Director, Loan Syndication
JOB DUTIES / RESPONSIBILITIES
- Originate, structure and execute corporate and structured syndicated finance transactions in the loan markets
- Production of offers, pitches and term sheets with the Relationship Manager
- Assist in preparation of marketing strategy for coverage areas
- Prepare capital structure assessments which include comparable transactions and analysis of market Data. Ensure that the group database is kept up to date
- Oversee the preparation of pitch books and market updates for clients, Information Memoranda for lead transactions and slides for bank meetings/road shows as needed.
- Expand an investor base among banks and funds
- Make market sounding calls resulting in accurate predictive intelligence
- Negotiation of credit documents in liaison with Counsels
- Support internal approvals by writing insightful Syndication Advices and taking part in committees
- Work well within the USA Merchant Banking Group
- Supervise and develop junior staff
- Assist in production of the Newsletter
Secondary Responsibilities and Duties
- Educate junior Relationship Managers about the loan syndication product
- Source and communicate other cross-sell opportunities to the relevant Relationship Managers and Product Specialists
JOB SPECIFICATIONS
Education and Experience
- 6-10 years experience as a loan syndicator
- Sector knowledge of commodities
- Well-developed network of clients, banks and funds
- Capital markets and acquisition related knowledge
- Financial modeling and loan documentation knowledge
- Underwriting experience
Key Competencies
- Ability to manage the deal process through inception, closing and Agency
- Persuasive oral and writing skills