Associate Director Loan Syndications

ATB•Calgary, AB

About The Position

The Associate Director Loan Syndications is a key role within ATB's Capital Markets division. This position is responsible for the structuring, pricing, execution, and distribution of syndicated loan transactions for corporate clients. The ideal candidate will possess a strong background in credit analysis and deal execution, playing a pivotal role in leading high-profile transactions and contributing to the team's success and market presence.

Requirements

Bachelor's degree in Finance, Economics, Business, or a related quantitative field.
3-5 years of relevant experience in loan syndications, leveraged finance, corporate banking, or debt capital markets.
Strong credit analysis and powerpoint skills.
Excellent written and verbal communication skills, with the ability to create compelling presentations and marketing materials.
Demonstrated ability to manage multiple projects and deadlines in a fast-paced, high-pressure environment.

Nice To Haves

MBA, CFA, or other relevant professional designation is a strong asset.
Experience covering specific industries relevant in Canada (e.g., Energy, Power & Utilities, Agribusiness).
Experience with syndication software and platforms (e.g., SyndTrak, DebtDomain, Intralinks).

Responsibilities

Collaborate with Corporate bankers and Investment Banking teams to assist in the origination of new syndication opportunities.
Responsible for the due diligence process, conduct in-depth credit analysis, and develop complex financial models to support financing structures.
Manage the structuring, negotiation, and pricing of existing syndicated loan facilities, and collaborate with the Vice President and Executive Director of Loan Syndications on prospective deals, to meet client needs while optimizing for successful syndication and market reception.
Responsible for the preparation of high-quality marketing materials, including Confidential Information Memorandums (CIMs), lender presentations, and financial models for potential investors.
Collaborate with the Vice President and Executive Director of Loan Syndications to develop and execute syndication strategies, identifying and engaging with potential syndicate partners.
Together with the Vice President or Executive Director (for new transactions), manage the "book-building" process, track lender interest, and provide strategic recommendations on allocation and pricing.
Independently, or in collaboration with the Vice President, host bank meetings and effectively communicate the credit story and transaction merits to the lender community.
Negotiate credit agreements, term sheets, and other legal documentation in partnership with legal counsel.
Coordinate with the borrower, syndicate members, and internal teams to ensure a smooth and timely transaction closing process.
Maintain a deep understanding of current loan market conditions, pricing trends, and structural conventions.
Cultivate and maintain strong relationships with other financial institutions.