Leveraged Finance Job Description

Leveraged Finance Job Description

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Leveraged finance provides financial analysis, leveraged finance idea generation, financial modeling, business and industry research, term sheet preparation and due diligence support.

Leveraged Finance Duties & Responsibilities

To write an effective leveraged finance job description, begin by listing detailed duties, responsibilities and expectations. We have included leveraged finance job description templates that you can modify and use.

Sample responsibilities for this position include:

Support day-to-day trading activities of Leveraged Finance Trading team under direct supervision of Head of Leveraged Finance Trading
Leading internal deal processes for Credit which includes performing business, financial and legal diligence
Projects manage the implementation of funding, including negotiations and review of legal documentation, manage involvement of relevant relationship executive, internal legal person and transaction manager
Assisting in the origination and execution of leveraged finance transactions for domestic and foreign, and public and private entities
Review and comply with Firm Policies applicable to your business activities • Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions promptly
Execute leveraged finance transactions and support senior bankers in client coverage
Lead leveraged finance transactions as the "deal quarterback" and manage the credit underwriting approval process
Negotiate legal documentation including term sheets, commitment letters and credit agreements
Determine credit risk in transaction in a competitive time period and direct effort to win risk-appropriate business
Prepare portfolio reports and assist with analysis on investment opportunities for the Leveraged Finance Team

Leveraged Finance Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Leveraged Finance

List any licenses or certifications required by the position: RSA, IE, CFA

Education for Leveraged Finance

Typically a job would require a certain level of education.

Employers hiring for the leveraged finance job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, MBA, Economics, Accounting, Business, Graduate, Business/Administration, Education, Management, Performance

Skills for Leveraged Finance

Desired skills for leveraged finance include:

Leveraged loan market
Lending policies
Asset-security valuation
Business
Legal
Leveraged finance
Procedures and practices
Tax
Banking and regulatory framework affecting financial requirements of customers
Industry and competitive analysis and investigation

Desired experience for leveraged finance includes:

Preparing offering and marketing materials for loans or high yield bonds
MBA degree, with a Finance focus
14 years of related work experience Experience in mentoring and coaching
Minimum of one to two years investment banking experience
MUST submit application for employment through COS (internal candidates) or www.gecareers.com (external
Monitoring and managing risk associated with a portfolio of corporate entities across the range of firm products

Leveraged Finance Examples

1

Leveraged Finance Job Description

Job Description Example
Our company is searching for experienced candidates for the position of leveraged finance. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for leveraged finance
  • Having day-to-day engagement with Leveraged Finance, Investment Banking, Sales & Trading and Risk partners
  • Reviewing financing documentation and duediligence materials to identify potential risks and business drivers
  • Engaging professionally with third parties such as legal counsel, due diligence advisors and client representatives
  • Support NCGLF bankers to structure, deliver, close, and monitor syndicated and bi-lateral loan transactions under direction of Managing Directors(MD)/Director(s)/VP(s) NCG Leveraged Finance, including credit submissions and transaction presentations
  • Support NCG MDs and bankers in the preparation and presentation of marketing pitches to existing and potential clients under direction of MD/Director(s)/VP(s) NCG Leveraged Finance
  • Provide analysis and support to MD/Director(s)/VP(s) NCG Leveraged Finance for responsibilities to manage / monitor the NCG loan portfolio, including timely reporting of material shifts in risk, client needs, market pricing, and structure and support for recommendations for action / new marketing opportunities where appropriate
  • Helping management teams craft the storyline
  • Recruit, manage, train and asses junior bankers
  • Establishing an analytical framework for the industries assigned
  • Analyzing the leveraged issuers in those industries, via financial modeling, accounting review, assessment of management’s communications, assessment of third-party research, and interaction with management teams and sell-side analysts, among others
Qualifications for leveraged finance
  • MBA or equivalent graduate degree in a financial discipline and 1 year of experience
  • Minimum of 3 years experience in high yield, leveraged loans or distressed debt research
  • Applicable Bond market or Equity market experience
  • Preference for strong accounting/finance education and skills knowledge of loan and capital markets products and the regulatory environment
  • Excellent quantitative, written and spoken communication skills
  • Expert knowledge of financial modelling, valuation, and credit analysis
2

Leveraged Finance Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of leveraged finance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for leveraged finance
  • Complete various assigned project work from executives and business managers utilizing excel and PowerPoint
  • Business support to Regional Heads
  • Develop relationship plans for sponsors
  • Execute all aspects of loan transactions with clients and ongoing portfolio management of loans
  • Develop relationship plan and calling strategy for Financial Sponsor Groups working collaboratively with M&A and Debt Products Group
  • Understand all aspects of underwriting
  • Communicate questions, issues and decisions to all external and internal constituents
  • Interact with SRBs, LPG Bankers, Credit, DPG and M&A to deliver solutions to clients which are risk-appropriate and profitable
  • Have the ability to trade Leveraged Loans and High Yield Bonds, or the drive and ability to grow into such a role
  • Work on ad-hoc projects/presentations as determined by Senior Investment Professionals
Qualifications for leveraged finance
  • Applicant must have advanced Excel, Word, PowerPoint, Bloomberg, CapitalIQ, proven modelling skills, proficient in managing credit processes
  • At least 1-3 years of related corporate credit research experience
  • 3-7 years’ experience in high yield or loan credit analysis
  • Sound accounting knowledge and strong financial modeling skills
  • Leveraged Loan experience a plus
  • Project experience (in any investment banking/related field) is required
3

Leveraged Finance Job Description

Job Description Example
Our growing company is hiring for a leveraged finance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for leveraged finance
  • Assist senior bankers in structuring and leading middle market deal execution for Senior Loans in Leveraged Finance transactions
  • Having primary responsibility for coordinating and preparing financial forecasts for new and existing financings, which can involve complexinfrastructure/projectfinance models
  • Leading, mentoring and coaching junior analysts in each of the above
  • Ensuring that Post-closing events are cleared timely
  • Prepare credit applications for new and existing clients in accordance with the bank’s underwriting standards and policies (new transactions, refinancing, amendments)
  • Prepare appropriate marketing support materials for origination and relationship purposes
  • High level analysis of the capital structure of the client's balance sheet
  • Analysis of the client's working capital cycle
  • Assist with structuring the optimal security package
  • Draft specialist reports and credit applications
Qualifications for leveraged finance
  • Evaluate, advise on, recommend and approve transactions and annual reviews within personal approval authority in a manner which safeguards the bank's capital and reputation while contributing to its growth aspirations
  • Directly manage and develop a team of 3-4 credit professionals
  • Supervise and manage European-wide reviews of the leveraged portfolio
  • Exercise a Personal Approval Authority in respect of new money transactions and annual reviews in a timely manner that balances effective risk management with growth and profit objectives
  • Review, and where appropriate, recommend amendments to lending guidelines and risk appetite for specific sectors / counterparties
  • Encourage and implement improvements and efficiencies in the credit process without compromising Group and Regional risk standards
4

Leveraged Finance Job Description

Job Description Example
Our innovative and growing company is looking for a leveraged finance. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for leveraged finance
  • Act as an intermediary between business units and senior credit committees to facilitate credit approval and monitoring processes
  • Interact with internal business unit personnel to prepare rating reports
  • Contribute to the coverage of the relevant ALF client segment, support the development and implementation of ALF’s business strategy for the sector
  • Liaise with clients regarding the collection of financial information and understanding of transaction needs
  • Structure a funding solution on a deal-by-deal basis, through a needs analysis
  • Embed a consultative approach to sales, to ensure that clients’ needs are understood and exceeded through the provision of value adding and innovative Debt and Acquisition Finance solutions
  • Actively network and present solutions to the identified Target Market
  • Negotiate and close transactions in Target Markets
  • Promote cross selling opportunities
  • Contribute to the implementation of the team's primary strategy of transaction identification, structuring and execution by delivering expert knowledge and product solutions to the Regional Offices
Qualifications for leveraged finance
  • Conduct periodic portfolio reviews to identify country / sector trends, concentration risks, deteriorating counterparty risk and problem exposures
  • High standards of credit knowledge and judgmental lending skills drawn from corporate / commercial / credit experience
  • Ability to exercise good judgement and take risk decisions
  • Flexibility, teamwork orientation, deadline focus, and commitment to serving client needs
  • High level of competence at devising and implementing solutions relating to risk related measures, processes, monitoring and management
  • Solid quantitative and analytical skills, the ability to work well on a team, are musts
5

Leveraged Finance Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of leveraged finance. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for leveraged finance
  • Manage a portfolio of Leveraged Finance instruments in accordance with established trading and risk parameters
  • Determine portfolio construction including assessing relative attractiveness of leveraged finance space, positioning of ratings quality, sector allocation, securities selection and managing within assigned risk budgets
  • Ability to work under pressure and deal with complex business problems in a timely, orderly and insightful manner
  • Part of a national team of NCGLF underwriters committed to the delivery of quality credit products to Private Equity owned/backed companys
  • Full engagement and support to MD/Director(s)/VP(s) NCGLF to support NCG and bankers to pitch and close loan transactions sufficient in number to meet revenue plans
  • Under direction of MD/Director(s)/VP(s) NCGLF, follow up and engage with partners in Syndications and Debt Capital Markets and other areas
  • Full engagement and support on NCGLF credit submissions and associated analysis with emphasis on completion in a timely and professional manner
  • To w ork on external presentations (pitches, proposals, term-sheets) internal documents (client mapping, strategy, internal reports)
  • To be involved in the execution process (documentation, closing, logistics, ..) of either produc
  • Represent Credit Research in meetings with issuers, interface with Nuveen’s Risk Management Team, and support Nuveen’s goals and values
Qualifications for leveraged finance
  • Hold at minimum a bachelor's degree in a relevant discipline
  • Must have strong experience in Leveraged and/or Infrastructure Finance
  • Possess a strong knowledge of market structures and dynamics
  • Top class Economics undergraduate degree from a lead university
  • At least two years of client management experience in middle market/corporate lending
  • BA/BBA

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