Loan Capital Markets – Analyst

U.S. Bank National Association•New York, NY

7d•$92,140 - $108,400

About The Position

The Loan Capital Markets Analyst supports senior loan syndicators in originating and structuring corporate syndicated loans, including commercial paper backup facilities, revolving credit facilities, term loans, and acquisition financings across varied industries and geographies. The role prepares client presentations and financing proposals, peer analyses, and financial models, often involving multiple capital markets products such as debt capital markets, leveraged finance, and derivatives. The analyst assists with transaction coordination from initial pitches through closing while building the capabilities to lead execution. The position also involves preparing transaction documents, conducting financial and market analyses, supporting transaction marketing and syndication, managing investor relationships and data rooms, and maintaining transaction and lender information.

Requirements

Two years of investment banking, commercial banking, or corporate banking experience.
Bachelor's degree in finance, accounting, or a related field, or equivalent work experience.
Series SIE, Series 79, and Series 63 licenses are required, but are not required before joining the firm.
Ability to work independently and think creatively.
Strong written and verbal communication skills.
A solid foundation in economics and finance theory.
Strong Excel and PowerPoint skills.
Ability to work well under pressure and within time constraints.
Self-motivation and a desire to learn and contribute in a dynamic team environment.
Intellectual curiosity and well-developed analytical skills.
Ability to understand and analyze complex financing structures.
Ability to manage multiple tasks, projects, and deadlines simultaneously.
Ability to identify and resolve complex problems with minimal guidance.
Outstanding attention to detail.

Nice To Haves

Prior investment banking or commercial/corporate banking training program.
GPA of 3.0 or above.

Responsibilities

Assist loan capital markets syndicators in coordinating transactions from initial pitch through closing, while developing the ability to lead execution.
Prepare transaction documents, including term sheets and offering memoranda such as executive summaries and confidential information memoranda.
Develop reports and charts for proposals, presentations, and bank meetings.
Launch and manage syndication data rooms.
Connect directly with prospective lenders to help market syndicated transactions.
Conduct preliminary reviews of legal documents involved in transactions.
Work with capital markets syndicators to incorporate market intelligence and requirements into department strategies.
Maintain comparable transaction databases and lender-universe analysis documents.
Analyze and prepare financial reports and models, including cash flow models and capital structure analyses.
Conduct due diligence on new client opportunities.
Analyze market trends and identify investment opportunities.
Prepare presentations and marketing pitch books.
Develop financial terms and conditions, such as pricing, and support execution of planned transactions.
Create and maintain transaction documentation and transaction reviews.
Organize and oversee transaction processes, including identifying potential investors, managing investor relationships, and organizing meetings.

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic term and optional term life insurance.
Short-term and long-term disability insurance.
Pregnancy disability and parental leave.
401(k) and employer-funded retirement plan.
Paid vacation, from two to five weeks depending on salary grade and tenure.
Up to 11 paid holiday opportunities.
Adoption assistance.
Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Incentive and recognition programs.
Equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.