Syndications Analyst

Responsibilities

• Analyze Available for Sale reports to identify and market syndication opportunities to funding sources on a daily basis.
• Conduct independent evaluation of all aspects of potential transactions.
• Prepare and distribute term sheets for Investment Grade credits to Funding Sources and prepare detailed competitive bid analysis on their responses.
• Oversee, review, and recommend pricing strategies to maintain profit margin goals.
• Provide oversight to prescreen process by working with outside sales and funding sources to determine the marketability and pricing for all transactions larger than $500,000.
• Update cost of funds and pricing grid weekly by making estimates of current pricing model trends as compared to treasury swap spreads and market conditions.
• Develop solid working relationship with all funding source personnel.
• Book and reconcile syndication activity to the General Ledger monthly.
• Maintain ownership and accountability for the following accounts:
  Fee Income; AR Disco.
• Work closely with accounting department to analyze and resolve discrepancies.
• Review and approve assignment documentation for all discounted leases.
• Prepare and maintain all syndication analysis spreadsheets.
• Enter syndication data into the leasing software.
• Fully understand all Altec Capital leasing products for each structure including accounting, pricing, credit, structuring, legal terms and conditions, and asset management implications.
• Maintain good channels of communication with all business units and provide constructive guidance.
• Communicate and resolve potential problems that could jeopardize funder relationships and goodwill.
• Execute various end of lease duties related to both early termination and maturity management processes.
• Calculate early termination payoffs for end user customers.
• Verify accuracy of funding source quotes and negotiate when needed.
• Maintain relationships with funding sources through daily verbal and written communication with funding source personnel in order to meet syndication requirements and challenges.
• Some travel required to funding source locations to maintain goodwill and work to streamline processes.
• Host dinners and events for funding sources as required.
• Continually automate and improve processes in order to more efficiently and effectively fund transactions.
• Research and remain current on industry trends.
• Perform other related duties as assigned.

• Bachelor’s Degree in Accounting, Economics, Finance, or other Business concentration required.
• 3+ years of leasing, capital markets or other financial experience highly desirable especially audit related.
• Strong interpersonal, organizational, and time management skills with an emphasis on meeting deadlines are a must.
• Strong personal selling skills.
• Superior Computer Skills, especially in Microsoft Excel is required. Familiarity with Supertrump, TValue, and HP financial calculators a plus.
• Strong attention to detail and reporting accuracy.
• Exceptional written and verbal communication skills.
• Solid team player with a collaborative nature.
• Ability to multitask and handle multiple transactions in a fast-paced environment.
• Strong problem solving skills, able to make decisions timely.
• Excellent financial and analytical skills, with proven experience calculating lease rates, present values, yields, and IRR.

The job level is able to be adjusted at time of hire, if the candidate meets the qualifications for jobs of a more experienced level in the career path.

Please apply directly on our website:

• Demonstrated record of responsibility
• Extremely detail oriented
• Customer Service Oriented
• Motivated, goal oriented and persistent
• Maintain Company confidentiality
• Must handle stress and deadlines well
• Participate in Continuous Improvement Initiatives
• Travel 0-25%

Since 1929, Altec has been a company committed to excellence, consistently raising the bar through innovative design, manufacture, integrated safety features, and a continued dedication to total customer satisfaction. Altec is present in more than 100 countries throughout the world supporting the electric utility, telecommunications,…