Associate/VP, Global Investment Banking, Leveraged Finance (New York)

Job Description

What will you do?

• Work closely with senior bankers to structure and lead loan & high yield transactions for leveraged buyouts, acquisition financings, recapitalizations, restructurings and refinancing.
• Work directly with analysts to support senior level executives in all stages of the transaction; train and mentor junior level resources.
• Lead the development of pitch materials for clients across a variety of sectors that present strategic and financing views, company analysis and financing terms.
• Build and check financial models with sensitized capital structure and operating assumption scenarios.
• Work directly with senior leveraged finance and industry bankers, syndication/capital markets, internal risk teams, corporate banking, liability management, ratings advisors and other areas of the bank on internal credit processes and external client servicing.
• Provide support in all aspects of the due diligence and underwriting process including review of data-room documentation and third party materials, evaluation of financial statements, historical trends and projections and diligence meetings/calls with management and other subject matter experts.
• Assist in the negotiation of commitment terms, covenants, and relevant credit document provisions.
• Prepare marketing and offering materials for leveraged loans or high yield bonds (including rating agency materials, lender and roadshow presentations, information memorandums and prospectuses).
• Proactively identify operational risks/ control deficiencies in the business.
• Review and comply with Firm Policies applicable to your business activities.
• Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions on a timely basis.

What do you need to succeed?

• BA or equivalent with emphasis in finance/accounting/economics; strong academic credentials.
• MBA, MA or MS or equivalent desired, but not required.
• At least one year of Leveraged Finance or related finance experience.
• Ability to take initiative and function independently under pressure, balanced with strong teaming skills.
• Ability to drive multiple processes, which may each be in a different stage in the transaction cycle.
• Proficient with computer applications such as MS Outlook, Word, Excel and market data applications.
• Familiarity with credit agreements and other debt facility documentation.
• Prior lead left deal experience preferred.
• Excellent written and verbal communication skills; ability to effectively interact with internal and/or external constituents.
• Must maintain high standards of professional and ethical conduct.
• Series 79 & 63 licensed.
• Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset.

What's in it for you?

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to do challenging work.
• Opportunities to building close relationships with clients.
• The good‑faith expected salary range for the above position is $200,000-$275,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company‑matching contributions; health, dental, vision, life and disability insurance; and paid time‑off plan.

Job Skills

• Adaptability
• Critical Thinking
• Customer Service
• Detail‑Oriented
• Financial Engineering
• Financial Statement Analysis
• Investments Analysis
• Personal Development
• Personal Initiative
• Teamwork