Syndicated Loan Analyst

2 weeks ago

Atlanta, Georgia, United States Synovus Full time
Job Overview

Position Summary

The Syndicated Loan Analyst collaborates closely with the Wholesale Capital Markets Syndication teams to provide essential support in pitching, structuring, and executing lead-agented bank market transactions. This role involves working with leadership across various Wholesale business lines to achieve growth, productivity, and profitability objectives. The analyst contributes to these goals by offering structuring and marketing assistance on agented transactions and managing ongoing lead bank activities, including deal site management, coordination of loan documentation, and overseeing loan closing processes with operations. Additionally, the analyst aids the Wholesale Bank in maintaining existing syndicated credit opportunities while exploring new ones.

Key Responsibilities
  • Support Capital Markets lines of business in syndication origination and distribution. Advise client teams on effective capital structure execution strategies and mobilize necessary resources for client opportunities.
  • Assist in executing related business transactions by coordinating client and syndication group resources to effectively manage investor relationships and ensure adequate capital is raised.
  • Establish and nurture relationships with banks and institutions across the Financial Services sector, collaborating with banker partners to pitch opportunities by leveraging syndication team resources.
  • Maintain and develop relationships with other financial institutions to engage in transactions on both the buy and sell sides, understanding their typical hold limits, industry focus, and credit appetite.
  • Assist in creating pitch materials and Confidential Information Memorandums (CIMs), including debt capacity models, capital structures, term sheets, and other relevant information.
  • Develop comprehensive solutions, products, and services to counter competitor strategies and address community needs. Collaborate with Credit Risk Management teams to ensure appropriate risk assessments are conducted on all potential commercial activities, mitigating identified risks in line with standard operating procedures.
  • Lead the implementation of centralized syndication group policies to ensure a disciplined and successful rollout of syndication products.
  • Ensure strict adherence to internal control policies, including accurate collection, completion, and updating of all required documentation during account opening protocols. Confirm that all organizational activities comply with regulatory, legal, and governmental regulations.
  • Each team member is expected to be aware of risks within their functional area, observing all relevant policies, procedures, laws, regulations, and risk limits specific to their role. They should promptly report any known or suspected violations to the appropriate authority.
  • Perform other related duties as assigned.
The information in this description is intended to convey the general nature and level of work performed by employees in this classification. It is not designed to be a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this position.

Minimum Qualifications

Education:
  • Bachelor's degree in Business Administration, Finance, Marketing, or a related field, or an equivalent combination of education and experience.
Experience:
  • Two or more years of experience in Capital Markets, including sales desk and portfolio management experience; designing and executing commercial finance solutions in middle market and large corporate sectors; and developing analytical frameworks for risk assessment.
Required Knowledge, Skills, and Abilities:
  • Understanding of senior debt, mezzanine debt, second lien loans, securitizations, equity placements, and interest rate derivative products.
  • Extensive knowledge of corporate finance products and capital markets solutions available to clients.
  • Broad understanding of commercial lending policies, procedures, practices, and documentation, including accounting, financial statement analysis, and cash flow analysis.
  • In-depth knowledge of syndicated market activities, including general practices, deal structures, and documentation.
  • Comprehensive knowledge of bank products and services utilized by commercial customers.
  • Awareness of commercial lending, sales, and financial service needs of middle market businesses.

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