Structured Finance Resume Samples

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C O'Reilly

Clementina

O'Reilly

2020 Talon Mall

San Francisco

+1 (555) 106 2702

2020 Talon Mall

San Francisco

Phone

p +1 (555) 106 2702

Experience Experience

Los Angeles, CA

Structured Finance Analyst

Los Angeles, CA

Rolfson-Johnson

Los Angeles, CA

Structured Finance Analyst

Review and interpret legal documentation to ensure accurate implementation of financial covenants, trigger events, priority of payments (waterfall) to determine cash distributions for all loans assigned, in compliance with various legal documents including but not limited to the following: Loan Agreement, Inter-creditor Deed, Cash Management Agreement and Servicing Agreement
Manage financial models of existing and future tax-equity and debt products
Support sales team in RFPs and pricing for special situations
Develop strong working relationships locally and with colleagues in other locations to ensure that a seamless and best in class service is maintained within the assigned portfolio team
Address all internal and external customer queries in a timely and accurate manner. Ensure all data relating to assigned portfolio is accurately and effectively reviewed, monitored, recorded, summarized and distributed
Ad hoc analysis including market trends and SolarCity operations
Familiarity with financial/accounting principles,

Philadelphia, PA

Transaction Manager Structured Finance

Philadelphia, PA

Abshire, Cassin and Smitham

Philadelphia, PA

Transaction Manager Structured Finance

Assisting in maintaining and developing of client relationships by following-up on leads and queries
Execute and manage client transactions through review, negotiation and execution of relevant documentation in relation to structured finance debt issuances
Performing research queries in markets/technologies/regulatory frameworks
Monitoring of market and technical developments
Preparing and efficiently processing of credit applications (including interaction with credit risk management and other internal stakeholders)
Build and develop client relationships
Preparation and execution of marketing pitches

present

Dallas, TX

Senior Associate Structured Finance

Dallas, TX

Cruickshank Group

present

Dallas, TX

Senior Associate Structured Finance

present

Creating and negotiating financing proposal for prospects including proposed terms, conditions and covenants and pricing
Ensuring the timely structuring, underwriting and presentation of credit / financial solutions proposals
Developing and executing comprehensive due diligence plans which include financial analysis and modeling
Identifying and facilitating the involvement of key Roynat and Bank resources and stakeholders to further business interests
Analyzing prospect lists and prioritizing business development opportunities based on industry/market data and customer analytics
Building and maintaining an awareness of local market and general economic conditions
Providing prompt and sound recommendations in the analysis and adjudication of credit proposals

Education Education

Bachelor’s Degree in Finance

Texas A&M University

Bachelor’s Degree in Finance

Skills Skills

Thorough knowledge of moderate to highly complex mortgage and asset backed financings, accounting transactions, and customer service
Ability to interpret transaction documents to decipher distribution payments
Where applicable, liaising with external counterparties and advisers in fulfilling the above responsibilities
Ability to interpret transaction documents in order to decipher distributions made on each payment date
Thorough knowledge of cash flow, audit and risk potential associated with transactions
Strong analytical and problem-solving skills
Ability to calculate percentages, ratios, and algebraic equations without instructions or formulas provided
Working knowledge of Microsoft Excel
Proficient computer skills, especially Microsoft Excel
Working knowledge of Microsoft Excel

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15 Structured Finance resume templates

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IBD, Financing Group, Structured Finance Resume Examples & Samples

Superior quantitative / analytic reasoning and problem-solving abilities
Genuine interest in quantitative finance
Strong interpersonal skills, desire and ability to play on a team and lead a desk
At least five years of experience in a role involving financial modeling and analytics as well as computer programming

Global Markets Structured Finance Origination & Banking Summer Analyst Program Resume Examples & Samples

Supporting the team in all aspects of client (internal and external) coverage and deal execution including pitching new business, underwriting, coordinating with sales and trading, legal, accounting, finance, middle office, back office, and risk partners, rating agencies and investors throughout the deal preparation and marketing process
Performing comprehensive, in-depth market, company, comparable transaction and industry research
Working with and creating asset level collateral data, loan and bond cash flows and financial models
Preparing client presentations, internal credit and risk memos, and marketing materials
Providing surveillance of existing facilities and completing weekly and monthly management, credit and risk reports
Communicating and interacting with client team members and other Bank of America Merrill Lynch product areas
Exceptional academic achievement
Team focus and leadership
Strategic and creative thinking capabilities

Structured Finance Processing Analyst Resume Examples & Samples

Vendor management for offshore team in Poland responsible for: Loan Administration of London loan portfolio where UBS is a participant; and MIS, internal reporting and intersystem reconciliations for the loan product globally
Ownership of loan stack intersystem reconciliations and quality assurance review of such reconciliations
Ownership of reports generated on and offshore by SFP together with regular review of content and distribution lists and any underlying queries and macros
Business Security Contact (BSC) for loan stack applications: end user access approval and review; risk class access approval and review; security review; design approval; sign off on all development
Risk review and ownership of key controls related to Loan Admin, Agency, Primary and secondary trading through standard processes run centrally by Operations

Structured Finance Treasury Analyst Resume Examples & Samples

Management of end to end processes and projects to deliver new finance solutions
Cash Management and cash flow experience
Treasury, FX and underestanding of derivatives
Treasury Reporting and Bank Reconciliations
Ensuring integrity and completeness of financial records including transaction processing, reconciliations, monthly reporting and operation of accounting processes and policies
Ensuring payments are processed appropriately, including approving invoices, determining foreign exchange requirements
Involvement in managing the relationship with Clients and face to face meetings
Preparation of board and credit committee papers
Providing ad hoc accounting support to the businesses
Involvement in business transactions and restructures and analysis of new clients and their needs
Involvement in ad hoc projects across the Finance division
ACA or ACCA qualification. Will also consider a Business/ Legal degree
Ability to understand complex structures and transactions
Outstanding communication skills
A team oriented approach to working with colleagues
The ability to work with minimal supervision on recurring responsibilities
Exceptional attention to detail

Structured Finance AVP to VP Resume Examples & Samples

Structured Finance (providing the scheme of finance, documentation and implementation)
Minimum 5 year experience in Corporate Banking or Real Estate Investment Fund based in Japan
Structured Finance experience at Global Bank or Mega Bank in Japan

Structured Finance Risk Issue Specialist Resume Examples & Samples

Bachelor's degree in business, finance, or law, or equivalent work experience in issue management or financial services
Eight or more years of experience in banking operations, compliance/law, and/or accounting, emphasis on Compliance/law
Three or more years of management experience
Considerable technical expertise and knowledge of Corporate Trust, its products, processes, and related bank and regulatory regulations, particularly RMBS
Ability to accomplish time constrained and complex tasks
Demonstrated ability to read and comprehend complex contracts, lawsuits, laws & regulations and understand the nuances

Structured Finance Analyst Resume Examples & Samples

A JD and LLM in Tax or MBA/Master's degree in taxation, accounting, finance or related field
3+ years experience in professional services and/or financial services including at least some work in the structuring and implementing transactions within or for a financial institution
Excellent written and verbal communication skills, and project management skills
Strong analytical and problem solving ability and commercial acumen
A keen interest in and understanding of the banking and financial services industry and associated legal/regulatory environment
Preferred/good to have – CPA/CA license or bar admission in one state

IBD, Financing Group, Structured Finance Resume Examples & Samples

Candidate must have completed an undergraduate degree and be available to start immediately (subject to any notice period required by their current employer, if applicable)
Current experience as an investment banking analyst (or related financial position)
Strong analytical and quantitative skills, including modeling experience
Good presentation / communication skills with ability to effectively interact with groups across divisions (e.g., traders, sales, classic bankers)
Ability to form independent judgments and move transactions forward
Ability to balance multiple tasks and projects simultaneously
Drive and enthusiasm with a team orientation

Structured Finance Rm Resume Examples & Samples

Ensure that structured finance loans are properly served, clients' financial status is reviewed on a timely basis, and that collateral is appropriately analyzed and verified
Assists in the development of less experienced Structured Finance Relationship Managers
Excellent interpersonal, written, and verbal communications, negotiation, and analytical skills
8 to 10 years banking experience required

Senior Structured Finance RM Resume Examples & Samples

Develop and maintain important client relationships
Produces and maintains profitable structured finance loan volume
Qualifies prospects and takes lead in the development of new business opportunities from those prospects and existing customer base
Ensure that relationships are managed to the highest profit potential for the Bank, develop profitable new business, cross-sell all applicable 5/3 products and services an existing portfolio, and manage the sales process in a specific geographic area for commercial real estate loans
Assists in the development of less experienced Commercial Structured Finance Relationship Managers
Ensure that structured finance loan are properly served, clients' financial status is reviewed on a timely basis, and that collateral is appropriately analyzed and verified
Develop intimate knowledge of all customers and businesses; work to stay informed of customers' needs and identifying opportunities for deepening relationships through additional services
Underwrite credit requests and approve structured finance loans within established lending limits or make recommendations on loans that require higher approval authority
Ability to handle and prioritize multiple tasks
Must possess superior client relationship, marketing presentation, and sales skills in addition to extensive knowledge of products and markets
Demonstrated sales and negotiating experience
Strong Credit training required and underwriting experience preferred
10+ years banking experience required
8 to 10 years sales experience preferred

Fixed Income Junior Analyst Structured Finance Resume Examples & Samples

Work closely with senior analysts who are evaluating risk and return profile of fixed income securities
Work with senior analysts to develop additional quantitative and analytical tools to enhance security selection and portfolio management
Contribute to reports and processes that allow for effective management and reporting of fixed income portfolios
Perform active surveillance of portfolio holdings in order to identify trends and make recommendations
Identify and communicate ways to improve underwriting and surveillance practices
Contribute to overall success of the Fixed Income Research Team at TIAA-CREF
0-2 years of experience in investing, financial markets, or banking
Experience with corporate/structured finance (as appropriate) analytical work and strong modeling skills are required
Strong proficiency with Excel, PowerPoint required, use of Bloomberg (API), Intex (API) and Capital IQ preferred
Proficiency with programming tools preferred (Visual Basic, VBA, C++, SQL)
Strong organizational, communications, and interpersonal skills
Proactive self-starter with the ability to work well under pressure, prioritize and multitask
Strong analytical and critical thinking capabilities

AVP Treasury & Structured Finance Resume Examples & Samples

Assist in the analysis of financial data and extracts, interprets data for the purpose of credit analysis and preparation of credit memos
Assists Senior management in preparing the reports
Assists in maintaining records and preparing deal tickets of Electronic Funds Transfer (EFT), spot/forward foreign exchange and money market transactions
Negotiating and implementing Treasury
Pricing and execution of derivatives including PRS, FX swaps and cross-currency and options
Reconciles daily cash activity
Oversees and execute daily short-term investments and borrowings
Bachelor's Degree in Finance, Accounting
4+ years experience, directly related to Treasury and Structured Finance
Working within a leading Financial institution in a broad treasury based role
In-depth knowledge of Islamic, Sukuk and Derivative based products (A MUST)
Understanding of Islamic Documentation
Strong analytical, financial modelling and presentation experience
Established FI relationships within the region or globally (preferred)

Iitp-structured Finance Resume Examples & Samples

Highly ambitious, pro-active and entrepreneurial
Eye for opportunities, high quality and details
Natural-born communicator
A 6 week (2 x 3 weeks) intensive internal training program in Amsterdam to hone your financial aptitude

Financial Accountant for Structured Finance Team Resume Examples & Samples

Assist in the preparation of client company's tax returns, including, but not limited to, VAT Returns, Corporation Tax Returns and other ad hoc returns as required
Qualified accountant (ACA, ACCA, CIMA or CPA)
The entrepreneurial, international nature of our business requires you to have a strong personality and the ability to interact with all team members in order to get things done
Our dynamic sales and marketing environment and your close cooperation with leading

Structured Finance Processing Specialist Resume Examples & Samples

High degree of literacy (including ability to understand and review complex structured loan agreements)
Familiar with Singapore &/or English &/or APLMA law loan documentation
Familiar with asset / mortgage backed securities and securitization an added advantage
A broad experience on all aspects of the loan product is essential
Strong organisational skills and ability to work independently
Hands-on task-oriented approach and a good eye for details
Good PC & MS Office skills - Word, Excel, Outlook
Strong drive and work commitment, resilient and able to work under pressure

Structured Finance Private Placements Analyst Resume Examples & Samples

Support senior bankers in originating, structuring and executing private debt financing transactions
Provide analytical support to generate tailored funding and capital solutions for a wide range of clients
Specific tasks will include preparation of pitchbooks and other client materials, working on internal credit committee memos, leading the execution process on transactions with direct dialogue with investors and delivering market and funding updates to clients
Work with internal banking groups to identify suitable opportunities and perform detailed credit analysis to ensure the viability
Develop and cultivate investor relationships
At least 1 year of investment banking experience or related
Outstanding organizational skills with proven ability to multi-task in a fast-paced environment
Strong verbal and written communication skills with an ability to connect with clients and investors
Detail-oriented with strong time management skills
Maturity to interact with senior level clients and investors
Basic accounting and financial modeling skills and background in analyzing financial statements

Asian Focus Structured Finance Resume Examples & Samples

Tokyo based position
Business Development of Structured Finance in Asia
Securitization arrangement: ABS, RMBS, CDO
Real Estate Solutions: Real Estate Finance, Real Estate M&A, CRE
Corporate Solutions: Lease Finance, Various Finance Arrangements, M&A Finance
Minimum 3 year Structured Finance experience at Investment Bank based in Japan
Native level fluency in written and spoken Asian language and Business level Japanese & English
Business Development experience of Structured Finance in Asia

Equity, Debt & Structured Finance Director Resume Examples & Samples

Bachelor’s degree required. Preferably in finance, accounting, or real estate; For Hotel Group team members, a degree and experience in hospitality and hotel finance strongly preferred
6 to 10 years of real estate and/or finance experience preferably with a firm engaged in brokerage, investing, consulting, appraisal, or business development; For Hotel Group Directors, a strong hospitality background preferred
Excellent analytic and written communication skills
Excellent planning, organization and interpersonal skills
Strong personal initiative and desire to succeed on an entrepreneurial team
Ability to construct, apply, and analyze complex financial models
Ability to function in a team-oriented setting while working independently with limited day-to-day supervision
Ability to handle multiple projects at one time and work in a fast paced, transaction-oriented environment
Ability and willingness to travel and occasionally to work long hours, including some weekends
Ability to maintain attention to minute detail while working under tight time frames with meaningful deadlines
Advanced knowledge of all Microsoft Office applications required
Advanced knowledge of Argus software required
Salesperson license preferred
Premarketing and packaging

Global Structured Finance VP to Director Resume Examples & Samples

Cross Boarder specialist to cover structured finance products
Ship Finance & Air Finance origination marketing and deal management
Minimum 7 year Investment Banking experience in Japan
Ship Finance & Air Finance experience

VP Structured Finance Europe Resume Examples & Samples

Managing the development, determination and validation of structured finance products and services and ensuring compliance for all relevant areas, in line with legal and corporate requirements and business unit requirements
Responsible for contributing to the structured finance strategy to deliver defined goals
Managing the delivery of the annual business unit structured finance origination volume and income targets, in cooperation with management and in line with European strategy, in order to provide a responsive and effective product and service to the drive profitability
Monitor and analyse developments and trends in the European markets (commercial, fiscal and accounting related) to identify opportunities in the area of new product and service provision

Coverage Banker for Structured Finance Resume Examples & Samples

Coverage Banker of Structured Finance in Asia
Securitization & Real Estate Solution business focus
Minimum 5 year Structured Finance experience at Investment Bank based in Japan
Cross Boarder business experience with Asia is must

Junior Structured Finance Resume Examples & Samples

Provide Securitization arrangement、Real Estate Solutions & other Corporate Solutions
Minimum 2 year Structured Finance experience at Investment Banking or Corporate Banking experience in Japan
Structured Finance experience in Investment Bank based in Japan

Senior Associate, Structured Finance Services Resume Examples & Samples

Manage the timely and accurate provision of financial information and associated outputs related to transaction activity
Ensure NAB Group and individual entity financial reporting requirements are met
Ensure indirect tax and direct tax obligations are met for transactions under management
Board reporting responsibilities,
Work with Group Accounting Policy and Group Tax to conduct technical accounting analysis and technical taxation analysis for transactions under management
Facilitate and support a close working relationship with the Group Treasury, Group Finance and Group Tax
Take a leadership position in mentoring team members to build their skills and knowledge to perform their role to be compliant with regulatory requirements, and seek out process improvement opportunities
Ensure an appropriate financial control structure, by continually challenging the processes and controls
Signing off quarterly process flow attestations to Group Corporate Governance

Valuations Structured Finance Resume Examples & Samples

Maths, Sciences, Finance, and Engineering, Business or other relevant degrees preferred. MS or higher education an advantage
Post graduate finance related qualification (i.e. CFA or FRM) an advantage
Relevant experience in a specific or multiple asset classes such as: structured and securitised products (CRE, ABS, CDO, CMBS, RMBS, etc), credit, rates, options or exotics
Experience of working in a markets investment banking environment either in a finance valuation, risk management or front office (i.e. trading\structuring) capacity
Strong knowledge of the markets an advantage
Experience of producing detailed analysis to demanding deadlines and clearly communicating the results to senior management
Experience in programming or visual basic an advantage (e.g. VBA, C++, Python, etc.)

Transaction Manager Structured Finance Resume Examples & Samples

Managing/monitoring part of the existing portfolio of structured finance transactions, processing clients’ amendment and waiver requests, preparing of annual credit reviews and achieving internal approvals
As part of the deal team, assisting in due diligence, financial modelling, structuring and negotiation of new transactions, and execution of transaction documentation with the client
Preparing and efficiently processing of credit applications (including interaction with credit risk management and other internal stakeholders)
Assisting in maintaining and developing of client relationships by following-up on leads and queries
Monitoring of market and technical developments
Preparation and execution of marketing pitches
Performing research queries in markets/technologies/regulatory frameworks

Credit & Structured Finance Methodology Specialist Resume Examples & Samples

Wide ranging valuation Methodology related issues, including; devising, maintaining and innovating valuation adjustment techniques for flow and bespoke Credit & Structured Finance products
Evalution of new business transactions for upfront P&L recognition as per IFRS accounting rules
Advising on product model limitation and perform Methodology reviews
Ownership of valuation methods and policies to ensure fair value principles are appropriately enacted
Providing and presenting regular reports and ad-hoc analysis to Senior GVG, Finance, and Desk Management
Working with teams across US and Asia, and colleagues in the Mumbai Finance Centre to ensure global consistency

Structured Finance Resume Examples & Samples

Ideally 5-8 years of work experience from credit or fixed income research
1-2 years of work experience in securitization, familiar with structured finance concepts and terminologies
Bachelor's degree in Finance, Business or Accounting preferred
Strong business English writing skills are essential
Fluency in English and Mandarin verbal communication skills
Strong analytical and quantitative skills supported by strong excel modeling skills
Ability to work independently without management supervision
Ability to handle multiple projects simultaneously and ability to prioritize tasks

Iitp-structured Finance Analyst Program Resume Examples & Samples

Foreign language skills are a plus
1) Orientation phase (1 year, 3 rotations)
Comprehensive onboarding program in Amsterdam (2 weeks)
Chartered Financial Analyst – level I and level II exams (taking and passing these exams is a required part of the program)

Product Development, Structured Finance Resume Examples & Samples

Conduct market intelligence and identify business opportunities on structure finance(e.g Pre-IPO and Acquisition financing)
Manage the product development life cycle (e.g. co-ordination with project stakeholders, set-up of workflow and documentation, UAT, etc.) to ensure the successful launch of the products
Assist Department Head to monitor the product performance, prepare business reports and propose recommendation to enhance the product utilization
Participate in product review and give recommendation in product improvement
Support front office to provide product training, client visit and product structuring/customization
Assist to develop the marketing materials and enhance the Branch's product branding
Complete the ad-hoc tasks or projects as assigned by the Department Head

Assistant VP-valuations Structured Finance Resume Examples & Samples

3+ years of Big 4 or in-house Valuations experience
Detailed knowledge of financial instrument valuation and risks measurement in a complex product area
Experience producing detailed analysis to demanding deadlines and clearly communicating the results to senior management
Strong knowledge of the markets
Experience with programming or visual basic an advantage

Structured Finance Fundamental Credit Risk Management VP Resume Examples & Samples

To help underwrite asset managers during initial due diligence period prior to financing
Candidate should have at least 10 years of experience in the origination, structuring, and risk management of middle market credits
Ideally credit trained at a large banking institution with an ability to analyze credit agreements and indentures
Ability to create and review cash-flow models of company projections
Broad industry experience across a number of key industry segments
Evaluating and screening transactions that come to market
Relationships with (or at least knowledge of) key direct lenders and middle market originators and sponsors
Experience in remediation and work-outs

Structured Finance Analyst Resume Examples & Samples

Be a central member on investment fund deal teams structured finance projects
Manage financial models of existing and future tax-equity and debt products
Support sales team in RFPs and pricing for special situations
Prepare collateral materials and manage due diligence requests for potential investor presentations; financiers
Coordinate with Government Affairs team to evaluate and recommend federal, state and localrenewable energy incentive policy changes
Identify and create financial solutions for new product offerings and geographic market needs
Represent Project Finance group on cross-functional company teams
Ad hoc analysis including market trends and SolarCity operations
Bachelor’s degree from a top-tier school, ideally in a quantitative or technical field
A minimum of one to two years of experience in corporate finance, ideally as an Analyst in a top-tier, accounting, or investment banking with a strong track record of high performance
Expert Proficient with MS Excel, and highly skilled familiar with other MS Office products including PowerPoint and, Word and Visio
Ability to communicate complicated and technical points clearly both verbally and in writing
Able to rapidly assimilate and synthesize lots of information quickly
Able to work effectively in cross-functional teams
Ability to travel on occasion (>20%)
Familiarity with financial/accounting principles,
Project finance experience
Some familiarity with solar PV industry players, economics, and trends
Some understanding of database architecture and design, or have learned at least one familiarity with a programming language (SQL, VBA, etc.)
Excellent customer service skills required
Regular, reliable and predictable attendance required
Ability to work well with others in a collaborative team environment
Must be able to successfully pass a pre-employment background screen
A sense of humor and tolerance for ambiguity

Transaction Manager Structured Finance Resume Examples & Samples

Execute and manage client transactions through review, negotiation and execution of relevant documentation in relation to new issues under existing programmes, updates of existing programmes and new repack programmes
Act as a focal point for allocated clients
Ensure accurate set up and maintenance of transactions
Ensure appropriate client/account management coverage including annual reviews and KYC renewals
Ensure all appropriate approvals are in place prior to deal closure including KYC, deal review, trustee etc
Participate in deal review as appropriate
Ensure billing/legal invoicing is current and accurate
Liaise with Operations regarding the implementation of new transactions
Ensure accurate creation, verification and action of diary dates in ATIS for future events derived from relevant documentation
Ensure accurate opening, verification, management and closure as appropriate of cash and custody accounts on and offshore
Build and develop client relationships
Provide support to A and T Sales on new business prospects as required
Contribute to MCA activities
Knowledge of the Issuer / Agency and Trust – Corporate Trust product and market desirable
Working knowledge of Structured Finance transactions desirable
Understanding of transaction documentation, deal execution and / or legal experience
Fiduciary legal experience advantageous
Good client skills
Strong transaction management / execution and negotiation skills
Proven inter-personal/communication skills
Strong administrative skills
Ability to prioritise
Strong PC skills (MS Word, Excel, PowerPoint)

Equity, Debt & Structured Finance Director Resume Examples & Samples

Bachelor’s degree required. Preferably in finance, accounting, or real estate
6 to 12 years of real estate and/or finance experience preferably with a firm engaged in brokerage, investing, consulting, appraisal, or business development
Excellent presentation skills
Salesperson license preferred; Salesperson license will be required within 3 months of starting this position to enable the Sr Director to work on full range and scope of debt and equity transactions

Director, Structured Finance Resume Examples & Samples

Play a prominent role in the origination and execution of structured/project/corporate finance and related transactions for greenfield and brownfield projects, including refinancing and acquisition transactions in the capacity of arranger and underwriter
Execute all aspects of said transactions through to financial close, through negotiation of the term sheet, credit process, financial modelling and documentation, and ongoing monitoring of such deals
Understand and develop client needs, bank strategies and products with a view to generate side business for other departments of the bank
Develop and maintain new and existing client relationships including preparation of marketing related materials
Mentoring of the Analyst team members in relation to the development of high level financial modelling and documentation capabilities

Structured Finance Account Administrator Resume Examples & Samples

Bachelor's degree in finance, or equivalent work experience
Four to seven years of experience in structured finance and/or corporate trust industry
Thorough knowledge of structured finance transactions, investments, accounting principles, and loan servicing operations
Ability to read and interpret governing documents to ensure proper disbursement of funds
Well-developed ability to create spreadsheets, requires intermediate plus Excel skills
Experience with SEI and Access Control Server (ACS) preferred

Senior Associate Structured Finance Resume Examples & Samples

Support the identification, structuring, risk analysis, pricing, underwriting and negotiation of large, complex financing opportunities developed by the Structured Finance team and elsewhere in the GTA Region by
Creating and negotiating financing proposal for prospects including proposed terms, conditions and covenants and pricing
Developing and executing comprehensive due diligence plans which include financial analysis and modeling
Support the underwriting process including preparation of the recommendation document for adjudication by Roynat Senior Credit Group and/or the Bank’s Senior Credit Committee as applicable
Promotes the development and profitable growth of the term loan and subordinated debt portfolio in the assigned market area by
Identifying prospects/referrals from both internal/external networks
Analyzing prospect lists and prioritizing business development opportunities based on industry/market data and customer analytics
Ensuring the timely structuring, underwriting and presentation of credit / financial solutions proposals
Providing prompt and sound recommendations in the analysis and adjudication of credit proposals
Recommending pricing for structured and subordinated loans and credit-related fees which yield a return commensurate with risk and due regard to profit, administration and competitive considerations
Recommending alternative terms, conditions, structures and covenants to provide a viable financing proposal to the client/prospect within sound credit lending practices
Referring customers and prospects to the appropriate Integrated Commercial Bank Segment as appropriate
Pursues a business development program within the region according to agreed upon growth objectives by
Support the direct selling of term loan and subordinated debt products to prospects and customers
Maintaining an appropriate ongoing sales pipeline
Identifying and facilitating the involvement of key Roynat and Bank resources and stakeholders to further business interests
Maintaining effective follow-up with prospects/referrals on any unsuccessful deals or bids
Update client or contact information accurately and in a timely fashion
Builds and maintains a market profile in the assigned market area with both internal and external contacts by
Plan and complete relationship activities which generate sales opportunities and / or provide value to the customers
Building and maintaining an awareness of local market and general economic conditions
Meeting with key industry and business leaders, as well as other centres of influence
Participating in local professional and community events and associations to develop and expand network of contacts
Liaising with Roynat Equity Partners and Integrated Commercial Bank colleagues to stay abreast of new enhancements, products and services, as necessary
Ensure the ongoing quality of the assigned credit portfolio through control and administration of the specific conditions and reporting requirements as specified in individual authorizations are adhered to by
Advising senior management of any credit weaknesses developing within individual accounts, by ongoing awareness and analysis of relevant financial, legal, political, technological, and industry information
Adhere to any regulatory and internal Bank policies and requirements
Maintaining adherence to the Bank’s Anti-Money Laundering program and Guidelines for Business Conduct, by reporting any unusual occurrences or fraudulent activities per established procedures

Structured Finance Analyst M / F-vie Milan Resume Examples & Samples

Produce marketing material for pitches and economic market analysis
Key part of data analysis within the portfolio to be secure which one of the most intensive and fundamental tasks on the desk
Perform market analysis and research as support for client presentations
Support the follow up for the transactions existing on the platform and study the new Italian regulation to be applied on the market
Execution of transactions and structuring of new deals being also involved in the discussion with rating agencies

Structured Finance Analyst Resume Examples & Samples

One to two years of experience in accounting transactions and customer service
Sound analytical and problem-solving skills
Systems literacy with SEI experience
Ability to interpret transaction documents to decipher distribution payments
Ability to calculate percentages, ratios, and algebraic equations without instructions or formulas provided

Structured Finance Account Manager Resume Examples & Samples

Ability to identify, analyze and articulate possible outcomes of risk situations
Ability to generate new ideas and improvements to existing processes
Ability to anticipate client/team needs and resolve issues accurately, creatively and promptly
Ability to work with others to achieve team objectives and meet deadlines for multiple competing priorities

Structured Finance Account Administrator Resume Examples & Samples

Review and interpret transaction documents governing structured finance transactions to ensure accuracy of set-up of new accounts and on-going administration of portfolio balances
Monitor investment balances associated with default account trigger events, and ensure proper funding of accounts in compliance with governing trust documents
Provide quality customer service to clients, investors and other 3rd parties
Ensure risk management procedures are maintained and document legal requirements are satisfied
Actively contribute to group projects and initiatives
Bachelor’s degree in finance/business related field or equivalent work experience
One to five years of banking or other financial services experience
Strong interpersonal, verbal and written communication skills
Ability to quickly adapt to changing circumstances
Ability to work with others to achieve team objectives
Ability to interpret transaction documents
Proficient in Excel and other Microsoft Office applications
Prior experience working in the corporate trust or structured finance industry

Manager / Director Structured Finance Resume Examples & Samples

Develop in-depth market knowledge of the transportation sector focusing on financing strategies and financing tools
Prepare financial pre-feasibility assessments to be followed on a case-by-case basis by the development of a more detailed project finance model, lease model, credit analysis and project risks analysis. To the extent required, this includes collating the various inputs to the financial model and conforming them to the schedule, the commercial terms, modeling and optimizing the project-wide payment regime. The projects mostly require a wide variety of potential finance solutions
Review tender documents, evaluate financing requirements and prepare compliant financing proposals with the aim of developing competitive advantages for the benefit of Bombardier clients in the context of international call for tenders or unsolicited proposals. This also includes a risk assessment evaluation and quantification
Draft documentation on financing in different bid phases to outline financing strategy in support of sales effort. Participate in reviews to present financing strategy to management
Coordinate work of internal and external specialists in the field of accounting/tax, legal, technical, financial and commercial, review and challenge their opinions if applicable
Evaluation and negotiation stage: prepare presentation for internal and external reviews; negotiate loan agreements, concession agreements, commercial documentation, lease agreements, project finance agreements etc. Be able to create ad hoc new financial structures complying with customers, accounting, tax and legal requirements
University degree (preferably in Economics, Law, MBA or CFA)
Minimum 10 years professional experience, if possible within a large international corporation or financial institution
Beneficiary experience with PPP / concession type projects
Capability to work on complex projects involving legal, financial, accounting, tax, ownership related, technical etc. issues
Excellent communication skills in English and Arabic language
Prepared to travel long distance (including Europe, CIS and Middle East)

FSO Houston Structured Finance Intern Summer Resume Examples & Samples

Pursuing a bachelor’s or master’s degree in accounting
Strong academic record, including, without limitation course work that EY deems relevant to this position
Desire to work in a fast-paced transaction focused business demonstrated by relevant course work, interest or internship experience
Flexible and willing to travel, as well as work in excess of standard hours when necessary
Travel requirements dictate that it is essential for applicants to have a valid driver’s license and passport or be in the process of obtaining these documents
Proficient in the English language, including the ability to listen, understand, read, and communicate effectively both in writing and verbally in a professional environment
Effective organization and time management skills with the ability to work under pressure and adhere to project deadlines
Integrity within a professional environment

VP-structured Finance Resume Examples & Samples

External and internal process management across all phases of a new transaction
Provide principals with origination and execution support, including the preparation of internal credit/business submissions and external marketing material
Extensive financial modelling and ownership of complex financial models
Transaction administration and ongoing portfolio management
Negotiation support
Being degree qualified
A banking and/or investment management background (extensive)
Extensive experience in project finance financial modelling and analysis
An ability to step up to deal leadership with demonstrated deal execution credentials
An established track record of collaboration and teamwork
Exceptional stakeholder management experience with the ability to influence
High motivation and willingness to work in a ‘start-up’ banking environment

Structured Finance Resume Examples & Samples

New Deal Origination / Execution
Bachelor’s degree in Finance, Accounting, Business, Economics, Mathematics, or closely-related quantitative field from an accredited U.S. school (or equivalent)
Minimum GPA of 3.5
1-4 years of relevant corporate finance, banking, or accounting experience
Investment industry background not required, but preferred
Good understanding of GAAP accounting principles and comfort with core financial statements
Proficiency in Excel and other Microsoft Office applications
Progress towards a CFA designation is a plus
Credit training is a plus

Structured Finance Middle East Resume Examples & Samples

Support the Sales force to win deals, while keeping a good balance of risk and rewards
Provide expert advise and deal skills to assist teams to structure and document Short and Long term credit exposures towards Nokia customers (i.e. Trade Finance, loan agreements, any substantial risk taking) to allow off-loading of risk
As part of the bid team, formulate RfQ responses when related to financing (hidden & open), payment terms, and commercial guarantees
Negotiation and arrangement of invoicing triggers, payment terms, contract conditions and customer financings in Supply contracts, in close cooperation with F&C and Legal
Drive global harmonized and standardized Treasury policies, processes and controls in collaboration with Global and Regional Treasury
Support Regional Treasury for FX dealings in regulated jurisdictions and for minimizing trapped cash resulting from local businesses
Value the feasibility/alternatives for Working Capital optimization and Cash Flow improvement (i.e. sale of receivables and other actions), in close co-operation with F&C, Legal and Treasury. Structure these deals to ensure that they comply with Nokia standards
Salesman for Nokia’s capabilities to arrange financing and selling risks to external parties, both internally and to customer’s CFO organization
Identification, analysis, structure, mitigation and transfer of business and financial risks
Facilitate business-decision making by taking responsibility for investment and/or customer financing proposals. Consultant role in the Level of Approval (LoA) process related to risk evaluation of regional treasury and structured finance matters
Advise regions or CBT management regarding customers’ financial/investment capital market access considerations
Maintain relationships with Export Credit Agencies (ECAs), multilateral institutions and international banks
Coordination with the Structured Finance Credit Products team, Legal and F&C in the issuance of guarantees and bonds and on the set up of credit instruments (i.e. Letters of Credit)

VP-structured Finance Resume Examples & Samples

Externaland internal process management across all phases of a new transaction
Provide principalswith origination and execution support, including the preparation of internalcredit/business submissions and external marketing material
Extensivefinancial modelling and ownership of complex financial models
Transactionadministration and ongoing portfolio management
Negotiationsupport

Associate, Structured Finance Ratings Resume Examples & Samples

Preparing and presenting analysis and recommendations to the primary analysts or credit committees
Conducting analyses on simple SF transactions with appropriate guides from senior analysts
Working closely with analysts to provide research and analysis for the Structured Finance team
Review and run cash flow models
Analyze data and review documentation for the analytical team
Undertake research in support of S&P Global Ratings published commentaries
Bachelor degree holder of Business, Finance, Economics, or a related subject
Relevant industry experience in securitisation or credit analysis or related analytical fields
2-5 years of analytical work experience in the financial services industry
Experience in managing and interpreting data for analytical purposes
Solid analytical capability, team player and has good time management skills
Able to multi-task and meet projects with a tight time frame
Ability to work under tight deadlines in a fast-changing, global and regulated environment

Structured Finance Hedging Trainee Resume Examples & Samples

Support the sales team in structured finance hedging sales team
Prepare client presentations
Number crunching
Preparation of commercial proposals to Clients,
Pricing of interest rate/fx derivative products and strategies
Assistance in preparing and updating the data bases for reporting purposes
Research on market and clients
Assist the team in preparing the credit requests, calculations of transactions profitability
To produce offering and marketing documents (term sheets, factsheets, marketing presentation)
To interact daily with the Marketing and Pricing/Structuring Teams (for pricing requests or marketing presentations)
To provide a high level of operational support to the sales (trades follow-up, on-boarding process, documentation)
To submit credit risk requests (CVAR through iflow) and ensure follow up
To launch new legal documentation requests (ISDA/CSA) and ensure follow up
To solve business or operational issues related to the products sold with the assistance of the IT teams, back-offices, middle-offices
To ensure compliance with internal procedures and guidelines (SHB, clients on-boarding, credit risk checks, product guidelines, margin policies, restructuring policies, etc..)
To produce reliable reporting and ensure data management (including but not limited to, CRM and P&L data) used for management information production
To preserve integrity and accuracy of client database (iC) and pipeline (Prism)

Structured Finance Account Administrator Resume Examples & Samples

Bachelor’s degree in Business/Liberal Arts/English
One to three years of professional experience
Proficient computer skills, Microsoft Office applications experience (especially Excel)
Ability to multitask and set priorities to ensure each project is moving forward at required pace
Strong interpersonal, verbal and written and communication skills
Proactively participate in enhancements of new process and think critically to achieve improvements
Experience with reading and interpreting legal documents/contracts
Intermediate to advanced Excel knowledge and other Microsoft Office applications

Associate Director Structured Finance Resume Examples & Samples

Position requires analyst to work across primary issuance, surveillance and research functions related to Asset-Backed Securities (ABS)
Primary issuance role involving analysis of underlying credit, legal documentation review and cash-flow modelling relating to ABS transactions
Surveillance role involving the analysis of existing ABS transactions incorporating the qualitative & quantitative performance into the analysis
Writing of research pieces for internal and external use - typically associated corporate securitisation market trends & performance
Be able to work on new transactions, which require development of methodology and criteria
Develop asset class and industry knowledge, participate in external seminars, meetings
Develop thorough knowledge of the S&P Ratings Criteria and have the ability to contribute to the development of the criteria
Solid credit analysis experience gained in an analytical role at a Rating Agency is essential
Experience in corporate Asset-Backed Securities (ABS) is essential
Sound knowledge of legal documentation, identifying risk and understanding laws and regulations relevant to Asset-Backed Securities (ABS) is essential
Solid experience and understanding of credit and cash flow modelling
Proven ability to think analytically, evaluate complex issues and make rating recommendations supported by rigorous rationales
Numerate and accurate with figures and detail orientated with the ability to maintain accuracy whilst complying with deadlines
Degree educated with a Masters and CFA is preferred

Structured Finance Analyst Resume Examples & Samples

Two to three years of experience in accounting transactions and customer service　
Systems literacy with Certmaster
Working knowledge of Microsoft Excel

Associate, Structured Finance Resume Examples & Samples

Must possess an MBA, JD, or CFA degree with 2-5 years of experience in the financial services industry; alternately, significant direct experience in the required asset class may replace educational requirements
Must have a strong understanding of financial markets and business environment including implications for S&P’s analytical products and services
Be able to monitor relevant market trends, is knowledgeable and well informed on issuer, industry and market developments
Highly developed interpersonal and communication skills
Must be able to work effectively in a team-oriented, global, and multi-cultural environment
Have the ability to undertake rigorous analytical work and be proficient at writing analytical reports
Strong ability to work with financial models and data, including credit and cash flow models; familiarity with LEVELS and Intex a plus
Proficiency in technological software which may include Microsoft Excel, VBA, C++, etc

Structured Finance Account Manager Resume Examples & Samples

Eight to ten years of experience in trust administration, product knowledge, sales and customer service
Advanced knowledge of account management, trust operations, and legal regulations
In-depth knowledge of structured finance transaction documentation, negotiation, policies and procedures
Strong interpersonal, verbal and written communication

Director, Structured Finance Resume Examples & Samples

Provides guidance and oversight or actively engages in structuring, underwriting and closing of new business as well as on proactive portfolio management
Engages actively with partners in Relationship Banking, Credit Administration and others to ensure alignment of approach
Fosters seamless collaborative working relationships across vertical and horizontal teams
Leads a team of Vice Presidents and Associates responsible for managing all aspects of lending/credit for a wide range of client relationships. Sets goals and manages workload of the team. Responsible for developing skills and expertise of team. Recruits and interviews staff. Makes hiring recommendations

Structured Finance Manager Resume Examples & Samples

Participate in the Structured Finance team’s efforts to provide a wide range of financial services to BP’s businesses and joint venture companies with a specific focus on structured trade finance
Build strong and effective relationships with BP businesses, JV partners’ treasury teams, other functional staff (e.g. Tax, Legal, Finance, M&A) and financial institutions
Liaise effectively with senior Treasury management and contribute to the process of ensuring compliance with the Group’s Financial Frameworks and Operating Standards
Understand, communicate, develop and apply BP Treasury policies in various business situations and projects
Manage the inherent tensions between businesses and Treasury and work towards effective solutions
Advise businesses and joint ventures on the arrangement or structuring of corporate or limited recourse debt or structured trade finance as well as on the associated structuring of commercial arrangements
Provide transparency to the businesses on the implications of project financing and other off-balance-sheet financing structures
Lead financing transactions to successful financial close, within the boundaries of an agreed financing plan and taking into account risks and mitigations of the projects
Provide analytical and commercial advice for financial transactions and negotiations with third parties and guidance on economic evaluation of projects
At least 5 years of relevant professional experience including: banking or corporate treasury or trade finance with a demonstrable track record of executing structured finance deals and economic analysis supporting project investment and funding decisions
An experienced finance professional, with excellent inter-personal and strong organisational skills. Ability to influence and coordinate diverse teams, internal (e.g. commercial and functional staff) as well as external (e.g. banks, lawyers, advisors and partners)
Knowledge of various underlying contractual frameworks and the impact of commercial contracts on the bankability of projects
Good understanding of corporate finance theory, domestic and international trade and project financing sources and structures, economic evaluation methodologies, risk and risk management tools
A team player with knowledge of working in Asia preferably with JV situations and managing partners in challenging projects
Excellent interpersonal and communication skills and good negotiation skills
Ability to build trust with internal and external stakeholders and to handle conflicts
Excellent project management skills with attention to detail; and,
Ability to work independently and flexibly as a self-starter and to contribute strongly to the team after a short induction period
Skilful in written and spoken English and Chinese to support and communicate with stakeholders in China

Structured Finance Manager Resume Examples & Samples

Finance-centric education through an MBA or Masters in Finance qualification would be desirable. Some practical accounting and tax knowledge would also be valued
Knowledge of and experience with the following specific financing structures/concepts would be valued: factoring, payable financing, inventory financing and limited to non-recourse financing
Knowledge and experience with the oil and gas supply trading, offtake and fuel value chain optimization

Analyst, Local Structured Finance Asia Resume Examples & Samples

The successful candidate is expected to work with deal principals and other deal team members to provide all execution support necessary to bring a deal to financial close. This execution support includes preparing credit packages, working on internal approvals and documentation
Conducting credit reviews, and handling both the internal and external interfaces with minimal support
Perform KYC tasks and liaise with internal and external stakeholders (including CDU, CoE, Risk/CRM, Compliance and Clients)
Working closely with deal principals in developing marketing materials and pitches (including pitch books, industry reports, and league tables)
Working on other adhoc requests as required by Deal Principals on various deal or client related matters
Ongoing assistance to the Deal Principals on management of the Local SF portfolio, budgeting using ING in-house systems and liaising with Finance where necessary

Senior Manager, Structured Finance Resume Examples & Samples

This person will report to the person responsible for Leasing oriented financing solutions for the US market
The role will encompass supporting the development and expansion of Bloom’s Lease financing programs
The role will involve (a) working with sales and business development teams to structure and sell financing solutions to customers and (b) managing existing financing partners and bringing in new financing partners to invest in Bloom Energy’s leasing structures
This role is highly cross-functional in nature and involves significant interaction with customers, prospects, investors and internal stakeholders
Strong analytical, critical and creative thinker
Collaborative and team-oriented
Proficient in Financial Modeling (strong Excel skills)
Interest in renewable energy technologies, finance, and environmental sustainability
Self-motivated and highly organized, thrives in a dynamic environment
A strong desire to both work and play hard!
5 to 8 years of experience. MBA is preferred
Competency in finance, market analysis, selling concepts, and business strategy
Experience in the financial/ banking industry
Experience in energy sector a plus

Structured Finance Resume Examples & Samples

Set-up of new financing structures in collaboration with the Paris management team and hand in hand with Front Office and all the other departments involved (Back Office, Legal, Treasury, Accounting, Risk and Cash Management Teams.....)
Operational Management of the financing structures already in place: risk and liquidity monitoring, profitability reporting, covenants follow up and analysis…
Management of Special Purpose Vehicles: accounting and legal aspects
Monitor and report on credit Risk where appropriate
Be aware of and contribute to the implementation of transversal projects: regulatory projects (EMIR, FATCA, BASEL III...), permanent supervision or processes optimisation
Some experience in a relevant financial institution, with ideally exposure to structured finance

Accountant for our Structured Finance Department Resume Examples & Samples

 Managing a portfolio of clients
 Preparing and Reviewing of financial reports (LUX GAAP, US GAAP or IFRS)
 Improving the quality of the service provided to our clients
 Coaching and supervising less experienced team members in the handling of their client portfolios
 Ensuring that internal procedures and processes are followed (ISAE 3402 type II)
 Maintaining contact and effectively communicating with clients, tax advisors, banks, auditors and other third parties
 Taking part in Client Meetings

Analyst, Structured Finance Group Resume Examples & Samples

Prepare pitchbooks and marketing materials for new and existing clients, with emphasis on attention to details
Prepare various internal memos
Prepare credit analysis and writeups for new and existing deals
Run analytical analysis on data
Prepare weekly market and pricing updates
Participate in transaction due diligence and meetings
Conduct market research and industry review
Execute term transactions, documentation, coordination with the syndicate desk and other process related to the execution
Execute ABCP/ABL transactions, documentation, and other administrative process related to the execution
Various other ad-hoc analysis
Overtime expected
Minimum of 1-3 years prior finance/banking experience, preferrably in structured finance/capital markets. Rating agencies and accounting firms also acceptable
Technical educational background in math/engineering/finance/economics preferred
VBA and other language skills
Power point and excel skills
Ability to work in a team setting, with strong communication skills
Detail oriented
Series 79 and 63 licenses required (or if not currently held, must pass within 3 months of hire).

Structured Finance Manager Resume Examples & Samples

Partnering with business groups, credit and sales teams to understand the business needs for structured finance solutions
Each case requires a unique solution, so you will be challenged to think creatively about addressing business needs
Support your team to drive successful completion of projects; develop project plans and effectively manage collaboration and deliverables from various teams
Develop relationships with banks to design and deliver solutions; negotiate documents and all aspects of the transaction to maximize ROI
Drive post Go Live activities in cooperation with Microsoft Credit Services, operations and other partners to ensure smooth funding, recording of transactions and reporting
Support effective process documentation, rhythm of business activities and Power BI reporting
Required to rotate to other functions within MSF after a 9-12 month period; goal is to learn about all aspects of MSF and build your skills. Your manager may change this time limit based on business needs but won’t be less than 9 months in this role
Adhoc projects as requested by the Manager
Minimum 1-3 years relevant experience in a bank or large multinational corporate working on financial models, finance operations, treasury or structured finance is critical
Minimum BA/BS degree with in economics, finance or accounting
Understanding of financial markets, cash flow and basic time value of money and DCF
Learner mindset. Be curious and continuously seek to learn and develop
Strong partnering skills since virtually every deliverable will require you to work with several internal and external stakeholders and experts
Knowledge on Microsoft business and sales / credit operations is a big plus
Ability to influence without authority and hold others accountable
Ability to be self-motivated and drive projects with minimal day to day guidance
Comfort with ambiguity and ability to function well in high stress environment with multiple competing deliverable with tight timelines
Strong capability and comfort in working as part of a team; less focus on I and more on we
Ability to work across various levels in the organization

Coo-structured Finance / Associate Resume Examples & Samples

Implementation of the treeing policy to ensure confidential and material non-public information is accessed by deal teams on a need-to-know basis only
Conflict clearance and initiation/monitoring of insider lists with the Control Room
Coordinating with Legal to process NDAs and confidentiality agreements from clients
Tracking and reporting of deal pipeline, team P&Ls, RWA and underwriting limit usage, including liaising with Global and Local COOs on reporting
Spearheading client on-boarding by coordinating with KYC, Compliance and client counsel
Collating post-closing internal deal documentation such as transaction checklists, VISA grids, IFRS9 forms, etc
Supporting business line heads with permanent supervision, HCMS approvals, internal and regulatory audits
Preparing presentations to support business line meetings with SGCIB, GLFI and RISQ management
Leading other ad-hoc projects

Associate Director, Structured Finance, ABS Resume Examples & Samples

Actively manage relationships with issuers, intermediaries and investors. Effectively communicate S&P’s methodologies and procedures. Participate in client meetings
Demonstrate strong knowledge of ratings criteria and cash flow analysis of ABS by helping to resolve clients’ analytical needs
Bachelor’s degree is required, MBA or CFA highly preferred
5+ years of credit analysis experience within financial services
Strong proficiency with Excel, financial models and financial data

Associate, Structured Finance Resume Examples & Samples

Analyze credit quality of collateral pools. Review performance data, credit models, underwriting criteria and macroeconomic and sector factors
Perform cash flow analysis and synthesize results in a timely manner for rating committees
Conduct detailed reviews of legal and operating documents to ensure compliance with criteria and identify issues with the transaction structure. Provide feedback to external parties
Prepare written and oral presentations to rating committees. Make recommendations to committees and actively participate in committee deliberations
Draft thorough yet concise press releases and presale reports. Collaborate with internal parties (editorial, data, etc.) to manage the publication of ratings and reports to external audiences
Work on special projects as directed by the analytical team manager
Undergraduate degree required. Strong preference for MBA or CFA
2 or more years of relevant work experience required
Strong understanding of financial markets and their relationship to S&P products
Excellent verbal and written communications skills are essential
Ability to analyze and solve non-routine problems in a timely and insightful manner
Ability to multi-task and manage deadlines under time pressure
Diligent and intellectually curious self-starter with a strong work ethic and a drive to succeed
Prior credit analysis experience, including banking

Rating Analyst, Structured Finance Resume Examples & Samples

Working with collateral pool stratifications and cash flow output
Update performance data and collateral information for ABS transactions
Conducting research and work to assist in the preparation of documents and presentations for rating committees
Attending and participating in ratings committee meetings
Maintaining and updating financial and economic information in databases, retrieving source documents, and working with surveillance tracking tools
Gain proficiency in the use of ratings criteria
Work on special projects as directed by the analytical team manager and or lead analysts
Bachelor of Science or Bachelor of Arts degree
2+ years of relevant work experience preferred
Strong work ethic and ability to work well both independently and as part a team
Strong computer skills, including MS Word, Excel and PowerPoint
Ability to work in a deadline-driven environment
Highly organized, detail-oriented and possess the ability to multitask
Economics or finance degree

Atr-customer & Structured Finance Director Resume Examples & Samples

Providing successful support to commercial teams in sales campaigns, assessing the financing requirements and promoting the “financeability” of ATR Aircraft. Negotiating, when required, the terms and conditions of the financing/leasing package and translating it into a contractual commitment
Ensuring timely availability of financing/Leasing at delivery, in particular, but not limited to export credit financing, commercial debt financing, refinancing, leasing solutions and SLBs in the market. Assisting in drafting and negotiating the contractual documentation
Mitigating ATR’s risk associated, monitoring any potential financing problems and reporting to management
Assisting in obtaining predelivery payment financing - when required - through contacts in the banking and leasing markets. You will be in charge of the documentation and tri-partite negotiations between airline, bank and ATR
Participating to the monitoring of potential existing financing commitments, preparing and executing requests for proposals for sell down opportunities in the market with a view to optimizing economics for ATR while minimizing ATR exposure in the transaction
Developing close relationship and communication with the aviation financing/leasing community in order to ensure market interest in financing ATR deliveries

Financial Analyst Structured Finance Group Resume Examples & Samples

Financial modeling and analysis, including cash flow analysis, Argus analysis, valuation, and joint venture/partner promote structures, debt sizing and loan analysis
Detailed property underwriting and due diligence material collection, organization and analysis
Preparation of client and property presentation materials including new business presentations and offering memoranda
Collection and evaluation of economic, market and real estate research data
Coordination and organization of transaction execution efforts: maintaining and updating investor lists, managing transactions outbound marketing and data rooms, processing closing document requests and client marketing reports
Bachelor Degree in Business, Accounting, Finance, Real Estate, Economics or related field
Highly skilled with Argus, Microsoft Excel, and Microsoft Office, and must possess superior analytical skills
One to three years of real estate analyst underwriting experience preferred
Ability to work effectively with internal teams, client and capital providers
Attention to detail and superior work ethic is required
Willingness and initiative in expanding real estate knowledge regarding product types/classes, geographic markets where the team works, specific submarket dynamics and capital markets generally

Structured Finance Trader / Structurer Resume Examples & Samples

Coordinating transaction origination process
Support generating new trade ideas and research potential deal opportunities. Work includes credit analysis, financial modelling, scenario analysis, and deal write-ups
Structuring of transactions involving a variety of financial instruments
Understand of transaction documents and financing transaction process
Liaising with all transaction parties (internal and external) and helping with preparation of internal approval documents
Preparing of client presentations and term sheets
Conduct due-diligence of clients’ credit quality and asset analysis including building and running complex financial models
Working with internal groups throughout Deutsche Bank, including traders, structures, sales and banking coverage and be comfortable in working with clients and rating agencies directly
Creating and maintaining of internal risk reports
Educated to Bachelor’s degree level in economics or law obtained at a top tier university or equivalent qualifications / work experience
Analytical skills utilising tools such as Microsoft Excel and presentational skills in PowerPoint
Good front-to-back product knowledge across credit
Understanding of risk, corporate analysis and experience in credit is a must
Previous experience in one of GCFS’s core sectors and / or legal or accountancy ability is beneficial
Able to work independently and under pressure, prioritising tasks and taking the lead and initiative in moving transactions forward
Have excellent communication skills (written and oral) and strong interpersonal skills in working alongside other desks and/or central management functions
Be highly motivated with a strong willingness to learn and take on new challenges

Structured Finance Account Manager Resume Examples & Samples

Minimum of five years of experience in trust administration, product knowledge, sales and customer service
Thorough knowledge of account management, trust operations, and legal regulations
Working knowledge of structured finance transaction documentation, negotiation, policies and procedures

Associate, Structured Finance Resume Examples & Samples

Create financial models for various types of transactions. Perform cash flow analysis and synthesize results in a timely manner for rating committees
Analyze cash flow characteristics of collateral pools. Review third-party model output and reconcile with cash flow results from internal models
Conduct detailed reviews of legal and operating documents to ensure compliance with criteria and identify issues with the transaction structure. Provide comments to external parties
Demonstrate strong knowledge of ratings criteria and cash flow analysis
Graduate degree in a quantitative discipline
Strong understanding of financial markets and their relationship to S&P Global products
Excellent verbal and written communications skills are required
Strong interpersonal skills and ability to work well in a collaborative team
Knowledge of programming languages (e.g. C++, MATLAB, Python, or VBA)

Financial Analyst, Fsrm-structured Finance Resume Examples & Samples

Risk management, front office, middle office or back office securitization related activities within Banking Capital Markets
Real estate finance, fixed income securities, or securitization
Valuation or transaction issuance knowledge of fixed income products including at least one of the following: ABS, RMBS, CMBS, CDO, or CLO
CAS, Intex, Bloomberg, Moody's Wall Street Analytics, or Citigroup Yieldbook
Model validations

Director, Structured Finance Resume Examples & Samples

Provide customer-facing consulting to the sales team to understand customer needs as they relate to power purchase agreements (“PPAs”) and the associated project financing. “Close PPAs.”
Advise on the financial structuring of power purchase agreements
Manage the customer contract negotiation process with respect to power purchase agreements
Develop creative ways to meet customer financial and contracting constraints within the parameters of a financeable deal structure
Partner with sales and marketing to develop new ways of accessing high spark spread, high credit customers
Work with technology partners to increase the addressable for Energy Servers and related services
Adapt to the changing needs of the organization to maximize the price and volume of sales of Energy Servers
Minimum of 12 years’ experience either in project finance, project development or PPA negotiations. Demonstration of successfully closing complex PPAs. Financial markets deal experience preferred. Experience at top tier investment banks and private equity shops preferred
A background of exceptional academic performance at a top-tier college or university.
Strong communication skills required. Must be able to clearly articulate and communicate complex deal terms and financial information and issues to management and investors
Ability to interact with a wide variety of audiences, ranging from customers and investors, to Bloom engineers and operations staff
The ability to manage multiple projects, meet deadlines, prepare high quality reports and presentations, and to maintain high levels of quality with a heavy work load
Must demonstrate strong personal ethics, the ability to influence and negotiate, and the ability to effectively manage stress and engage in continuous learning
MBA degree or graduate engineering degree desired but not required.Fun to work with, quick to laugh, willingness to take calculated risks, and a creative problem solver with a “can-do / failure is not an option” approach to work.

Structured Finance Analyst Resume Examples & Samples

Review and interpret legal documentation to ensure accurate implementation of financial covenants, trigger events, priority of payments (waterfall) to determine cash distributions for all loans assigned, in compliance with various legal documents including but not limited to the following: Loan Agreement, Inter-creditor Deed, Cash Management Agreement and Servicing Agreement
Integrate new loans through the collation, review, analysis and interpretation of all associated legal agreements in so far as they impact on the cash flow movements/disbursements, financial covenant testing and Insurance; and participate in loan closing meetings to facilitate a thorough understanding of the intended workflow
Carry out a comprehensive review of Borrower Management Information including financial statements, tenancy schedules, arrears reports, expenses details & any other relevant information to ensure accurate calculation of financial covenants
Identify and explain variances from period to period and provide analysis on any other relevant factors that are affecting the loan, obtaining further information to clarify where necessary
Process all insurance renewal documentation in accordance with department policies and procedures and prepare and send all expiration letters to the AM's for posting when required
Identify outstanding insurance coverage and endorsements & update internal applications accordingly. Proactively call and correspond with insurance brokers/borrowers to resolve outstanding insurance coverage and endorsements
Administer the Cash movements for all assigned loans on the respective Interest Payment Dates (IPD’s) in accordance with the Loan documents and predefined waterfall structure including the distribution of funds to multiple parties who have an interest in the loans
Liaison with associated parties as necessary to ensure the smooth operations end to end e.g. Banks, Investors, Legal firms and relevant internal departments of Capita such as Bank Account Administration, Cash Management, Risk and Compliance etc
Diarise the logistics of information flow for each loan IPD to ensure the timely receipt of all required information and communicate requirements to the respective parties
Monitor borrower bank accounts in advance of each IPD to determine the adequacy of funds to facilitate cash movements
Monitor and update the ARM’s indices to ensure they are correctly calculating interest on the loan facilities
Monitor and administer all Swap activity on all European loans where applicable. Collate and distribute SWAP information and liaise with the relevant SWAP counterparties to ensure that all hedging cash movement is agreed in advance of Interest Payment Date
Reconciliation of all Investor cash movement to ensure all expected funds were received and correctly distributed
Preparation and timely distribution of reports at pre agreed intervals to investors, rating agencies, issuers, note holders and counter-parties accurately reflecting the financial position of the loan and deal
Address all internal and external customer queries in a timely and accurate manner. Ensure all data relating to assigned portfolio is accurately and effectively reviewed, monitored, recorded, summarized and distributed
Participate openly and proactively in ongoing initiatives to broaden the skill base and knowledge of the unit
Develop strong working relationships locally and with colleagues in other locations to ensure that a seamless and best in class service is maintained within the assigned portfolio team
Carry out any other duties as assigned by Management

Transaction Manager Structured Finance Resume Examples & Samples

Execute and manage client transactions through review, negotiation and execution of relevant documentation in relation to structured finance debt issuances
Cash managing a portfolio of structured finance transactions
Ensure all appropriate approvals are in place prior to deal closure including KYC, deal review, trustee approvals
Ensure accurate creation, verification and actioning of diary dates for future events derived from relevant documentation
Provide support to Sales on new business prospects as required
Contribute to audit and control activities
Any other duties as required
Knowledge of the Issuer Corporate Trust product and market desirable
Cash management experience desirable

Analyst, Structured Finance Americas Resume Examples & Samples

Develop in depth market knowledge of the transportation sector focusing on financing strategies and financing tools
Prepare financial pre-feasibility assessments to be followed on a case by case basis by the development of a more detailed project finance model, lease model, credit analysis and project risks analysis. To the extent required, this includes collating the various inputs to the financial model and conforming them to the schedule and the commercial terms and modeling and optimizing the project-wide payment regime
Draft White and Blue Book sections on financing to outline financing strategy in support of sales effort
Participate in White & Blue Book reviews to present financing strategy to management
Ensure compliance with internal guidelines
Coordinate work of internal and external specialists in the field of accounting/tax, legal, technical, financial and commercial
Evaluation and negotiation stage: prepare presentation for internal and external reviews
Support the Senior Director and/ or Director in the negotiation process of loan agreements, concession agreements, commercial documentation etc
Prepare monthly activity report and/or other internal reporting documents
You hold a Bachelor’s degree (preferably in Finance, Economics or Law)
You possess a minimum of 2-5 years professional experience, if possible within a large international corporation or financial institution
You possess the capacity to work on complex projects involving legal, financial, accounting, tax, ownership related, technical etc. issues
You are highly motivated, detail-oriented and autonomous
You possess excellent verbal and written communication skills in English and French. Spanish also beneficial

Structured Finance Analyst Resume Examples & Samples

Associate's degree, or equivalent work experience
Three to five years of experience in accounting transactions or related experience
Thorough knowledge of moderate to highly complex mortgage and asset backed financings, accounting transactions, and customer service
Thorough knowledge of cash flow, audit and risk potential associated with transactions
Ability to interpret transaction documents in order to decipher distributions made on each payment date
Proficient computer skills, especially Microsoft Excel
Systems literacy with SEI, SinglePoint and Certmaster/Bondmaster experience preferred

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Structured Finance Resume Samples

The Guide To Resume Tailoring

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IBD, Financing Group, Structured Finance Resume Examples & Samples

Global Markets Structured Finance Origination & Banking Summer Analyst Program Resume Examples & Samples

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Structured Finance AVP to VP Resume Examples & Samples

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IBD, Financing Group, Structured Finance Resume Examples & Samples

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Senior Structured Finance RM Resume Examples & Samples

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Financial Accountant for Structured Finance Team Resume Examples & Samples

Structured Finance Processing Specialist Resume Examples & Samples

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Asian Focus Structured Finance Resume Examples & Samples

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VP Structured Finance Europe Resume Examples & Samples

Coverage Banker for Structured Finance Resume Examples & Samples

Junior Structured Finance Resume Examples & Samples

Senior Associate, Structured Finance Services Resume Examples & Samples

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Transaction Manager Structured Finance Resume Examples & Samples

Credit & Structured Finance Methodology Specialist Resume Examples & Samples

Structured Finance Resume Examples & Samples

Iitp-structured Finance Analyst Program Resume Examples & Samples

Product Development, Structured Finance Resume Examples & Samples

Assistant VP-valuations Structured Finance Resume Examples & Samples

Structured Finance Fundamental Credit Risk Management VP Resume Examples & Samples

Structured Finance Analyst Resume Examples & Samples

Transaction Manager Structured Finance Resume Examples & Samples

Equity, Debt & Structured Finance Director Resume Examples & Samples

Director, Structured Finance Resume Examples & Samples

Structured Finance Account Administrator Resume Examples & Samples

Senior Associate Structured Finance Resume Examples & Samples

Structured Finance Analyst M / F-vie Milan Resume Examples & Samples

Structured Finance Analyst Resume Examples & Samples

Structured Finance Account Manager Resume Examples & Samples

Structured Finance Account Administrator Resume Examples & Samples

Manager / Director Structured Finance Resume Examples & Samples

FSO Houston Structured Finance Intern Summer Resume Examples & Samples

VP-structured Finance Resume Examples & Samples

Structured Finance Resume Examples & Samples

Structured Finance Middle East Resume Examples & Samples

VP-structured Finance Resume Examples & Samples

Associate, Structured Finance Ratings Resume Examples & Samples

Structured Finance Hedging Trainee Resume Examples & Samples

Structured Finance Account Administrator Resume Examples & Samples

Associate Director Structured Finance Resume Examples & Samples

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