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Product Specialist I - New York

Company: Disability Solutions
Location: New York
Posted on: September 21, 2023

Job Description:

Job Description:Perform financial and statistical analyses, conduct research, and prepare support documentation and client presentation materials. Works under direction of more senior associates.Business OverviewThe Regional Loan Syndications group originates and executes club syndicated bank loans for Commercial Banking clients and prospects. The team partners closely with the Commercial Bank, Wholesale Credit, Regional Leverage Finance and Emerging Growth and Regional Coverage to drive new Bank of America led syndicated loans and corresponding ancillary business.Responsibilities

  • Perform financial and statistical analysis
  • Conduct research and prepare support documentation and client presentation material
  • Development/Maintenance of Regional Loan Syndication comparative transactions
  • Assist with quarterly/periodic data reporting and analysis
  • Preparation of quarterly business updates
  • Assist with logistical and operational tasks associated with lender meetings and loan closings
  • Works under the direction of more senior associatesRequired Skills
    • Undergraduate degree required. Accounting, Finance or related field preferred
    • Minimum of 2+ years of Commercial Credit Banking experience required
    • Demonstrates initiative/self-motivation
    • Possesses strong interpersonal skills
    • Possesses strong analytical and modeling skills
    • Possesses understanding of corporate financial statements
    • Possesses understanding of financial covenants and basic structuring; familiar with credit agreements
    • Demonstrates strong critical thinking
    • Demonstrates the ability to independently make decisions
    • Licensing required - Series 79 & 63 (will support the employee through registration process if needed)Shift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, New York , Product Specialist I - New York, Other , New York, New York

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