Financing Specialist (Private Placements & Bond Syndicate)
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MAIN ACCOUNTABILITIES
ORIGINATON
• Draft detailed pitch books for client presentations and for internal marketing. Maintain a record of pitches and keep updated standard pitch books for market developments.
• Conduct analysis and research to identify potential issuer candidates.
• Draft preliminary term sheets for prospective issuers.
• Perform credit analysis on potential private placement issuers.
• Develop indicative pricing for prospective issuers.
• Maintain and update internal management database on new issue private placements, relevant US and EURO public deals and project/structured bonds.
• Produce weekly market report for internal and external distribution.
• Keep updated on a daily basis developments in the private market, project and infrastructure finance, relevant public markets, interest rates and credit in general.
• Proactively support the marketing activities of corporate coverage bankers, debt capital markets, project finance and infrastructure bankers.
• Organize and maintain internal directories.
EXECUTION
• Coordinate arrangements and documentation for internal deal approvals.
• Prepare client engagement letters in conjunction with internal legal counsel.
• Create and maintain working group lists, timetable and responsibilities, due diligence question lists and information request lists.
• Draft Private Placement Memoranda and road show presentations and coordinate the production thereof.
• Organize road shows.
• Coordinate the appointment of external counsel.
• Produce deal term sheets and read and provide comments to transaction legal documentation.
• Interface with payments department and attorneys while closing transactions.
• Maintenance of closed file documentation (obtaining required signatures, closing checklist, archiving).
• Maintain ongoing dialogue with investors.
• Coordinate selling efforts with fixed income sales as necessary.
• Maintain database of investor contact information.
• Other various responsibilities as directed.
Qualifications:
COMPETENCIES
Required:
• Time management skills, ability to work flexibly and under pressure and attention to detail.
• Proactive and confidence in dealing with senior management at issuers and investors.
• Ability to integrate into a team and develop working relationships with SG staff in different cultures and geographies.
• Exceptional business writing skills.
TECHNICAL SKILLS
Required:
• Highly developed skills in credit and financial analysis, accounting, bond and derivative mathematics,
• Advanced knowledge of Powerpoint, Excel and Word
Desired:
• Knowledge of project finance principles.
• Public debt capital markets knowledge.
• Familiarity with standard private market legal documentation.
• Bloomberg and Intralinks.
PRIOR WORK EXPERIENCE
Required:
• 1+ years of relevant experience in a similar role
Desired
• Previous experience within investment banking
EDUCATION
Required:
• Bachelors degree
Desired
• MBA, CFA
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