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Analyst – Debt Capital Markets
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GENERAL FUNCTION:
Requires highly skilled quantitative, analytical and communication skills, along with the ability to work well under pressure and tight deadlines. Requires the ability to synthesize large amounts of information to develop innovative client solutions. Ability to manage multiple projects independently and ready to assume a high level of responsibility as a member of a team.
Ability to communicate effectively and proactively with members of the deal team and collaborate with partners throughout the bank. Provides administrative support to the Debt Capital Markets group in various capacities including model templates, presentation templates, pipeline reporting, recruiting, and training among other important group functions.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank’s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
. Understand the concepts of accounting, corporate finance, capital markets and credit needed to support transactions
. Develop a strong working knowledge of various legal documents governing loan and bond transactions
. Independently build and understand complex company financial models to analyze performance and credit trends supporting advisory and capital raise transactions
. Exhibit high attention to detail and discipline to check work to produce error free and properly formatted work on a consistent basis
. Exhibit strong work ethic and passion for excellence while conducting self in a professional manner
. Independently prepare high quality presentation materials for use in client meetings and internal deal approvals covering topics such as strategic alternatives, capital markets activity and general corporate finance
. Actively participate in the origination and execution of passive and active loan and bond transactions
. Show a strong understanding of all of capital markets products gained from prior analyst experience
. Manage priorities while working on a number of high priority opportunities simultaneously with minimal oversight
. Ability to excel in both team and self-directing settings
. Begin to anticipate needs based on specific situation and proactively communicate with deal team members on status and prioritization of projects
. Develop good working relationships with peers and seniors in Capital Markets and the rest of the organization
. Be accessible to peers and be prepared to provide guidance in a constructive manner
. Proactively seek to take on additional marketing and transaction responsibilities
. Begin to develop an understanding of industry developments and trends and supporting analysis that enhance the senior DCM originators’ industry initiatives
. Begin to attend select pitches and develop client facing responsibilities
. Provide leadership in administrative areas that enhance group effectiveness including recruiting, training of junior analysts, industry and market newsletters, among other areas
SUPERVISORY RESPONSIBILITIES: None
MINIMUM KNOWLEDGE & SKILLS REQUIRED:
. 1-2 years of Debt Capital Markets and/or capital markets experience
. Bachelor’s degree with basic accounting, business, and corporate finance knowledge
. Excellent presentation skills, both oral and written
. Strong analytical skills and good working knowledge of financial modeling
. Securities Industry Essentials (SIE),
Series 79 and Series 63 license required #
NatureVest is the impact investment unit of The Nature Conservancy. NatureVest’s mission is to create and transact investable deals that deliver conservation results and financial returns for investors. Our vision is based on the conviction that capital markets, businesses and governments must invest in nature as the long-term capital stock of a sustainable, equitable and more efficient economy. To achieve our mission, we source and structure investment products that support The Nature Conservancy’s global strategies, raise capital for these investments, and share our knowledge and experience with the investment and conservation communities to amplify our efforts in this emerging area. To learn more, visit: www.nature.org/naturevest.
The Analyst’s role will be to support the NatureVest Debt Conversions team by developing financial models, performing due diligence and risk assessment/ mitigation, conducting research, developing internal and external written and presentation materials, and providing other assistance as needed.
- Support multiple members of the Debt Conversions team on meeting strategic priorities by working across multiple tasks and workstreams, including, but not limited to: financial modelling, due diligence, risk assessment, research, and development of various written and presentation materials;
- Manage workstreams and deliverables with several variables – set realistic deadlines, manage a timeline, and ensure accountability;
- Travel associated with this position is expected to be up to 25% of the time;
- Act independently within broad program goals to prioritize tasks and exercise independent judgment to identify and solve problems;
- Ensure the programmatic work is collaborative and well-integrated across the organization, including staff from NatureVest, global and regional teams;
- Demonstrate sensitivity in handling confidential information;
- Ensure programmatic commitments, TNC policies and procedures, financial standards and legal requirements are met and managed for compliance;
- Participate in complex negotiations; and
- Work is diversified and may not always fall under established practices and guidelines.
- Bachelor’s degree and 3 years of experience doing financial analysis;
- Experience using and developing financial models;
- Experience generating reports and analyzing, interpreting, and presenting data;
- Experience coordinating multiple projects; and
- Experience working with cross-functional teams.
DESIRED QUALIFICATIONS
- Experience working in debt capital markets, sovereign debt, and/or development/ conservation finance;
- Multi-lingual skills (French, Portuguese, or Spanish) and multi-cultural or cross-cultural experiences are appreciated;
- Strong team player who can build relationships and work collaboratively across a global organization and with The Nature Conservancy partners;
- Experience working with governments, multi-lateral, and/or bi-lateral institutions, particularly in finance;
- Ability to implement complex processes;
- International work experience desirable;
- Experience coordinating complex time-bound projects;
- Experience with blended and/or structured finance projects, particularly requiring credit enhancement;
- Strong organization skills, accuracy, attention to detail and ability to manage multiple tasks; and/or
- The Nature Conservancy is committed to diversity and encourages candidates with diverse and nontraditional backgrounds to apply.
The Analyst’s main responsibilities will include:
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Assist with the structuring, pricing and execution of loans and syndicated loans for corporate, quassi sovereign and financial institution clients in Latin America
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Lead preparation of all deal marketing and analytical materials for dissemination to potential investors, including confidential information memorandum and lenders’ presentation
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Work with senior team members to create customized client pitch presentations including market overview slides, deal comparables, borrower financial analytics, lender analysis and pertinent industry and public market data using research tools
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Update pitch-ready marketing materials, create ad hoc presentation materials based on sudden market events
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Maintain investor and deal databases
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Maintain loan pipeline and underwriting reports
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Work on execution of a syndicated loan and legal documentation; acquire knowledge and expertise on credit agreements and legal documentation
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Comprehensive understanding of syndication process at J.P. Morgan
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Must understand Fixed Income products, including bonds, credit derivatives, asset swaps, credit linked notes and equities
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Must have experience with pricing, structuring and pitching
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Must have excellent written, spoken and verbal communication skills, including strong interpersonal skills and the ability to articulate phone presence
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Must have strong quantitative and analytical skills
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Must have strong credit, financial analysis and modeling skills
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Must have strong skills with PitchPro Plus, Powerpoint, Excel and Bloomberg
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Must have strong written and presentation skills
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Must have knowledge of loan database applications– Loan Connector and Dealogic
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Must have knowledge of distribution applications- Debtdomain, Intralinks and Syndtrak
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Must have knowledge of JPMC’s research tools and systems
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Portuguese and/or Spanish a plus
Provide support on the origination and execution of investment grade fixed income transactions. Work closely with members of DCM, Syndicate, other product groups within fixed income as well as investment banking (client coverage).
Responsibilities:
Track, compile and distribute new investment grade issuance information.
Prepare and distribute market commentary and economic update on a daily and weekly basis.
Prepare and distribute indicative pricing information for clients
Generate and maintain client presentations and assist with special ad-hoc projects and initiatives as assigned.
Liaise with traders to obtain pricing information in secondary markets.
Provide appropriate support of on-going client dialogue and marketing efforts.
Learn and utilize a variety of internal IT systems, including customer setup, compliance, portfolio management systems, database tracking systems, etc.
Undertake research and analytics related to specific sectors, regions or loans, and stay abreast of current market conditions.
Provide ad hoc reports for management.
Qualifications:
Quick learner. Works well in a culturally diverse and team-oriented environment. Demonstrates intellectual curiosity and an interest in continuous learning.
Demonstrates a high degree of attention to detail and an ability to complete work accurately and in a timely manner against strict deadlines.
Our Analyst Program at Sumitomo Mitsui Banking Corporation (SMBC) provides a quick start for select entry-level professionals who demonstrate a high degree of emotional and cultural intelligence and who have a keen desire to build a successful career in global banking. Our program begins with six weeks of coursework, which lays a foundation in financial analysis, internal firm processes, and both personal and professional development. After completing the program, analysts move into full-time positions within their respective business areas.
- Training reflects the latest industry practices and thought leadership – We invite distinguished internal and external experts to conduct training sessions on critical topics
- Training is well rounded, incorporating Credit and Financial Modelling, Financial Markets eLearning, Capital Markets, Accounting, Business Overviews (presented by panels of experts from our business units) and Case Studies into the program as well as a visit to the Bloomberg Headquarters in Manhattan, Business Writing, Presentation Skills, Managing Your Career, Personal and SMBC Branding; Japanese Cultural Training, and various networking events
- Buddy assignments support fluid integration into the Analyst Program
- Learning about the unique culture at SMBC comes naturally through informal and formal networking events with both mid- and senior managers
- At SMBC, you’re part of a multinational firm that is positioned as the leading choice for US companies expanding in Asia
- The evolution of SMBC’s products and services and geographic coverage offers analysts the chance to build long-term growth careers
- The broad range of global banking solutions enables analysts to work on cross-selling opportunities to customers with evolving capital needs
- Analysts gain in-depth knowledge across a broad range of industries: 45% of Fortune 500 companies are our clients
- Our analysts hone the valuable skill of global collaboration by working with their colleagues worldwide
- You will be sharing your future with a forward-looking organization valued for its solid balance sheet
Responsibilities:
As the DCM analyst, you’ll be in a demanding position that requires the ability to multi-task, attention to detail, a quick learning curve and requires various types of thinking that range from creative to highly analytical.
- Prepare weekly Latin America DCM update to be sent to clients
- Maintain database of priced Latin America new issues
- Maintain short credit profiles for regional clients
- Keep marketing materials up to date
- Prepare pitchbooks for client presentations
- Perform transaction execution responsibilities including maintaining working party lists, roadshow presentation preparation, review of transaction documentation
- Prepare credit memos for potential deals
- Build financial models and conduct credit analysis
Qualifications:
- Currently pursuing an undergraduate (Senior) or master’s degree from an accredited university with a graduation date of December 2019 / Spring 2020; excellent academic record
- Oral and written fluency in either Spanish or Portuguese (or both)
- Motivated, hard-working individual, with passion to learn and excel in a demanding role
- Strong attention to detail
- Must be extremely reliable and responsive with strong sense of responsibility for the work product of the team
- Willing and able to work full time hours, typically 10+ hours every weekday. Overtime may be required
- Occasional weekend work may be required / work from home on weekends
- Must be able to respond via mobile phone to work emails during non-traditional working hours
- Familiarity with basic finance concepts and use of excel
- Strong written and oral communications skills