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VP, Investment Counsel

5 months ago

Plano, United States BEAL NEVADA SERVICE CORPORATION Full time
Job DescriptionJob Description

Summary:

CSG Investments, Inc. (CSG) is a global buy-and-hold institution headquartered in Plano, TX. CSG provides flexible and creative capital solutions for all types of commercial and industrial customers. CSG is an affiliate of Beal Bank and Beal Bank USA, both multi-billion-dollar financial institutions.

CSG is searching for a Vice President, Investment Counsel who will bring their expertise to this pivotal role providing legal counsel in connection with investments, operations, regulatory and other matters. The ideal candidate will work closely with the President and other executives, delivering sound legal opinions as a subject matter expert in asset-based and real estate lending and other complex financial transactions. This position is also charged with providing counsel and assistance in other business areas on behalf of CSG affiliates.

Essential Job Duties & Responsibilities (Include but are not limited to):

  • Prepare, review and negotiate confidentiality and non-disclosure agreements (including "click-throughs")
  • Prepare and negotiate engagement agreements with consultants, outside law firms and various other parties
  • Oversight of external counsel and contractors
  • Review and analyze, including identification of relevant risks, syndicated credit agreements, bond indentures and other financing documents, including security documents, related to considered purchases on the secondary market, including but not limited to the following asset classes:
    1. Real Estate,
    2. Shipping,
    3. Upstream and downstream oil and gas,
    4. Non-recourse project financings (such as for LNG facilities),
    5. Public/private partnership financings,
    6. Aviation and aircraft, and
    7. Securitizations (including RMBS and CMBS)
  • Provide Internal support for new origination teams on direct originations
  • Prepare in conjunction with the business teams internal purchase or sale documentation related to the foregoing
  • Prepare certain sections of the relevant investment or loan committee profile for transactions being submitted for approval consideration
  • Review nationally syndicated loan agreements, public and 144A indentures and other debt transaction documents to accurately assess risks, in assurance of obtaining company investment objectives
  • Work with external counsel on senior secured loan originations
  • Verbally develop and defend legal and business conclusions
  • Conduct legal research as needed related to investment ideas and other business matters
  • Assist in the development and delivery of training for the investment team on legal concepts, issues, topics and other related areas
  • Monitor industry news and information for topics, trends, changes to law, etc. to help the company stay informed of legal issues that may impact the business, industry or transactions
  • Other duties as directed by the manager

Qualifications (Education, Computer Skills, Certifications, Etc.):

  • Bachelor’s degree in business, liberal arts, history or related area
  • JD degree from a top 30 ABA accredited law school with excellent academic performance
  • Currently licensed to practice law and in good standing, preferably with the State Bar of Texas
  • 4-7 years of experience in private practice in real estate, bankruptcy and/or experience with secured financings strongly preferred, but not required
  • At least 4 years of experience representing lenders in complex secured corporate lending or real estate lending transactions
  • Workout experience with troubled credits and bankruptcy proceedings is highly recommended
  • Solid understanding of financial markets and capital markets
  • Strong financial acumen, including financial statement and credit analysis, business valuation and asset valuation a plus, but not required
  • Strong research, analytical, quantitative and problem-solving skills
  • Able to synthesize information and reach conclusions
  • Positive working attitude and passion for advising on legal matters
  • Determination to find solutions even in tough scenarios
  • Ability to prioritize tasks while balancing the needs of multiple constituencies and deadlines
  • Excellent verbal and written communications skills, with the ability to communicate complex concepts effectively and succinctly
  • Comfort with a fast-paced environment with rapidly changing demands
  • Continuous-improvement mentality
  • Strong work ethic with a high degree of honesty and integrity
  • Good interpersonal skills
  • Demonstrated ability to effectively delegate and manage
  • Strong organizational and planning skills
  • Extreme attention to detail
  • Demonstrated commitment to excellence in all endeavors
  • Ability to communicate effectively and efficiently in written and verbal form
  • Ability to manage work and time effectively with minimal supervision
  • Able to work nights and weekends when demanded by specific transactions
  • Proficient with MS Outlook, Word, Excel, Powerpoint and other business and financial research tools

Benefits options include:

  • Medical, dental and vision coverage
  • 401K with company match
  • 10 paid holidays
  • Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
  • Applicant may be eligible for annual discretionary bonus

No relocation assistance provided.

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.

Beal Bank, Beal Bank USA, and their affiliates are Equal Opportunity Employers. Beal Bank, Beal Bank USA, and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.

All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA

Notice to California Residents: Beal Bank, Beal Bank USA, Beal Service Corporation, Beal Nevada Service Corporation, CLMG Corp., and CSG Investments, Inc. may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | BRE Capital for details.