financial analyst Jobs in New York United States

financial analyst

analyst - investment banking, leveraged finance & debt advisory Jobs in New York United States

analyst - investment banking, leveraged finance & debt advisory

analyst, billing compliance Jobs in New York United States

analyst, billing compliance

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banking operations analyst (entry level) Jobs in New York United States

banking operations analyst (entry level)

analyst investment banking leveraged finance debt advisory

Guggenheim Securities

<div>
 
 
 Job Description:
 
 
 
 
 Analyst &ndash; Investment Banking, Leveraged Finance &amp; Debt Advisory
 
 
 Guggenheim Securities
 
 
 Position Summary
 
 
 <ul>
 <li>
 The Leveraged Finance &amp; Debt Advisory Group is a rapidly growing and critically important strategic initiative for Guggenheim Securities. Over the past several years, the Leveraged Finance &amp; Debt Advisory team has raised capital and acted as sole or lead-left arranger / bookrunner on numerous financing transactions for our public, private, and sponsor-backed clients. We partner seamlessly with our preeminent industry teams to provide clients with thoughtful capital structure solutions, tailored to meet their objectives. Typical transactions include structuring, marketing, and negotiating asset-based credit facilities, secured / unsecured loans, mezzanine, and HoldCo debt. In addition, on many of the firm&rsquo;s M&amp;A transactions, the Leveraged Finance &amp; Debt Advisory team serves as an integrated part of the deal team to support the acquisition financing package. The team also works with Guggenheim affiliates to provide committed financing for both syndicated and private debt issuances.
 
 
 </li>
 </ul>
 Guggenheim&rsquo;s Analysts play an integral role in the origination and execution of our financing transactions and have meaningful exposure to senior bankers and client representatives. Given this highly visible role and the technical nature of the group&rsquo;s assignments, Analysts will have the opportunity to develop a diverse set of financial, analytical and communication skill and gain experience working across the capital structure. We pride ourselves on the dedication we give to our Analyst&rsquo;s development, which in turn helps assist in supporting and cultivating our growing team of Leveraged Finance &amp; Debt Advisory bankers.
 
 
 
 Essential Job Functions
 
 
 
 <ul>
 <li>
 Work hand-in-hand with senior Leveraged Finance &amp; Debt Advisory bankers to evaluate, pitch, and execute financing transactions across the firm&rsquo;s industry and other product verticals
 </li>
 <li>
 Assist in day-to-day deal execution and project management on a range of financing transactions including credit due diligence, LBO / cash flow modeling, lender presentation creation, lender outreach and due diligence facilitation
 </li>
 <li>
 Develop and maintain complex financial models and research / prepare comparable financing analyses
 </li>
 <li>
 Analyze business fundamentals including review of company strengths and risks, current and pro forma capitalization, and historical and projected financial performance
 </li>
 <li>
 Help prepare and contribute to deal pitches including idea generation and identify, research, and analyze LBO and financing opportunities
 </li>
 <li>
 Monitor and present current trends in the debt capital markets and private equity landscape
 
 
 </li>
 </ul>
 
 Preferred Qualifications
 
 
 
 <ul>
 <li>
 Prior experience in investment banking, accounting, consulting, private equity, hedge fund or corporate finance is a plus
 </li>
 <li>
 Familiarity with MS Excel, MS PowerPoint and MS Word
 </li>
 <li>
 Significant level of maturity and the ability to work as a team interfacing with senior management both internally and externally, as well as clients
 </li>
 <li>
 Resourcefulness, intellectual curiosity, enthusiasm, and a genuine interest in finance
 </li>
 <li>
 Highly organized, with the initiative and ability to work with limited supervision
 </li>
 <li>
 Excellent analytical skills and attention to detail
 </li>
 <li>
 Strong written and oral communication skills
 
 
 </li>
 </ul>
 
 Basic Qualifications
 
 
 
 <ul>
 <li>
 Requires a minimum of a 2025 Bachelor's degree
 </li>
 <li>
 Core modeling and valuation experience
 </li>
 <li>
 SIE Exam, Series 7, Series 79 and Series 63 must be acquired within 150 days of employment
 
 
 </li>
 </ul>
 Work Location
 
 
 <ul>
 <li>
 Currently, this role is expected to be in the &shy;&shy;&shy;&shy;New York office at least 4 days per week.
 
 
 </li>
 </ul>
 Salary
 
 
 <ul>
 <li>
 Annual base salary between $110,000 and $135,000.
 
 
 </li>
 </ul>
 The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
 
 
 
 About Us:
 
 
 
 Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
 
 
 For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at GSLateralRecruiting@guggenheimpartners.com or 212.518.9200.
 
 
 
 
 About Us:
 
 
 
 
 Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
 
 
 For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at GSLateralRecruiting@guggenheimpartners.com or 212.518.9200.
 
 
 
 Guggenheim Securities, LLC (&ldquo;GS&rdquo;) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
 
</div>

Analyst - Investment Banking, Leveraged Finance & Debt Advisory

First Citizens Bank

<div>
 
 Overview
 
 
 
 FCB Capital Markets works alongside FCB&rsquo;s Commercial Finance, Middle Market Banking, and Innovation Bank divisions to provide financing solutions for its clients. FCB Capital Markets is hiring a 2026 Analyst I to support the Commercial Finance and Middle Market Baanking businesses. FCB Commercial Finance serves clients through teams specialized by industry (including Aerospace and Defense, Energy, Healthcare, and TMT, amongst others), product (including Asset-Based Lending, Equipment Finance, and Real Estate). FCB Middle Market Banking operates a national geographic-based coverage model serving middle market and corporate clients.
 
 
 
 About The Analyst Development Program
 
 
 
 As an Analyst you will participate in the Commercial Bank Analyst Development Program which is designed to build a broad and deep technical skillset through formal classes, online coursework, and on the job training.
 
 
 
 About
 
 
 
 The program begins July 8, 2026 on-site at our New York City Office with an 8-week intensive curriculum where participants learn about:
 
 
 <ul>
 <li>
 Underwriting fundamentals
 </li>
 <li>
 Financial Analysis and Excel Modeling
 </li>
 <li>
 First Citizens Bank Core Values
 </li>
 <li>
 Application-specific training on systems
 </li>
 <li>
 Business unit overviews with team leaders
 </li>
 <li>
 Strategic priorities of the Bank
 </li>
 <li>
 Credit Policies and Procedures
 
 
 </li>
 </ul>
 Following the 8 weeks, Analysts join their local teams and stay connected with colleagues through training and professional development sessions. We provide a superior foundation and launchpad for continued success for our Analysts as they begin their careers.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 FCB&rsquo;s Capital Markets team is responsible for structuring, pricing, and distributing all lead financings originated by FCB&rsquo;s various lending business units
 </li>
 <li>
 Analysts in the Capital Markets group are responsible for supporting the Capital Markets team in all elements of deal execution:
 </li>
 <li>
 Work alongside industry teams to pitch new business
 </li>
 <li>
 Construct comparable company trading, M&amp;A, and debt analyses to assist in the pricing and structuring of transactions
 </li>
 <li>
 Prepare transaction materials (lender presentations, confidential information memoranda, and models) to support the syndication of FCB-led financings
 </li>
 <li>
 Actively participate in the investor outreach and diligence
 </li>
 <li>
 Capital Markets Analysts are also responsible for various market related tasks:
 </li>
 <li>
 Prepare and distribute FCB&rsquo;s Leveraged Loan Market Update
 </li>
 <li>
 Maintain debt comparables for FCB&rsquo;s various business units
 </li>
 <li>
 Prepare market update presentations for pitches, conferences, and internal meetings
 </li>
 <li>
 Role provides opportunity for long-term career growth within FCB Capital Markets and the broader First Citizens Bank organization
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 
 Basic Qualifications:
 
 
 
 <ul>
 <li>
 Bachelor's Degree and 0 years of experience in Coursework or internship in credit analysis, financial statement spreading, Underwriting or Risk Management OR High School Diploma or GED and 4 years of experience in Coursework or internship in credit analysis, financial statement spreading, Underwriting or Risk Management
 
 
 </li>
 </ul>
 
 Preferred Qualifications
 
 
 
 <ul>
 <li>
 Bachelor's Degree preferred with degree in Business Administration, Finance or its equivalent
 </li>
 <li>
 One year experience or recent college graduate
 </li>
 <li>
 GPA of 3.5 or higher
 </li>
 <li>
 Internship or extracurricular experience in financial services (with preference for credit, investment banking, or private equity)
 </li>
 <li>
 Strong quantitative skills including financial statement analysis
 </li>
 <li>
 Strong writing and communication skills
 </li>
 <li>
 Ability to multi-task and meet tight deadlines
 </li>
 <li>
 Strong interest in financial products and markets
 
 
 </li>
 </ul>
 If hired in NY, the base pay for this position is generally between $42.37 - $48.08/hr. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
 
 
 Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
</div>

Syndications Capital Markets Analyst I (Analyst Development Program)

Crédit Agricole CIB

<div>
 
 
 Team and position
 
 
 
 
 
 
 Credit Agricole is among world top 10 banking groups. Our NY based Leveraged Finance team is directly responsible for origination and execution of LBOs with leading Private Equity Funds in North America, as well as financings for leveraged (non-investment grade) corporates, across loans and HY bonds.
 
 
 
 
 
 In addition, the team is also in charge of event driven financings (M&amp;A and IPO related) for Investment Grade clients, and of leveraged / structured financing transactions in the TMT sector, including the current wave of infrastructure flavoured deals (towercos, data centers, fibercos, GPU Financings) with Infrastructure Funds, across North America and Latam. It is referred to internally as the &ldquo;LATFG&rdquo; team (Leveraged, Acquisition &amp; TMT Finance). Building on its recent successes, the team is expanding to support its strong growth ambitions. In order to address the increasing volumes of credit and reporting management work generated by our expanding loan portfolio, we are setting up a portfolio management (PFM) team.
 
 
 
 
 
 We are opening a Portfolio Management analyst position. The analyst will report to the Director in charge of Portfolio Management, with regular interaction with the origination part of LATFG team.
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 1) Credit monitoring of our loan portfolio:
 
 <ul>
 <li>
 Contribute to the ongoing credit monitoring work for part of the leveraged finance and TMT loan portfolio (current volume of about 70 deals): write up of annual reviews, credit papers in relation to waivers and amendments, quarterly write ups for loans under watch. In close coordination with respective deal/client teams.
 </li>
 <li>
 Proactively flag to LATFG manager and Portfolio Management Director and respective LATFG client teams any early warning signals of credit deterioration, concerns, or ideas for commercial opportunities
 </li>
 <li>
 Ensure timely propagation of internal rating decisions within the internal IT systems.
 </li>
 <li>
 Occasionally represent the team in the various credit committees (NY credit committee, CLF credit committee, CRC) and monitoring committees (Quarterly committees for underperforming loans or loans under watch &ldquo;SARs&rdquo; and &ldquo;SACs&rdquo;), underperforming or under watch loans
 </li>
 <li>
 Coordinate with CLF Losa team to monitor evolution of the portfolio (increases or reductions via amortization, prepayments, secondary trades etc)
 </li>
 <li>
 Coordinate with CLF Losa and respective deal/client teams to ensure authorizations recorded in internal systems are accurate and up to date.
 </li>
 <li>
 Maintain close coordination on all of the above tasks with respective LATFG client teams. Interact with clients whenever necessary to clarify credit related questions, in coordination with the LATFG client team.
 </li>
 <li>
 Review quarterly or annual information provided by client, connect to lender or investor calls organized by clients and relay summaries of meaningful information to LATFG team manager and respective LATFG client team.
 </li>
 <li>
 Depending on deal flow, there will also be occasional opportunities to get involved in live, new deals as part of the origination deal team.
 </li>
 </ul>
 
 
 
 
 2) Contribute to internal and regulatory Reporting:
 
 <ul>
 <li>
 Collect data and under PFM Director, assist with the regular requests for reporting from our internal stakeholders (HO business line, COO teams, RPC): monthly anomaly reports, monthly LevFin excel pipeline, quarterly portfolio review files, &ldquo;deals world&rdquo; database for LBOs, etc
 </li>
 <li>
 Contribute to recurring, ad hoc, and annual audits (NY annual and quarterly CUSO Loan Review, ad hoc NY portfolio reviews, Internal Audit &ldquo;Inspection Generale&rdquo;, add hoc CUSO reviews)
 </li>
 <li>
 Assist team manager and respective deal teams in ensuring that the CLF pipeline tool (&ldquo;Diamond&rdquo;) is up to date.
 </li>
 <li>
 Contribute to occasional ad hoc information requests when and as required
 </li>
 <li>
 Assist LATFG manager with periodic estimate of landing vs budget and other planning tasks
 </li>
 </ul>
 
 
 
 
 
 Candidate background / experience
 
 
 <ul>
 <li>
 Ideally 1-2 year experience in either a leveraged finance environment (portfolio management or origination and execution), or a credit risk / credit underwriting and monitoring function.
 </li>
 <li>
 Relevant academic background (BA/BS degree with economics/finance major coursework, ideally Master's degree &ndash; Msc Finance or MBA).
 </li>
 </ul>
 
 
 
 
 
 Skills
 
 
 <ul>
 <li>
 strong quantitative and qualitative analytical skills
 </li>
 <li>
 prior experience in financial analysis, cash flow modeling experience will be a plus
 </li>
 <li>
 reliability, attention to detail and quality outputs,
 </li>
 <li>
 good organizational skills: ability to keep track of deadlines, to organize its own work
 </li>
 <li>
 good communication and interpersonal skills (ability to communicate seamlessly with LATFG deal teams, and capacity to interact convincingly and forcefully with internal partners, in particular with RPC &amp; senior representatives from Bus Line or coverage)
 </li>
 <li>
 MS Office suite proficiency
 </li>
 <li>
 Fluency in a second language (in particular French, Portuguese, Spanish) is a strong positive
 </li>
 </ul>
</div>

Leveraged, Acquisition & TMT Finance Americas – Portfolio Management - Analyst

Evercore

<div>
 
 
 POSITION:
 
 Evercore seeks to hire an experienced Associate for its Restructuring Team located in New York, NY.
 
 
 
 
 
 Evercore's unique market position provides Associates the ability to work closely with senior bankers on industry-transforming, multi-billion dollar transactions in markets around the world. The small transaction team structure allows Associates a strong platform to learn investment banking and assume high levels of responsibility at early stages of their careers. As part of the team, the Associate will have the opportunity to work on a variety of assignments including: balance sheet restructuring, refinancing of corporate obligations, evaluation of strategic alternatives and assistance in raising debt or equity financing.
 
 
 
 
 
 
 PRIMARY RESPONSIBILITIES
 
 : Candidates must have a strong interest in investment banking with solid quantitative and analytical skills, as well the ability to think broadly about a range of strategic issues confronting the firm&rsquo;s clients. Knowledge of accounting, valuation, finance, and business strategy is a must. Responsibilities for an Associate include managing analysts, overseeing financial and valuation analysis, resolving complex financial and accounting issues, industry and competitive analysis, due diligence, drafting client presentation materials, management and execution of live deal situations, and assistance with new business development.
 
 
 
 
 
 
 SPECIFIC QUALIFICATIONS:
 
 
 <ul>
 <li>
 An MBA from a top-tier business/law school or A-to-A promote;
 
 
 Class of 2022 or 2023 strongly preferred
 
 
 </li>
 <li>
 Several years of relevant work experience in restructuring investment banking or similar fields
 </li>
 <li>
 Excellent grasp of corporate finance, valuation, and financial accounting
 </li>
 <li>
 Superior analytical skills and demonstrated excellence in academic coursework
 </li>
 <li>
 Strong interpersonal skills and ability to articulate ideas
 </li>
 <li>
 Strong communications skills, both written and oral
 </li>
 <li>
 Strong work ethic and stamina
 </li>
 <li>
 Enthusiastic, outgoing, and achievement-oriented character
 </li>
 </ul>
 
 
 
 
 
 About Evercore
 
 : Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East and Asia. For more information, please visit www.evercore
 
 .com
 
 
 
 
 
 
 
 Inclusion and Equal Opportunity Employment
 
 : Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as &ldquo;protected status&rdquo;), in accordance with applicable federal, state and local laws.
 
 
 
 
 
 
 Expected Base Salary Range
 
 : $185,000 - $250,000
 
 
 
 
 
 In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:
 
 
 
 
 <ul>
 <li>
 Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
 </li>
 <li>
 401(k) Retirement Plan
 </li>
 <li>
 Life and disability insurance, including additional voluntary financial protection insurance
 </li>
 <li>
 Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
 </li>
 <li>
 Family-building and family-support benefits
 </li>
 <li>
 Paid parental, caregiver, marriage and bereavement leave
 </li>
 <li>
 Commuter benefits, health club membership discounts, and other corporate discounts
 </li>
 <li>
 Paid holidays, vacation days, personal days, sick days, and volunteer opportunities
 </li>
 </ul>
</div>

Experienced Associate - Restructuring Advisory

Sumitomo Group

<div>SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG&rsquo;s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. 
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization&rsquo;s extensive global network. The Group&rsquo;s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. 
The anticipated salary range for this role is between $110,000.00 and $125,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.<div><div><div><h2 class="jobSectionHeader">
Role Description</h2></div><div>
LCM &ndash; Analyst Job Description 
Overview 
Sumitomo Mitsui Banking Corporation is hiring an Analyst in the Loan Capital Markets Department. This role will be involved in all aspects of Loan Capital Markets including underwriting, comparables analysis, marketing and execution of Lead Arranger transactions in the Americas. 
Responsibilities of the role include assembling powerpoint/pitches and underwriting memos, completion of due diligence, comps, financial modeling, preparation of marketing and syndication material, legal documentation review and internal credit approval work. 
This role requires strong verbal and written language skills in English. Spanish language skills are a plus but not required. 
The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.</div></div><div><div><h2 class="jobSectionHeader"> 
Role Objectives: Delivery</h2></div><div><div>
Responsibilities 
<ul><li>Responsible for supporting the senior Marketing Officers in Loan Capital Markets with research, analytics, inputs for pitches and underwriting memos, due diligence and the credit approval process.</li></ul></div><ul><li>Work directly with the senior deal leads and be involved in all aspects of Loan Capital Markets transactions from pitching through execution; manage the input (capital structure, comparables, indicative term sheets, syndication tracker, etc.)</li><li>Maintain and provide regular input to Comparables Database (database of comparable transactions and market trends) and League Tables; ensure database is current and accurate and all new deals are reflected in comps and League Tables reporting; report on assigned deals to team on a weekly basis.</li><li>Prepare marketing materials such as pitches, Confidential Information Memorandums and Lender Presentations and draft underwriting memos and present to the department's management.</li><li>Review market updates to ensure quality of information, such as, trends (pricing, tenors, structure), deals and opportunities in the investment grade and non-investment grade markets (corporate and project finance).</li><li>Keep close collaboration with the credit and client coverage teams during the structuring and primary syndication process.</li><li>Manage the process for investor meetings (bank meetings, roadshows) to ensure flawless execution.</li></ul></div></div><div><div><h2 class="jobSectionHeader">
Qualifications and Skills</h2></div><div><div>
Qualifications 
<ul><li>Ideally 1-2 years prior experience at a major financial institution (preference from a loan capital markets role but not required). Strong analytical and presentation skills and experience supporting syndicated transactions.</li><li>Strong understanding of the syndicated loan business, including an understanding of credit agreements, deal structures, loan funding mechanics, etc.</li><li>Strong financial statement, cash flow and credit analysis, corporate finance and financial accounting skills. Able to learn SMBC bank systems quickly and experience with industry standard banking systems.</li><li>Excellent organizational, analytical, and problem-solving skills while balancing workload and prioritizing effectively to complete work accurately and in a timely manner against strict deadlines.</li><li>Good interpersonal skills and ability to manage internal and external customer relationships and work comfortably with senior members of the team.</li><li>Highly collaborative and flexible in a team and client environment; shares information with team pro-actively and coordinates and communicates effectively with various internal departments across the bank group.</li><li>Excellent writing skills to clearly articulate information in pitch materials and underwriting</li><li>Self-driven and motivated; takes personal ownership of specific assignments</li><li>MS Office Suite - Word, Excel, PowerPoint required; familiar with Debt Domain, Intralinks, Syndtrack, LCD, Loan Connector, Bloomberg, Capital IQ.</li></ul></div></div></div><div><div><h2 class="jobSectionHeader">
Additional Requirements</h2></div></div></div><div></div>
SMBC&rsquo;s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. 
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.</div>

LCM Origination Analyst

Scotiabank

<div>Requisition ID: 240855
Salary Range: 260,000.00 - 260,000.00
Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate&rsquo;s relevant knowledge, skills, and experience. 
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 
Title: Director, U.S. Loan Syndications - New York, NY 
Global Banking and Markets
Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank&rsquo;s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.
Global Banking &amp; Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers &amp; acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious &amp; metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.
Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! 
Overview 
This is an exciting opportunity to join a fast-paced, dynamic team as a Director within the U.S. Loan Syndications team. You will be responsible for providing expertise in origination, structuring and distribution of underwritten and arranged syndicated loans for Scotiabank&rsquo;s corporate and project finance clients. 
What You&rsquo;ll Do:<ul><li>
Identify and execute Lead Arranger mandates for current and prospective clients by collaborating with colleagues from Investment Banking and Corporate Banking coverage teams.</li><li>
Lead the team&rsquo;s origination efforts through the preparation of customized pitchbooks, client proposals and general-purpose marketing material.</li><li>
Develop optimal financing structure tailored to specific client needs while considering both internal and broader market appetite and conditions.</li><li>
Lead deal team on Left Lead and underwritten mandates ensuring seamless execution from origination to closing.</li><li>
Oversee the preparation of Confidential Information Memoranda, Lender Presentations and other marketing materials for Lead Arranger transactions.</li><li>
Manage all aspects of live deal syndications from investor outreach to assisting with participant lender due diligence items and credit questions.</li><li>
Contribute to the Bank&rsquo;s credit approval process through the preparation of underwriting memoranda that evaluates structure, pricing and other terms as well as market receptivity for new transactions.</li><li>
Monitor syndicated loan market trends and maintain ongoing contact with bank and institutional investor market participants.</li><li>
Build effective relationships with internal stakeholders, issuers and loan investors.</li><li>
Mentor and train junior team members, fostering their professional growth and development.</li></ul> 
What You&rsquo;ll Bring
<ul><li>Bachelor&rsquo;s degree from an accredited university in finance, accounting, or related field. MBA/CPA/CFA or other industry designation is a plus.</li><li>
8 - 10 years of experience in Investment Banking, Loan Syndications or Capital Markets-related field.</li><li>
Accounting knowledge and experience in credit analysis required.</li><li>
Proven ability to successfully win mandates and serve client relationships.</li><li>
Deal execution skills, including the ability to manage multiple live transactions and initiatives at once.</li><li>
Demonstrated experience negotiating credit documentation.</li><li>
Project finance experience is a plus.</li><li>
Established network across other loan syndication desks and knowledge of active syndicated loan market participants.</li><li>
Considerable initiative, creativity, attention to detail and good judgement are necessary.</li><li>
Self-starter and ability to operate in a high energy environment.</li><li>
Excellent written and oral communication skills.</li></ul> 
Interested?
At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That&rsquo;s why we work to grow and diversify talent and engage employees in a performance-oriented culture. 
What's in it for you?
Scotiabank wants you to be able to bring your best self to work &ndash; and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
Location(s): United States : New York : New York City
Scotiabank is a leading bank in the Americas. Guided by our purpose: &quot;for every future&quot;, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.</div>

Director, U.S. Loan Syndications - New York, NY

Blackstone

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 Blackstone is the world&rsquo;s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at www.blackstone.com. Follow @blackstone on LinkedIn, X, and Instagram.
 
 
 
 Job Title:
 
 Strategic Partners Finance &ndash; Investment Operations, Analyst
 
 
 
 Job Description:
 
 
 
 Blackstone Strategic Partners is seeking an Analyst to join its Investment Operations team within its Finance department. This role encompasses a wide range of responsibilities, with a focus on providing support and fostering collaboration with the Investment, Institutional Client Solutions, Global Fund Finance (fund accounting), Treasury, Tax, Legal &amp; Compliance, and Technology teams.
 
 
 Key responsibilities may include but are not limited to:
 
 
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 Coordinating with various internal and external stakeholders to ensure smooth execution in the investment closing process
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 Collaborating with the Investment team and external stakeholders to collect, validate, onboard, and maintain investment reference and transactional data
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 Liaising with various internal and external stakeholders to coordinate the legal entity creation and onboarding process
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 Supporting the collection and archiving of investment-related documents, serving as a central point of contact for communications related to underlying investments
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 Calculating investment and investor-level performance, analyzing key drivers of change, preparing track records, and generating ad hoc performance reports
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 Analyzing exposure and key performance drivers of look-through portfolio companies
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 Preparing quarterly investor update reports and customized investor templates
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 Cash and custody account management and providing oversight for transactions
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 Identifying and monitoring operational, regulatory, and reputational risks within the portfolio
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 Assisting with various projects and handling ad hoc requests as necessary
 
 
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 Qualifications:
 
 
 
 Blackstone seeks to hire individuals who work well in a team-driven working group, are highly motivated, intelligent, have sound judgment and have demonstrated excellence in prior endeavors. The ideal candidate is someone who wishes to expand their knowledge of private equity finance and operations, and to advance their career in a dynamic environment.
 
 
 The successful candidate must have:
 
 
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 1+ year of relevant work experience (e.g., audit, accounting, finance)
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 Bachelor's Degree required with strong academic record
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 Strong verbal and written communication skills
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 Quick learner who is highly organized, has exceptional project management skills and is both detail- and process-oriented
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 Plans, communicates, meets deadlines and executes upon multiple projects concurrently
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 Team-oriented; can build relationships
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 Expertise with Microsoft Suite &ndash; Excel, PowerPoint, and Word; Sigma preferred
 
 
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 The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion.
 
 
 
 Expected annual base salary range:
 
 
 
 $90,000 - $125,000
 
 
 Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables.
 
 
 Additional compensation and benefits offered in connection with the role consist of comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits; paid time off; life insurance; 401(k) plan; and discretionary bonuses. Certain employees may also be eligible for equity and other incentive compensation at Blackstone&rsquo;s sole discretion.
 
 
 Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.
 
 
 If you need a reasonable accommodation to complete your application, please contact Human Resources at 212-583-5000 (US), +44 (0)20 7451 4000 (EMEA) or +852 3656 8600 (APAC).
 
 
 Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following:
 
 
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 Attending client meetings where you are discussing Blackstone products and/or and client questions;
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 Marketing Blackstone funds to new or existing clients;
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 Supervising or training securities licensed employees;
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 Structuring or creating Blackstone funds/products; and
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 Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials.
 
 
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 Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case-by-case basis. Please speak with your Blackstone Recruiting contact with any questions.
 
 
 To submit your application please complete the form below. Fields marked with a red asterisk * must be completed to be considered for employment (although some can be answered "prefer not to say"). Failure to provide this information may compromise the follow-up of your application. When you have finished click Submit at the bottom of this form.
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Strategic Partners Finance - Investment Operations - Analyst

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