Syndicated Loans Analyst, Capital Markets

U.S. Bank; Charlotte (NC); Presencial; USD 92 000 - 108 000; Tempo integral

Resumo da oferta

U.S. Bank in Charlotte is seeking a qualified candidate to support senior loan syndicators in originating and structuring corporate syndicated loans across diverse industries.

You will prepare client presentations, financing proposals, and financial models; coordinate the transaction process from pitch through closing; and interact with lenders to market deals. This role requires 2 years in investment banking or corporate banking, a finance-related degree, and licenses (SIE/79/63); strong

Qualificações

• 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).

Responsabilidades

• 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...).

Conhecimentos

Excel & PowerPoint

Communication skills

Analytical skills

Financial modeling

Attention to detail

Formação académica

Bachelor's degree in finance, accounting or related field

Series SIE/79/63 licenses

Equivalent work experience

Descrição da oferta de emprego

U.S. Bank in Charlotte is seeking a qualified candidate to support senior loan syndicators in originating and structuring corporate syndicated loans across diverse industries.

You will prepare client presentations, financing proposals, and financial models; coordinate the transaction process from pitch through closing; and interact with lenders to market deals. This role requires 2 years in investment banking or corporate banking, a finance-related degree, and licenses (SIE/79/63); strong