Syndicated Loans Analyst – Capital Markets

Us Bank; Charlotte (NC); On-site; USD 92,000 - 108,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic term and optional term life ins

Short-term and long-term disability

Pregnancy disability and parentalLeave

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking an analyst to support senior loan syndicators in origination and structuring of corporate syndicated loans across industries. You'll prepare client presentations, financing proposals, and financial models involving multiple capital markets products.

This role requires 2 years of banking experience, a finance-related degree, strong Excel/PowerPoint skills, and the ability to work under pressure in a fast-paced environment.

Qualifications

• 2 years of investment banking, Commercial or Corporate Banking experience.
• Bachelor's degree in finance, accounting or related field, or equivalent work experience
• 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 entitles 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

Excel

PowerPoint

Communication skills

Analytical skills

Attention to detail

Education

Bachelor's degree in finance, accounting or related field, or equivalent work experience

Series SIE/79/63 licenses

Job description

U.S. Bank is seeking an analyst to support senior loan syndicators in origination and structuring of corporate syndicated loans across industries. You'll prepare client presentations, financing proposals, and financial models involving multiple capital markets products.

This role requires 2 years of banking experience, a finance-related degree, strong Excel/PowerPoint skills, and the ability to work under pressure in a fast-paced environment.