Lead syndication strategy, structuring, negotiation, and execution for club and syndicated loan transactions. Build and maintain investor and bank relationships, analyze deal terms and market appetite, coordinate due diligence and closings with internal teams, prepare senior-level presentations, monitor portfolio performance, and provide market intelligence. Manage and mentor deal teams to deliver transactions efficiently.
Job Summary & ResponsibilitiesPreferred Qualifications
Responsibilities include but are not limited to:
- Lead syndication strategy, structuring, negotiation and execution for club and syndicated transactions.
- Develop and maintain relationships with institutional investors, banks, and other financial partners.
- Analyze deal terms, market trends, and investor appetite to optimize syndication outcomes. Educate prospects, clients and internal partners on same.
- Coordinate due diligence, documentation, and closing processes with legal, credit, portfolio, operations, and underwriting teams.
- Prepare and deliver presentations to senior management and clients regarding syndication opportunities and results, market conditions, and investor themes.
- Monitor portfolio performance and provide ongoing market intelligence to inform future syndication strategies.
Required Skills:
- Customer Focus: Strong commitment to understanding and fulfilling client needs.
- Leadership: Proven ability to lead, mentor, and mobilize diverse teams toward achieving ambitious objectives.
- Analytical Thinking: Skill in interpreting data and market trends to make informed decisions.
- Adaptability: Capacity to navigate and thrive in a dynamic and competitive banking environment.
- Execution: Strong execution skills and deadline-oriented mentality.
Required Experience:
- Bachelor's degree in finance, economics, or related field.
- Minimum 8 years of experience in loan syndications, capital markets, or leveraged or structured finance.
- Proven leadership and project management skills, with the ability to manage multiple transactions and deal teams simultaneously.
- Strong analytical, negotiation, and communication abilities.
- Established network within the broader investor and banking communities.
Preferred Experience:
- Master of Business Administration.
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