Product Specialist PDM, Associate
Core
Originate, structure, distribute, and trade syndicated bank loans and credit products to major corporations and institutions as both issuers and investors.
Role type
Associate Product Specialist (Syndicated Loans & Credit Products)
Builds
Syndicated loan transactions and credit solutions for corporate clients
Domain
Financial Services / Syndicated Lending
Deliverable
client delivery
Required skills
syndicated loan transaction execution, financial modeling, underwriting, syndication strategy, investor relationship management, market research, due diligence, team leadership
Preferred skills
trade finance knowledge, working capital expertise, structured credit products experience
Technologies
Microsoft Office (Word, Excel, Outlook)
Responsibilities
Develop financial models and underwriting criteria; prepare syndication materials and investor presentations; drive transaction due diligence and execution; maintain relationships with banks and institutional investors; advise on pricing and market execution; research industry trends; represent the bank in client meetings; oversee junior staff
Seniority
Associate, hands-on IC