Financing Specialist (Private Placements & Bond Syndicate)

Does it look like a backoffice role?

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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Career Advancement Opportunities

March 2024 Investment Banking

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  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. (++) 98.3%
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  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

March 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

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  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

March 2024 Investment Banking

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