Loan Capital Markets – Analyst
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 a variety of industries and geographies. The role involves preparing client presentations and financing proposals, peer analyses, financial models, and materials that may involve multiple capital markets products, including debt capital markets, leveraged finance, and derivatives. The analyst assists with transactions from initial pitches through closing, developing the capabilities and experience to lead execution. The position also supports syndication marketing and investor relationships, transaction documentation and reviews, due diligence, market analysis, and the development of financial terms and conditions. The role requires managing multiple projects and deadlines and working independently as part of a dynamic team.
Requirements
- At least 2 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, 79, and 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.
- Solid foundation in economics and finance theory.
- Strong Excel and PowerPoint skills.
- Ability to work well under pressure and time constraints.
- Self-motivation and desire to learn and contribute in a dynamic team environment.
- Intellectual curiosity.
- 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 with all aspects of transactions, from initial pitches 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 transaction-related legal documents.
- 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 planned transaction execution.
- 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 coverage.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation of 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
