, nationality, national origin, race, religion, sexual orientation, genetic predisposition, protected veteran status, or any other status or classification protected by federal, state or local law. This policy includes all job groups, classifications and organizational units. With regard to employment, this policy extends to applicants and covers our recruiting, hiring, promotion, transfer, demotion, discipline, termination, benefits, compensation and training practices as well as social and recreational activities. View the "EEO is the Law" & "View the EEO is the Law Supplement Poster" poster. BBVA USA, BBVA Securities, Inc., and BBVA NY are equal opportunity and affirmative action employer.

Company Culture

We are more than 121,000 colleagues across 25 countries, working in multidisciplinary teams where we understand the importance of work‑life balance. We support our clients in the energy transition and are committed to inclusive growth. We are pioneers in adopting disruptive technologies that will shape the financial industry. Dare to define the future of banking!