Product Specialist I
Core
Secondary coverage for clients executing complex product transactions and generating revenue in the Regional Loan Syndications group.
Role type
Associate-level loan syndication specialist
Builds
Club syndicated bank loans for Commercial Banking clients
Domain
Commercial Banking / Loan Syndication
Deliverable
client delivery
Required skills
Financial and statistical analysis, Research, Financial modeling, Corporate financial statement analysis, Financial covenants and credit agreement knowledge, Critical thinking, Decision making, Series 79 & 63 licensing
Preferred skills
Commercial Credit experience
Technologies
None stated
Responsibilities
Execute complex product transactions, Perform financial and statistical analyses, Conduct research and prepare client presentation materials, Maintain comparative transactions, Assist with data reporting and business updates, Support lender meetings and loan closings
Seniority
Junior, hands-on IC
