Loan Syndication Analyst/Associate

Amerantbank • Coral Gables, FL

8h

About The Position

The Loan Syndication Analyst/Associate plays a critical role in supporting the structuring, execution, and management of syndicated loan transactions. This position involves detailed financial analysis, credit assessment, and coordination with internal teams and external parties to facilitate successful loan syndications. The role requires a deep understanding of credit markets, loan documentation, and regulatory requirements to ensure compliance and mitigate risk. The analyst/associate will contribute to the preparation of marketing materials, participate in due diligence processes, and assist in negotiating terms with borrowers and syndicate members. Ultimately, this position aims to optimize loan syndication outcomes by delivering accurate analysis and fostering strong relationships with stakeholders.

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• 1-3 years of experience in loan syndication, credit analysis, investment banking, or corporate finance.
• Strong understanding of syndicated loan structures, credit risk assessment, and financial statement analysis.
• Proficiency in Microsoft Excel and financial modeling techniques.
• Excellent communication and interpersonal skills to effectively collaborate with internal teams and external clients.

Nice To Haves

• Advanced degree such as an MBA or relevant professional certification (e.g., CFA, CPA).
• Experience working with syndicated loan platforms and loan documentation software.
• Familiarity with regulatory frameworks such as Dodd-Frank, Basel III, or other relevant banking regulations.
• Demonstrated ability to manage multiple transactions simultaneously in a fast-paced environment.
• Prior experience in relationship management or client-facing roles within financial services.

Responsibilities

• Conduct comprehensive financial and credit analysis of potential syndicated loan transactions to assess risk and return profiles.
• Assist in structuring loan syndications by preparing term sheets, credit memos, and other transaction documentation.
• Coordinate with internal credit, legal, and risk teams to ensure compliance with regulatory standards and internal policies.
• Support the marketing and distribution of syndicated loans by preparing presentation materials and liaising with potential syndicate participants.
• Monitor ongoing syndicated loan portfolios, track performance metrics, and provide regular reporting to senior management.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level