The Loan Syndications Associate will be responsible for providing analytical and execution support to deliver customized debt solutions to Citi’s Commercial Bank clients.  The Loan Syndications Associate is a critical member of a deal team, working directly with Vice Presidents and Senior Transactors as well as with colleagues across multiple groups in the bank to originate and execute transactions.

Responsibilities:

• Support deal origination by drafting pitch materials incorporating an analysis of capital structure, credit profile, publicly available data on companies and transactions, and industry research.
• Prepare market comparables, initial due diligence lists, deal pre-screen presentations, and draft indicative term sheets.
• Tracking and summarizing loan market conditions in client materials, with a focus on the Middle Market segment of the US Loan Market.
• Execute lead-arranged transactions by preparing organization books, drafting marketing materials (Confidential Information Memorandums, lender presentations, and pre-screening memorandums), organizing and managing bank meetings, participating in and tracking lender interaction and diligence, and managing the deal closing process.
• Support the review of financing documents, including commitment letters, fee letters, engagement letters, and credit agreements.
• Coordinate with other groups within Citi, including Coverage, Underwriting, Risk, and Operations as well as other product groups to meet pitch and deal-related deliverables and deadlines.
• Developing and maintaining effective industry relationships with legal counsel, external parties, clients (in collaboration with senior coverage officers).
• Developing and maintaining effective industry relationships with clients, lenders, legal counsel, and external parties (in collaboration with VPs and Senior Transactors).
• Develop business and credit judgment as well as to provide balanced assessments in working with internal team members and partners.
• Maintain a strong attention to detail, deliver high quality work product, and complete work in assigned timeframes.

Qualifications:

• 2-3 years of banking experience, preferably with loan syndication, asset-based finance, or capital markets experience
• Completion of formal credit training program preferred
• Fundamental credit skills, including demonstrated ability to evaluate business, industry, financial performance, and structure/terms
• Strong financial and analytic skills, including proficiency with financial modeling and ability to rapidly assimilate complex information
• Excellent command of Microsoft Suite, with an emphasis on PowerPoint and Excel
• High level of energy, enthusiasm, and motivation
• Team player, able to facilitate strong partnerships
• Detail-oriented individual with strong organization ability and excellent communication, writing, and presentation skills
• Obtain and maintain required FINRA registration and licensing

Education:

• Bachelors/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.