Job Description

Summary This position is a hybrid role: 1) Supports the DAR Sales and SLT activity in the Americas (Covering all CLF and ERA sectors with a strong focus on Project Finance and Digital Infrastructure - North America, and Latin America). 2) Supports the DAR CRI activity in the Americas, developing relationships with key internal and external stakeholders, coordinating the deal flow with the business lines, coordinating certain aspects of the sourcing and placing of CRI activity both onshore and offshore and supporting the CRI teams in Paris and London. This role requires fully developed time management and multi-tasking skills, with accuracy and meeting deadlines being of essential importance. Key Responsibilities Sales 1) Coordinate with DAR Syndicate teams and support global SLT team to maintain and develop relationships with banks and institutional investors to drive loan sales in both primary and secondary markets, in addition to frequent investor coverage followed by detailed Call Reports. 2) Assist senior distributors in conducting sales calls and communicating with prospective investors as part of the distribution process. 3) Coordinate and assist the Syndicate teams with primary sell down to reach our approved final takes. 4) Actively participate in primary syndications covering accounts and reporting feedback back to the syndicate teams. 5) Participate in regular calls with the syndicate teams to anticipate upcoming new transactions to come to market (pipeline calls) 6) Review legal documentation in respect of transferability and confidentiality provisions. 7) Coordinate with and support the Syndicate teams, global SLT teams, Coverage, and Metiers to facilitate loan trading and portfolio sales / purchase opportunities in the secondary market; 8) Liaise with the Asset Rotation Optimization (“ARO”) Team on any existing or new production where secondary sell down is required; and assisting in monitoring the portfolio of available assets for sale 9) Assists DAR teams with secondary sell down strategies for overhold positions; 10) Set price for secondary loan sales and execute Loan and portfolio trades; 11) Be fluent with all the bank booking, settlement and monitoring systems (LoanTrak, ACBS, Clearpar, Loantracker, Kiwis, …) 12) Regular monitoring of trading limits for Americas trading books with weekly reporting to RPC; 13) Liaise directly with other secondary loan market trading desks and brokers; 14) Assist in preparing and/or review primary and secondary market comments for DAR Opinions and Market Read/Commentary memos, including liquidity analysis 15) KYC – check KIWIS for counterparty and borrower status prior to trade and settlement, potentially be a WRM 16) Assist in pricing of overhold positions together with relevant DAR Teams CRI 1) Coordinate new CRI activity placed offshore for the Financing Activities in the Americas (CLF, ERA and ITB): a. Act as central nexus for new CRI enquiries in coordination with the CRI and SLT team in NY; b. Perform all the necessary confidentiality checks on each transaction; c. Liaise with deal teams to determine CRI appetite (amount, pricing, timing); d. Submit CRI request to CRI teams in London or Paris; e. Review information package (including redacted credit memos) and ensure they are compliant with internal procedures; f. Discuss broker feedback with CRI team in London/Paris and deal teams in the Amerias; g. Check counterparty CRI envelope capacity; h. Investigate tax implications; i. Interact with internal and external legal counsel where necessary; j. Prepare the CRI section for DAR Opinions and Closing Memos; k. Prepare internal marketing materials for transactions 2) Support new CRI activity placed onshore for the ITB-RSF Americas team: a. Liaise with origination and structuring teams on an ongoing basis regarding the status of CRI activity; b. Follow CRI checklist procedures; c. Negotiate and execute LSTA-based Master CUs with insurers and brokers; d. Perform all the necessary confidentiality checks on each transaction; e. Review and consolidate the broker’s market feedback and insurers’ quotes, and share these with the deal team; f. Check counterparty CRI envelopes; approve and record exposure if capacity is available, request envelope increases where necessary; g. Investigate tax implications; h. Review information materials (including redacted credit memos) and ensure they are compliant with internal procedures; i. Prepare the CRI section for DAR or ITB Underwriting Opinions and Closing Memos; l. Prepare internal marketing materials for transactions 30) Provide / input data for timely reporting including: a. P&L reporting; b. Exposure reporting and reconciliation; c. KYC and RICOS IDs; d. Pipeline reports; e. Activity reports for senior management f. Master CU tracking and reporting; 3) Support the internal and external marketing efforts for CRI in the Americas, including: a. Update / refresh presentations for internal and external stakeholders; b. Organize internal and external meetings; c. Educate internal stakeholders about the CRI product, the market, and the associated policies and procedures within CACIB; d. On-board new deal teams to the CRI product with detailed explanations of all associated procedures; e. Present to internal and external stakeholders independently / unaccompanied by management. 4) Deepen and broaden CRI market expertise: a. Monitor and report on CRI market conditions and trends; b. Design and generate reports for internal stakeholders on market dynamics; c. Investigate new types of cover and ascertain breadth and depth of market appetite for these types of risk. 5) Assist with the creation of counterparty envelopes and setting up envelopes for new insurers, including: a. Propose changes to individual ratings or rating strategies to RPC; b. Participate in the CRI Envelope Annual Review; c. Request CRI envelope increases/decreases/closures on an Ad Hoc basis as required; d. Creation of new RICOS IDs; e. Conducting all necessary KYC. 35) Assist on strategic initiatives; a. Expand scope of CRI use to new asset classes, business lines and countries; b. Integrate CRI into new systems and processes; c. Propose changes to methodology (rating, capital relief, PI/EVA, P&L) and lead approval and implementation process; d. Design and implement improvements to reporting requirements; e. Participate in designing, pitching and executing other distribution solutions involving insurance market; f. Assist in NAP, CSP and other relevant committees as well as any on-boarding process for any new activity.: Key Internal Contacts ~ CLF Origination, DAR Syndicate, DAR ARO Private Debt Solutions, DAR COO, , FCS CIN Senior Bankers / Coverage Officers, FIG Coverage, ERA teams, ITB teams, RPC, Legal, Compliance, Financial Security, Finance, Tax Key External Contacts ~ Insurance brokers, Insurers, Banks, Institutional Investors, Borrowers, Trade bodies Qualifications/Education Required ~ BA / university degree Qualifications/Education Desired ~ Master's degree in finance or business administration Experience Required ~3+ years of commercial banking or capital markets experience Experience Desired Previous loan transaction experience Previous investor facing experience Legal and/or documentation expertise Specialist Training Required Comprehension of loan documentation, transaction structures, and funding mechanics Understanding of loan structured credits either in loan originations, underwriting, portfolio management, or syndication Understanding of credit fundamentals Specialist Training Desired Credit analysis skills including financial statement analysis Prior experience as Syndicate and/or Sales for loans (real assets and/or corporate, leveraged finance) Competencies Required Ability to work across business lines and be a team player, flexible with strong work ethos Ability to multi-task fluidly Attention to detail and ability to deliver reports quickly and accurately Ability to work independently and to follow-up within established timeframes Highly motivated and able to focus on problem solving in challenging situations; Self-starter who thinks ahead proactively and does so strategically Creative mind-set with the ability to think out of the box Competencies Desired ~ French, Spanish and/or Portuguese language skills (oral and written) Skills & Knowledge Requirements Sales and marketing personality and skills Excellent command of English language (written and oral) Strong analytical skills and presentation skills Skills & Knowledge Desirables ~ Ability to assess investor dynamics regarding return requirements, sector and regional capacity, credit approval process (esp. re timing), tax implications, etc.

Job Tags

Offshore, Flexible hours,

Similar Jobs