Associate

About the Role

The Strategic Financing Solutions (SFS) team is a joint venture at the intersection of Banking & Sales and Trading. SFS partners across the Global Banking & Markets franchises to provide unconventional financing solutions for strategic situations, including private and emerging financial innovations. The team leads the origination, structuring, and development of both on principal risk and syndicated structures in situations where traditional markets are not the best fit or where there is a developing theme. The team is client-centric, serving as complementary professionals to Trading, Banking Coverage & Capital Markets teams.

As an Associate in the Strategic Financing Solutions (SFS) team, you will be a key player in business strategy and execution. You will participate in the "full cycle" of transactional execution, including preparing marketing pitches, reviewing and formulating financial analysis, and preparing and presenting internal committee memoranda and client presentations. You will work in a dynamic and busy Capital Markets environment, supporting senior members of the team in originating and structuring corporate financing transactions across product areas. You will support and manage all aspects of the SFS business, including structure analysis, tracking opportunities, evaluating market developments, and developing marketing content. You will cover a broad range of industries and sponsors, and coordinate with various trading desks across asset classes.

Key Responsibilities

• Develop an understanding of and analyze transaction structures across a wide range of asset classes, including Digital Infrastructure ABS, Preferred Equity Transactions, Bespoke Loans, Whole Business Securitizations, and others.
• Analyze and understand corporate financing needs & assets to identify revenue opportunities.
• Prepare materials for client calls and meetings, including but not limited to presentations on new products and ongoing market updates.
• Respond to inquiries and pitch new ideas to facilitate client business.
• Manage the execution process by coordinating among sales, trading, banking, risk, legal, and other involved parties (compliance, business management, operations, etc.).
• Work with rating agencies, lawyers, internal control functions, and all deal parties to execute transactions.
• Develop new products and platforms to deepen the bank's product offerings in the credit and loan financing space.
• Track industry and market developments regarding product offerings.

Requirements & Tech Stack

• Strong quantitative skills.
• Strong understanding of corporate finance.
• Understands the transaction cycle and the steps in the process; is execution-oriented.
• Strong communication details with the ability to effectively interact with senior professionals, clients, and key stakeholders in other lines of business.
• High level of focus on work quality and attention to detail.
• Strong written and verbal communication skills.

Qualifications

• 1+ years in a markets-related transactional role, prior work experience in an investment banking front office role, or related role.
• Intellectual curiosity.
• Quick learner and desire to learn about products across asset classes and industries.
• Team player with the ability to work well under pressure in a fast-paced environment and under tight deadlines.
• Self-directed, highly motivated, and able to work independently.
• Enthusiasm, creativity, and excellent interpersonal skills.
• Personal integrity, initiative, and leadership qualities.
• Licenses 79, 63 preferred.