CIB, Product Specialist , DCM - Associate/Analyst
About The Position
CIB, Product Specialist , DCM - Associate/Analyst is responsible for the origination, structuring, distribution and syndication of traditional 4(a)2 debt private placements and other credit products to major corporations and institutions, as both issuers and investors, of their assigned own new business development goals. Supports the development of financial models in support of the groups origination activities. Supports production of offering memoranda and engagement letters. Participates in transaction due diligence. Researches / analyzes industries and market data. Participates/performs transaction due diligence. Support senior USPP team members from a financial, operational, competitive and industry perspective. Creates Pitch Book presentations.
Requirements
- Bachelor's Degree or equivalent work experience in Business or equivalent field.
- 2+ Years specific DCM and USPP, Business Development, Product Specialist Management, or related experience.
- Demonstrated successful track record for execution of DCM-USPP transactions.
- Intellectually product savvy, energetic, and self motivated with strong initiative to achieve sales goals.
- Proficiency in Microsoft office products - Word, Excel, PowerPoint, as well as Bloomberg.
- Ability to influence and drive complex initiatives and manage logistics with internal stakeholders.
- Ability to analyze/understand leading technologies and companies.
- Ability to travel within assigned territory as required.
- Strong analytical / problem solving skills.
- Strong relationship management and negotiation skills.
- Expert presentation and public speaking skills.
- Ability to work independently.
Nice To Haves
- Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
- Experience in Microsoft Office products.
- Certifications FINRA Licenses 79, 7, and 63
Responsibilities
- Origination, structuring, distribution and syndication of traditional 4(a)2 debt private placements and other credit products to major corporations and institutions.
- Achieve assigned new business development goals.
- Support the development of financial models.
- Support production of offering memoranda and engagement letters.
- Participate in transaction due diligence.
- Research and analyze industries and market data.
- Support senior USPP team members from a financial, operational, competitive and industry perspective.
- Create Pitch Book presentations.
Benefits
- Fair and competitive rewards package
- Benefits designed to support you, your family and your well-being, now and into the future.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
