Here are a few sample job advertisement for these types of roles…
At Capital One, we’re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding.
Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results. We elevate each other and obsess about doing the right thing. Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams. Together, we are on a quest to change banking for good.
Managing Director, Loan Syndications
Capital One is seeking a Managing Director for its Loan Syndications team based in New York. This individual will be responsible for working with the bank’s relationship managers to identify, structure, and win loan mandates that generate syndication fee income. The role will primarily support Capital One’s Sponsor and Mid-Corporate commercial businesses
Responsibilities:
Work closely with Capital One bankers to identify and win capital markets mandates through targeted and sustained marketing, and proactive pitch presentations.
Devise key syndication terms including deal economics/fees in order to achieve a successful syndication; review credit proposals, and participate in the internal deal review/approval process with key partners
Work with the Sales Desk to craft the syndication strategy
Facilitate the ratings agency process (if applicable)
Advise business partners on current conditions and trends in the syndicated loan market
Lead the capital markets approval process on any deal where Capital One is taking market underwriting risk
Lead the management and execution of the syndication process when Capital One is the Lead or has a significant role; including oversight of junior team members in the deal execution and closing process, and review/negotiation of capital markets-pertinent aspects of the Credit Agreement
Oversee team members analytical work, comparable deal information, and any internal approval or syndication/ marketing materials
Work with Head of Capital Markets to Identify and oversee implementation of new strategic initiatives/processes to further the development of a robust and scalable end-to-end syndications business
The Ideal Candidate will Possess:
Strong knowledge and experience in the underwriting, analysis and syndication of leveraged loans
Strong knowledge and experience structuring different types of financings, with an emphasis on leveraged middle-market transactions
Strong knowledge of capital markets products and corporate finance
Possess a strong network of relevant market contacts
An expert communicator that works well in a collaborative, team environment, and is comfortable presenting to the highest levels of the organization
Basic Qualifications:
Bachelor’s degree in finance or accounting
Completion of a bank-sponsored credit training program
At least 10 years experience in either loan structuring or loan syndication
Preferred Qualifications:
FINRA licensed
This job is responsible for:
- Support structuring, distributing, and administering PUB-agented loan transactions in order to streamline the syndication process and generate fee income.
- Evaluating new customer relationships to determine PUB’s ability to lead transactions and manage overall underwriting / market risk.
- Providing market analysis & underwriting risk commentary on structure and pricing to commercial banking and credit risk teams.
- Support loan purchases and sales on secondary market.
- Meet with current and prospective customers to discuss loan syndication opportunities and strategy.
- Managing and administering the bank agency role on existing loan transactions. Ensures all agency duties are performed including communication and document distribution.
- Act as a mentor for junior or new staff members to assist in their development of skills.
Essential Job Duties
- Support senior leaders in the negotiation of large, syndicated loan transactions in conjunction with the relationship management teams. Make recommendations on terms and conditions in order to win the business and execute a successful syndication.
- Manage inter-Bank relationships, including legal documentation (participation and/or inter-creditor agreements).
- Create deal memos / deal books for lead-bank transactions. Manage transaction sites and information flow to participant banks.
- Support the management of existing agented transactions to ensure all Lead Bank duties are fulfilled and customer experience is exceptional.
- Support calling on other banks to determine deal interest and supply/demand in the marketplace. Decide on best banks to execute with based on prior experience, market knowledge and analysis of counterparty risk.
- Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies.
Job Requirements
8-10 years relevant experience
Additional Job Requirements
Knowledge/Abilities/Technical Skills:
Strong experience and expert capability with credit documentation
Analyst, Commercial Real Estate Syndications
Company NameCapital One
Company Location New York City, NY, US
At Capital One, we’re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding.
Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results. We elevate each other and obsess about doing the right thing. Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams. Together, we are on a quest to change banking for good.
Analyst, Commercial Real Estate Syndications
Analyst – Commercial Real Estate Syndications
At Capital One, we are a Top 10 U.S. Bank, with the strength and stability to meet the needs of any business. Our Commercial Banking group services a $65 billion loan portfolio and more than 6,100 clients. Our Commercial Bank is growing at a dynamic pace and offers a broad array of products and services, including but not limited to: Financing (Commercial Lending, Loan Syndications), Capital Markets (Interest Rate Derivatives, Commodity Derivatives, Foreign Exchange, Investment Banking (including debt and equity capital markets), Institutional Sales & Trading, Equity Research), Treasury Management, and Wealth & Asset Management. Our services and specialties run the gamut – from Commercial Real Estate to Healthcare to Energy and TMT.
Capital One’s commercial real estate business includes a national REIT and real estate private equity specialty lending group, a national multifamily lending business (Fannie Mae, Freddie Mac, and FHA), a real estate production team covering private developers in various markets across the country, and a leading healthcare real estate platform with specialties in medical properties and long-term care.
Summary
The Analyst in Loan Syndications will support the Commercial Real Estate Loan Syndications team by playing an integral role in supporting debt financings for commercial real estate and healthcare real estate customers. The individual will be responsible for providing industry and company-specific research, and assist in the preparation of financial models, deal related marketing materials, internal approvals memos and other analytics to support new business generation. Skills will be developed through significant exposure to senior and mid-level bankers, as well as external clients including corporate management teams, principals at financial sponsors and members of the general investor community.
General Responsibilities Include, Among Others
- Creating and maintaining macro and industry data series (such as databases of comparable loans) and company-specific financial models
- Drafting industry, sector, and company reports and presentations for internal use and external client meetings
- Direct work with external clients on the preparation of bank books, lender presentations and rating agency materials
Supporting deal execution during the syndications process by managing external client and investor requests, maintaining contact and questions lists, etc. - Posting and distributing financial information/data relevant to existing transactions
- Actively participating in due diligence sessions
- Special projects to support new business generation
Basic Qualifications
- Bachelor’s degree or Military Experience
- At least 1 year of experience in commercial real estate or commercial banking
Preferred Qualifications
- Developed communication skills (both written and oral)
- Significant analytical and problem-solving skills
- High technological proficiency including mastery of Excel, Word and PowerPoint
- At least 2 years of banking or commercial real estate experience preferred; syndications and / or DCM a plus
- Strong academic record and strong interest in finance and real estate
- Formal Credit Training a plus
- Ability to work in a fast-paced, dynamic environment and proficiency in multi-tasking; candidates are expected to hit the ground running
- Team player as much of the work is team-oriented, but also a self-starter with the ability to complete assignments individually
- Must have a strong interest in client and investor contact, given significant interactions with corporate management teams, principals from financial sponsors as well as members of the general investor community
- Support the Manager, Syndication Loans in every aspect of the business; this includes the ongoing build out of the loan syndication department for Valley National Bank, including policies, processes, and strategy for business development.
- Lead the maintenance and grow strategic relationships in the corporate and financial institution market segments primarily in the less than $1B bank market segment; this includes but is not limited to large corporate, middle market, specialized, real estate, and wealth management market opportunities as well as, at times, all sizes of financial institutions.
- Be the lead on sell side syndications and support buy side when needed; this includes being a conduit for incoming opportunities.
- Structures marketable syndicated relationships and purchased transactions; this includes, but is not limited to, assessing cash flow, debt capacity, business/ownership integrity, and VNB profitability.
- Maintain deal site management activity and build loan tapes for partner bank portfolio loan purchase review.
- Incorporate industry trends and opportunities into internal colleague communications, activities, and training.
- Oversee and assist in the due diligence, modeling, pitchbook packaging, distribution, and ongoing support of syndicated loan prospecting, lead, and purchase activities.
- Work with appropriate departments to ensure that profitability objectives are maintained.
- Assist in the cross sell of VNB services. Deepen existing product penetration and profitability. Provide expertise in evaluating and launching new, scalable opportunities. Assist or lead in creating end-to-end strategic client solutions.
- Responsible for meeting/exceeding business plan objectives (revenue and expense budgets).
- Perform risk assessment and mitigation in line with corporate strategic objectives.
- In conjunction with Loan Underwriting and Loan Operations, assess and maintain the appropriate loan syndication technology/software support for efficient and compliant internal and external needs.
- Ensure all end-to-end documentation is in place across all business partners.
- Participate in syndicated lender and internal lender meetings as needed.
- Strong negotiation skills.
- Strong leadership and collaboration skills.
- Ability to handle multiple priorities.
- Strong communication skills both written and verbal with all level of employees and customers.
- Proficient in Microsoft Suite.
- Utmost integrity.
- Strong interpersonal skills needed to interact with customers or prospective clients.
- Strong time management skills.
- The ability to effectively present information.
- Bachelor’s Degree and minimum of three years’ broad financial market experience with experience speaking and meeting with industry contacts or the completion of the VNB Credit Underwriting Program.
- MBA or advanced degree preferred.
- Currently working on a Loan Syndication’s desk and commercial lending experience preferred.
- Formal or on the job credit training and the ability to cross sell commercial banking products preferred.
Associate, Syndicated Loans
Deutsche Bank New York Branch seeks an Associate in New York, NY to analyze and evaluate industry, sector and company specific data to identify opportunities and strategies for structured syndicated loans and commodity-backed financing products. Requires a Bachelors’ degree in Economics, Finance or related field or equivalent and two (2) years of experience performing credit risk analysis on companies and sectors and forecasting future performance for investment recommendations. Prior experience must include at least two (2) years of experience analyzing impact of debt transactions to RWA, calculating leverage ratio exposure and corresponding capital consumption, and building structural enhancements to reduce balance sheet impact; performing quantitative analysis for trade financing frameworks specific to Oil & Gas, and Metals & Mining goods to identify key risk factors for investments; performing risk analysis and formulating risk-mitigating financing structures; performing due diligence and credit analysis to prepare credit applications and marketing/syndication materials; and applying product development target enhancements to mitigate risks, including Return on Risk-Weighted Assets (RoRWA) and Return on Assets (ROA) concepts. #DNI
Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
Click here to find out more about diversity and inclusion at Deutsche Bank.
Deutsche Bank is an Equal Opportunity Employer – Veterans/Disabled and other protected categories. Click these links to view the following notices: ” EEO is the Law poster ” and supplement ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision .
Company Overview
About Antares Capital, LP:
Antares Capital is the premier provider of financing solutions for middle-market, private equity-backed transactions, having delivered more than $125 billion in financing over the last 10 years. Headquartered in Chicago with offices in Atlanta, Los Angeles, New York, Norwalk (Connecticut), and Toronto, Antares provides innovative solutions for buyouts, acquisitions, growth capital, restructurings and recapitalizations and has done so for more than 25 years. The team of professionals at Antares is among the most accomplished in the industry, immersing themselves in clients’ businesses with a focus on long-term growth. When clients choose Antares, they benefit from industry leading expertise and a longstanding philosophy of delivering for clients consistently, predictably and reliably, in good and challenging times.
To learn more, visit www.antares.com. Antares is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
Position Summary
Reporting to the Senior Managing Director, the Analyst – Leveraged Finance will support the senior deal professionals working with private equity clients in the syndication of LBOs, refinancings and recapitalizations. This position encompasses pitching, marketing, approvals and execution of transactions. The analyst will work closely with the credit and client coverage teams as well as investors during the syndication process. This role will assist in the entire syndication process including data analysis, comparables, preparation of marketing, syndication and rating agency materials, legal documentation review and internal deal pricing and approval.
Responsibilities
Assist with the marketing and execution of syndicated loan transactions by supporting senior capital markets professionals in the following capacity:
- Create marketing materials including pitches for new business.
- Assist in the preparation of charts, tables and written content for confidential information memoranda, lender presentations, and rating agency presentations.
- Utilize research tools (including data bases, Capital IQ, LCD, Bloomberg, Edgar and Loan Connector) effectively to obtain market information and data and generate market comparables for proposed transactions.
- Partner with credit teams to analyze and draw conclusions from data room information, financial statements, quality of earnings reports and MD&A.
- Analyze financial sponsor models to understand drivers of cash flow and leverage.
- Support senior syndicators during investor presentations and sales meetings.
- Coordinate responses to investor inquiries during the syndication process.
- Participate in capital markets due diligence process, Capital Markets pipeline, deal review and approval sessions.
- Maintain deal databases.
Qualifications and Requirements
- Bachelor’s degree with a minimum of 1 to 3 years of experience in leveraged lending or other capital markets products.
- Proficient in Microsoft Office, including Word, Outlook, PowerPoint and Excel and demonstrated ability to learn new systems quickly.
Eligibility Requirements:
- Must have unrestricted authorization to work in the United States
- Must be willing to comply with pre-employment screening, including, but not limited to, drug testing, reference verification and background check
- For U.S. employment opportunities, Antares Capital hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with nonimmigrant work authorization (F, J, H or L visas), such as students in practical training status. Antares Capital will require proof of work authorization
- Travel up to 5% of the time
Desired Characteristics:
- Bachelor’s degree in Accounting, Finance, Business or related discipline.
- Desire to develop strong analytical capabilities, learn legal documentation and work on large complex transactions.
- Collaboration skills: Works effectively in cross functional team environment.
- Communication skills: Clearly articulates view point verbally and in writing, fostering confidence when sharing/presenting information.
- Dependability: Reliable, responsible, dedicated, committed, team player that fulfills obligations.
- Prioritization skills: Balances workload and prioritizes effectively.
- Able to manage self and time to meet commitments.
BNP Paribas is a leading bank in Europe with an international reach. It has a presence in 74 countries, with more than 192,000 employees, including more than 146,000 in Europe. The Group has key positions in its three main activities: Domestic Markets and International Financial Services (whose retail-banking networks and financial services are covered by Retail Banking & Services) and Corporate & Institutional Banking, which serves two client franchises: corporate clients and institutional investors. The Group helps all its clients (individuals, community associations, entrepreneurs, SMEs, corporates and institutional clients) to realize their projects through solutions spanning financing, investment, savings and protection insurance. In Europe, the Group has four domestic markets (Belgium, France, Italy and Luxembourg) and BNP Paribas Personal Finance is the leader in consumer lending. BNP Paribas is rolling out its integrated retail-banking model in Mediterranean countries, in Turkey, in Eastern Europe and a large network in the western part of the United States. In its Corporate & Institutional Banking and International Financial Services activities, BNP Paribas also enjoys top positions in Europe, a strong presence in the Americas as well as a solid and fast-growing business in Asia-Pacific.
Business Overview:
The Leveraged Finance (“LF”) Group mandate is to provide financing for leveraged buy-outs, recapitalizations, corporate acquisitions and refinancing and make direct equity co-investments. The group is focused on originating and leading non-investment grade debt financings for corporates and financial sponsors.
The group is seeking an Analyst to work with Senior Origination members in New York.
Responsibilities:
-
- Provide deal support to a team of originators.
- Perform credit analysis, due diligence, financial statement analysis and cash flow projection modeling.
- Conduct issuer due diligence and identify significant business, industry and financial strengths and risks.
- Assist in production of internal credit / capital market memoranda that detail underwriting requests and various external client pitches.
- Assist in the underwriting and syndication of leveraged credit facilities, including the production of marketing materials (bank book, lender slides, rating agency presentation) and the processing of investor requirements. Assist with investor Q&A during the syndication process, and answer investor questions on the transaction in market.
Minimum Required Qualifications:
- Performing and reviewing detailed credit analysis on a wide range of companies across numerous sectors, including evaluation of historical and projected financial performance, assessment of the outlook and historical growth of the issuer’s industry, and a complete breakdown of the company’s business segments (historical trends by product, customer, supplier, end market and service)
- Performing financial modeling of leveraged buy-out (LBO) transactions.
- Advanced Microsoft Suite experience (Excel, PPT, Access, etc.).
Preferred qualifications:
- Bachelor’s degree or foreign education equivalent in Accounting, Finance or Business Administration
- Minimum of 1 year of relevant banking experience, including executing Senior or High Yield non-investment grade debt underwriting, mezzanine financing, or merger & acquisitions.
FINRA Registrations Required:
- Series 79, 63 and SIE preferred.