VP Syndicated Leveraged Finance

GENERAL FUNCTION:  

Provide leadership in the pitching and execution of CIB transactions while providing support to the Managing Directors in the day to day management of the team's Associates and Analysts to ensure that junior resources are allocated appropriately across the groups projects and that the high-priority projects are getting the appropriate attention.  Will play a leadership role in the oversight of the groups modeling and analytical capabilities with limited supervision and will be responsible for ensuring that the team is creating and delivering high-quality analysis and transaction marketing materials. The Principal will be the point person in creating high-impact pitch materials and will run the execution processes for transactions.  May be responsible for direct day to day supervision of Associates and Analysts, providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.  

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.  Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience.  While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Understand and evaluate complex financial models. 
• Perform complex financial analysis. 
• Create high-impact presentation materials using PowerPoint, Excel, Word and other relevant software programs. 
• Work well as part of a team in a time sensitive environment. 
• Develop good working relationships with peers, senior bankers, operations personnel, credit / risk management officers and the rest of the organization. 
• Effectively manage and drive progress across multiple high-priority initiatives simultaneously. 
• Apply a strong background in credit and corporate finance to CIB transactions. 
• Serve as support to senior bankers and be capable of making internal and external presentations to support the efforts of the Managing Directors on the team. 
• Interact independently with all important constituencies in the course of executing and closing transactions. 
• Ensure adherence to risk, compliance, confidentiality, and information barrier requirements across all workstreams. 
• Lead the development and oversight of internal databases that enable the broader group.
• Understand and assist to negotiate legal and credit documentation related to transactions.
• Utilize strong communication skills to act as the central component within deal teams.

MINIMUM KNOWLEDGE & SKILLS REQUIRED:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or relevant advanced degree/certification (e.g., CFA) strongly preferred but not required. 
• 7-10 years of total relevant investment banking, capital markets or corporate finance experience, including prior Associate-level responsibilities.
• Proven track record of success in working as a part of a team to originate, and close complex financial transactions. 
• Expertise in reviewing complex financial models and valuation work product; ability to translate analytical and credit findings into actionable recommendations. 
• Flexibility to adjust focus in real time scenarios to problem solve and find unique solutions; ability to learn quickly and adapt to new industry sector standards / commonalties
• Strong internal and client-facing communication skills; capable of leading portions of meetings, managing expectations, and delivering concise updates. 
• Deep familiarity with legal documentation, diligence scopes, and transaction processes; adept at navigating issues and driving resolution. 
• Exceptional attention to detail and commitment to quality; sets standards for accuracy, consistency, and presentation. 
• Fluency with financial databases and platforms (e.g., Bloomberg, Capital IQ). 
• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses (or ability to maintain/obtain within company policy).
• Advanced proficiency in Microsoft Excel and PowerPoint.