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Loan Syndications Analyst
Zions Bancorporation
Houston, TX, United States
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Description
Responsible for assisting the Loan Syndications Group with syndication process including; researching market intel, writing credit support memos, reviewing recent deals closed in the market and identifying potential investors (banks/financial Institutions) when Zions is acting as Agent/Lead Arranger.
• Evaluates Market risk for the proposed deals.
• Supports internal Relationship Managers on prospective syndicated loan deals and assist in reviewing new lead opportunities.
• Assists with drafting offering memoranda, proposals and financial presentations detailing client and transaction-related fundamental information including merits, risk and risk mitigation.
• Prepares loan marketing packages for distribution to investors.
• Administers and launches data room site for active deals where Zions is the agent bank where all other involved financial groups can review the information for the deal.
• Keeps active templates for marketing materials and offering memorandums with current information on both Zions and the market.
• Actively sources loan market data and maintain a database of comparable transactions and competitors.
• Maintains databases and reports for submission to senior management.
• Stay current on market data, particularly in the Bank's areas of industry focus.
• Maintains relationships with investors and keeps an internal database of all participating financial institutions.
• Other duties as assigned.
Qualifications
Requires a bachelor's degree and 2+ years in investment banking analyst training programs, loan syndications experience or equivalent commercial lending and/or relationship management or other directly related experience.
• MBA, CFA and/or Formal Credit Training with equivalent background a plus. An equivalent combination of education and experience may meet qualifications.
• Knowledge of investment banking analysis and financial presentation packages.
• An understanding of a credit processes and procedures.
• Demonstrated understanding of financial services, specifically within Investment Banking.
• Possess strong writing skills. Solid communication and presentation skills.
• Is a team player and possess an outgoing nature.
• Possess the high level of discretion, enthusiasm, integrity, maturity and an exceptional work ethic.
• Ability to view and solve problems from customer's perspective.
• Ability to manage and prioritize multiple projects and track details.
• Solid problem solving, organization, planning and follow-up skills.
• Must be detailed oriented. Strong analytical capability. Ability to meet deadlines.
• Knowledge of various software applications including word processing and spreadsheets.