Left Right

Syndicated Loans

Title Senior Relationship Manager – Investment Grade Debt
Categories Capital Markets, Debt Capital Markets, Investment Banking, Leveraged Finance, Leveraged Loans, Syndicated Loans
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Senior Relationship Manager to grow existing relationships and develop new revenue generating relationships with investment grade debt capital markets and sydicate bankers, corporate issuers and investors.

Responsibilities:

  • Grow existing client relationships and develop new revenue generating relationships with investment grade debt capital markets and sydicate bankers, corporate issuers and investors
  • Collaborate with the global relationship management team and executive leadership to develop and execute strategic marketing plans
  • Promote a cohesive messaging strategy that will help drive revenue and develop recurring business opportunities with existing customers and new prospects
  • Work with global counterparts on cross-border business development opportunities
  • Engage with customers and prospects to discuss industry trends, strategic opportunities across the fixed income and leveraged capital markets industry and to promote the firm’s competitive advantages and value-added propositions
  • Develop market intelligence, competitive analysis, and industry research and analysis
  • Create proposals, RFPs, new business pitch materials and marketing content
  • Document client meetings and prospect outreach activity in internal databases and CRM systems

Requirements:

  • 10+ years’ bulge bracket investment grade debt capital markets and/or syndicate coverage and execution experience
  • Demonstrated new business development, strategic marketing and relationship management skills
  • Well developed relationships with investment grade debt capital markets and syndicate bankers, corporate issuers and investors
  • Ability and willingness to travel as required
  • MBA preferred
Apply Now


Title VP Agency Loan Operations – Loan IQ
Categories Investment Management, Loan Administration, Syndicated Loans
Location New York, NY
Job Information

Our global Investment Management client is seeking to recruit a VP Loan Operations with Loan IQ subject matter expertise to oversee primary and secondary loan trading operations, maintain relationships with borrowers, private equity sponsors and multiple loan investors and to implementation and maintain internal controls and systems.

Responsibilities:

  • Oversee the implementation of internal controls and systems for primary and secondary loan trades
  • Maintain relationships with borrowers, private equity sponsors and multiple loan investors
  • Work closely with Accounting, Compliance, Loan Underwriting, Portfolio Management, and Legal to coordinate and execute transaction closings
  • Analyze and review loan documentation, internal loan memorandums, funds flow, credit agreements, fee letters, and KYC requirements to ensure accurate loan establishment
  • Create and organize loan closing materials and upload loan information for loan pricing, payments, compliance tracking, utilization requests and other loan service requirements
  • Work closely with trading desks and legal for post-closing primary syndication process
  • Coordinate daily trade activity for ongoing secondary trades with counterparties and trade support staff
  • Coordinate with Portfolio Management, Letter of Credit Management and third-party Issuing Banks to record Letter of Credit issuances and activities
  • Act as an intermediary between borrowers and lenders
  • Respond to lender inquiries regarding positional discrepancies, interest and payments, and deal structure
  • Submit invoices to borrowers and lenders for fees, interest and principal payments
  • Process loan amendments, deal restructurings, and loan payoffs
  • Work closely with Portfolio Management teams to update global commitment amounts, pricing, amortization schedules, maturity dates, and bank group lender schedules
  • Assist with best practices and the development of policies and procedures

Requirements:

  • Bachelor’s Degree
  • Loan IQ subject matter expertise
  • Demonstrated agency loan operations and deal administration expertise
  • Prior experience with broadly syndicated loans,┬áterm loans, revolvers and delayed draw term loans
  • Advanced knowledge of the broadly syndicated loan process
  • Proficient with MS Office
  • Strong project management and team leadership ability
  • Position will be based out of the NYC office post-Covid
Apply Now