Syndicated Leverage Finance - Associate I

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Performs a wide range of complex analytical and high-level support functions. With limited supervision, apply analytical skills to provide consistent data and reporting support for Corporate & Investment Banking teams and deal teams. Produce high quality analysis and presentation materials. Provide management and oversight of Analyst pool to ensure the production of a high quality work product.

• Build and understand complex financial models.
• Perform complex financial analysis with minimal oversight.
• Create high-impact presentation materials using PowerPoint, Excel, Word and other relevant software programs.
• Complete research and maintain information databases as required.
• Work well as part of a team in a high stress environment and under tight deadlines
• Develop good working relationships with peers and senior bankers in the Corporate & Investment Bank and the rest of the organization.
• Manage priorities while working on a number of high priority opportunities simultaneously.
• Complete credit and corporate finance overview and analysis independently.
• Serve as support to the Managing Directors and be capable of making internal and external presentations to support the efforts of the Managing Directors on the team.
• Interact with all important constituencies in the course of executing and closing loan transactions.
• Ensure adherence to risk, compliance, confidentiality, and information barrier requirements across all work streams.
• Other Duties:
  Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3-5 years of experience in Banking, Investment Banking, or Capital Markets (strong Analyst performance required for internal promotion).
• Must be able to work a flexible schedule, including evenings, weekends, and holidays, as business needs require.
• MBA typical but not required based on prior experience.
• Proven track record of contributing to the origination and closing of complex financial transactions as part of a team.
• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses (or ability to obtain within company policy).
• Strong proficiency in Microsoft Excel and PowerPoint.

• Qualified candidates will bring emerging professional proficiency, generally acquired through 3-5 years of relevant work or internship experience in finance, accounting, or a related field.
• Advanced analytical and quantitative skills; ability to build/review complex financial models and interpret results.
• Strong credit underwriting skills and sound corporate finance judgment.
• Excellent presentation and communication skills (written and oral) with client-ready executive presence.
• Project management capability: prioritize competing deliverables, manage work plans, and coordinate across internal and external stakeholders in a high-pressure environment.
• Developing expertise in one or more industries; familiarity with market trends and key drivers.
• High attention to detail and strong organizational capabilities; ability to work independently and collaboratively within deal teams.
• Familiarity with financial databases and platforms (e.g., Bloomberg, Capital IQ).

• Workstream Leadership:
  Plan, sequence, and drive work streams to on-time, high-quality outcomes.
• Quality Control:
  Establish rigorous review checkpoints to reduce errors and rework across models and materials.
• Sector Insight:
  Build differentiated points of view on industry trends to support origination and client dialogue.
• Team Development:
  Coach Analysts through feedback, templates, and modeling/presentation best practices.
• Risk & Compliance Mindset:
  Anticipate and surface issues early; adhere to policies, procedures, and information barriers.

Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by…