Loan Capital Markets – Analyst

U.S. Bank; New York (NY); On-site; USD 92,000 - 108,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Paid holidays

Job summary

U.S. Bank in New York seeks a junior analyst to support senior loan syndicators in the origination and structuring of corporate syndicated loans, including facilities across various industries and geographies.

You will prepare client presentations, financing proposals, peer analyses and financial models, and help create market-ready materials for debt capital markets products. This role offers exposure to multiple capital markets areas and a path to lead execution.

Qualifications

• 2 years of investment banking, Commercial or Corporate Banking experience.
• Bachelor’s degree in finance, accounting or related field, or equivalent work experience.
• Prior investment banking or commercial/corporate banking training program desirable.
• Series SIE/79/63 licenses are required (not required prior to joining the firm)
• Ability to work independently and think creatively (required).

Responsibilities

• Assist LCM Syndicators in coordinating all aspects of the transaction process from the initial pitch process through transaction closing, while developing the capabilities and experience to lead the execution process.
• Prepare transaction written documents including term sheets and offering memoranda’s (Executive Summaries, CIM’s, etc.).
• Develop reports and charts for proposals, presentations, and bank meetings.
• Launch and manage the syndication data room.
• Connect directly with prospective lenders to help market syndicated transactions.
• Conduct preliminary review of required legal documents involved in transactions.
• Work with Capital Markets Syndicators to incorporate market intelligence/requirements into department strategies.
• Maintain comparable transaction database and lender universe analysis documents.
• Analyze/prepare financial reports and models (e.g., cash flow models and capital structure analyses).
• Execute due diligence on new client opportunities.
• Analyze market trends and identify strong investment opportunities.
• Prepare presentations and marketing pitch books.
• Develop financial terms and conditions (such as pricing) and support the execution of planned transactions.
• Position entails the preparation of client presentations and financing proposals, peer analyses, and financial modeling.
• Many of these client presentations involve multiple capital markets products (e.g. debt capital markets, leveraged finance, and derivatives)
• Create and maintain transaction documentation, as well as transaction reviews.
• Organize and oversee the transaction process (find potential investors, manage relationships with investors, organize meetings, etc…).

Skills

Investment banking experience

Financial modeling

Excel

PowerPoint

Communication skills

Analytical skills

Education

Bachelor’s degree in finance, accounting or related field

Series SIE/79/63 licenses desirable

Tools

MS Office

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

Supports senior loan syndicators in the origination and structuring of corporate syndicated loans, including commercial paper backup facilities, revolving credit facilities, term loans and acquisition financings across a wide variety of industry sectors and geographies.

Position entails the preparation of client presentations and financing proposals, peer analyses, and financial modeling. Many of these client presentations involve multiple capital markets products (e.g. debt capital markets, leveraged finance, and derivatives)

Responsibilities:

• Assist LCM Syndicators in coordinating all aspects of the transaction process from the initial pitch process through transaction closing, while developing the capabilities and experience to lead the execution process.
• Prepare transaction written documents including term sheets and offering memoranda’s (Executive Summaries, CIM’s, etc.).
• Develop reports and charts for proposals, presentations, and bank meetings.
• Launch and manage the syndication data room.
• Connect directly with prospective lenders to help market syndicated transactions.
• Conduct preliminary review of required legal documents involved in transactions.
• Work with Capital Markets Syndicators to incorporate market intelligence/requirements into department strategies.
• Maintain comparable transaction database and lender universe analysis documents.
• Analyze/prepare financial reports and models (e.g., cash flow models and capital structure analyses).
• Execute due diligence on new client opportunities.
• Analyze market trends and identify strong investment opportunities.
• Prepare presentations and marketing pitch books.
• Develop financial terms and conditions (such as pricing) and support the execution of planned transactions.
• Position entails the preparation of client presentations and financing proposals, peer analyses, and financial modeling.
• Many of these client presentations involve multiple capital markets products (e.g. debt capital markets, leveraged finance, and derivatives)
• Create and maintain transaction documentation, as well as transaction reviews.
• Organize and oversee the transaction process (find potential investors, manage relationships with investors, organize meetings, etc…).

Qualifications

• 2 years of investment banking, Commercial or Corporate Banking experience.
• Bachelor’s degree in finance, accounting or related field, or equivalent work experience
• Prior investment banking or commercial/corporate banking training program desirable.
• Series SIE/79/63 licenses are required (not required prior to joining the firm)
• Ability to work independently and think creatively (required).

Preferred Skills/Experience

• GPA of 3.0 or above
• Strong written and verbal communication skills
• Solid foundation of economics and finance theory
• Strong Excel and PowerPoint skills
• Ability to work well under pressure and time constraints.
• Self-motivated with a keen desire to learn and contribute within a dynamic team environment.
• Intellectual curiosity
• Well-developed analytical skills
• Strong ability to understand and analyze complex financing structures.
• Ability to manage multiple tasks/projects and deadlines simultaneously.
• Ability to identify and resolve complex problems with minimal guidance.
• Outstanding attention to detail

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That’s why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $92,140.00 - $108,400.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.