Citi Commercial Bank - Loan Syndications Associate

Citi • New York, NY

23d

About The Position

Support deal origination by drafting pitch materials incorporating an analysis of capital structure, credit profile, publicly available data on companies and transactions, and industry research. Prepare market comparables, initial due diligence lists, deal pre-screen presentations, and draft indicative term sheets. Tracking and summarizing loan market conditions in client materials, with a focus on the Middle Market segment of the US Loan Market. Execute lead-arranged transactions by preparing organization books, drafting marketing materials (Confidential Information Memorandums, lender presentations, and pre-screening memorandums), organizing and managing bank meetings, participating in and tracking lender interaction and diligence, and managing the deal closing process. Support the review of financing documents, including commitment letters, fee letters, engagement letters, and credit agreements. Developing and maintaining effective industry relationships with legal counsel, external parties, clients (in collaboration with senior coverage officers). Developing and maintaining effective industry relationships with clients, lenders, legal counsel, and external parties (in collaboration with VPs and Senior Transactors). Develop business and credit judgment as well as to provide balanced assessments in working with internal team members and partners. Maintain a strong attention to detail, deliver high quality work product, and complete work in assigned timeframes.

Requirements

• 2-3 years of banking experience, preferably with loan syndication, asset-based finance, or capital markets experience
• Completion of formal credit training program preferred
• Fundamental credit skills, including demonstrated ability to evaluate business, industry, financial performance, and structure/terms
• Strong financial and analytic skills, including proficiency with financial modeling and ability to rapidly assimilate complex information
• Excellent command of Microsoft Suite, with an emphasis on PowerPoint and Excel
• High level of energy, enthusiasm, and motivation
• Team player, able to facilitate strong partnerships
• Detail-oriented individual with strong organization ability and excellent communication, writing, and presentation skills
• Obtain and maintain required FINRA registration and licensing
• Bachelors/University degree or equivalent experience

Responsibilities

• Support deal origination by drafting pitch materials incorporating an analysis of capital structure, credit profile, publicly available data on companies and transactions, and industry research.
• Prepare market comparables, initial due diligence lists, deal pre-screen presentations, and draft indicative term sheets.
• Tracking and summarizing loan market conditions in client materials, with a focus on the Middle Market segment of the US Loan Market.
• Execute lead-arranged transactions by preparing organization books, drafting marketing materials (Confidential Information Memorandums, lender presentations, and pre-screening memorandums), organizing and managing bank meetings, participating in and tracking lender interaction and diligence, and managing the deal closing process.
• Support the review of financing documents, including commitment letters, fee letters, engagement letters, and credit agreements.
• Developing and maintaining effective industry relationships with legal counsel, external parties, clients (in collaboration with senior coverage officers).
• Developing and maintaining effective industry relationships with clients, lenders, legal counsel, and external parties (in collaboration with VPs and Senior Transactors).
• Develop business and credit judgment as well as to provide balanced assessments in working with internal team members and partners.
• Maintain a strong attention to detail, deliver high quality work product, and complete work in assigned timeframes.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees