The Loan Syndications Associate will be responsible for providing analytical and execution support to deliver customized debt solutions to Citi’s Commercial Bank clients. The Loan Syndications Associate is a critical member of a deal team, working directly with Vice Presidents and Senior Transactors as well as with colleagues across multiple groups in the bank to originate and execute transactions.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.
- Coordinate with other groups within Citi, including Coverage, Underwriting, Risk, and Operations as well as other product groups to meet pitch and deal-related deliverables and deadlines.
- 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.
Qualifications:
- 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
Education:
- Bachelors/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Commercial Product SalesFull timeNew York New York United States$109,120.00 - $163,680.00
Anticipated Posting Close Date:
Feb 13, 2025View the " " poster. View the .
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