Analyst

About the Role

The Liability Management team, sitting within Debt Capital Markets, is responsible for originating, structuring, and executing transactions that enable issuers to restructure or retire debt obligations. The team advises corporate and financial sponsor clients on their debt capital structure in various contexts including M&A, leveraged buyouts, refinancings, debt load management, covenant amendments, stressed/distressed situations, and balance sheet optimization. This role is for an Analyst.

Key Responsibilities

• Assist with creating pitch materials
• Monitor liability management opportunities for clients
• Drive processes relating to the origination, structuring, and execution of liability management transactions
• Interact with multiple parts of the bank, as well as external parties such as issuers (C-suite and Treasury teams), counsels, and third-party agents
• Review and analyze bond indentures and legal documentation associated with liability management transactions
• Build quantitative debt liability management models and maintain key materials such as databases
• Develop a deep understanding of factors driving corporate finance decision-making (e.g., NPV, break-even, maturity profile management, covenant impact, accounting and tax impact, credit rating impact, bondholder composition)
• Develop specific knowledge of the various liability management tools available to issuers

Requirements & Tech Stack

• Financial modeling
• Finance
• Quantitative skills
• Business writing skills
• Impeccable communication skills
• Ability to effectively interact with senior professionals, clients, and key stakeholders in other lines of business
• Comfortable working in a high-pressure environment
• Superior organizational skills
• Ability to efficiently multi-task
• Experience with debt products / bond math is a plus

Qualifications

• 0-2 years of capital markets, investment banking, or related experience
• A well-rounded academic background from a top tier educational institution