Loan Syndicate & Sales Trading Associate

BBVA; New York (NY); On-site; USD 120,000 - 145,000; Full time

Job summary

BBVA NY is seeking a finance professional to support underwriting across lines, coordinate with risk and origination teams, and drive syndication efforts. You will help prepare materials, manage investor relationships, and monitor market pricing trends.

The role emphasizes strong financial modeling, bilingual communication (English/Spanish), and the ability to work under tight deadlines within a large, multinational bank.

Qualifications

• 3–5 years of experience in loan syndicate or syndicated finance.
• Strong financial statement analysis, modeling and DCF skills.
• Excellent English and Spanish written and verbal communication.

Responsibilities

• Identify underwriting opportunities across business lines with coverage bankers.
• Determine final hold levels with Risk and PM teams.
• Draft underwriting commitments and de-risk strategies.
• Prepare LUAs to LUC and other committees as needed.
• Maintain investor database and liaise with Sales.
• Support distribution and marketing events and materials.
• Monitor pricing trends and provide loan market commentary.

Skills

Financial modeling

DCF analysis

Excel

PowerPoint

English & Spanish

multitask

Education

Degree in Economics, Accounting, Finance or related field

MBA (plus)

Tools

Debtdomain

Salesforce

Bloomberg

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.

With respect to this position in our New York Office, the expected base salary ranges from $120,000 to $145,000. 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 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)).

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.

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, 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.

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.

Responsibilities

• Help senior staff to 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
• Help senior staff to formulate appropriate level of underwriting commitments and associated de‑risk strategies to achieve BBVA’s desired final hold
• Help to prepare 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
• Help identify investor list for transactions where BBVA is Lead Arranger / Bookrunner and formulate distribution strategy
• Support 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.

Skills, Knowledge, and Abilities

• Degree in Economics, Accounting, Finance or related field
• MBA a plus
• 3 to 5 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 Latam loan markets
• Track record of underwriting and successfully syndicating transactions in the LATAM sectors to be covered at similar level of responsibility
• 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 and Spanish written and verbal communication skills
• 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