Associate/VP, Global Investment Banking, Leveraged Finance
About The Position
This role involves working closely with senior bankers to structure and lead loan and high yield transactions for various financing needs including leveraged buyouts, acquisition financings, recapitalizations, restructurings, and refinancing. The position requires leading the development of client pitch materials, building and checking financial models, and collaborating with various internal bank teams and external constituents. A key aspect of the role is supporting the due diligence and underwriting process, including reviewing documentation, evaluating financial statements, and participating in diligence meetings. The role also involves assisting in the negotiation of commitment terms and preparing marketing materials for leveraged loans or high yield bonds. Proactive identification and escalation of operational risks and control deficiencies are also critical responsibilities.
Requirements
- BA or equivalent with emphasis in finance/accounting/economics; strong academic credentials
- At least one year of Leveraged Finance or related finance experience
- Ability to take initiative and function independently under pressure, balanced with strong teaming skills
- Ability to drive multiple processes, which may each be in a different stage in the transaction cycle
- Proficient with computer applications such as MS Outlook, Word, Excel and market data applications
- Familiarity with credit agreements and other debt facility documentation
- Excellent written and verbal communication skills; Ability to effectively interact with internal and/or external constituents
- Must maintain high standards of professional and ethical conduct
- Series 79 & 63 licensed
- Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset
Nice To Haves
- MBA, MA or MS or equivalent desired, but not required
- Prior lead left deal experience preferred
Responsibilities
- Work closely with senior bankers to structure and lead loan & high yield transactions for leveraged buyouts, acquisition financings, recapitalizations, restructurings and refinancing
- Work directly with analysts to support senior level executives in all stages of the transaction; Train and mentor junior level resources
- Lead the development of pitch materials for clients across a variety of sectors that present strategic and financing views, company analysis and financing terms
- Build and check financial models with sensitized capital structure and operating assumption scenarios
- Work directly with senior leveraged finance and industry bankers, syndication/capital markets, internal risk teams, corporate banking, liability management, ratings advisors and other areas of the bank on internal credit processes and external client servicing
- Provide support in all aspects of the due diligence and underwriting process including (1) review of data-room documentation and third party materials, (2) evaluation of financial statements, historical trends and projections and (3) diligence meetings/calls with management and other subject matter experts
- Assist in the negotiation of commitment terms, covenants, and relevant credit document provisions
- Prepare marketing and offering materials for leveraged loans or high yield bonds (including rating agency materials, lender and roadshow presentations, information memorandums and prospectuses)
- Proactively identify operational risks/ control deficiencies in the business
- Review and comply with Firm Policies applicable to your business activities
- Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions on a timely basis
Benefits
- bonuses
- flexible benefits
- competitive compensation
- commissions
- stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Opportunities to do challenging work
- Opportunities to building close relationships with clients
- 401(k) program with company-matching contributions
- health, dental, vision, life and disability insurance
- paid time-off plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
