Citigroup
Citi Commercial Bank - Loan Syndications Associate
Citigroup, Lincoln, Nebraska, United States, 68511
Citi Commercial Bank - Loan Syndications Associate
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview The Loan Syndications Associate will be responsible for providing analytical and execution support to deliver customized debt solutions to Citi's Commercial Bank clients. The Loan Syndications Associate is a critical member of a deal team, working directly with Vice Presidents and Senior Transactors as well as with colleagues across multiple groups in the bank to originate and execute transactions.
Responsibilities
Support deal origination by drafting pitch materials incorporating an analysis of capital structure, credit profile, publicly available data on companies and transactions, and industry research.
Prepare market comparables, initial due diligence lists, deal pre‑screen presentations, and draft indicative term sheets.
Tracking and summarizing loan market conditions in client materials, with a focus on the Middle Market segment of the US Loan Market.
Execute lead‑arranged transactions by preparing organization books, drafting marketing materials (Confidential Information Memorandums, lender presentations, and pre‑screening memorandums), organizing and managing bank meetings, participating in and tracking lender interaction and diligence, and managing the deal closing process.
Support the review of financing documents, including commitment letters, fee letters, engagement letters, and credit agreements.
Coordinate with other groups within Citi, including Coverage, Underwriting, Risk, and Operations as well as other product groups to meet pitch and deal‑related deliverables and deadlines.
Developing and maintaining effective industry relationships with legal counsel, external parties, clients (in collaboration with senior coverage officers).
Developing and maintaining effective industry relationships with clients, lenders, legal counsel, and external parties (in collaboration with VPs and Senior Transactors).
Develop business and credit judgment as well as to provide balanced assessments in working with internal team members and partners.
Maintain a strong attention to detail, deliver high quality work product, and complete work in assigned timeframes.
Qualifications
2-3 years of banking experience, preferably with loan syndication, asset‑based finance, or capital markets experience
Completion of formal credit training program preferred
Fundamental credit skills, including demonstrated ability to evaluate business, industry, financial performance, and structure / terms
Strong financial and analytic skills, including proficiency with financial modeling and ability to rapidly assimilate complex information
Excellent command of Microsoft Suite, with an emphasis on PowerPoint and Excel
High level of energy, enthusiasm, and motivation
Team player, able to facilitate strong partnerships
Detail‑oriented individual with strong organization ability and excellent communication, writing, and presentation skills
Obtain and maintain required FINRA registration and licensing
Education
Bachelors / University degree or equivalent experience
This job description provides a high‑level review of the types of work performed. Other job‑related duties may be assigned as required.
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Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview The Loan Syndications Associate will be responsible for providing analytical and execution support to deliver customized debt solutions to Citi's Commercial Bank clients. The Loan Syndications Associate is a critical member of a deal team, working directly with Vice Presidents and Senior Transactors as well as with colleagues across multiple groups in the bank to originate and execute transactions.
Responsibilities
Support deal origination by drafting pitch materials incorporating an analysis of capital structure, credit profile, publicly available data on companies and transactions, and industry research.
Prepare market comparables, initial due diligence lists, deal pre‑screen presentations, and draft indicative term sheets.
Tracking and summarizing loan market conditions in client materials, with a focus on the Middle Market segment of the US Loan Market.
Execute lead‑arranged transactions by preparing organization books, drafting marketing materials (Confidential Information Memorandums, lender presentations, and pre‑screening memorandums), organizing and managing bank meetings, participating in and tracking lender interaction and diligence, and managing the deal closing process.
Support the review of financing documents, including commitment letters, fee letters, engagement letters, and credit agreements.
Coordinate with other groups within Citi, including Coverage, Underwriting, Risk, and Operations as well as other product groups to meet pitch and deal‑related deliverables and deadlines.
Developing and maintaining effective industry relationships with legal counsel, external parties, clients (in collaboration with senior coverage officers).
Developing and maintaining effective industry relationships with clients, lenders, legal counsel, and external parties (in collaboration with VPs and Senior Transactors).
Develop business and credit judgment as well as to provide balanced assessments in working with internal team members and partners.
Maintain a strong attention to detail, deliver high quality work product, and complete work in assigned timeframes.
Qualifications
2-3 years of banking experience, preferably with loan syndication, asset‑based finance, or capital markets experience
Completion of formal credit training program preferred
Fundamental credit skills, including demonstrated ability to evaluate business, industry, financial performance, and structure / terms
Strong financial and analytic skills, including proficiency with financial modeling and ability to rapidly assimilate complex information
Excellent command of Microsoft Suite, with an emphasis on PowerPoint and Excel
High level of energy, enthusiasm, and motivation
Team player, able to facilitate strong partnerships
Detail‑oriented individual with strong organization ability and excellent communication, writing, and presentation skills
Obtain and maintain required FINRA registration and licensing
Education
Bachelors / University degree or equivalent experience
This job description provides a high‑level review of the types of work performed. Other job‑related duties may be assigned as required.
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