Managing Director, Loan Syndicate & Sales

Location:

1301 Avenue of the Americas, New York New York

The Managing Director, Loan Syndicate & Sales is responsible for leading the syndication, distribution, and execution of syndicated loan transactions and providing strategic market intelligence to clients and internal partners. The role serves as a trusted advisor on loan market conditions, investor appetite, transaction structure, pricing, and distribution strategy while managing relationships with banks, institutional investors, finance companies, and other capital providers.

This individual works closely with the Syndicated & Leveraged Finance and IG/HY originations teams, as well as Industry Coverage, Credit, Portfolio Management, and Sales & Trading teams to deliver successful financing solutions and drive revenue growth.

• Lead syndication and distribution strategies for syndicated loan transactions, including investor targeting, pricing guidance, allocations, and execution.
• Advise clients and internal partners on capital structure, market conditions, investor demand, and financing alternatives.
• Conduct market soundings and assess investor appetite for new and existing transactions.
• Collaborate on all stages of the syndication process, including proposal, mandate, execution, allocation, and closing.
• Develop and maintain relationships with bank, non-bank, and institutional investors to support distribution objectives.
• Represent the syndications perspective in underwriting, credit approval, and transaction committee discussions.
• Prepare and review investor presentations, syndication materials, distribution risk analyses, and transaction updates.
• Monitor primary and secondary loan market activity, pricing trends, liquidity conditions, and competitor transactions.
• Partner with Bankers, Credit, Portfolio Managers, Sales & Trading, and Legal teams to structure and execute transactions.
• Provide market intelligence and transaction feedback to clients and internal stakeholders.
• Mentor and develop junior professionals while promoting a strong culture of execution excellence, collaboration, and risk management.
• Represent Key Banc Capital Markets at client meetings, industry conferences, investor events, and roadshows.

• Bachelor's degree in Finance, Economics, Business, Accounting, or equivalent experience required.

• Minimum 15 years of experience in loan syndications, debt capital markets, leveraged finance, investment banking, corporate banking, or related fields.
• Demonstrated success originating, structuring, underwriting, syndicating, and distributing complex financing transactions.
• Strong network of institutional investors, banks, and other loan market participants.
• Deep understanding of syndicated loan markets, credit analysis, capital structures, and loan documentation.
• Experience leading client relationships and influencing senior decision-makers.

• FINRA SIE, Series 7/79, and Series 63 required or must be obtained within required time frames.

• Loan Syndication Expertise:
  Deep knowledge of syndicated loan origination, underwriting, distribution, allocation, investor targeting, market soundings, execution strategy, and sell-down management.
• Debt Capital Markets Knowledge:
  Strong understanding of debt products, loan markets, capital structure, acquisition finance, leveraged finance, investment-grade and non-investment-grade credit, and related market dynamics.
• Investor Relationship Management:
  Established network of bank, non-bank, institutional, and fund investor relationships; ability to understand investor strategies, portfolio needs, deal preferences, and risk appetite.
• Credit Knowledge:
  In-depth understanding of credit principles, credit structures, lending practices, borrower risk profiles, credit documentation, financial analysis, and regulatory expectations governing credit practices.
• Market Intelligence:
  Ability to synthesize primary and secondary market trends, investor feedback, comparable transactions, pricing data, liquidity conditions, and competitor activity into actionable client and deal strategy.
• Transaction Execution:
  Ability to manage complex syndicated…