Syndicated Leveraged Finance Principal

Fifth Third Bank; Charlotte (NC); Vor Ort; USD 150.000 - 210.000; Vollzeit

Zusammenfassung

Fifth Third Bank in Charlotte, NC is seeking a Syndicated Leveraged Finance Principal to guide complex transactions from origination to close. You will analyze financial models, present findings to senior bankers, and collaborate with cross-functional teams to drive structuring and execution.

The role requires a strong credit background, outstanding Excel and PowerPoint skills, and the ability to manage multiple priorities while maintaining strict risk and compliance standards.

Qualifikationen

• Bachelor's degree in Finance, Accounting, Economics; MBA or CFA preferred.
• 7–10 years in investment banking, capital markets, or corporate finance.
• Proven track record of originating and closing complex transactions.
• Excellent oral and written presentation skills.
• Strong relationship-building abilities.
• Securities licenses (SIE, Series 79, Series 63) or ability to obtain.
• Advanced Excel and PowerPoint proficiency.

Aufgaben

• Understand and evaluate complex financial models.
• Perform complex financial analysis.
• Create high-impact presentation materials using PowerPoint, Excel, Word and other relevant software programs.
• Work well as part of a team in a high stress environment.
• Develop good working relationships with peers and senior bankers in Corporate & Investment Bank and the rest of the organization.
• Manage priorities while working on a number of high priority opportunities simultaneously.
• Apply a strong background in credit and corporate finance to CIB transactions.
• Serve as support to senior bankers and be capable of making internal and external presentations to support the efforts of the Managing Directors on the team.
• Interact independently with all important constituencies in the course of executing and closing transactions.
• Ensure adherence to risk, compliance, confidentiality, and information barrier requirements across all workstreams.

Kenntnisse

Strong presentation skills

Credit skills

Relationship building

Advanced Excel

PowerPoint proficiency

Ausbildung

Bachelor's degree in Finance, Accounting, Economics

MBA or CFA preferred

Tools

Bloomberg

Capital IQ

Jobbeschreibung

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

YOUR RESPONSIBILITIES:

• Understand and evaluate complex financial models.
• Perform complex financial analysis.
• Create high-impact presentation materials using PowerPoint, Excel, Word and other relevant software programs.
• Work well as part of a team in a high stress environment.
• Develop good working relationships with peers and senior bankers in Corporate & Investment Bank and the rest of the organization.
• Manage priorities while working on a number of high priority opportunities simultaneously.
• Apply a strong background in credit and corporate finace to CIB transactions.
• Serve as support to senior bankers and be capable of making internal and external presentations to support the efforts of the Managing Directors on the team.
• Interact independently with all important constituencies in the course of executing and closing transactions.
• Ensure adherence to risk, compliance, confidentiality, and information barrier requirements across all workstreams.
• Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team's and the company's mission.

MINIMUM REQUIREMENTS:

• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or relevant advanced degree/certification (e.g., CFA) strongly preferred but not required.
• 7-10 years of total relevant investment banking, capital markets or corporate finance experience, including prior Associate-level responsibilities; internal promotion candidates typically have 5-7 total years' experience. Will consider 5+ years for an Associate.
• Proven track record of success in working as a part of a team to originate, and close complex financial transactions.
• Excellent presentation skills, both oral and written.
• Strong relationship building skills.
• Strong Credit Skills
• The ability to interact effectively with senior executives inside and outside our organization.
• Expertise in one or more industries.
• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses (or ability to maintain/obtain within company policy).
• Advanced proficiency in Microsoft Excel and PowerPoint.

REQUIRED SKILLS:

• Expertise in reviewing complex financial models and valuation work product; ability to translate analytical and credit findings into actionable recommendations.
• Strong client-facing communication skills; capable of leading portions of meetings, managing expectations, and delivering concise updates.
• Deep familiarity with legal documentation, diligence scopes, and transaction processes; adept at navigating issues and driving resolution.
• Exceptional attention to detail and commitment to quality; sets standards for accuracy, consistency, and presentation.
• Demonstrated ability to develop and mentor junior talent and to foster a collaborative, inclusive team culture.
• Fluency with financial databases and platforms (e.g., Bloomberg, Capital IQ).

SKILLS FOR SUCCESS:

• Execution Leadership: Anticipate roadblocks, manage critical paths, and ensure on‑time, on‑quality delivery across complex engagements.
• Client Impact: Elevate client dialogue with insights on valuation, credit, process strategy, and market dynamics.
• Commercial Acumen: Support origination with idea generation and by identifying cross‑sell opportunities across the platform.
• Team Building: Develop junior talent through structured feedback, training moments, and role‑modeling of best practices.
• Risk Management: Proactively identify and mitigate operational, reputational, and compliance risks.

DOING THE RIGHT THING:

Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets -including you .

Syndicated Leveraged Finance Principal

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other.

Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request.

Our extensive benefits programs are