Associate - Investment Banking, Securitization and Fund Finance

Business Area

Role Overview

Transaction Execution

• Manage end-to-end financing transactions, including Asset-Backed Securities warehouse facilities and subscription or NAV lending.
• Draft credit applications, conduct due diligence, and review legal documents such as loan agreements and term sheets.
• Coordinate with legal, risk, and internal teams to execute transactions and ensure regulatory compliance.

Modeling and Analysis

• Build and maintain customized financial models for cash flow analysis and LBO or NAV-based deal evaluation.
• Conduct stress testing and collateral analysis using loan-level data, particularly for esoteric ABS and fund-finance transactions.

Business Development and Client Management

• Prepare pitch books, marketing materials, and market updates to support senior bankers with new-business pitches.
• Maintain relationships with fund sponsors and issuers and handle amendment or restructuring requests.

Portfolio Monitoring

• Monitor asset performance, review monthly servicer reports, and track covenant compliance.
• Identify potential portfolio deterioration and breaches of deal triggers.

Qualifications

• At least 4 years of experience in structured finance, securitization, or fund finance, typically at a financial institution or rating agency.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Advanced Excel modeling and PowerPoint skills are required.
• Familiarity with legal documentation, including ISDA and loan agreements, is essential.
• An MBA, CFA, or CPA is highly desirable.