Key Responsibilities
- Work independently and jointly with senior project finance distributor to originate, structure, distribute and execute finance and infrastructures transactions in the North America Project Finance loan market
- Identify financing solutions for clients across debt capital markets with emphasis on loan syndications
- Produce and review loan offers, pitches, and term sheets with metier
- Prepare and review/oversee capital structure assessments which include comparable transactions and analysis of market data
- Oversee the preparation of pitch books and market updates for clients, Information Memoranda or other marketing materials for lead transactions and slides for bank meetings /road shows as needed
- Prepare and review/oversee syndication strategies, underwriting opinions, and market reads/commentaries
- Develop and maintain relationships with investors active in the Project Finance space including international and domestic banks and non-banks/institutional investors
- Actively participate in the selling of assignments and participations in syndicated transactions in the primary market
- Work with EIG team and secondary loan team to manage and execute secondary loan transactions and promote asset rotation
- Work with the CRI team to secure appetite and execute CRI agreements
- Negotiate and review credit agreements and provide relevant comments from a syndication perspective
Key Requirements
- BA/BS degree or master s degree
- 7+ years of relevant experience in banking
- Experience in project finance and infrastructure either through loan syndication, capital markets or coverage
- Strong interpersonal skills and ability to multi-task
- Strong analytical skills and presentation skills
- Credit training and/or credit skills
- Some accounting/finance coursework
Key Internal contacts
DAR/CLF Americas and Global
EIG North America
Credit Risk
Debt Capital Markets
Financial Advisory
US Corporate & Sponsor Coverage
FIG Coverage
Qualifications/Education Required:
BA/BS
MBA
Experience Required:
7 years banking
Capital markets experience
Specialist Training Required
Familiarity with NA project finance
Approved Person Registration
Series 7 or equivalent, 79 and 63 (either completed or will be required)
Competencies Required
- of legal documentation
- with complex financial models
Skills & Knowledge Requirements
Good Financial & Accounting Knowledge
Distribution experience
Strong verbal and quantitative analytical skills
Good interpersonal skills
Strong marketing/selling skills
Team player
Ability to react quickly and use own initiative
Independent and driven