Leveraged Finance Resume Samples
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Leveraged Finance Resume Samples
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KK
K Koelpin
Karen
Koelpin
484 Swift Green
Los Angeles
CA
+1 (555) 358 2262
484 Swift Green
Los Angeles
CA
Phone
p
+1 (555) 358 2262
Experience
Experience
Los Angeles, CA
Leveraged Finance
Los Angeles, CA
Hansen-White
Los Angeles, CA
Leveraged Finance
- Coordinate the development and drafting of all marketing presentations and offering documents across a variety of groups both internally and outside the firm
- Aid in the development of numerous presentations to corporate and financial sponsor clients which describe and help develop various financing and capital structure
- Assist with new deal transaction execution
- Closely monitor TMT news and trends, and track fundamental developments relevant to covered credits
- Manage internal credit approval drafting and processes
- Closely monitor news and trends, and track fundamental developments relevant to covered credits
- Closely monitor energy sector news and trends, and track fundamental developments relevant to covered credits
New York, NY
Leveraged Finance Analyst
New York, NY
Tremblay, Raynor and Wehner
New York, NY
Leveraged Finance Analyst
- Prepare various pitch materials for financial sponsors and corporate clients (M&A, LBO, refinancings, and recapitalizations)
- Construct dynamic financial models to support the internal credit committee process and lead modeling calls with sector teams and credit officers
- Conduct industry, company, and financial due diligence
- Draft key marketing materials for lead-left transactions, including the Confidential Information Memorandum, lender presentation, and rating agency presentation
- Coordinate the closing of a transaction
- Evaluate and monitor the credit quality characteristics of a portfolio of high yield issuers
- Evaluate bond documentation and legal agreements as part of investment review process
present
Houston, TX
Associate Director Leveraged Finance
Houston, TX
Wilderman, Ward and Weissnat
present
Houston, TX
Associate Director Leveraged Finance
present
- Establish, build, and maintain a network of internal and external contacts, resulting in new business opportunities
- Maintain direct contact with existing portfolio clients with respect to financial and qualitative performance
- Prepare waiver and amendment requests and escalate recommendations with supporting credit documentation to senior management
- Build relationships with company senior management and other syndicate members, attend bank presentations
- Generally, monitor and maintain the quality of the investment portfolio, and manage the eventual successful exit of the same
- Analyse client management accounts and prepare regular account reviews
- Assess opportunities, structure and pitch solutions, negotiate terms, and close transactions with new clients/customers
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Hofstra University
Bachelor’s Degree in Finance
Skills
Skills
- Deep knowledge of issues in the telecomm, media and technology sector
- Strong quantitative skills
- Excellent written and verbal communication skills
- Deep knowledge of issues involved in evaluating stressed and distressed securities
- Deep knowledge of issues in the high yield energy sector
- Excellent written and verbal presentation skills
- 4-7 years of working experience in sell-side corporate credit analysis
- 5-7 years of working experience in sell-side corporate credit analysis
- 3-7 years of working experience in sell-side corporate credit analysis
- Specific sector experience in telecomm is
13 Leveraged Finance resume templates
Read our complete resume writing guides
1
IBD, Financing Group, Leveraged Finance Resume Examples & Samples
- Bachelors degree PLUS minimum 1 years’ experience in an investment banking analyst position or comparable financial role
- Exceptional communication skills, both verbal and written
- Strong analytical orientation, with experience performing financial and valuation analysis in Excel or comparable spread sheet tools
- Demonstrated interested in finance, companies, transactions and financial markets
2
VP, Leveraged Finance Resume Examples & Samples
- Manage a deal from inception to completion
- Develop and manage key client relationships in structuring and executing transactions
- Manage internal credit approval processes
- Prepare detailed term sheets and negotiate terms and documentation with clients
- Five (5) to seven (7) years of investment banking related experience
- Proficient in fundamental financial and credit analysis utilizing a full complement of information sources including public filings, equity and fixed income research, Bloomberg and rating agency reports
- Familiarity with credit documentation and the structuring of “non-investment grade” loan and bond transactions
- Demonstrate strong sales experience
- Works well in a diverse team and matrix-management environment
3
Associate, Leveraged Finance Resume Examples & Samples
- B.B.A., Finance and/or an M.B.A. are preferred but not required
- Ability to analyze financial models and forecasts
- Proficient in fundamental financial and credit analysis utilizing a full compliment of information sources including public filings, equity and fixed income research, Bloomberg and rating agency reports; Demonstrated ability to work within a team concept
4
Leveraged Finance Analyst Resume Examples & Samples
- Prepare various pitch materials for financial sponsors and corporate clients (M&A, LBO, refinancings, and recapitalizations)
- Construct dynamic financial models to support the internal credit committee process and lead modeling calls with sector teams and credit officers
- Conduct industry, company, and financial due diligence
- Draft key marketing materials for lead-left transactions, including the Confidential Information Memorandum, lender presentation, and rating agency presentation
- Coordinate the closing of a transaction
- Build and maintain relationships with clients with a focus on identifying client needs and delivering the firm
- Demonstrated ability to work well under pressure
- A desire to work in a team environment
- Motivated self-starters that demonstrate a high level of initiative
5
Analyst / Associate Leveraged Finance Resume Examples & Samples
- Support team in the internal approvals process for proposed transactions through to execution including
- Carry out industry and company research
- Analyse client-developed financial models and develop internal bank model based on own assumptions
- Ensure Due Diligence has been completed in line with GE policy
- Take a supporting role in producing, drafting and reviewing relevant legal documentation
- Support team in the preparation of credit approval memoranda and presentation of the merits of assigned transaction to senior management
- Draft commitment letters as required. Prepare closing memo detailing variations between approval and funding
- Interface as necessary with internal functions (finance, tax, Ops, EHS, portfolio and legal) during deal execution process
- Coordinate funding with Operations, and Portfolio handoff
- BS/BA degree from a Tier-1 university
- Flexibility in work hours during deal times
- Fluency in another major European language
- Proven years experience in leveraged finance deal environment
- Strong technical skills especially, financial analysis and modelling
- Familiarity with European Leveraged Finance markets and products
- Ability to lead due diligence activities
- Analytical / Problem Solving skills
- Initiative / Decision Making skills
- Strategizing / Planning skills
- Portfolio management experience, including workouts, restructurings, bankruptcy
- Strong knowledge of legal framework in Europe
6
Assistant VP Leveraged Finance Resume Examples & Samples
- Prepares company and industry research and analysis
- Analyses customer operations and finances in order to determine credit worthiness in accordance with underwriting guidelines
- Prepares reports for credit review, and presents and defends analysis to management
- Performs valuation analysis of companies, and prepares full financial projections and financial models
- Conducts financial modeling to determine operating performance and assess risk
- Develop strategies to mitigate ongoing risk
- Reviews, assimilates, and critically summarizes transaction related documents
- Monitors and report on assigned portfolio
- Manage accounts to ensure customer retention and performance to specifications
- Coaches and develops junior team members
- Ensures compliance in credit policies and procedures
- Bachelor's Degree with at least 5 years of experience in finance, accounting or banking industries or high school diploma/ GED and at least 9 years of finance or accounting experience including financial analysis, preparing financial information and interpreting financial performance
- Experience in financial statement analysis, financial modeling and valuation
- Experience preparing financial information, interpreting financial performance and assessing risk exposure
- Prior experience preparing and delivering presentations to management and peers
- MUST be at least 18 years of age
- MUST be willing to comply with pre-employment screening, including but not limited to, drug testing and background check
- Legal authorization to work in the United States is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening
- Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records
- Bachelor's Degree in Accounting, Finance, Business or related discipline
- Legal documentation: Prior experience evaluating legal documentation
- Deal skills: Prior experience with large leveraged transactions
- Collaboration skills: Works effectively in cross functional team environment
- Communication skills: Clearly articulates view point verbally and in writing, fostering confidence when sharing/ presenting information
- Dependability: Reliable, responsible, dedicated, committed, and fulfills obligations
- Takes initiative: Understands deal process and proactively completes subsequent steps in the deal process. Reaches out to others if unsure
- Prioritization skills: Balances workload and prioritizes effectively. Able to manage self and time to meet commitments
- Systems proficiency: Proficient in Microsoft Office, including Word, Outlook and Excel and demonstrated ability to learn new systems quickly
7
Leveraged Finance Team Resume Examples & Samples
- Interacting with leveraged finance and investment banking for purposes of responding to lending requests
- Monitoring and managing risk associated with a portfolio of corporate entities across the range of firm products. There may be opportunities to supplement coverage with sectors related to the successful candidate’s interests or aptitudes
- Ongoing sector/portfolio coverage including generating periodic reviews and other reporting or regulatory related materials
- Corporate credit analyst background with strong analytical skills, particularly related to fundamental research including cash flow and industry dynamics analysis
- Having exposure to a range of corporate and industrial entities. Experience gained through the European financial sector will be beneficial
- Having exposure to the leveraged lending product is critical to the success of this role
- Superior written and verbal communication skills; quantitative orientation; ability to manage dynamic priorities
- Fluency in German is desirable as the role requires coverage of German counterparties
8
Credit Risk-lending / Leveraged Finance Resume Examples & Samples
- Minimum of 5 years credit analysis experience, preferably in one or more of the Technology, Media, or Telecommunications spaces with a focus on Leveraged Finance
- Quantitative orientation
- Ability to manage dynamic priorities
- Ability to analyze risk-based transactions, both loans and traded products
- Preference for strong accounting/finance education and skills as well as knowledge of loan and capital markets products and the regulatory environment
- Team player with ability to build relationships across different constituents in the firm
9
IBD, Financing Group, Leveraged Finance Resume Examples & Samples
- MBA or equivalent graduate degree in a financial discipline and 1 year of experience; OR
- Bachelors degree PLUS minimum 3 years’ experience in an investment banking analyst position or comparable financial role
- Prior experience in TMT, Financial Institutions, or Real Estate is preferred, but not required
10
Leveraged Finance Analyst Resume Examples & Samples
- Evaluate and monitor the credit quality characteristics of a portfolio of high yield issuers
- Work in close collaboration with portfolio managers, traders, and other credit research analysts to provide thorough credit opinions and actionable trading recommendations
- Evaluate bond documentation and legal agreements as part of investment review process
- Assist portfolio managers in forming and implementing their investment strategies
- Contribute to all formal reports and processes (internal ratings, recommendation lists, watch lists, etc.) that enable the efficient and transparent oversight of the asset class
- Represent Credit Research in meetings with issuers, interface with TIAA-CREF’s Risk Management Team, and support TIAA-CREF goals and values
- Bachelor's degree required. MBA or CFA preferred
- At least 1-3 years of related corporate credit research experience. The candidate should also possess some experience in a total return environment
- Broad-based knowledge of financial analysis, specifically of highly leveraged companies
- Strong quantitative, analytical, critical thinking, communication, presentation, and financial modeling abilities
- Ability to collaboratively share ideas and insights with portfolio managers, traders, and fellow analysts
11
VP-leveraged Finance Resume Examples & Samples
- BA/BS in Finance
- Strong knowledge of Corporate Banking, cash flow lending and Global Financial Markets
- 4+ years in a professional, relevant role
- Proficient in modeling skills
- Demonstrated strong analytical abilities
- Knowledge of banking laws and regulations
- Fast-learner
- Strong leveraged transaction experience including preparation of credit application and negotiation of documentation
12
Gcm-leveraged Finance Team-analyst Resume Examples & Samples
- Having a basic understanding of the debt capital markets
- Core financial analysis to understand a company’s cash flows, the impact of varying capital structures on its ability to service its debt, etc
- Master’s degree (or overseas equivalent) from a leading university
- Leveraged finance or related financing/credit-focused experience required
- Fluency in English is essential, Spanish and French language skills are desirable
- Financial modelling experience is essential
- Committed to delivery of highest quality work product; strong attention to detail
- Proactive; self-motivated and goal oriented
13
Associate, Leveraged Finance Resume Examples & Samples
- Knowledge of leveraged finance (i.e., capital structures, capital markets, public and private debt and equity markets)
- Knowledge of leveraged finance products (i.e., structured/acquisition financings, project financings, loan syndication) and other CIBC products and services
- Knowledge of the business, accounting, legal, tax, banking and regulatory framework affecting customers
- Good lending and analytical skills - knowledge of lending policies, procedures and practices, asset-security valuation, industry and competitive analysis
- Selling, presentation and interpersonal skills - strong written and verbal communication skills
- Strong research skills
- Ability to perform analytical work accurately, often under time pressure
14
Fixed Income Junior Analyst Leveraged Finance Resume Examples & Samples
- Work closely with senior analysts from the Leveraged Finance credit research teams who are evaluating risk and return profile of fixed income securities
- Support the evaluation and surveillance of a large portfolio of domestic leveraged finance issuers
- Support and perform active surveillance of portfolio holdings in order to identify fundamental trends, make investment recommendations, and follow research operating procedures
- Bachelor’s Degree – quantitative and/or business focus
15
IBD, Leveraged Finance Analytics Strats Resume Examples & Samples
- Bachelor’s or advanced degree in a quantitative discipline
- Strong quantitative / analytic reasoning and problem-solving abilities
- Strong technical and computer programming skills
- Strong interpersonal skills; desire and ability to play on a team
- Strong interest in finance, investment banking, and the capital markets
16
Leveraged Finance & Asset Based Lending Portfolio Unit Portfolio Management Head Resume Examples & Samples
- Develop and maintain an appropriate organizational structure for the new team, including the identification and definition of key roles and responsibilities and the acquisition and retention of key individuals
- Maintain the appropriateness of the U.S. CCB’s Leveraged Lending and Asset Based Finance Product Standards and related Program Limits
- Design and maintain a common platform (i.e. processes, procedures, rules of the road, documentation and other best practices) for all aspects of credit underwriting, due diligence and portfolio management across both leveraged lending and asset based finance
- Excellent leadership and managerial skills with demonstrated experience managing and mentoring a team of credit professionals
- 12+ years of corporate finance, credit and lending experience focused largely on non-investment grade clients/ transactions
- Demonstrated excellence in risk analysis, regulatory classification, and OCC guidelines for Leveraged Lending and Asset Based Lending
- Strong time management skills; the ability to multitask and prioritize effectively
- Experience within the spectrum of team management/HR processes related to talent management, recruiting and organizational design
- BA required, MA preferred
17
Senior Analyst Leveraged Finance Resume Examples & Samples
- Providing a summary analysis for the Credit team (US and UK) on our client’s quarterly financial reports comparing performance vs. budget and plan and previous quarters
- Interpret and analyse historic financial information to identify key issues and monitor compliance with covenants and terms prior to discussing with other internal stakeholders
- Use expertise and judgment to highlight deteriorating trends to Credit
- Identify potential risk of covenant breach and escalate/initiate discussions with internal stakeholders including Credit Officers in order to understand and address those risks
- Use knowledge of CIB MO procedures to make recommendations to Credit and other internal stakeholders on protecting the Group from losses and managing the portfolio
- Own the day-to-day processing of financial reports for a number of Leveraged Finance companies
- Ensure Monthly, Quarterly and Annual financial reports and other information required under the loan agreement are effectively communicated in time to Barclays and recorded onto LISTT
- Responsible for collating and managing customer produced financial information
- Ensure Companies in the portfolio complies with their covenants and closely monitor covenant ratios (using LISTT) at all time. Discuss customer breaches of covenants and terms with internal stakeholders and make recommendations/ initiate remedial actions
- Take ownership of urgent credit related matters such as reporting late management information and breaches
- Responsible for ensuring Internal procedures are followed
- Use understanding of legal documentation to ensure Loan agreement/facility documentation is correctly reflected into LISTT
- Undertake and adhere to all compliance regulations applicable to your role
- Liaise with the Head of the Asset Management and other member in the team providing feedback to enhance performance and value added by the Middle Office team; Strive to ensure output from the team are accurate and timely
- Attend team meetings and contribute to environment of mutual support by sharing knowledge with other team members
- Risk and Control Objective - Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Barclays Operational Risk Framework and internal Barclays Policies and Standards
18
Analyst, Leveraged Finance Resume Examples & Samples
- Assist in the origination and execution of both ‘event-driven financing’ transactions and ‘leveraged capital markets’ transactions
- Provide support for senior bankers in preparing analytical and transaction materials, interfacing with clients as required
- Produce financial modelling and credit analysis and manage internal approval processes
- Coordinate the development and drafting of all marketing presentations and offering documents
- Support in negotiating legal documentation including term sheets, commitment letters and credit agreements
- Understand and share knowledge of broad range of HSBC products and services
- Participate in the recruitment, management, training and assessment of junior bankers
- Working knowledge of financial modelling, valuation, and credit analysis
- Applicant must have advanced Excel, Word, PowerPoint, Bloomberg, CapitalIQ, proven modeling skills, proficient in managing credit processes
- Minimum of 1-2 years of experience years of experience in investment banking positions or comparable roles
- Bachelor’s degree, Preference in Finance, Economics, Business or Quantitative related field
- Preferred experience in Leveraged Finance or investment banking coverage
- Proven interested in leveraged finance, corporate finance and financial markets
- Series 79 & 63 licenses required. On an exception basis, a 90 day contingency may be granted solely at management's discretion. Licenses are required to discuss and sell investment with potential or existing customers
19
Leveraged Finance Trader Resume Examples & Samples
- 2-5+ years of HY/Leveraged Loan experience
- Undergraduate degree, preference for business, mathematics, or accounting degrees and MBA and/or CFA preferred
- Strong computer skills, including Bloomberg, Excel, and PowerPoint
- Solid quantitative and analytical skills, as well as the ability to work well on a team, are musts
20
Leveraged Finance Director Resume Examples & Samples
- Client facing Leveraged Finance Portfolio Management professional working in close coordination with Coverage Bankers, Specialized Industries, and Capital Markets Corporate and Leveraged Finance, as applicable
- With the support of Analysts and Associates
- BA/BBA; MBA preferred
- Series 79 and 63 required
- 7+ years of experience in Corporate Finance, Capital Markets, Leveraged Finance
- Strong accounting, credit, structuring and underwriting skills
- Well versed in Leveraged Lending Regulatory Environment
- Experience working in close coordination with Capital Markets, Credit Risk Management Executives, Regional Leadership
- Experience working with Private Equity Sponsors and Corporate Banking/Investment Grade borrowers
- Demonstrated excellent verbal and written, interpersonal, organizational, analytical and problem solving skills
- Team oriented with talent management and development, mentoring and career pathing experience
21
AVP Leveraged Finance Resume Examples & Samples
- Prepare credit applications for new and existing clients in accordance with the bank’s underwriting standards and policies (new transactions, refinancing, amendments, etc.). Review legal documents and coordinate credit processes with all relevant departments
- Monitor the portfolio of assigned accounts by conducting periodic and annual reviews, and creating credit alarms when material information needs to be reported
- Run KYC processes overseen by relationship managers to ensure compliance with internal and external KYC policies
- Coordinate information flow among departments, agent banks and other parties to the transaction to ensure successful execution of underwritten transactions
- Prepare appropriate marketing support materials for origination and relationship purposes; complete credit related projects and activities (i.e. CDAD conditions/instructions, calculation of classified amounts); perform compliance/KYC reviews
- At least 3 years of prior banking experience in a similar role
- Experience in a similar role is a plus
- Undergraduate Degree in Finance/Business / MBA - preferred
- Completed investment banking / credit training
- Knowledge of SMBC’s internal systems is a plus
- Strong credit analysis, accounting and modeling skills
- Basic knowledge of the leveraged finance environment, private equity business and capital markets
22
Associate Director Leveraged Finance Resume Examples & Samples
- Establish, build, and maintain a network of internal and external contacts, resulting in new business opportunities
- Establish and build a network of new business sources by connecting with private equity sponsors, M&A advisors, internal partners (Scotiabank, etc), industry & professional associations, and other centres-of-influence
- Maintain an active calling program on these sources
- Actively participate in various other forms of business development, as appropriate
- Assess opportunities, structure and pitch solutions, negotiate terms, and close transactions with new clients/customers
- Complete meetings with new clients/prospects
- Rapidly assess opportunities through reviewing relevant information and completing a preliminary financial model
- Structure creative financing solutions within the confines of Roynat’s deal appetite and parameters
- Pitch the solution to the new client/prospect, including negotiation of pricing, terms and conditions as appropriate
- Consistently move prospects through the pipeline from early stage through to funded/closed
- Analyze and underwrite new transactions, including the completion of various confirmatory due diligence
- Create a robust financial model including down-cases and sensitivity testing, with appropriate investigations into key variables or risk factors
- Complete credit analysis on new transactions, and document the same by way of a credit summary
- Complete comprehensive due diligence (both quantitative and qualitative) including the review of legal documentation, employment contracts, and customer/supplier agreements, analysis of industry and economic factors, and assessments of management and key advisors
- Review, maintain, and monitor a portfolio of investments
- Maintain direct contact with existing portfolio clients with respect to financial and qualitative performance
- Provide regular and timely investment reviews to Risk Management and other groups as appropriate
- Amend the existing structure, covenants, terms, conditions, or other items as required
- Generally, monitor and maintain the quality of the investment portfolio, and manage the eventual successful exit of the same
23
Director Leveraged Finance Resume Examples & Samples
- Bachelor’s Degree in Business, Finance, Accounting, Economics, or equivalent work experience (Masters degree preferred)
- 10 + years of experience and exhibited competency in financial analysis and creditstructuring in leveraged finance
- Expected to have highly advanced level of credit experience, documentation experience in proposing and negotiating, both internally and externally, credit and covenant structures and documenting loans
- Must demonstrate superior practical and conceptual knowledge of credit and risk analysis
- Demonstrated desire to succeed and drive business
- Exhibits comprehensive written and verbal communication skills
- Reputation as a team player
24
Associate, Leveraged Finance Resume Examples & Samples
- 4 +years experience in underwriting in leveraged finance at a commercial or investment bank with strong commercial credit experience
- Existing knowledge of leveraged loan market
- Experience underwriting middle market sponsored and unsponsored transactions
- Strong PC Proficiency, Microsoft Office applications, and Credit Research Tools
25
Leveraged Finance Europe Resume Examples & Samples
- Originating, executing and structuring leveraged loans and high yield bonds across all industries and countries
- Taking ownership of execution workstreams, liaising with internal teams and Clients as a execution project lead
- Overseeing of all marketing documents including Information Memorandum, Offering Memorandum, Investor Presentations etc
- Negotiating legal documentation alongside external legal counsels and the Client
- Forming Client relationships and introducing Clients to other products from the Bank in order to cross-sell
- Leveraged finance experience with a track record of executing transactions as the lead Bank
- The ability to draft internal credit papers, review due diligence materials, analyse financial statements and form a credit view to discuss internally and ultimately externally with investors during syndication
- Excellent written and verbal English language skills
- Strong analytical skills, with experience running Leveraged Buy-out (LBO) models, an understanding of capital structures and debt instruments along with strong Powerpoint, Word and Excel skills and a familiarity with Bloomberg
- Fluency in another European language (beneficial)
- Results oriented with ability to run a financing project to strict timelines
- Interested in learning to negotiate legal documentation with a general intellectual curiosity
- Able to work in a competitive and high pressure environment
- A team player, with the ability to manage upwards and train other team members
- Self motivated with attention to detail – able to prepare and review materials with little supervision whilst managing the broader process
26
Leveraged Finance Resume Examples & Samples
- Assist the senior analysts in conducting fundamental company and industry analysis to help generate actionable investment recommendations for customers of the firm and the trading desk
- Draft credit notes on company news and trading ideas,
- Prepare marketing materials for clients
- Assist with new deal transaction execution
- Respond to client and internal inquiries regarding research findings and directives
- 2-3 years of experience in corporate credit analysis; sell-side experience preferred
- Specific sector experience in telecomm is a plus
- Computer proficiency required in Excel, Word and Bloomberg
27
Leveraged Finance Resume Examples & Samples
- Conduct company and industry research in the energy sector to generate actionable investment recommendations for customers of the firm and the trading desk
- Closely monitor energy sector news and trends, and track fundamental developments relevant to covered credits
- Publish credit reviews and investment ideas with actionable trades, themes, events and breaking news in the energy sector
- Respond to client and internal inquiries
- 5-7 years of working experience in sell-side corporate credit analysis
- Deep knowledge of issues in the high yield energy sector
28
DPO Leveraged Finance Team Manager Resume Examples & Samples
- Ensures new loans and renewals are underwritten to prudent risk standards and are in compliance with the commercial loan policy and the credit risk management policy
- Supports, communicates and leads new risk management initiatives in partnership with DPO Risk Compliance
- Serves as a coaching resource around client selectivity, loan structuring, underwriting, servicing and risk rating
- Maintains limited client portfolio direct management
- Hires/develops/coaches/manages Debt Product Organization personnel
- Ensures Regions is building the best team and a bench to replace talent at all levels as needed
- Creates and maintains strong working relationships with key stakeholders including Debt Products Managers, Debt Products Associates, Credit Officers, Coverage Bankers, Business Unit Leadership, Geography Leadership and Human Resources
- Maintains strong culture of risk rating timeliness and accuracy. Leads culture of dynamic risk rating
- Ensures credit monitoring and servicing is timely and accurate
- Partners with Credit Officers to serve as Area or Group point of contact for Credit Review, Problem Asset Management, and internal and external auditors in partnership with the DPO Risk Compliance Group
- Demonstrated self-starter with strong work ethic, excellent verbal and written communication skills, interpersonal skills, problem solving skills, multi-tasking skills, time management skills, and ability to lead and coach
- Ability to build a cohesive team that incorporates core values and creates a motivational environment that achieves business and credit risk goals
- Strong working knowledge of the group’s emerging and key risks
29
Leveraged Finance Debt Products Associate Resume Examples & Samples
- Preparation of credit packages (Prepares credit approval packages on new and renewed debt products including determination of the appropriate risk rating as well as risk factors that could change the risk rating, analysis of financial performance, performance vs. projections, covenant compliance, relationship profitability (RAROC), and any other significant risk drivers.)
- Analysis of guarantor as needed to support credit underwriting
- Assists the Debt Products Manager with review of loan documents pre-closing
- Reviews closing due diligence in collaboration with Debt Products Manager
- Maintenance of credit files including post-closing items (Actively manages financial reporting requirements, covenant requirements, past dues and documentation exceptions and ensures credit files are complete with all up to date information)
- Tickler implementation and maintenance
- Ongoing portfolio monitoring and servicing in conjunction with Shared Services support
- Maintains up to date understanding of primary loan market pricing and structuring trends
- Validates the appropriate risk rating for a company and proactively identifies risk rating changes
- Identifies opportunities for exposure reduction or new opportunities within assigned portfolio
- Develops a strong working knowledge of and insures compliance with internal bank commercial loan policy, credit risk management policy, and external regulatory requirements; documents any exceptions to policy and related rationale/risk mitigation
- Demonstrates strong verbal and written communication skills
- Well organized, detail-oriented, and is able to manage multiple projects under pressure
- Demonstrates strong analytical and problem solving skills
- Displays ability to identify and voice issues
- Works collaboratively with multiple stakeholders
30
VP Wholesale Credit Risk-leveraged Finance TMT Resume Examples & Samples
- Independent problem solving skills
- Possess a high degree of self-motivation, the ability to drive for results, and track record of setting and achieving goals and meeting schedules
- Excellent influencing and negotiating skills
31
Leveraged Finance Analyst Resume Examples & Samples
- You will prepare and review financial models by analyzing the debt capacity of specific targets based on senior and junior debt instruments incl. high yield bond and mezzanine solutions
- You will be responsible for setting up pre-screening memos and credit papers for leveraged finance transactions as well as for preparation of financing pitches for financial sponsors
- You will work in close interaction with several departments incl. risk, syndication and high yield capital markets. In cooperation with e.g. M&A or sector teams you will do joint client pitches
- You will review portfolio transactions and related waivers in co-operation with the local middle office team
- In addition you will take over the execution responsibility for specific project tasks and you are a key team member in day to day project execution work
- Bachelor or Master degree in Finance or Business Administration
- Relevant internships, e.g. Leveraged Finance or Corporate Finance with a leading bank, an advisory franchise or transaction services team
- Very strong technical / analytical skills
- Excellent command and superior user knowledge of MS Office, especially Excel and PowerPoint
- Fluency in both German and English (written and orally)
- Highly motivated and reliable team player
- Well organized with very good attention to detail
- Flexibility and adaptability
- Self-confident personality
- Ability and willingness to work in an international leveraged finance and investment banking environment
32
Junior Leveraged Finance Analyst Resume Examples & Samples
- Drafting of internal memos aimed at achieving credit approval
- Calculation of risk weighted returns on a given transaction
- Power Point presentations
- Cash Flow Models
33
Leveraged Finance Director Resume Examples & Samples
- Works in support of coverage banker to develop target set of companies within markets to enhance proper client selectivity
- Calls jointly on clients with coverage bankers to understand clients’ needs and specific risks to client business
- Serves as the primary contact with Credit Risk
- Oversees ongoing monitoring of existing portfolio by being accountable for periodic assessments and other servicing requirements
- Serves as a mentor/coach to team members, specifically Debt Products Associates assigned to managed clients
- Ability to coach others
34
Leveraged Finance Resume Examples & Samples
- Conduct company and industry research across multiple industry sectors to generate actionable investment recommendations for customers of the firm and the trading desk
- Closely monitor news and trends, and track fundamental developments relevant to covered credits
- Publish research reports and strategic notes with actionable ideas, themes, events and breaking news in across a variety of sectors
- 4-7 years of working experience in sell-side corporate credit analysis
- Deep knowledge of issues involved in evaluating stressed and distressed securities
- Strong quantitative skills; Microsoft Excel modeling experience required
35
Leveraged Finance Resume Examples & Samples
- Conduct company and industry research in the telecom, media and technology space to generate actionable investment recommendations for customers of the firm and the trading desk
- Closely monitor TMT news and trends, and track fundamental developments relevant to covered credits
- Publish research reports and strategic notes with actionable ideas, themes, events and breaking news in the TMT sector
- 3-7 years of working experience in sell-side corporate credit analysis
- Deep knowledge of issues in the telecomm, media and technology sector
36
Leveraged Finance Analyst Resume Examples & Samples
- Cash flow modeling, risk analysis, credit paper and pitch preparation
- Administrative tasks around the loan execution
- Support the work to be done on the existing LBO credit loan portfolio
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VP, Leveraged Finance Resume Examples & Samples
- Play a key role supporting origination, structuring and deal execution, working on a broad scope of assignments within Leveraged Finance including acquisition financing and refinancing transactions
- Lead deal execution, and function as the key point of contact for the group, communicating with deal team members and clients, including industry groups, syndicate/sales professionals, corporate executives, private equity clients and bank/bond investors
- Lead the credit committee approval process, including due diligence, credit analysis and communication with the Risk team
- Work with internal and external legal counsel regarding the preparation of documentation for syndicated loans and high yield bonds
- Work closely with senior and junior bankers and expected to make an immediate contribution
- Supervise and train junior personnel
- MBA degree and at least 3 years of work experience in Leveraged Finance post graduation from an MBA program; or comparable combination of education and related experience
- Strong quantitative/analytical skills
- Distinguished communication skills
- Professional maturity and experience to interact directly with clients
- Ability to manage several projects at once and work effectively as an individual and as part of a team
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Gcib Credit Analyst, Leveraged Finance Resume Examples & Samples
- Research, write and present financial and industry analyses in support of company specific and portfolio level decisions
- Evaluate transaction and relationship risk-adjusted profitability to facilitate the allocation of and return on capital
- On-going monitoring of client’s financial performance, industry trends and emerging risks
- Participate in the structuring, underwriting and documentation of credit facilities designed to meet both client and investor needs as well as balance the bank's internal risk/return requirements
- Monitor and manage credit exposure associated with the bank's broad range of products including Loans, Leasing, Foreign Exchange, Derivatives, Treasury Management, Receivable Securitization Conduits, etc
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Leveraged Finance Analyst Resume Examples & Samples
- To su pport the front officers in their respective businesses
- To w ork on external presentations (pitches, proposals, term-sheets) as well as internal documents (client mapping, strategy, internal reports)
- To assist in gathering data and market intelligence across products and customers/prospects (sovereigns, corporates and financial institutions)
- To liaise with the respective GLFI teams around the world, predominantly Paris and London
- To be involved in the execution process (documentation, closing, logistics, etc...) of either produc
- To be occasionally meeting customers or prospects on certain transactions
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Leveraged Finance Analyst Resume Examples & Samples
- 6 months to 1 year of relevant work experience (in leveraged finance, investment banking or related fields)
- Experience with three-statement financial modeling, including detailed operating builds and capital structure scenarios
- Knowledge of corporate finance valuation and financial accounting concepts
- Strong interpersonal skills and ability to work well in teams
- Demonstrated work ethic, positive attitude, attention to detail, and ability to multi-task
- Proficient in Microsoft Excel, PowerPoint and Word
- Series 7/79 and Series 63 certifications and formal credit training a plus
- Bachelors degree from a top tier University
- French, Spanish, and/or Portuguese
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Analyst, Leveraged Finance, Cleveland Resume Examples & Samples
- Strong critical thinking skills (ability to analyze, review and process information thoughtfully)
- Some understanding of capital markets and relevant products (equity, loans, etc., but on-the-job training will be provided)
- Communication skills (both written and oral)
- Attentiveness (e.g. good listener, takes thoughtful notes)
- Initiative (proactive and ability/willingness to work independently)
- 1 year of relative, full-time work experience
- Financial acumen (understanding of financial statements)
- Proficiency in Word, Excel and Powerpoint
- Solid writing/presentation skills (organized, concise)
- Ability to leverage other internal resources, groups, etc
- Ability to meet deadlines and multi-task
- Professional and available/reliable
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Analyst, Leveraged Finance UK Resume Examples & Samples
- Some experience in leveraged finance origination in an investment banking platform
- Strong technical skills (credit analysis, financial modelling, understanding of key commercial terms)
- Sound verbal and written communication ability
- Ability to contribute new ideas
- Proven ability to build relationships both internally within the bank and externally within the London Leverage Finance market
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Gcm-eur Leveraged Finance Coverage Resume Examples & Samples
- Financial modeling
- Company due diligence and related credit analysis
- Transaction execution -- you will be a critical part and contributor to all steps of a financing transaction -- developing initial ideas, development of recommendation/materials for credit committees, interaction with rating agencies, developing marketing materials for syndication, etc
- Coordinating with other departments within Morgan Stanley to ensure an optimal work product is created for our clients
- Top class undergraduate degree from leading universities
- Leveraged finance or related financing/credit-focused experience preferred but not required
- Project experience (in any investment banking/related field)
- Financial modeling experience a must
- Proactive; self motivated and goal oriented
- Ability to effectively prioritize and handle multiple tasks under tight deadlines
