Syndicated Leveraged Finance Principal

Fifth Third; United States; On-site; USD 150,000 - 230,000; Full time

Job summary

Fifth Third Bank in Charlotte, North Carolina is seeking an experienced associate-level professional to support complex financial transactions within Corporate & Investment Bank. You will analyze financial models, prepare presentations, and collaborate with senior bankers to originate and close deals.

The role emphasizes strong credit skills, client-facing communication, and meticulous attention to detail, with extensive involvement across risk and compliance requirements.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• MBA or relevant advanced degree/certification preferred.
• 7–10 years of total relevant investment banking, capital markets or corporate finance experience, including Associate-level responsibilities.
• Proven track record of success in originating and closing complex financial transactions.
• Excellent presentation skills, both oral and written.

Responsibilities

• Understand and evaluate complex financial models.
• Perform complex financial analysis.
• Create high-impact presentation materials using PowerPoint, Excel, Word and other software.
• Work well as part of a team in a high stress environment.
• Develop relationships with peers and senior bankers in Corporate & Investment Bank.
• Manage priorities on multiple high-priority opportunities.
• Apply credit and corporate finance expertise to CIB transactions.
• Support senior bankers with internal/external presentations to MDs.
• Interact with important constituencies to execute and close transactions.
• Ensure adherence to risk, compliance, confidentiality, and information barrier requirements.

Skills

Financial modeling

Presentation skills

Credit analysis

Team collaboration

Client relations

PowerPoint

Bloomberg/Capital IQ

Education

Bachelor’s degree in Finance/Accounting/Economics

MBA or advanced degree/certification (e.g., CFA)

Tools

Excel

PowerPoint

Word

Bloomberg

Capital IQ

Job description

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:

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

• 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.

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 designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION -- Charlotte, North Carolina 28202

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Introduce yourself to our team to stay connected on future opportunities. We look forward to finding the right place for you. Are you ready to take the next step? Fifth Third is a bank that’s as long on innovation as it is on history. Since 1858, we’ve been helping individuals, families, businesses and communities grow through smart financial services that improve lives. With a commitment to taking care of our customers, employees, communities and shareholders, our goal is not only to be the nation’s highest performing regional bank, but to be the bank people most value and trust.