Corporate & Leveraged Finance Credit Delivery Associate
Corporate & Leveraged Finance Credit Delivery Associate
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1 Vacancy
Job Description
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
The Credit Delivery teams underwrite credit products to new and existing clients and actively manage the existing portfolio affect risk/return strategies and manage client needs. The group underwrites lead and non-lead opportunities that span from investment grade to sponsor-owned leveraged transactions to facilitate acquisition financings LBOs dividend recapitalizations and general liquidity lines. Responsible for ongoing client dialogue including identification of both strategic and flow product opportunities going forward. Actively manages portfolio risk through risk rating integrity annual client reviews watchlist management and amendments/waivers as well as executing compliance audit and regulatory guidelines and reviews. The group will also be responsible for early identification of emerging credit problems and industry trends in order to initiate risk mitigation actions and ensure appropriate capital allocation.Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed both major and minor which are not mentioned below. Specific activities may change from time to time.
1. Manages coordinates and executes credit event processes (underwritings refinancings and/or amendments) within own portfolio and as needed across the team. Together with Director/VP level or Team Leader support conducts due diligence obtains credit approval and facilitates legal review for transactions.
2. Creates and utilizes analytical financial models including financial projections discounted cash flow analysis leveraged buyout analysis valuation analysis and financial analysis of historical and projected cash flows.
3. Performs research and analysis on companies industries and transactions in support of both client activities and risk mitigation strategies.
4. Begins to independently manage a smaller portfolio of clients with oversight from Team Leaders primarily consisting of participations and investment-grade clients.
5. Achieves timely submission of annual reviews underwritings and amendments to allow for sufficient review and decision by applicable approval authority.
6. Maintains active ownership and timely processing of quarterly risk ratings within own portfolio and as needed across the team.
7. Demonstrates leadership through the management of various projects and requests specific to assigned practice groups.
will be expected to handle a smaller client load representing primarily participations and investment grade credits while supporting Director/VP level PMs in the underwriting and portfolio management of more complex transactions.
trains and mentors Analysts and Summer Interns and is actively involved in recruiting.
Required Qualifications
The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Undergraduate degree
2. 3 years of experience in underwriting and portfolio management.
3. Strong understanding of accounting credit financial modeling structuring and underwriting.
4. Strong verbal and written communication organizational analytical critical thinking and problem solving skills.
5. Licenses: Series 79; Series 63; SIE.
Preferred Qualifications
1. Undergraduate degree with coursework in accounting or finance preferred.
2. Experience training and mentoring Analysts.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits though eligibility for specific benefits may be determined by the division of Truist offering the offers medical dental vision life insurance disability accidental death and dismemberment tax-preferred savings accounts and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists defined benefit pension plan restricted stock units and/or a deferred compensation plan. As you advance through the hiring process you will also learn more about the specific benefits available for any non-temporary position for which you apply based on full-time or part-time status position and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race gender color religion citizenship or national origin age sexual orientation gender identity disability veteran status or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the LawPay Transparency Nondiscrimination Provision E-Verify
Required Experience:
IC
Employment Type
Full-Time
