Scroll down to see our Most Recent Job postings, gathered from all four international regions.

You can also browse jobs from each particular region via the links on the left. Hover over a region and click “+” to expand that section.

23 May 2013

Corporate Banking Analyst, Leverage Lending – NYC

POSITION DESCRIPTION:

Sumitomo Mitsui Banking Corporation is seeking an Associate level credit analyst to join our Special Products Group. This position will analyze, review and monitor the Bank’s leveraged loans.

• Preparation of in depth credit analysis, credit write-ups and internal grading.
• Draft initial credit applications and conduct periodical credit reviews.
• Learn and utilize bank financial and operational systems including, grading, customer setup, compliance and systems.
• Support overall portfolio monitoring and reporting requirements.

EXPERIENCE REQUIREMENTS:

Position requires a minimum of 2-3 years of buy-side leverage lending experience at a commercial bank and strong cash flow analysis skills. Successful candidates will have knowledge of middle markets and leverage lending.

SKILLS:

• Bachelor’s degree required.
• Formal credit training a plus.
• Proficient in Word, Excel, Power Point, etc.
• Strong analytical and writing skills.

Apply online 

22 May 2013

  Analyst, Leveraged Finance Capital Markets - Stamford, CT (Job ID 1405)

About Jefferies

Headquartered in New York with offices in more than 30 cities around the world, Jefferies is a global investment banking firm that provides clients with capital markets and financial advisory services, institutional brokerage, securities research and asset management. With more than 3,800 employees worldwide, the firm offers fundamental research and trade execution in equity, equity-linked and fixed income securities, and a full spectrum of investment banking services including underwriting, merger and acquisition, restructuring and recapitalization and other advisory services across the US, Europe and Asia. As sector specialists, Jefferies has dedicated industry groups around the world in Aerospace & Defense, Business Services, Clean Technology, Consumer & Retail, Energy, FIG, Financial Sponsors, Gaming & Leisure, Healthcare, Industrials, Maritime, Media, Public Finance, Real Estate & Lodging, Technology and Telecommunications.

Responsibilities

The Leveraged Finance Capital Markets analyst plays an important part in helping to structure and execute new issue leveraged transactions by bridging information between both industry and product bankers and the High Yield sales force. Potentially following a brief training program, the analyst will be placed directly with the Leveraged Finance Capital Markets group in Stamford, CT for further direct hands on training. The group is comprised of professionals who execute both High Yield Corporate Bonds and Leveraged Loans. The analyst will have the opportunity to work closely with both teams and observe a new issue loan and bond completed from structure/origination to closing. The Leveraged Finance Capital Markets Group offers the candidate the unique opportunity to work with every industry group within the firm, as well as gain exposure to senior management of a multitude of companies.

The Leveraged Finance Capital Markets group affords analysts the opportunity to work directly with senior bankers during the structuring phase of a pitch and on live transactions. In addition, the analyst will have direct contact with the largest high yield sales force on Wall Street and exposure to our institutional account base. The successful execution of a leveraged finance transaction draws on the integrity and accurateness of the analyst’s work and goes well beyond simple analysis. They are expected to understand the implications of the market, identify key trends in the marketplace, and be accretive to the group from day one by contributing to the group’s discourse. Analysts are encouraged to think creatively and pursue their projects with excellence while embracing a collaborative spirit. The work is fast paced, intense and intellectually stimulating. This analyst should be able to work under pressure and with tight deadlines .

Analyst responsibilities may include, but are not limited to:
- Tracking current market statistics including deals in the market and priced transactions.
- Helping design the marketing strategy with execution teams and our account base.
- Supporting the group with research on comparable transactions for pitches and the selling and structuring of bond and loan transactions.
- Provide research and statistics to potential clients.

Training and Development –

The analyst will sit for and be expected to pass for the series 7, 79 and 63 exams during their first months on the desk.

Required Background/Skills:

-Ability to work both independently and as part of a team
-Multitask and manage a variety of projects simultaneously
-Demonstrate professionalism and client management skills together with strong technical, written, and verbal communication skills
-Background in Accounting or Finance is helpful, but we also hire Analysts who have studied a variety of disciplines
-Prior Leveraged Finance or Investment Banking experience is beneficial, but not required

Qualifications:

-GPA of 3.5 out of 4.0 or above
-Four-year Bachelor’s degree or equivalent
-High level of proficiency in Excel
-Familiarity with Microsoft Word/PowerPoint

Apply online (Job ID 1405)

21 May 2013

 Associate, High Yield/Leveraged Loan, Credit Strategy - NYC (Position Number: 125186)

 
Position Description
Morgan Stanley Investment Research is one of the financial industry’s dominant thought leaders in equity and fixed-income investing and is a vital link between the Firm’s varied business divisions. Our analysts, economists, and strategists have earned this reputation through timely, in-depth analysis of companies, industries, markets, and the world’s economies. Our highly regarded equity analysts–who cover over 2,300 stocks globally and are organized by country, region, and global industry–develop key investment ideas and themes that are used by buy-side firms to structure portfolios as well as by the Morgan Stanley sales force in its interaction with investing clients; and provide valuable insights on market-moving events to the firm’s traders and their clients. A career in investment research at Morgan Stanley demands a commitment to excellence and a passion for the markets as well as the highest level of integrity.

Morgan Stanley’s North American Fixed Income Research team is looking for an Associate to join the high yield/ leveraged loan strategy team, within Credit strategy. The role involves analyzing credit markets, building and maintaining analytical models, as well as writing research notes. The candidate must possess strong excel, data management, oral, and written communication skills.

Specific Responsibilities

•Cross asset market analysis
•High Yield and Leveraged Loan market analysis
•Build and maintain analytical models
•Put together presentations outlining views on credit markets
•Research and write reports on investment strategy related to high yield, leveraged loan & derivatives markets
• Respond to requests for data, information and calls from internal and external clients
• Keep abreast of industry-related news flow
• Develop and maintain relationships with institutional investor clients
• Regular interaction with fixed-income sales force
• Understand the nuances of the industry

Skills Required
• Outstanding analytical/financial skills
• High energy, self-motivated, creative and organized
• Proven writing skills
• Strong focus on teamwork
• Strong verbal communication skills
• Very strong excel and data management skills
• Attention to detail
• Ability to multitask and reprioritize a must

Skills Desired
• A minimum of 3 years work experience is preferred in credit analysis, trading, underwriting, or similar. High yield and leveraged loan experience is preferred, but other fixed-income securities-related experience may be considered.
• Proficiency in bond math, applied statistical methods, and credit analysis
• CFA and/or MBA is helpful but not required

Apply online (Position Number: 125186)

20 May 2013

 Associate, Healthcare Finance – NYC (Requisition ID# 14670)

 
The Associate position is with CIT Healthcare, a premier investment banking practice that provides leveraged finance, capital-raising and M&A advisory services to leading middle market healthcare companies. Since its formation in 2005, CIT Healthcare has advised on over $2.4 billion in closed M&A transactions and raised over billion in debt capital for clients.

CIT Healthcare offers a full spectrum of financing solutions and related advisory services to companies across the healthcare industry. Through its client-focused and industry-centric financing and advisory model, CIT Healthcare leverages its extensive knowledge and understanding of the marketplace. Our clients include hospitals and health systems, outpatient service providers, homecare and hospice companies, ambulatory surgery centers, pharmaceutical and medical technology companies, biotechnology/life science companies, long-term care facilities, and vendors serving healthcare providers.

Minimum Required Skills and Experience:

• Bachelor’s degree required, with preference for candidates with an MBA degree from a leading business school with relevant financial coursework
• Prior experience as an investment banking analyst/associate or other relevant experience is a plus, but not a requirement
• Strong quantitative / analytical skills
• High degree of interest in/knowledge of the healthcare sector
• Superior attention to detail
• Outstanding work ethic and self-motivation
• Excellent verbal and written communication skills-
• Ability to effectively manage multiple simultaneous project deadlines
• Proficiency in Microsoft Office products, especially Excel, Word and PowerPoint

Apply online via LinkedIn (Requisition ID# 14670)

20 May 2013

Pre-MBA Associate, Special Situations – Washington, DC

Description

American Capital (Nasdaq: ACAS), with $18.6 billion in capital resources under management, is a publicly traded private equity firm and global asset manager. American Capital, both directly and through its global asset management business, originates, underwrites and manages investments in middle market private equity, leveraged finance, real estate and structured products. American Capital provides senior debt, mezzanine debt and equity to fund growth, acquisitions, recapitalizations and securitizations, investing from $10 million to $750 million per company in North America and €10 million to €400 million per company in Europe. Since its August 1997 IPO, American Capital and the funds it manages have invested approximately $31 billion in over 540 portfolio companies.

Based in Bethesda, American Capital’s Special Situations Group was formed in 2005 to fund both debt and equity investments in distressed and turnaround situations. The Group has invested over $675 million in 18 deals since 2005. American Capital’s Special Situations Group is seeking a Pre-MBA Associateable to thrive in this very lean and high profile group who will assist with all aspects of the deal process including sourcing, evaluating, financial modeling, diligence, structuring and execution. Start date is immediate.

Position:Special Situations Pre-MBA Associate

Responsibilities: Under the direction of and in close consultation with the Vice Presidents, Associates are responsible for deal execution and on-going portfolio management. Specific tasks are as follows:

Deal Execution

• Review, analyze and track potential new equity and debt investments
• Perform business, financial, and industry due diligence
• Perform financial modeling and valuation analysis
• Prepare Investment Committee memoranda
• Support Principals and Vice Presidents in managing to close

Portfolio Management

• Source and evaluate potential add-on acquisitions
• Perform analysis of strategic and business development initiatives for portfolio companies
• Assist with portfolio company refinancings and exits
• Draft quarterly valuation and situation reports
• Monitor weekly and monthly portfolio company performance
• Maintain detailed financial model
• Prepare Investment Committee memoranda

Qualifications:

• Minimum of two years of direct private equity, investment banking or management consulting experience (demonstrated deal execution experience a requirement).
• Previous M&A, leveraged finance, merchant banking, and financial sponsor backgrounds are strongly preferred.
• Previous experience with distressed investing, restructurings, turnaround advisory or bankruptcy related work is a plus.
• The Associate position requires strong analytical capabilities, financial statement proficiency, valuation and financial modeling proficiency, and excellent written and oral communication skills.
• Candidates also should be intellectually curious and possess strong ethical character.

17 May 2013

 Associate, Loan Syndications – NYC (#709862)

Description

A financially strong global banking organization is presently seeking an Associate to join its Loan Syndications team based in New York City.

In this role, you will be responsible for structuring, origination and distributing both leveraged loans and investment grade loans for top tier clients in the U.S. syndicated loan market.

The position requires at least 2 years of relevant experience in loan syndications with a top tier bank, along with strong knowledge of credit markets and leveraged finance.

Candidates must have cash flow modeling skills and be proficient in preparing pitch books.

Proficiency with MS Excel, PowerPoint, Bloomberg, LCD, LoanConnector. Excellent written and verbal communications are required.

The position offers very competitive compensation, benefits and career potential.
Required Skills

• banking
• loan syndications
• debt capital markets
• leveraged finance

Apply online (#709862)

15 May 2013

Analyst, Leveraged Finance – NYC

Societe Generale Corporate & Investment Bank (SGCIB) is a leading player with a presence in 33 countries across Europe, the Americas and Asia-Pacific. SGCIB tailors solutions for issuers and investors by capitalizing on its worldwide expertise in investment banking, global finance, and global markets. SGCIB is part of Societe Generale, one of the largest financial services group in the world with 160,000 employees across 77 countries. Based on a diversified universal banking model, the Group combines financial solidity with a strategy of sustainable growth and aims to be the relationship bank of choice that is recognized for the quality and the commitment of its teams. 

Main Accountabilities

• Transaction execution
• Provide support in execution of leveraged finance transactions for financial sponsors and corporate clients
• Execute under the supervision of a Vice President / Associate all aspects of a financing, including financial modeling (primarily for leveraged buyouts), due diligence process, credit analysis, credit approval process, drafting of financing proposals
• Assist in the syndication process, including drafting of syndication materials for investors and ratings agencies and interacting with investors
• Portfolio monitoring
• Assist in the monitoring of portfolio companies post-closing in cooperation with the middle-office department
• Marketing
• Develop and maintain marketing materials promoting Societe Generale Corporate & Investment Banking and leveraged finance and support the development and delivery of pitches to financial sponsors and corporate clients on specific transactions

Capabilities – Required Qualification

• Up to 12 months of relevant work experience (in leveraged finance, investment banking or related fields)
• Experience with three-statement financial modeling, including detailed operating builds and capital structure scenarios
• Knowledge of corporate finance valuation and financial accounting concepts
• Strong interpersonal skills and ability to work well in teams
• Excellent written and verbal communication skills
• Demonstrated work ethic, positive attitude, attention to detail, and ability to multi-task
• Proficient in Microsoft Excel, PowerPoint and Word
• Series 7/79 and Series 63 certifications and formal credit training a plus

Education, Required:

Bachelors Degree from a top university 

14 May 2013

Investment Analyst, Fixed Income – Newark, NJ (POR0001Y)

Business Overview: Prudential Investment Management (PIM) is one of the largest investment managers with over $1.0 trillion of assets under management. Prudential Fixed Income (PFI) is the public fixed income business within PIM. PFI has over $432 billion of assets under management which include government securities, mortgages, corporate and high yield bonds, bank loans and emerging market securities. PFI manages investments for a wide variety of clients, including public and corporate pension funds, institutional investors, retail investors and Prudential’s general account.

Description: The Investment Analyst role in PFI is a three-year assignment that is designed to rotate among several analytically oriented areas within the Portfolio Analysis Group. These rotations provide exposure to many of our products and processes, such as the Fixed Income Trading Desks, Risk Management, Portfolio Management, Economics and Strategy and Hedge Funds. The analyst works with senior analysts, risk managers, and portfolio managers to analyze performance data, monitor portfolio positioning and risk exposures, model benchmarks, collect and prepare market data and assist in the communication of that information to current and potential clients. Over the course of the program, the analyst will rotate among up to three different trading desks or research areas. In each rotation, the analyst will develop knowledge and a skill set specific to each product, as well as detailed knowledge of the firm’s Risk Management and Performance Attribution framework that applies more broadly to all products and strategies. The analyst will also partner with other functions of the asset management business, including Operations, Technology, Client Service, Sales and Marketing. The analyst will also be responsible for modeling security master data, performing data consistency checks and ensuring the highest quality data is used as inputs to the firm’s quantitative processes.

Responsibilities:
Prepare and analyze monthly and quarterly performance attribution and analysis.
Monitor portfolio positioning on a daily basis with respect to various interest rate, currency and credit risk exposures.
Work with various constituents through the organization to ensure that the Portfolio and Risk Management groups have the reporting and technology required to effectively manage portfolios.
Prepare relative Value reporting within and across sectors, assist in the identification of potential trading opportunities.
Respond to client reporting requests and new business requests for proposal with market data, investment analytics and model portfolios.
Recommend and implement appropriate benchmarks based on client guidelines, objects and risk tolerance. Compare and contrast various benchmarks and their risk and positioning profiles.
Model and monitor the completeness and accuracy of security level data to ensure the highest quality data is input to the firm’s models and analytic calculations.

Qualifications

Bachelor’s Degree in Mathematics, Finance, Economics, Engineering or related field
Strong quantitative skills (project experience involving data analysis a plus)
Proficiency with MS Excel
Coursework indicating a breadth of interests and abilities
Demonstrated skills as a team player and ability to work independently

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company’s well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential’s businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.

Prudential and its affiliates, Newark, New Jersey are Equal Opportunity/Affirmative Action Employers and are committed to diversity in our workforce.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at staffingagencies@prudential.com for more information about doing business with Prudential.

14 May 2013

Senior High Yield Analyst – Boston, MA

Description

Eaton Vance Corp. is one of the oldest investment management firms in the United States, with a history dating to 1924. Eaton Vance and its affiliates offer individuals and institutions a broad array of investment strategies and wealth management solutions. The Company’s long record of providing exemplary service and attractive returns through a variety of market conditions has made Eaton Vance the investment manager of choice for many of today’s most discerning investors.

Basic Purpose:

Responsible for analyzing and evaluating the credit worthiness of high yield bond issuers and making timely investment recommendations.

Primary Responsibilities:

Conduct high yield research on companies within three industry sectors, focusing on financial metrics, debt structure, covenants, and overall creditworthiness.
Actively make buy and sell recommendations.
Develop and maintain a dialog with company managements and develop unique sources of information to help analyze companies followed.
Develop reverse inquiry ideas including structuring deal terms and covenants.
Increased responsibility based on merit and investment performance.
Requirements

Job Requirements:

Minimum of 7 years relevant investment experience with significant experience in the high yield market.
Ability to timely and independently identify and develop investment opportunities
Long tenure following at least one industry.
Superior investment performance and strong decision making skills.
Experience and ability to navigate distressed debt situations.
Ability to work well independently and as a member of a team, which includes the ability to be flexible and adaptable.
Advance computer skills (Excel, Bloomberg) and strong attention to detail.

Apply online  (Job ID J119178)

13 May 2013

Associate, Private Debt Fund – London or Paris (Reference: 3654 /5G)

Our client is a well funded and highly reputable private debt fund making investments into small and medium sized companies, that is building and growing its team in both London and Paris.

Responsibilities
Support senior members of the team in executing investments across the debt capital structure, both sponsor-backed and sponsor-less
In particular take responsibility for modeling, reviewing documentation and preparing material for investment approvals
Help with the sourcing and structuring of deals across Europe

Skills we’re looking for
Leveraged finance from investment banking or private debt investment experience
Strong academic records
An additional European language is preferred, especially French, German or Spanish
Ability to work well within a small team and liaise confidently with senior management
High level of professionalism, discretion and good judgement

10 May 2013

Associate/VP, Leverage Finance Origination – NYC

My client, a top investment bank are looking to make the hire of a talented senior associate or junior VP leveraged finance originator to join their top platform in New York. This is an excellent role for a charismatic team player with previous experience in leveraged finance/acquisition finance or high yield debt.
A highly desirable opportunity to develop your skill-set and be involved in some of the highest profile deals occurring in the market.

Key skills:

Leveraged finance, origination, financial modelling, financial sponsors, LBOs, acquisition finance, high yield bonds, leveraged loans, North America, credit analysis, New York.

The role:

Coordinating a more junior team of 6 analysts/junior associates, you will work to originate new leveraged finance/LBO and asset/equipment financing opportunities in North America, working across a variety of geographies and products. The team has a significant deal pipeline and is the mandated lead underwriter on a significant amount of high-profile transactions in the market. You will work predominantly across LBOs, leveraged loans, high yield debt and some corporate/acquisition financings (to a lesser extent).
Take a high level of responsibility in transactions undertaken – must coordinate extensively with senior external corporates/FIG/banks to assess credit strengths and weaknesses of companies. Using/establishing an extensive network of external banking contacts you will gather up-to-date market information to offer advice to the team.
Will be required to conduct the credit analysis of potential LBO opportunities, make recommendations to senior management, prepare credit applications for the credit committee, financial modelling and structuring of debt, review of due diligence and negotiation of term sheets and legal documentation.

Requirements/Desirable Qualities:

Candidates must be Senior Associate or Junior VP level and have extensive experience in a leveraged finance origination position. Travel across the US will be required and ideally candidates will have an existing familiarity/experience working with the core geographies
Must be a very confident individual as well as a good team-player. Will be your responsible to also train and guide the analysts/associates on the team and must have very strong leaderships skills.
Will be able to work well under pressure and be flexible to long working hours when required.

For more information please call us on +1 212 209 7310.

17 May 2013

  Senior Vice President, U.S. High Yield Bonds – Los Angeles (Tracking Code 2012100)

Job Description
Based in Los Angeles, the Senior Vice President will be responsible for performing credit analysis across the metals and mining industries.

Responsibilities include:

• Performing fundamental analysis of existing and prospective credits within assigned industries.
• Conducting research and preparing industry and company reports. 
• Developing and updating financial projections and cash-flow forecasts for credits within coverage industries.
• Attending roadshows (mostly one-on-ones), company presentations and industry conferences.
• Developing and maintaining relationships with sell-side analysts, industry contacts and corporate issuers.
• Providing training to junior analysts and research associates.
• Participating in the weekly research meeting.

Required Skills

• The successful candidate will have outstanding initiative and be a self-starter.
• The candidate must have excellent written, verbal, and interpersonal communication skills.
• He/She will be team-oriented, collaborative and must possess strong integrity and professionalism.

Required Experience

• Bachelor’s degree in Finance or Accounting from a top university or college; MBA and CFA strongly preferred.
• Minimum 5 to 7 years experience in high yield bonds research primarily on the buy side. Deep knowledge of the metals and mining industries and a superior track record of credit selection.
• Have experience in structuring deals as a lead investor and negotiating bond convenants.

Apply online (Tracking Code 2012100)

10 May 2013 

 Structured Finance Administrative Officer – Denver, CO

Structured Finance Administratvie Officer
CoBiz Financial (www.cobizfinancial.com), an equal opportunity employer, is a multi-billion financial services company that serves the complete financial needs of businesses, business owners and professionals in Colorado and Arizona. The company provides commercial banking services through Colorado Business Bank and Arizona Business Bank; property and casualty insurance brokerage, risk management consulting services and employee benefits through CoBiz Insurance; investment banking services through Green Manning & Bunch; and the management of stock and bond portfolios for individuals and institutions through CoBiz Wealth.

CoBiz Financial is currently seeking a Structured Finance Administrative Officer in our downtown Denver corporate office. We offer a friendly, professional work environment, an excellent starting salary and an outstanding benefit package, including health, dental, vision, 401(k), tuition assistance, computer purchase and stock purchase plan. A free EcoPass is offered to all Denver employees.

General Purpose:

To assist in the efficient operation of the Structured Finance department by providing general banking, compliance and loan portfolio support for leveraged and asset based loans. Analyze Borrowing Base Reports and supporting documentation for borrowers to ensure compliance with loan and security agreements. Coordinate and execute advance requests from borrowers pursuant to terms and conditions of loan documentation.

Essential Functions:

§ Analyzes borrowing base reports and supporting documentation: calculates borrowing availability of Structured Finance borrower.
§ Reviews and analyzes accounts receivable aging and inventory reports to calculate eligible and ineligible assets per the loan documentation.
§ Reviews loan documentation to assess borrowing base structure, advance rates and determine eligibility of assets.
§ Responsible for setting up and updating loan files to ensure the Bank has timely and accurate financial information.
§ Provides assistance to loan customers, in person and over the phone, with loan transfers, deposit transactions and other customer requests.
§ Reviews reports submitted by borrowers for accuracy and to ensure compliance with loan documentation.
§ Monitors borrower reporting activities.
§ Inputs asset values, advance rates and basic customer information into the Stucky System.
§ Prepares loan status reports for loan officers from Stucky Software.
§ Prepares Stucky Trend Reports.
§ Prepares and processes verifications of account debtors to avoid fraud.
§ Effectively communicates with loan officers as necessary relative to borrowing availability of customers and changes in borrowing formula; over advance scenarios and significant changes in eligible assets.
§ Balances month-end reports prepared and provided by borrowers with the Stucky system.
§ Prepares documentation for borrowers advance requests and inputs on the loan system.
§ Participates in weekly loan review meetings with Structured Finance Staff.
§ Provides analytical support for portfolio compliance and monitoring as needed.
§ Responsible for maintaining a high level of customer service throughout the Structured Finance department.
§ Assists the Structured Finance Manger, Bankers, and Portfolio Manager with other administrative duties and support functions.
§ Exercises awareness in regard to suspicious activity, money laundering or fraudulent behavior as it relates to cash transactions, new account relationships, international wires and overall transaction activity and documents any such behavior so SAR filings can be considered.
§ Ensures compliance with all regulations including but not limited to BSA, Reg D, Reg E, Reg P, Reg CC, Reg DD and unclaimed Properties.
§ Other duties as assigned.

Knowledge, Skill and Ability:

§ Strong knowledge of Microsoft Windows, Outlook, Word, Excel, and Internet Explorer.
§ Ability to communicate effectively with personnel at all levels within the organization, both verbally and in writing.
§ Strong customer service skills.
§ Excellent organization, prioritization and project management skills.
§ Proven attention for detail.
§ Strong pro-active work style and problem resolution skills.
§ Ability to maintain a high level of confidentiality.
§ Ability to work without supervision.
§ Ability to work under tight deadlines.

Education or Formal Training:

§ Minimum two years of college in Business related field.

Experience:

§ Minimum three years prior administrative, collateral analysis/loan monitoring experience preferably in the asset based or banking industry.
§ Familiarity with internal applications such as Jack Henry, Stucky, AFS, ALAS and DSI.

Working Environment / Physical Requirements/Activities:

General office environment; therefore, must have the ability to operate office machines/equipment with hands and the ability to use and type on computer keyboard. Must also have the physical ability to use the telephone. Must understand questions/concerns raised by parties involved, in person and over the telephone. Must be able to read job-related documents. Must have the physical ability to stoop, bend and lift up to a maximum of ten pounds.

9 May 2013

Syndicated Loans/High Yield Corporate Bond Evaluation Analyst – NYC

A NY based Financial Firm is building a new fixed-income analytics platform for the valuation of Syndicated Loans and High Yield Corporate Bonds. Candidates should have 5+ yrs of relevant, hands-on Corporate Bond experience and be equally comfortable working directly with major Institutional Clients presenting valuation methodologies and internal Product Development teams. The candidate should have broad and in-depth knowledge of the Syndicated Loans and/or High Yield Corporate Bond markets and have experience in trading, underwriting, banking, sales or price evaluation. The ideal candidate will know current levels and market value and have specific knowledge of Collateral Types, New Issues, Trace, Ratings and Fixed Income Bond Math. Candidates must have strong quantitative skills and comfortable working with large data sets and doing statistical data research.

The role will be a market leadership role and requires in depth knowledge of industry participants and the ability to communicate industry needs and requirements to technologists. Strong communication skills and client facing skills are a requirement.

• Minimum of 5 years experience in Syndicated Loans and/or High Yield Corporate Bonds trading, underwriting, banking, sales or price evaluation
• Strong knowledge of different Collateral Types, New Issues, Trace, Ratings and Fixed Income Bond Math
• Strong communication and presentation skills
• Ability to communicate complex issues to traders, risk managers and technologists
• BS in Math, or related Quantitative Field

Recruiter: Jim Geiger

Apply online

9 May 2013

Trading Assistant, High Yield and Bank Loan – Ramsey, NJ (Job ID J119304)

About the Opportunity
An asset management firm in Ramsey, N.J. is currently in need of a Trading Assistant for their High Yield and Bank Loans business. This is an exciting position being added to the company due to growth. Apply today!

Job Description
This position will not be doing reconciliations or settlements. Responsibilities do include:
All fixed income
Front office trade processing
End of day pricing
Input trades
Covering 3-4 traders

Required Skills
Experience with Bank Debt, Fixed Income, High Yield Bonds, Loans, Bloomberg
Desire to be a trader
2-5 years’ experience 

Apply online  (Job ID J119304)

8 May 2013

Analyst, Loan Syndications – NYC (Requisition ID# 14690)

Capital Markets has the ability to serve as the lead arranger in a syndicate for middle market transactions. We are seeking an Analyst to support the Capital Markets team in deal execution and market research.

• Analyze financial statements and detailed financial information to build debt models for companies across various industries

• Prepare marketing documents, including lenders’ presentations, confidential information memorandums, rating agency presentations and teasers

• Assist senior members of the Capital Markets team in deal execution

• Perform company due diligence and market and industry research

• Construct comparable company trading, M&A, and debt analyses to evaluate pricing and potential deal structures

• Create leveraged loan market documents which examine topical issues and recent deal launches

• Assist in the amendment and restructuring processes by analyzing company projections and covenant headroom, preparing lender update materials, and obtaining investors and obtaining investor feedback regarding structure and pricing

Minimum Required Skills and Experience:

• Bachelor’s degree from a top university with courses relevant to business and financial analyses

• Excellent communication skills with the ability to express ideas in a persuasive, organized, and articulate manner

• Detailed knowledge of Microsoft Office Applications, including Microsoft Excel, Microsoft Word, and Microsoft PowerPoint

• Superior work ethic and willingness to take initiative

• Relevant work experience is a plus

• Knowledge of Bloomberg, CapitalIQ, SyndTrak, LPC, and LCD is a plus

CIT is an Equal Opportunity Employer

Apply online (Requisition ID# 14690)

7 May 2013

 Associate Director, Loan Syndications – NYC (#709862)

Description

A financially strong global banking organization is presently seeking an Associate Director to join its Loan Syndications team based in New York City. In this role, you will be responsible for structuring, origination and distributing both leveraged loans and investment grade loans for top tier clients in the U.S. syndicated loan market.

The position requires at least 4 years of relevant experience in loan syndications with a top tier bank, along with strong knowledge of credit markets and leveraged finance.

Candidates must have cash flow modeling skills and be proficient in preparing pitch books. Proficiency with MS Excel, PowerPoint, Bloomberg, LCD, LoanConnector.

Excellent written and verbal communications are required.

The position offers very competitive compensation, benefits and career potential.

Required Skills

• banking
• loan syndications
• debt capital markets
• leveraged finance

Apply online (#709862)

6 May 2013

  Associate, Product Services Analyst, Markit WSO – Dallas, TX

Department overview

Markit WSO is the industry leader in leveraged loan and high-yield solutions and provides comprehensive products and services for portfolio management, administration, reporting, and analysis.

Position summary

Markit has an immediate opening for an analytical and detail-oriented individual to handle data maintenance, support, training, reporting, and business analysis activities for client’s Structured Finance Obligations, including CLOs, CBOs, and SWAPS. The position offers exposure to external industry entities such as portfolio managers, custodians, and agent banks. Candidate should display strong financial adaptability, PC skills, and expect full accountability for all assigned projects.

Duties & accountabilities

Process all aspects of settlement documents for Loan trades in our system
Insure timely and efficient processing of all new borrowings, increases, rollovers, pay downs, commitment reductions, etc
Responsible for accurately processing daily activity, new deal closings, restructures and amendments for all asset types (Loans, Bonds, ABS, Equities, CDS) by checking source documentation and faxes from agent banks
Process interest, commitment fees and investigate discrepancies when necessary
Responsible for reconciliation, balancing and publishing of cash ledgers, as well as issue research / resolution
Review system generated reports to ensure proper monitoring of the facilities and handle exception items
Interact with appropriate individuals/entities to gather all pertinent information/details in order to reflect data accurately in the system
Complete special projects as assigned

Education and experience

BA or BS or equivalent experience
Accounting / Finance Major preferred
Commercial awareness

Banking or investment industry experience
Customer relations experience
Management requirements

Personal impact

The ideal candidate will need to be detail oriented and task driven with a strong work ethic and able to work in a fast paced environment.

Communication

Strong verbal and written communication skills are required.
Teamwork

Able to contribute on an individual basis and as part of a team.

Company overview

Markit is a leading, global financial information services company with over 2,500 employees. The company provides independent data, valuations and trade processing across all asset classes in order to enhance transparency, reduce risk and improve operational efficiency. Its client base includes the most significant institutional participants in the financial marketplace. For more information, please see http://www.markit.com

Apply online 

7 May 2013

Internship; CLO, High Yield, Distressed, Equities – Dallas, TX

Highland Capital Management is an SEC-registered investment adviser which, together with its affiliates, has approximately $18 billion of assets under management. Founded in 1993 by Jim Dondero and Mark Okada, Highland is one of the largest and most experienced global alternative credit managers. Highland’s strategies include collateralized loan obligations (CLOs), high yield bonds, distressed credit, public and private equities, structured products and natural resources.

Description

Highland has an immediate opening for an intern in our Business Development Team located in Dallas, Texas. This position will help the team execute on the Highland’s global growth initiatives, including the development of new products/fund offerings and fundraising activities. Additionally, the position will assist with ongoing investor relations support and other client service needs.

Responsibilities

Assist in the development of content (including financial metrics) for use in new marketing materials and investor communications
Regularly update existing marketing materials and investor presentations
Analyze data from internal systems and external sources and summarize into useful information for senior management and clients
Manage information flow across numerous departments
Assist with a wide variety of ad-hoc projects, acting as a general utility player as needed

Qualifications

Pursuing a degree in finance/accounting from a highly regarded institution and seeking an analytical internship. Strong interest in the financial services industry is a plus but not required
Strong research and analytical skills
Excellent organizational, interpersonal, communication, writing, and presentation skills
Ability to work independently and provide value-added feedback on the content and quality of presentations
Solid technology skills, particularly Microsoft Excel and PowerPoint
Works well under pressure, prioritizes effectively and enjoys working in a fast-paced environment

Compensation & Benefits

This opportunity is a paid internship. Highland’s talented professionals share a passion for excellence, commitment to team work and pride based on the firm’s track record in the alternative investment industry. Highland is an Equal Opportunity Employer.

Apply online

6 May 2013

Junior Associate, Syndicated Finance/Corporate Lending – NYC (Job ID:022000)

We Offer…

An opportunity to join the Credit Suisse Corporate Lending team, part of the Global Investment Banking Department, as a full-time Associate.
CS is one of the leading global arrangers of leveraged loans and consistently ranks on the top of the US league tables. Our experience, knowledge and commitment to serving the interests of our investors and clients make Credit Suisse’s Corporate Lending team the most innovative and insightful in the industry. Our team works with CS’s capital markets desk and coverage investment bankers to arrange and syndicate multi-million/billion dollar bank loans. Specifically, the team plays a key role in structuring, negotiating, documenting and executing loan transactions. In active negotiations, the Corporate Lending team bridges the interests of the investors who purchase loans with the needs of our corporate and sponsor clients. A career in Corporate Lending is ideal for anyone wanting client facing negotiations, product specialization and detail oriented analysis.
As an Associate you will:
• Be exposed to the syndicated loan markets
• Work with senior bankers as they work to arrange, structure and document CS lead loan transactions
• Help cover the firm’s existing bank loan portfolio to address client needs and conduct portfolio analysis
The position requires a bright and dynamic professional to work in strong partnership with coverage, product and credit teams.

You Offer…

Interested candidates must have a degree from a four-year college or university, preferably with relevant coursework in finance or economics. Credit Suisse is noted for the diversity of its employees while at the same time seeking candidates with a common set of abilities – highly motivated and creative individuals who have demonstrated academic achievement and have the ability to work independently and as a member of a team. The ideal candidate is fundamentally interested in the workings of the market and also likes to work in an investment banking and capital markets culture.

In addition, the candidate must have:
• At least two to three years of relevant experience
• Credit training and lending experience
• Excellent quantitative and analytical skills
• Strong attention to detail
• Ability to communicate clearly and effectively with clients (both in writing and orally)
• Financial modeling proficiency
• Knowledgeable about the fundamentals of credit agreements and related documents also a plus

As one of the world’s leading financial service groups, Credit Suisse provides its clients with investment banking, private banking and asset management services worldwide. Founded in 1856, Credit Suisse has a long tradition of meeting the complex financial needs of a wide range of clients, offering advisory services, comprehensive solutions and innovative products to companies, institutional clients and high net-worth private clients globally. The Credit Suisse Group is active in over 50 countries and employs approximately 40,000 people. Further information can be found at www.credit-suisse.com.
Cultural diversity is essential to our success. As such, we employ people from more than 100 countries. Credit Suisse empowers employees to work openly and respectfully with each other and with clients, ultimately striving to deliver superior results while offering initiatives and programs to assist employees achieve a healthy work-life balance.
EEO Statement

Credit Suisse is an Equal Opportunity Employer and does not discriminate in its employment decisions on the basis of any protected category.

To the extent permitted or required by applicable law, a candidate who is offered employment will be subject to a criminal record check and other background ch

Apply online  (Job ID:022000)

3 May 2013

 Analyst, Capital Markets - New York (1300028241)

Our Business

At Bank of America Merrill Lynch, we have one of the largest corporate and commercial client footprints in the U.S., and we are leaders in structuring interest rate and currency products for these clients. To capitalize on this competitive advantage, our integrated sales team is responsible for delivering holistic solutions for corporate and commercial clients in the U.S. and Canada.

Rates Origination: Team members are called on to advise on interest rate risk management with regards to hedging strategies and fixed/floating capital structure targets, collaborate across the Capital Markets and M&A platforms on new issue and strategic transactions, and regularly update and inform clients on relevant news and activity related to interest rates.

Overview

Analysts are active deal team members responsible for targeting, marketing, pricing and executing transactions for clients across global regions & industries, working closely with trading and Corporate and Investment Banking. Specific responsibilities include:
· Prepare client pitch materials, fixed/floating capital structure analysis, economic and market updates
· Responsible for trade modeling, execution, booking and processing. Work closely with interest rate swap, option and Treasury trading desks to price and execute trades
· Work alongside senior coverage officers to provide interest rate and currency risk management advice to corporate clients
· Build client relationships through regular contact, including in-person meetings, market updates via phone and email, client entertainment and outings
· Develop an understanding across a variety of cash and derivative products such as U.S. Treasuries, interest rate swaps, options and cross currency swaps
· Work closely with our Global Corporate and Investment Banking, Leveraged Finance, Risk and Global Markets Trading partners
· Leveraged Finance focus effort involves tracking active origination pipeline and working with banking team to determine trade opportunities, specifically swaps on loans

Typically assigned within the 2-3 year analyst program to Capital Markets. Perform financial and statistical analyses, conduct research, and prepare support documentation and client presentation materials. Within some business, may rotate through a number of product areas for more summary exposure to the business rather than concentrating on a specific product area. Generally began program in summer of 2011.

Required Skills
· BS/BA and 1+ years work experience required, finance or related degree
· Previous experience in investment banking or capital markets jobs
· Strong interpersonal skills and interest in working with clients
· Quantitative skills and extreme attention to detail
· Highly proficient with Microsoft Office programs, familiarity with market data sources a plus
· Clear verbal and written communication skills
· Demonstrated ability to work independently and on small teams
· Ability to multi-task various projects concurrently in an ever-changing market driven environment
· Interest in global political and economic events

Desired Skills
· Series 79 and 63 licenses

Apply online (1300028241)

2 May 2013

Analyst, Leveraged Finance-Restructuring Group – NYC  (Job ID 21526)

Job Summary & Responsibilities
The Restructuring Group, situated within Leveraged Finance in the Investment Banking Division, is looking for an analyst to join the team in New York. The Restructuring group interacts with industry coverage, capital markets, leveraged finance and other investment banking teams by providing restructuring advisory, M&A, financing and other solutions to highly levered / distressed companies (both in-court and out-of-court). The role provides an
opportunity for an analyst to learn about a range of investment banking products (including strategic and sponsor-driven M&A, advisory and leveraged finance) across multiple industries (TMT, Consumer Retail, Industrials, etc.).

Role of the Restructuring Group Analyst:
Analysts in Goldman Sachs’ Restructuring Group gain exposure to the firm’s businesses, gain knowledge of the investment banking industry and develop a deep understanding of restructuring, bankruptcy and leveraged finance. Analysts will utilize and develop analytical, communication, marketing and sales skills. Analysts create and analyze financial models; performing scenario and recovery analyzes and tests to examine the effects of
various capital structure and restructuring alternatives for a client. In addition, analysts organize and prepare presentations which explain industry trends, discuss client options, and recommend strategies to meet client goals. Analysts also participate in and conduct due diligence sessions, a necessary component of financial transactions. From maintaining client communication to helping Goldman Sachs structure client transactions, our analysts are a vital part of Goldman Sachs’ banking teams.

Preferred Qualifications
• Experience with M&A modeling, financing
transactions, valuation techniques and restructuring/distressed situations is strongly preferred
• A keen, long-term interest in investment banking and finance, including an interest in financial analysis and
modeling techniques
• A keen interest in distress / restructuring and the bankruptcy process
• Drive, enthusiasm, creativity and excellent interpersonal skills
• Strong quantitative and technical abilities
• An outstanding academic record. While not required, completion of course work in finance, economics and accounting can provide a valuable foundation for the new analyst position.
• Personal integrity, initiative and leadership qualities
• Strong verbal and written communications skills
• Strong multi-tasking and time management skills
• Ability to work as part of a team in an environment that demands excellence, time and energy
• Self-starter; ability to run with projects and take on significant responsibility early on

The Firm:
The Goldman Sachs Group is a bank holding company and a leading global investment banking, securities and investment management firm. Goldman Sachs provides a wide range of services worldwide to a substantial and diversified client base that includes corporations, financial institutions, governments and high net worth individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Hong Kong and other major financial centers around the world.

Your Career:
We are committed to growing our distinctive culture and upholding our core values which always place our client’s interests first. These values are reflected in our Business Principles, which emphasize integrity, commitment to excellence, innovation and teamwork.
Goldman Sachs is a meritocracy where you will be given all the tools to help you develop. At Goldman Sachs, you will have access to excellent training programs designed to improve multiple facets of your skills portfolio.
Our in-house training program, ‘Goldman Sachs University’ offers a comprehensive series of courses that you will have access to as your career progresses. Goldman Sachs University has an impressive catalogue of courses which span technical, business and leadership skills training. In order to help you navigate the organization, you will be given a mentor from outside of your immediate department. This person will be positioned to provide you with objective advice and guidance on your career development. We value internal mobility. The chance to take on new challenges in the firm over time will ensure that you remain stimulated and will help in your continued professional and personal development.

Basic Qualifications
A minimum of one year’s experience in investment banking.

Apply online  (Job ID 21526)

1 May 2013

Associate, Leveraged Finance – New York (1300026289)

Our Business

Candidate will be a member of the Leveraged Finance group, which originates, structures, and executes syndicated loan and high yield bond transactions for non-investment grade companies to support leveraged buyouts, acquisition financings, capital expenditures, refinancings, and restructurings.

Overview

Associates are active deal team members who work in industry-aligned pools and have responsibility for the following:

• Overseeing the preparation of financial models (LBO modeling, financial statement analysis, developing projections) and comparable company / transaction databases
• Preparing client presentation and marketing materials, such as pitch books, information memorandums, and investor presentations
• Preparing memos summarizing transaction details, investment merits, credit risks, and financial analysis for credit committee approval
• Participating in due diligence sessions and client meetings
• Working with internal and external legal counsel regarding the preparation of documentation for syndicated loans and high yield bonds
• Communicating with internal and external deal team members, including Corporate Executives, Private Equity clients, Bank/Bond investors, Investment Bankers, and Syndicate/Sales professionals
• Assigned as permanent hires to Capital Markets. Actively participates on specific client and deal teams. Initially, activities are focused on financial and statistical analysis, development of client presentation, and structuring and execution activities. As they develop their client relationship skills, start to assume business development or product advisory and specialist responsibilities. Within some business, may involve initial rotation through a number of product areas before permanent assignment. Generally, these are individuals who received MBAs in 2012, or are high performing analysis who have completed the analyst program and were promoted into this position at its conclusion. 

Required Skills

• BS/BA required, concentration in Accounting or Finance preferred
• Highly proficient with Microsoft Office programs and market data sources
• Strong analytical and organizational skills; focus on attention to detail
• Excellent verbal and written communication skills
• Strong working knowledge of financial statements and SEC filings
• Demonstrated ability to work independently and on small teams
• Leadership skills and ability to think strategically and creatively
• Strong work ethic, initiative, and desire to learn

Desired Skills

• Previous experience supporting corporate / investment banking and familiarity with the capital markets and complex capital structures
• 3 to 5 years work experience
• MBA/CFA a plus
• Series 7 and 63 licenses

Apply online (1300026289)

2 May 2013

Operations Associate, High Yield – NYC (Job ID J119178)

About the Opportunity

A private equity firm is currently seeking an experienced Operations Associate to join their staff. The qualified Associate will be responsible for the administration of high yield loan and bond portfolios.

The Operations Associate will be responsible for:

• Reviewing closing documents
• Assisting Wall Street office analyst with researching cash discrepancies
• Credit agreement due diligence
• Reporting daily cash to portfolio managers
• Supporting back office by generating reports and supplying portfolio information to PMs, Head Trader, Senior Analysts and Investors

Required Skills

• 1+ years of relevant experience
• College degree
• Ability to acquire, understand and absorb information rapidly and maintain consistent performance while effectively juggling multiple tasks
• Excellent communication skills
• Strong attention to detail
• Highly organized
• Desired Skills
• Knowledge of loans and WSO

Apply online  (Job ID J119178)

30 April 2013

CBG Credit Analyst II  (Requisition ID: 42998)

What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.

Summary:
This role is responsible for providing senior credit analysis support to assigned line or business and region(s). Provides detailed analysis of financial statements, tax returns, and financial statement projections to assist in administration of assigned relationships. May interface directly with Borrowers, attend client and prospect meetings with more senior staff, and assist in the preparation of more complex credit requests/reviews including direct lending and agented syndications. This position is able to complete key portions of a simple and/or routine credit request/review independently and without error. Interacts with Credit & Counterparty Risk, CBG Loan Administration, servicing, operations, appraisal, legal and other related personnel as needed for obtaining documentation or assisting with loan closing and loan maintenance. May serve in a lead capacity other credit analysts to manage work flow.

Responsibilities:
1. Produces qualitative financial review to be included as a portion of the credit request. Handles the most complicated relationships. Analyzes credits including financial statement spreading analysis, tax return analysis, and cash flow projections to make recommendations of client’s credit situation.
2. Provides support to the regional and division managers for special projects and reporting tasks. Such special projects may include compliance tracking, portfolio analysis, budget forecasts, presentations for senior bank management and the creation of excel based underwriting tools.
3. Ensures portfolio maintenance by monitoring delinquencies, matured and maturing loans, and assisting with the preparation of extension requests. Sets up credit files and ensures assigned files are complete and updated according to BOW compliance standards. Also sets up covenant and compliance tracking on Balenz.
4. Attends client and team meetings and assists in determination of client needs. Assists Relationship Managers and Portfolio Managers with completion of Credit Requests and other tasks as needed, providing analysis and review as applicable in a timely fashion free of errors.

Qualifications:
• Bachelor’s Degree in Business or Finance
• 2 or more years of directly related experience including financial statements, tax returns, and/or cash flow analysis
• This is the senior level CBG Credit Analyst position, assumed to be part of the career path for the Relationship Manager or credit related job families.
• Excellent knowledge and ability to analyze financial statements, tax returns and cash flow.
• Excellent working knowledge of Microsoft Office (Word, Outlook, Excel).
• Excellent working knowledge of other software used for analysis such as MFA and Tax Analysis.
• Excellent written and verbal communication.
• Ability to perform independently with a minimum of supervision.
• Good organizational skills.

Background in underwriting Leveraged transactions

Apply online (Requisition ID: 42998)

1 May 2013

 Credit Analyst, High Yield Desk – NYC

Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Additional information may be found at Apply now on company website or http://www.citi.com.

Business Overview:

Citi”s Global Credit Business is comprised of investment grade, high yield and distressed bond and loan trading, as well as credit derivatives and structured credit products.  Citi is a leader in trading in cash and derivative credit products, supporting clients in over 90 countries.

The trading desk focuses on order facilitation and trading of debt securities issued by corporations and of derivative products in high yield corporate bonds (securities rated below BBB- by the major independent credit rating services) and in high grade corporate bonds (securities rated BBB- or better). The Desk acts as a market maker in a number of high yield and high grade market issues.

Key Responsibilities of High Yield Desk Analyst:

Working with the High Yield trading desk, senior analyst will be responsible for developing relative value trade ideas across multiple sectors and capital structures.  Analyst will need to be able to interpret market moving events (earnings, M&A) while pro-actively managing risk.  Analyst will be in constant communications with Sales, Trading and Research and is expected to informed of recent market events.

Review and Analyze bond indentures and other legal documents including credit agreements

Determine trading impact on bonds and loans after a market event is announced

Interact with Citi’s various trading desks including High Grade, Distressed and Equities

Experience Required: At least 1 year
Education Required: Bachelor’s Degree
Travel Required: Occasional
Approx. Annual Salary: Unspecified

Apply online

1 May 2013

 Internship, High Yield Analysts and Bond Traders – San Francisco

The Opportunity:

Intern will work closely with team of experienced high yield credit analysts and bond traders. This is a rare opportunity to learn about the high-yield municipal bond market from industry experts, and see how risk is priced in a large, complex market.

Responsibilities:

Credit analysis, data aggregation, and special research projects to support the desk’s trading decisions.
Topics will be varied, and sectors covered may include not-for-profit healthcare, tobacco securitization, military housing, and charter school financing, amongst others.

Requirements:

Entering Junior and Senior of college
Highly motivated
Team oriented
Strong quantitative skills
Proficiency with software and technology; Intermediate Excel skills required
EOE

Apply online

30 April 2013

 Associate, Leveraged Finance – NYC  (13019736)

Brief Description of the Organization

Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Additional information may be found at www.citigroup.com or www.citi.com.

Business Area Description:
Citi’s Capital Markets Origination division is comprised of over 20 different groups (including Leveraged Finance), many of which are hybrids between Investment Banking and Sales & Trading. This unique mix of groups drives the fixed income and equities markets by providing products and liquidity for our clients. Typical responsibilities of Capital Markets Origination includes managing overall fixed income and equity relationships as well as dialogue with corporate clients; originating, marketing, structuring and executing fixed income and equity transactions; and demonstrating ways to limit interest rate and credit risk through the use of derivatives.

Responsibilities:

• Coordinate the development and drafting of all marketing presentations and offering documents across a variety of groups both internally and outside the firm
• Manage internal credit approval drafting and processes
• Aid in the development of numerous presentations to corporate and financial sponsor clients which describe and help develop various financing and capital structure

Qualifications:

• Three (3) to five (5) years of investment banking related experience.
• B.B.A., Finance and/or an M.B.A. are preferred but not required.
• Ability to analyze and develop financial models and forecasts with a strong proficiency using Excel
• Proficient in fundamental financial and credit analysis utilizing a full compliment of information sources including public filings, equity and fixed income research, Bloomberg and rating agency reports; Demonstrated ability to work within a team concept
• Familiarity with credit documentation and the structuring of non investment grade loan and bond transactions (strongly preferred).

Apply online (13019736)

29 April 2013

Associate I, Corporate Client Banking – Philadelphia, PA (130025401)

Job Description

The group focuses on U.S. companies which require traditional banking services, are users of investment banking products, are located in the Mid-Atlantic Region and have revenues of more than $500 million. Our business partners include Product Specialists from the Global Investment Bank (Syndications, Private Placements, Investment Grade and High Yield Bonds, Asset Backed Securities, Equity Capital Markets, M&A, etc), as well as Coverage Partners from Treasury Services, Investment Management & Private Banking.

The position is primarily geared to providing leadership to deal teams and accountability for pitch book preparation, financial modeling and transaction execution, while ensuring coordination among analysts, senior deal team members, and credit underwriting. As a member of the team, the position plays an integral part to help gain, manage and maintain the relationships located in the region.

The ideal Candidate will have 3-5 years of Corporate Banking or Investment Banking experience with a strong corporate finance background. The ideal Candidate will also have the ability to identify and assess credit transaction risks and will have knowledge of credit policies and processes including structuring and documentation of credit requests.

Qualifications

• Work with Relationship Managers to help generate new revenue opportunities either from prospects or existing clients
• Minimum of 3 years experience in a Banking support role or comparable experience.
• Ideal Candidate will have 3-5 years of Corporate Banking or Investment Banking experience with a strong corporate finance background
• Candidate that has attended a Commercial or Investment Banking Analyst Training Program preferred. 
• Collaborate with credit underwriting team on analysis, structuring and documentation of credit requests and must have strong credit , analytical, and modeling skills
• Knowledge of Investment Banking products and preferably execution experience. Position will provide support around capital structure analysis concentrating on syndicated leveraged finance transactions, interest rate and currency hedging, high grade and high yield bonds, and asset backed securities.
• Excellent problem solving, oral and written communication skills
• The ability to be a highly motivated, productive team player. Partnership skills are essential as work will often overlap with industry partners, product partners and investment banking teams.
• Proficient in Excel and Power Point
• Excellent reviews and referrals from your current manager and peers 
• Series 79 and 63 licensed (or must obtain)

Apply online (130025401)

18 April 2013

 Junior Trader/Trading Assistant, Credit Investments Group – NYC (Job ID:022309)

We Offer…

Group Overview: The Credit Suisse Credit Investments Group (“CIG”), a business unit of the Asset Management Division of CS, is an industry leader in managing over $21 billion in non-investment grade credit assets across bank loan, high yield bond and opportunistic credit portfolios. CIG is one of the largest leveraged credit managers in the US and Western Europe, with an accomplished full-service group of dedicated career credit professionals located in New York and London. The investment process is predicated on bottom-up credit selection, which has generated favorable risk0adjusted returns with lower relative volatility than the benchmark.

Role: The CIG team is comprised of portfolio managers, traders, and credit analysts. CIG is looking to bring on someone to assist traders and portfolio managers on a variety of tasks.

• Create & prepare morning reports to be distributed to the PM’s & Traders including cash balances, trade breaches & CLO tests.
• Liaise with various departments including Operations, LCD & Virtus to confirm positions are handled properly & fees are received post credit repricings.
• Tracking new transactions that are brought to market and liaise with analysts to present to the Credit Committee
• Organize bid/offer auctions to assist in trading large blocks of assets.
• Trade confirmation & booking

You Offer…

• Undergraduate degree
• Detail oriented, focused, self-motivated, and team oriented
• Ability to multitask accurately under tight time constraints in a high-pressure environment
• Working knowledge of Excel

As one of the world’s leading financial services group, Credit Suisse provides its clients with investment banking, private banking and asset management services worldwide. Founded in 1856, Credit Suisse has a long tradition of meeting the complex financial needs of a wide range of clients, offering advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally. The Credit Suisse Group is active in over 50 countries and employs approximately 40,000 people. Further information can be found at http://www.credit-suisse.com/.

Cultural diversity is essential to our success. As such, we employ people from more than 100 countries. Credit Suisse empowers employees to work openly and respectfully with each other and with clients, ultimately striving to deliver superior results while offering initiatives and programs to assist employees achieve a healthy work-life balance.

Right place, perfect opportunity
www.credit-suisse.com/careers

EEO Statement

Credit Suisse is an Equal Opportunity Employer and does not discriminate in its employment decisions on the basis of any protected category.

To the extent permitted or required by applicable law, a candidate who is offered employment will be subject to a criminal record check and other background checks.

Apply online  (Job ID:022309)

26 April 2013

Junior Portfolio Manager – NYC (Job Reference: 1255480)

$20BN Credit Investment Business focused on High Yield, Leveraged Loans. Long/Short, Value Oriented, Fundamental Driven Strategies.

Job description

Our client is a Global Financial Services firm that provides services in Investment Management, Investment Advisory, Investment Banking, and Capital Markets services. The Investment Management business with well over $125 Billion is seeking to add a Junior / Associate Portfolio Management professional to their Corporate Credit Investment Business.

This individual will join a team with a successful 10+ year track that is responsible for $20+ Billion of assets under management (leveraged loans and high yield bonds).

The Junior Portfolio Manager will have or share the following responsibilities:

• Relative value screening across portfolios
• Implementation of trading ideas
• Allocation of trades
• Cash management
• Daily monitoring of fund adherence to various client and self-imposed guidelines
• Idea generation based on market opportunities
• High yield and leveraged loan market research for internal and external use
• Interacting with internal Business Development / Marketing teams and Investors as needed

Who we are looking for

Requirements:

• Candidates must have extensive  relevant experience in high yield and/or leveraged loan markets at an Investment Management Firm: Long Only or Hedge Fund.
• The candidate’s current function will be as a Junior / Associate Portfolio Manager, HY Trader or an Analyst with Trading/Risk Management responsibilities
• Candidates must be comfortable with the Global Fixed Income markets (particularly US High Yield)
• Familiar with portfolio management software and systems such as Blackrock Solutions, Wall Street Office, etc.
• Strong academic credentials and secondary qualification such as an MBA or CFA are a plus
• Candidate will be articulate, and will possess a high level of oral and written communication skills
• Candidate will be enthusiastic, entrepreneurial, and able to work independently yet work comfortably as part of a team

Apply online Job Reference: 1255480

25 April 2013

 Leveraged Finance Associate – NYC (#659334)

Description

A growing multi-billion dollar leveraged finance shop, specializing in upper middle-market leveraged loan transactions is seeking an experienced Associate to join their underwriting team.

Responsibilities

Responsibilities will include underwriting and credit analysis of new deal flow in various industries, including energy and healthcare. The ideal candidate will have completed a formal training program at a leading bank or finance company, and have 3+ years analytical experience.

This position requires outstanding credit skills, cash flow modeling, excellent written and verbal communications and a strong work ethic. The company offers very competitive compensation and career growth opportunities.

Required Skills

• Leveraged Finance
• Credit Analysis
• Underwriting
• Cash Flow Modeling

Apply online (#659334)

23 April 2013

2nd Year Analyst, Corporate Finance Analyst Program – Los Angeles, CA

Description

Imperial Capital, LLC (“Imperial”), a dynamic full service Investment Bank currently seeks 2nd Year Analysts to join our Corporate Finance Analyst Program. Positions are currently available in Los Angeles. Imperial Capital, founded in 1997, is a full-service investment banking firm with offices in Los Angeles, New York, San Francisco, Boston, Chicago and Minneapolis. The firm currently employs over 230 professionals and offers a wide range of proprietary products and services to institutional investors, middle market companies, and private equity firms. Imperial Capital provides institutional clients research and sales and trading of high yield and distressed debt securities, bank debt, convertible bonds, preferred stocks, and equities. The firm provides middle market companies and financial sponsors with capital markets, merger and acquisitions, capital structure, restructuring and recapitalization advisory services. More information about Imperial Capital can be found at www.imperialcapital.com.

Essential Responsibilities

Analysts at Imperial will work closely with senior team members to execute a variety of corporate finance transactions across multiple industry sectors. Responsibilities include:

• Conduct research and prepare analyses of companies, industries, capital markets, historical financial statements and prospective financial information;
• Create and author financial models, valuation analysis, debt capacity and capital adequacy analyses, and documents and presentations for proposals and transactions;
• Identify financing alternatives, capital sources, strategic and financial buyers; and
• Manage due diligence and client relationships at appropriate levels.

Requirements

• 1-2 years of Investment Banking Analyst experience or similar experience (buy side, accounting, etc).
• Ability to conduct analysis of financial projections and impact of financing, transaction and operational variables through preparation of valuation models; solid financial modeling skills.
• Demonstrated commitment to staying up-to-date on industry trends.
• Ability to quickly respond to the issues associated with complex transactions.
• Superior writing skills.
• Ability to thrive in a fast paced, deadline driven environment with a proven commitment to turning in consistently high quality work as a self starter.
• High level of integrity, energy and flexibility with a positive team oriented “can-do” attitude.
• Strong interpersonal relationship skills are critical. Must have solid communication skills and a personal style conducive to building relationships.
• Strong teamwork orientation, unquestionable honesty and integrity, intellectual curiosity and dedication to providing the best product to clients.
• Bachelor’s degree, preferably majoring in Finance or Accounting.

Apply online 

23 April 2013

Fifth Street Finance, headquartered in White Plains, NY is seeking an Analyst/Senior Analyst for its Portfolio Management/Restructuring team based in its White Plains, New York office.

As an Analyst/Senior Analyst at Fifth Street you will work on live deals alongside senior investment professionals. Responsibilities will include but are not limited to:

1. Perform financial statement analysis and build financial models;
2. Work with management of portfolio companies to develop and implement turnaround plans;
3. Support the negotiation of amendment and waiver agreements with private equity sponsors;
4. Prepare reports discussing performance of portfolio companies;
5. Attend board meetings and perform site inspections.

Fifth Street is committed to providing you with the tools and opportunities necessary to advance your learning and your career as rapidly as possible, including unlimited access to training opportunities, guidance and mentoring.

Desired Skills & Experience

Analysts/Senior Analysts seeking to join Fifth Street are motivated individuals with a strong analytical background, exceptional organizational skills, ability to multitask, excellent attention to detail, and effective communication skills – both written and verbal. The position requires an individual with strong interpersonal skills and substantial self-initiative who thrives in a fast paced, collaborative environment. We are open to candidates with diverse background though the ideal candidate will have:

• 1-2 years prior experience in related finance position: Financial advisory experience, distressed workout experience, or debt portfolio management/restructuring experience at a lending institution
• Excellent Excel modeling skills and organizational skills
• Proficiency in MS Word, PowerPoint and Outlook
• Demonstrated self-starter who goes beyond job description to make sure goals are achieved
• Strong attention to detail
• Ability to multi-task in a fast paced environment

Company Description

Fifth Street Finance Corp. (NASDAQ: FSC) is a preeminent lending partner to private equity firms, providing financing solutions to sponsor-led, middle market acquisitions. While fostering growth is its primary focus, establishing a true partnership with its sponsors and portfolio companies is paramount to Fifth Street’s success. FSC focuses on consistently fulfilling its sponsors’ needs with solutions that reflect its deep understanding of the hallmarks of a premier lender – reliability, flexibility and impeccable service.

Since the firm’s founding in 1998, FSC has grown to over $1.8 billion in assets under management. Throughout its existence, FSC’s investment objective has been to maximize its portfolio’s total return by generating current income from its debt investments and capital appreciation from its equity investments. FSC strives to achieve this objective by capitalizing on its existing relationships with private equity sponsors and developing new partnerships.

Fifth Street is focused on companies with annual earnings before interest, taxes, depreciation and amortization (EBITDA) of $5 million to $50 million. These underlying portfolio companies span a broad range of industries throughout the United States. FSC adheres to a disciplined, proven approach that is adaptable to the proposed capital structure. The firm has become highly regarded for its one-stop, custom tailored financing solutions that ensure the best outcome for all parties. Fifth Street offers an array of options including senior and junior secured debt, unitranche and mezzanine debt, and can hold up to $100 million per transaction.

Fifth Street Finance Corp. is organized as an externally managed, non-diversified closed-end management investment company and has elected to be regulated as a Business Development Company (BDC) under the Investment Company Act of 1940.

To learn more about the firm, please go to Fifth Street’s website at www.fifthstreetfinance.com.

Apply online (LinkedIn)

22 April 2013

 Analyst, CLOs – Newark, NJ (BUS0005E)

Business Overview: Prudential Investment Management (PIM) is one of the largest investment managers in the U.S. with $637 billion of assets under management. Prudential Fixed Income (PFI) is the largest asset management group within PIM, managing assets of over $330 billion, which include government, mortgage, and asset-backed securities, municipal bonds, corporate and high yield bonds, bank loans and emerging market debt. Prudential Fixed Income manages investments for a wide variety of domestic and international clients, which include public and corporate pension funds, institutional and retail investors and Prudential’s general account.

Description: The CLO Analyst (L50) will join the product management team that supports the portfolio management and credit research teams for the Dryden CLO Platform. Standard & Poor’s ranks PIM as one of the largest global CLO managers. The firm now manages over $9 billion in CLO capital. The CLO Analyst will provide portfolio, trading and administrative support for specific CLOs and also handle various platform-wide reporting duties.

Key Job Functions:
· Review portfolio strategy with CLO Portfolio Managers and recommend trades for portfolio optimization.
· Perform trade testing and ongoing compliance reviews on CLO portfolios.
· Handle monthly Trustee reporting and quarterly Note Valuation Reports.
· Coordinate investor communications including scheduling calls, drafting correspondence, updating CLO website, etc.
· Perform asset class, market and performance analysis on CLOs.
· Handle various platform-wide reporting responsibilities.
· Help to integrate and implement new business opportunities.
· Work on initiatives to improve the efficiency and effectiveness of the CLO platform.
· Partner with Operations, Law, Compliance, Finance, Marketing, Risk Management, Treasurer’s and other corporate functions to perform role.

Qualifications
· Needs to be characterized as a highly motivated, self-starter
· Proven ability to manage multiple assignments simultaneously, often independently, under tight deadlines
· Knowledge of CLOs and underlying bank loan asset class
· Broad knowledge of fixed income operations, systems and compliance
· Experience working with an investment desk and senior management
· Strong quantitative and analytical skills
· Creative and innovative thinker
· Strong interpersonal and communication skills, with a track record of partnering effectively with other functional areas and experience dealing with external clients
· Project management experience is desirable
· Highly proficient in the use of Excel functions

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company’s well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential’s businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.

Prudential and its affiliates, Newark, New Jersey are Equal Opportunity/Affirmative Action Employers and are committed to diversity in our workforce.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at staffingagencies@prudential.com for more information about doing business with Prudential.

Apply online (BUS0005E)

18 April 2013

DBS. Living, Breathing Asia.

DBS is a leading financial services group in Asia, with over 200 branches across 15 markets. Headquartered and listed in Singapore, DBS is a market leader in Singapore with over four million customers and also has a growing presence in the three key Asian axes of growth, namely, Greater China, Southeast Asia and South Asia. The bank’s strong capital position, as well as “AA-” and “Aa1″ credit ratings that are among the highest in the Asia-Pacific region, earned it Global Finance’s “Safest Bank in Asia” accolade for three consecutive years, in 2009, 2010 and 2011.

Responsibilities

• Support senior transactors in the origination of syndicated loans / club deals in North Asia
• Prepare marketing material including but not limited to pitch books, indicative term sheets, information memo, and assist on documentation review
• Maintain regular dialogue with market players to keep abreast of pricing trends and developments in the Asian loan markets
• Identify potential participants based on their asset appetite for North Asia, deal experience and market knowledge
• Prepare internal pipeline and underwriting reports as well as approval memos, if and when required

18 April 2013

2nd Year Analyst, Corporate Lending – NYC (Job ID:021997)

We Offer…

An opportunity to join the Credit Suisse Corporate Lending team, part of the Global Investment Banking Department, as a full-time analyst.

CS is one of the leading global arrangers of leveraged loans and consistently ranks on the top of the US league tables.  Our experience, knowledge and commitment to serving the interests of our investors and clients make Credit Suisse’s Corporate Lending team the most innovative and insightful in the industry.  Our team works with CS’s capital markets desk and coverage investment bankers to arrange and syndicate multi-million/billion dollar bank loans.  Specifically, the team plays a key role in structuring, negotiating, documenting and executing loan transactions.  In active negotiations, the Corporate Lending team bridges the interests of the investors who purchase loans with the needs of our corporate and sponsor clients.  A career in Corporate Lending is ideal for anyone wanting client facing negotiations, product specialization and detail oriented analysis.

As an Analyst you will:
• Be exposed to the syndicated loan markets
• Work with senior bankers as they work to arrange, structure and document CS lead loan transactions
• Help cover the firm’s existing bank loan portfolio to address client needs and conduct portfolio analysis

The position requires a bright and dynamic professional to work in strong partnership with coverage, product and credit teams.

You Offer…

Interested candidates must have a degree from a four-year college or university, preferably with relevant coursework in finance or economics.  Credit Suisse is noted for the diversity of its employees while at the same time seeking candidates with a common set of abilities – highly motivated and creative individuals who have demonstrated academic achievement and have the ability to work independently and as a member of a team. The ideal candidate is fundamentally interested in the workings of the market and also likes to work in an investment banking and capital markets culture.

In addition, the candidate must have:

• At least one to two years of relevant experience

• Credit training and lending experience

• Excellent quantitative and analytical skills

• Strong attention to detail

• Ability to communicate clearly and effectively with clients (both in writing and orally)

• Financial modeling proficiency

• Knowledgeable about the fundamentals of credit agreements and related documents also a plus

As one of the world’s leading financial service groups, Credit Suisse provides its clients with investment banking, private banking and asset management services worldwide.  Founded in 1856, Credit Suisse has a long tradition of meeting the complex financial needs of a wide range of clients, offering advisory services, comprehensive solutions and innovative products to companies, institutional clients and high net-worth private clients globally.  The Credit Suisse Group is active in over 50 countries and employs approximately 40,000 people.  Further information can be found at www.credit-suisse.com.

Cultural diversity is essential to our success.  As such, we employ people from more than 100 countries.  Credit Suisse empowers employees to work openly and respectfully with each other and with clients, ultimately striving to deliver superior results while offering initiatives and programs to assist employees achieve a healthy work-life balance.

EEO Statement

Credit Suisse is an Equal Opportunity Employer and does not discriminate in its employment decisions on the basis of any protected category.

To the extent permitted or required by applicable law, a candidate who is offered employment will be subject to a criminal record check and other background checks.

Apply online  (Job ID:021467)

17 April 2013

High Yield Research Associate Analyst – Charlotte, NC (Req # 3734307)

Job Description We have an Analyst/Associate level opening on the High Yield research team helping to cover the building products, homebuilding, and industrial services sectors. Potential candidates should be highly motivated and detail-oriented with excellent analytical and writing skills. Strong interpersonal skills are necessary as the person will collaborate across business lines, collect market intelligence from numerous sources and work with a variety of internal and external client personalities. In addition to assisting in the preparation of our research publications, the position will work closely with other senior group and non-group members (such as traders and sales) in the preparation of presentations for institutional investor visits and industry conferences. In this position, you will be responsible for data management, writing research reports and creating and maintaining financial models. This is an excellent opportunity to develop a career in corporate bond research, trading or sales while learning and working at one of the largest and most innovative financial institutions in the country.

Basic Qualifications 3+ years experience in research supporting the capital markets industry or the financial services industry.

Minimum Qualifications - 3+ years of experience in research, investment banking or leveraged finance  - A background in credit, proven writing ability, advanced user of Microsoft Office applications; with an emphasis on Excel, Word and Power Point, a high level of personal motivation and strong interpersonal and communication skills  – Sound analytical thinking and high attention to detail – Comfortable functioning both independently and as a part of a team, be able to work in a high-energy environment and be able to meet stringent deadlines and quality standards

Preferred Skills – Bachelor’s degree (finance, economics or related field preferred) – 7, 63 – Any previous experience working in or covering the Metals/Mining and Chemical sectors would be considered a strong plus

Apply online (Req # 3734307)

16 April 2013

Alcentra is a leading global asset management firm specializing in sub-investment grade corporate credit.  As an investment boutique and subsidiary of Bank of New York Mellon Asset Management, Alcentra manages approximately $23 billion across the spectrum of sub-investment grade corporate debt, including par and distressed loans, high yield bonds, direct lending & mezzanine, and structured credit.  Alcentra has over 300 institutional clients in 30 countries and is headquartered in London, with offices in New York, Boston, and Singapore.  For additional information, please visit our website: www.alcentra.com.

Position Summary: The Product Management Associate works in conjunction with the Alcentra Business Development team, Portfolio Managers, Research Analysts, legal teams and BNY Mellon distribution groups to help grow Alcentra’s business.  The Associate will be expected to coordinate and address monthly reporting, deliverables and incoming information requests from both clients and management.  The Associate will also contribute to proposal production and provide information for marketing and sales related presentations. The position reports to the Vice President of Investor Relations for the Americas.

Responsibilities Include (but not limited to):

• Produce and distribute monthly customized client information requests and reports;
• Work closely with portfolio managers and research analysts to create portfolio attribution reports and summaries;
• Assist in the production and distribution of corporate quarterly reports to clients;
• Serve as a primary point of contact with clients and consultants for routine communication and operational issues;
• Populate and maintain qualitative and quantitative information in consultant databases. Ensure the client relationship management database reflects updated, accurate client contact information, material communication records and activity postings;
• Develop sales proposals, product demonstrations, and Return on Investment (ROI) analyses to persuasively illustrate the benefits of proposed solutions;
• Prepare and deliver Requests for Proposal (RFPs);
• Collaborate with the marketing team with regard to investor services and sales.

Required Experience:

• Bachelor’s degree required. Bachelor’s degree in finance or finance-related field preferred;
• Approximately 2-4 years of experience in a financial services firm. Credit-oriented asset management field preferred;
• Excellent written and oral communication skills, comfortable on phone and in front of clients;
• Strong organizational abilities and attention to detail;
• Flexible team player able to work on multiple projects;
• High degree of proficiency in MS Word, Excel, and PowerPoint required

Compensation:  Salary, discretionary bonus and attractive benefits, competitive with the market.

Contact:  Please submit resumes to Meagan Walsh, Senior Recruiter at meagan.walsh@bnymellon.com.

We will contact individuals we would like to consider for this opportunity.

12 April 2013

 Fixed Income Trader – Hartford, CT

Our client manages close to $150 billion in assets on behalf of insurance companies, corporate retirement plans, public funds, endowments, foundations, and other institutional clients. They specialize in fixed income management, offering a variety of single sector and customized strategies including High Yield, Emerging Markets Debt, TIPS, Corporates, and Liability-Driven Investments as well as Multi-Sector strategies. In addition, they offer capabilities in absolute return strategies such as hedge fund of funds and an unconstrained bond strategy.

They are looking for a Trader to cover investment grade corporate bonds. The successful candidate will have demonstrated the ability to interact daily with numerous constituents in a variety of market environments. Experience with trading corporate fixed income securities will be complemented by maintaining close relationships with in-house credit staff and understanding, at a broad level, individual portfolio constraints. The successful candidate must have the ability to be a value-added partner with the existing corporate traders, portfolio managers and analysts throughout the investment process.

Responsibilities:
· Execute fixed-income securities purchases and sales partnering with portfolio managers and credit analysts; drive security selection process; actively participate in the investment process.
· Generate original, and innovative, investment ideas that will add alpha to portfolio performance.
· Provide portfolio managers and analysts with daily market intelligence regarding market sentiment and trading environment; maintain on-going dialogue with portfolio managers and analysts regarding investment strategy and the investment decision-making process.
· Develop models to analyze relative value and swap strategies on a risk-reward basis; understand assumptions and biases inherent in any model.
· Apply an understanding of market dynamics and client specific objectives and constraints to create relative value ideas.
· Develop and maintain relationships with securities dealers.
· Provide trading and market support to specific sectors.
· Mentor and train less experienced traders.

Qualifications
· 5+ to 7 years of experience
· Comprehensive knowledge of fixed income securities and their markets, trading characteristics and approaches and factors influencing price trends
· Bachelor’s degree required; advanced degree or MBA preferred.
· A minimum of five years of investment grade credit trading experience, including experience working with structured credit
· Strong quantitative and analytical skills
· Knowledge of portfolio trading system and analytic systems
· C.F.A or willingness to pursue and obtain C.F.A

Apply online   

12 April 2013

Finance job: Summer Associate, Nonprofit Investment Firm for Social Progress – NYC

In the emerging field of “Pay for Success’ and “Social Innovative Financing,” we focus on structuring and managing impact investments that will unlock capital to fund effective solutions and drive an outcomes-focused social sector. Core to our work is the Social Impact Bond, an innovative public-private partnership that scales performance-driven social programs, creates taxpayer efficiencies and generates financial returns for investors. Pioneered by our sister organization in the UK, the potential of the Social Impact Bond has generated national and worldwide attention, has been featured in The New York Times, Time Magazine, The Economist, Bloomberg, Reuters, The Huffington Post, and Fast Company, and is under exploration in Australia, Canada, Israel, Scotland, and Ireland. As momentum grows, we work collaboratively with partners across sectors to identify their unique challenges and create tailored, actionable financial solutions to serve the population in need and achieve measurable results.

Our product offerings include advisory services (feasibility analysis, pre-transaction support), transaction work (financial structuring, capital raising, evaluation design), as well as post-transaction support (performance management, investor relations, cash flow management). In addition, market education and field building is core to our mission.

Roles and Responsibilities

The Company is looking for graduate-level summer interns to help us build our organization and our innovative financial instruments. Interns will be fully-leveraged members of the team, working on multiple real-time projects and gaining exposure to the breadth of the social impact investing market. Specific responsibilities may include:

‘ Completing comprehensive and up-to-date research on a range of pervasive social problems, governmental policies, innovative nonprofit intervention models, cost- benefit analyses, public-private partnerships, and related matters;

‘ Producing literature reviews, issue and trend analyses, research summaries, whitepapers, speech writing, presentations, and grant proposals.

Summer Associate Job Description, 2013 2 ‘ Collaborating to execute offerings, including assisting on the drafting and editing of deal terms and structuring, and supporting the syndication process.

Skills and Experience

We are looking for an entrepreneurial professional who has a deep commitment to and understanding of obstacles to ‘moving the needle’ of social change. Internship candidate must have:

‘ Passion for using innovative investments to drive transformative social impact; ‘ Understanding of recent developments in non-profit growth-capital funding, scaling social impact, financial markets, and/or public policy;

‘ Commitment to excellence and accuracy, with an ability to manage multiple and competing priorities simultaneously and a willingness to constructively express contrary points of view and seek consensus among strong, independent thinkers; ‘ Advanced expertise in Microsoft Excel and PowerPoint; ‘ Strong analytical and quantitative skills with basic statistical knowledge; ‘ Excellent oral and written communications skills, the ability to deliver quantitative and qualitative data in a compelling way, and the ability to quickly research, synthesize and summarize key lessons on unfamiliar topics; ‘ A lively, curious and creative intellect and a style that includes flexibility, diligence and a sense of humor; and ‘ Bachelor’s degree required; concentration in finance, economics or public policy a plus.

Logistics

A stipend is available for these full-time 10-week internships. Program duration is June 10 through August 16, 2013.

Apply online

11 April 2013

 Associate, Portfolio Management, Leverage Finance - NYC (131339)

Description:

BlackRock Financial Management Inc. seeks an Associate, Portfolio Management, Leveraged Finance in New York, NY to monitor portfolio risks, including beta exposure, credit and default risk, cash and liquidity risk and concentration risk for a team supporting fixed income trading and portfolio management functions, specifically over $25 billion of open and closed-end retail funds, institutional separate accounts and hedge funds.

Req’s:

Bachelor’s degree or equivalent in Finance, Accounting, Economics, Mathematics, Engineering (any) or a related field plus three (3) years of experience supporting fixed income trading and portfolio management functions on behalf of a global financial institution.

Prior experience must include conducting analysis utilizing risk reports and market data; utilizing risk management tools and trading systems, including Bloomberg, MS Excel, VBA programming and sequel data querying; and working with different internal teams to implement processes that improve analysis relating to fixed income asset management, including portfolio composition and risk breakdowns.

BlackRock is proud to be an E-Verify & Equal Opportunity/Affirmative Action Employer—M/F/D/V.

BlackRock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions — from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world’s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs.

Apply online (131339)

9 April 2013

 Analyst, FID Leveraged Finance Credit Sector Strategist –  NYC (Job ID:021467)

Credit Suisse is looking for a credit junior sector strategist to join its Leveraged Finance Credit Sector Strategy Group within the Fixed Income Division. The sector strategist will be a junior member of a team covering the paper/packaging and metals and mining sectors.

• The sector strategist will perform all aspects of credit analytics including analyzing historical financial statements, preparing financial scenarios and performing quantitative analysis.
• The successful candidate will be asked to evaluate corporate credit risk, industry trends and current fixed income market conditions to arrive at credit opinions on industrial borrowers.
• The sector strategist will not be assigned primary coverage responsibility for borrowers at the outset and will report directly to the managing director and co-head of high yield sector strategy.

You Offer…

• Bachelor’s Degree in finance, accounting or a related field, an MBA is not required
• Solid understanding of financial accounting and evidenced ability to perform financial statement analyses
• Proficient in financial modeling tools (Excel)
• Excellent written and verbal communication skills
• Strong interpersonal relationship management and client service skills
• Series 7 is desirable and will ultimately be required.

As one of the world’s leading financial services group, Credit Suisse provides its clients with investment banking, private banking and asset management services worldwide. Founded in 1856, Credit Suisse has a long tradition of meeting the complex financial needs of a wide range of clients, offering advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally. The Credit Suisse Group is active in over 50 countries and employs approximately 40,000 people. Further information can be found at http://www.credit-suisse.com/.

Cultural diversity is essential to our success. As such, we employ people from more than 100 countries. Credit Suisse empowers employees to work openly and respectfully with each other and with clients, ultimately striving to deliver superior results while offering initiatives and programs to assist employees achieve a healthy work-life balance.

Right place, perfect opportunity
www.credit-suisse.com/careers

.

Apply online  (Job ID:021467)

8 April 2013

 European High Yield Analyst – London (130012001)
Job Description

J.P. Morgan Asset Management, a division of JPMorgan Chase & Co, assists institutions, financial intermediaries and individual investors worldwide. Through J.P. Morgan Asset Management, clients can access over 350 different investment strategies, spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity.

The majority of J.P. Morgan Asset Management’s assets are managed by our Global Fixed Income and Currency Group. As of 31 December 2012, the Global Fixed Income and Currency Group managed USD 876 billion1 in fixed income and currency assets. Of this amount, the investment team responsible for International Fixed Income managed USD 139.3 billion in fixed income assets and USD 14.4 billion in currency assets.

The Group consists of 235 investment professionals, operating in every major market around the world. The Group oversees a broad range of fixed income strategies, including broad market, long duration, stable value, intermediate, high yield, emerging market debt, short and ultra short duration, global bonds, structured products, mortgages and tax-aware strategies

We have an opportunity for an European High Yield Analyst.

Responsibilities:

• Work with JP Morgan Asset Management’s London-based portfolio managers and fellow analysts to provide both current and forward-looking assessments of the fundamental credit quality of European HY non-financial corporate bond issuers and their specific industry sectors.
• Provide investment recommendations on individual European high yield securities in both primary and secondary markets based on a blend of fundamental, technical, and macro-based relative value considerations.
• Contribute to the European HY team’s investment process by providing bottom-up and top-down views on the European HY market.

Skills required:

• A high level of competence in financial statement analysis
• A high degree of familiarity with European high yield debt capital markets
• Ability to produce detailed financial projection models using Excel
• Understanding factors that determine the fundamental credit quality of issuers, including key credit metrics, capital structures, and sources of liquidity and business risks
• Understanding the impact of broader economic trends and market conditions on both credit quality and valuation
• Ability to concisely communicate the impact of an event on a particular company’s credit profile and valuation in a timely fashion
• Ability to translate credit opinions into well-articulated, executable trade recommendations
• Willingness to maintain a high level of interaction in a team environment and to be accountable for decisions

Background:

• Must have solid experience as a high yield credit research analyst covering one or more non-financial corporate sectors.
• Previous work at a buy or sell-side institution or possibly a ratings agency.
• CFA and/or MBA designation preferred.
• Degree or equivalent is required.
• JPMorgan offers an exceptional benefits program and a highly competitive compensation package.

JPMorgan is an Equal Opportunity Employer.

Apply online (130012001)

4 April 2013

 Associate, IBD, Financial Sponsors – NYC (Job ID:016647)

We Offer…

As one of the world’s leading financial services group, Credit Suisse provides its clients with investment banking, private banking and asset management services worldwide. Founded in 1856, Credit Suisse has a long tradition of meeting the complex financial needs of a wide range of clients, offering advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally. The Credit Suisse Group is active in over 50 countries and employs approximately 40,000 people. Further information can be found at http://www.credit-suisse.com/.

Cultural diversity is essential to our success. As such, we employ people from more than 100 countries. Credit Suisse empowers employees to work openly and respectfully with each other and with clients, ultimately striving to deliver superior results while offering initiatives and programs to assist employees achieve a healthy work-life balance.

Title: Investment Banking Associate, Financial Sponsors – Credit Suisse

Location: New York, NY

Group Description: Credit Suisse’s Financial Sponsors group is the leading advisor to the private equity community. You will work in a private equity group focused on full-service execution. We provide high-value advice and execution expertise across leveraged finance, including high-yield bonds, leveraged loans, equity, and merger and acquisition products. Additional areas of focus include restructuring, private placements and hedging activities.

Role: Investment Banking Associates work on a broad array of domestic and international transactions. Our bankers execute mergers and acquisitions, raise capital for clients, guide companies through financial restructuring, discuss strategic alternatives geared towards competitive growth, and provide other advisory services. As an associate you will work alongside some of the industry’s best and brightest bankers and have exposure to senior people at a diverse set of companies. Our clients span all industries and regions, and through the coverage and deal teams, Associates get the chance to have high visibility, impact and recognition. Credit Suisse’s Associates assume a high degree of responsibility for both project management and client relationship building through a wide array of activities.

Associates responsibilities include:

• Working with senior coverage officers to develop innovative solutions for client companies
• Building complex models that help companies understand how they are valued by the market
• Following an industry to learn the key drivers and trends that influence companies’ decisions
• Helping management teams craft the storyline to position their companies for sale
• Traveling with clients on road shows and with senior bankers on site visits
• Building a network of colleagues both inside CS and outside that will strengthen your career throughout your professional life

You Offer…

Requirements:

• Interested candidates must have completed an MBA or equivalent graduate degree and have at least one year of Investment Banking experience. Individuals who have completed a third year as an Investment Banking Analyst without getting an MBA are welcome to apply.

Credit Suisse is noted for the diversity of its employees, and seeks candidates with a common set of abilities:

• Demonstrated academic achievement, specifically in finance and accounting
• Excellent written and verbal skills
• Ability to work independently and as part of a team
• Demonstrated ability to work in a time sensitive environment.
• Ability to multi-task with strong attention to detail.
• Demonstrated leadership abilities
• Solid interest in the financial sector
• Excellent PC skills with advanced knowledge of Excel, Word and PowerPoint

Right place, perfect opportunity
www.credit-suisse.com/careers

EEO Statement

Credit Suisse is an Equal Opportunity Employer and does not discriminate in its employment decisions on the basis of any protected category.

Apply online  (Job ID:016647)

3 April 2013

   Investment Associate – NYC

Partners Group is a global private markets investment management firm with 15 offices around the world and over EUR 27 billion in investment programs under management. The firm employs over 600 people and is listed on the SIX Swiss Exchange with a major ownership by its Partners and all employees.

In this position you will be responsible for assessing, executing and monitoring private leveraged finance and mezzanine transactions.

Your tasks will include:

• Perform quantitative and qualitative due diligence on prospective mezzanine investments
• Initiate and participate in calls and visits with current and prospective investment managers
• Conduct various tasks related to product reporting, monitoring investments, market research, internal requests, and marketing efforts
• Pro-active sourcing of investment opportunities from your network, intermediaries, investment partners and other industry contacts

For this challenging position, we are looking for a person who works well in a very entrepreneurial organization, someone who is a self-starter and possesses strong networking and organization skills.

The successful candidate should have the following profile:

• Top academic credentials (Master/MBA/CFA preferred), with a coursework emphasis on Business Strategy, Accounting, Finance and/or Mathematics
• 2 to 4 years of work experience in the private leveraged finance market with a leading player
• Excellent analytical, interpersonal and written communication skills and a strong desire
• to learn and succeed
• Thorough knowledge of Word and Excel (strong modeling skills required) and the ability to conduct research
• Strong written and oral communications skills
• Be proactive on assignments/projects and demonstrate initiative
• Able to complete projects on time and accurately and be able to multi-task
• Strong work ethic, professional demeanor and appearance

Apply online

2 April 2013

 MBA Investments Internships – Morristown, NJ

Job Description
MetLife is seeking aspiring students with an MBA, concentrating in finance, for its paid summer internships in the investments department. Candidates should have strong finance and accounting skills, excellent oral and written communications skills, a proven record of academic achievement and a strong interest in pursuing a career in investments. Candidates must be U.S. citizens or have the ability to work in the U.S. without MetLife sponsorship.

Recruiting will take place between January and March for summer positions that will be available beginning in the summer. Candidates have been hired for positions within: Portfolio Management, Asset Origination, Structuring and Trading, Research, Real Estate & Agricultural Investments, and Investment Operations. Current openings depend on staffing needs.

High performing candidates may be considered for available full-time opportunities.

Positions are based in the Morristown, NJ office.

Below are are job descriptioins for our open Internship Positions:

HIGH RETURN: CREDIT RESEARCH INTERN

MetLife is looking to hire a Research Associate Intern. Research is an integral part of MetLife’s credit asset management process. Research analysts perform fundamental analysis on corporate credits in assigned industries. The associate would work closely with Senior Analysts utilizing modeling, sector-specific research and relative value analysis to evaluate issuers’ creditworthiness and make recommendations to the trading desk.

Analysts will assist in managing the corporate bond and bank loan portfolios through:

· Monitoring and evaluating industry and company-specific developments.
· Analyzing investment opportunities.
· Properly positioning the portfolio at the industry and individual company level.

Principal Responsibilities:

· Monitor and model company financial and operating performance.
· Compile and analyze information from SEC filings, company reports, earnings calls, industry reports, rating agencies, sell-side research and other sources to develop opinions and written reports on companies and sectors.
· Contribute to the timely analysis of investment opportunities, including the development of purchase/sale recommendations.
· Proactively monitor industry developments, providing input to help form opinions for sector positioning and support changes to exposures when warranted.
· Build upon existing knowledge of investments, including fundamental credit analysis, quantitative credit systems, bond math, accounting, as well as topical issues.

Skills and Competencies Required:

· MBA with concentration in finance or accounting preferred.
· Strong quantitative and analytical skills.
· Team-oriented attitude – reasonable and flexible.
· Strong organizational skills with keen attention to detail and follow-through.
· Excellent oral and written communication skills.
· Ability to read and evaluate complex documentation and structures.

Private Placement Unit MBA Summer Intern

The primary functions are to provide support to analyze, negotiate and manage U.S. corporate private debt investments. The incumbent will help support reviews for a wide variety of deals sourced from commercial and investment bankers, and occasionally markets directly to issuers.

Structuring a deal includes negotiating interest rates, terms and covenants, and managing the documentation process. The analyst works with more experienced private placement analysts and the Global Credit Research group to review an issuers’ financial condition and business and industry trends, and conducts due diligence with issuers’ management. Recommendations are prepared in written form and orally presented to senior MetLife management.

Specific Responsibilities:
• Provide timely analysis of potential new issuers and existing holdings.
• Monitor industry/sector developments, providing industry input to help form relative value sector opinions in addition to company-specific opinions.
• Develop relationships with portfolio managers/traders through both verbal and written communication to add value in the investment process.
• Build relationships with street analysts, rating agencies and directly with the issuers, to assist in monitoring and analyzing credits and industries.

Required Competencies
• Pursuing an MBA in Accounting, Finance or related area; CFA preferred.
• Highly motivated, self-starter.
• Strong teamwork-driven attitude.
• Strong organization skills.
• Strong skills, including the following demonstrable skills:
• Strong accounting and/or financial analysis.
• Knowledge of/experience in financial models and quantitative analysis.
• Strong decision making and problem solving skills.
• Working knowledge of securities such as high-grade bonds, high yield bonds, bank loans, private placements and other types of securities.
• Demonstrated attention to detail and the proven ability to meet stringent time constraints.
• Working knowledge of Excel, Word, PowerPoint.
• Strong written and oral communication and interpersonal skills; the ability to work well with people at all levels of the organization.

Derivatives MBA Internship

LOB/Department: Core Securities/Rates, Currency, and Equities

Position is a Derivatives and/or Cash Trading Desk Intern /Analyst. Candidate will be assisting the line traders in trade structuring, execution and booking of cash and/or derivative transactions. Some pre and post trade compliance work might be required.

Additional responsibilities might include project work related to desk automation and efficiency initiatives. Other assignments would likely relate to the process of purchasing assets and hedging assets/liabilities for an Insurance Company General Account Portfolio.

Primary responsibilities will include:

• Develop fundamental understanding of cash investing and/or derivatives use at a major multinational insurance company
• Assist in desk automation and efficiency efforts
• Assist in structuring trades for Asset-Liability Management for the firm’s General Account

Skills and Competencies Required:

• Quantitative skills a must
• Self-starter with interest in the markets is preferred
• Strong knowledge of Microsoft Excel required
• Strong knowledge of Microsoft PowerPoint and Word recommended
• Programming skills a plus

Other Comments:

• Depending upon placement, job could have impact on company’s investment income or risk management (hedging) functions
• Candidate will gain significant valuable insights into cash investing and/or derivative use at a major multinational insurance company

Mezzanine – Middle Market Intern

The Alternative Investments group manages approximately billion portfolio of partnership investments in hedge funds and private equity funds focused on leveraged buyouts, venture capital, distressed securities, and power/energy. The Unit also manages a direct investment portfolio of mezzanine investments, primarily subordinated and unsecured loans and equity co-investments to private equity or sponsor-backed companies. The Mezzanine Group seeks an MBA Intern to aid in the origination, due diligence and credit underwriting, execution and portfolio monitoring of mezzanine investments.

Functional Responsibilities include:
• Evaluate new transactions and investment opportunities, attend management presentations, and review deal terms and credit agreements.
• Participate in all phases of due diligence including business and quantitative analysis, management presentations and lender meetings, and industry & competitive research.
• Develop an understanding of the mezzanine market and business including pricing and structure, competitive landscape, deal origination and diligence requirements.
• Develop financial models including scenario and sensitivity analysis for transactions.
• Prepare written investment committee memorandum and presentations.

Job Requirements

• Minimum 3-5 years of experience – leverage finance and/or transactional experience preferred.
• Strong analytical/quantitative, credit, accounting and financial statement analysis skills.
• Ability to construct financial models.
• Excellent written and oral communication skills.
• Ability to work well independently and as part of a small team.
• A self-starter with a strong work ethic who seeks to help develop a business.

GLOBAL PORTFOLIO MANAGEMENT – Structured Finance Summer Intern

Summary of Responsibilities

Perform analysis on the dynamics of the US CMBS market, and collaborate in the management of our $19 billion CMBS portfolio.

Principal Responsibilities
• Analyze proprietary databases to evaluate historical behavior of securitized commercial mortgages versus macro and regional economic variables.
• Evaluate potential impact of future interest rates on commercial mortgage refinance capacity.
• Provide recommendations on the loan dimensions used to establish probabilities of default for securitized commercial mortgages.

Required Competencies
• Strong spreadsheet modeling skills required, programming skills preferred.
• Prior training in, or experience with Statistics, Economics and Finance.
• Driven, proactive, and can work independently.
• Diligent, detail oriented, and able to multi-task.
• High degree of intellectual curiosity and willingness to learn.
• Working towards completion of MBA, Masters in Finance, or equivalent.
Company Description
MetLife, Inc. is a leading global provider of insurance, annuities and employee benefit programs, serving 90 million customers. Through its subsidiaries and affiliates, MetLife holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East. For more information, visit www.metlife.com.

Apply online via LinkedIn

1 April 2013

 Credit Desk Strategist – NYC (Job Ref Code: 1000543556_020)

Credit Desk Strategist, Leveraged Finance Trading

BMO Capital Markets Corp seeks Credit Desk Strategist, Leveraged Finance Trading for its NYC office.

• Monitor the credit quality of companies whose high-yield bonds and leveraged loans are traded by the leveraged finance trading desk.
• Identify and generate profitable trade ideas for high-yield and leveraged loan traders and clients.
• Participate in the development of a High Yield Trading update targeted to investors and potential clients on the basis of feedback from high yield traders and capital markets.
• Develop presentations to traders on high yield bond or leveraged loan trading performance.

Bachelors in Economics or Finance and 5 years experience in job duties, or 5 years exp as Financial Analyst, Capital Markets. Must hold FINRA Series 7 and 63 licenses.

Mail resume to BMO Capital Markets Corp, 3 Times Square, NYC, NY 10036, attn: M. Bottero/HR

Apply online  (Job Ref Code: 1000543556_020)

1 April 2013

Associate, Leveraged Finance IBD – NYC (Job ID 21254)

The Leveraged Finance Group within the Investment Banking Division in New York is looking for an experienced associate with current Leveraged Finance banking (or related) experience to join the team.

Our Leveraged Finance group originates, structures, advises and executes bank loan and high yield bond financings for corporate clients and financial sponsors, including LBOs, refinancings, M&A transactions and restructurings. Leverage Finance teams serve as intermediaries between the debt capital markets (including sales, trading, research, and buyside investors) and our issuing clients. Given underwriting requirements for many of the transactions, the group works closely with many parts of the firm including Classic Investment Banking, Credit, Capital Markets, Research, amongst others teams. Leveraged Finance associates develop strong fundamental credit, modeling and risk management skills.

Investment Banking Division associates at Goldman Sachs are a vital part of the banking team. Through their extensive exposure to the firm’s businesses and clients they develop an expansive knowledge of investment banking products and practices. In this capacity, they work closely with managing directors, vice presidents, analysts and other associates in the firm. Associates within Leveraged Finance play an essential role in developing client relationships and executing client transactions. The associates are an integral part of our client teams, taking an active role in developing, structuring and executing a broad range of advisory assignments and financial transactions for our clients.

Associates work in a very rewarding and high paced environment. The associate is responsible for many essential components of client relationship development and transaction execution.

The ideal candidate will be highly motivated, with a very strong base of investment banking technical knowledge, excellent interpersonal and communication skills. In addition, they will thoroughly enjoy working with a diverse group of people both at our clients and internally within our firm.

Basic Qualifications

 MBA or equivalent graduate degree in a financial discipline and 1 year of experience; OR
 Bachelors degree PLUS minimum 3 years’ experience in an investment banking analyst position or comparable financial role
 Current or recent experience in an investment banking role or equivalent position

Preferred Qualifications

 Outstanding academic record
 Exceptional communication skills, both verbal and written
 Strong analytical orientation, with experience performing financial and valuation analysis in Excel or comparable spreadsheet tools
 Demonstrable commitment to and experience with working in teams
 Demonstrated interested in finance, companies, transactions and financial markets

The Firm

The Goldman Sachs Group is a bank holding company and a leading global investment banking, securities and investment management firm. Goldman Sachs provides a wide range of services worldwide to a substantial and diversified client base that includes corporations, financial institutions, governments and high net worth individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Hong Kong and other major financial centers around the world.

Your Career

We are committed to growing our distinctive culture and upholding our core values which always place our client’s interests first. These values are reflected in our Business Principles, which emphasize integrity, commitment to excellence, innovation and teamwork.
Goldman Sachs is a meritocracy where you will be given all the tools to help you develop. At Goldman Sachs, you will have access to excellent training programs designed to improve multiple facets of your skills portfolio. Our in-house training program, ‘Goldman Sachs University’ offers a comprehensive series of courses that you will have access to as your career progresses. Goldman Sachs University has an impressive catalogue of courses which span technical, business and leadership skills training.

Apply online (Job ID 21254)

29 March 2013

Investment Associate, Corporate Finance, Fixed-Income Group – Los Angeles (COR0006C)

Business Overview: 

Prudential Capital Group is one of the largest managers of private fixed income securities with nearly $65 billion of private debt and equity investments in 1,000 companies worldwide (as of 9/30/12). Prudential Capital Group typically invests up to $10 billion annually, making it the largest private placement provider to middle-market companies, worldwide. Prudential Capital Group primarily invests in senior and mezzanine financings. Known for investing in relationships, providing strategic capital and delivering consistent results, Prudential Capital has earned a reputation for completing investments across the private capital risk spectrum.  Prudential Capital Group’s regional office network has locations in Atlanta, Chicago, Dallas, Los Angeles, New York, Newark, San Francisco, London, Paris, and Frankfurt.

Prudential Capital Group’s New York Corporate Finance Office is seeking an Investment Associate in its Manhattan office.

Description & Responsibilities:

Investment Associates at Prudential Capital play a critical part in business development, new transaction analysis and portfolio management.  In this role, the Associate has the opportunity to not only leverage their existing background and career experiences, but also build and apply a unique blend of skills, including financial analysis, marketing, transactions structuring, negotiation and client management.

The Associate will join a deal team that is responsible for:

• Business development/transaction origination:  Generating new deal flow through direct calling efforts on CEOs, CFOs and Treasurers, and via intermediaries and private equity funds.
• New transaction analysis:  Managing the credit review process, including financial modeling, creating and presenting written and oral analyses and coordinating internal approvals.
• Investment recommendation:  Determining the appropriate credit quality, pricing decisions and investment amount for a particular company/transaction.
• Deal execution:  Developing and negotiating the terms and structure of Prudential’s investment and assisting with the documentation process.
• Portfolio management:  Understanding the investments under management through active monitoring of company performance.

Qualifications

Requirements and Skills:

• Excellent analytical and accounting skills. Ideally 3-4 years of previous investment experience, or similar business experience
• An MBA, or in pursuit of an MBA, with a focus/major within Finance, Investments or other quantitative subjects would be a plus
• Familiarity with the capital markets (knowledge of debt and equity security terms and valuation methodologies)
• Strong writing, interpersonal and communication skills with a strong desire to make marketing calls and a natural ability to connect with people
• Participation in the Chartered Financial Analysts® (CFA) program is a plus

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company’s well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential’s businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.

Prudential and its affiliates, Newark, New Jersey are Equal Opportunity/Affirmative Action Employers and are committed to diversity in our workforce.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at staffingagencies@prudential.com for more information about doing business with Prudential.

Apply online (COR0006C)

29 March 2013

Sales Assistant, Fixed Income – Boston, MA (SD294)

Description

·    Provide first class customer service to all outside customers of RBSSI. Single point of contact for customers on all operational issues.
·    Ensure appropriate segregation of duties across front office and maintain global controls to manage risk.
·    Products covered includes but is not limited to investment grade corporate bonds, high yield corporate bonds, credit default swaps, distressed loans, government securities, interest rate swaps, mortgage and asset backed securities.
·    The individual will be required to establish close working relationship, at all levels, with external customers, sales, traders, operations, credit, compliance, client on-boarding and legal, and as such will need to show strong communication skills and a desire to provide first class customer service.
·    Minimum Bachelor’s Degree in Finance or other business-related discipline
·  3-5 years experience in a Fixed Income Operations role required
·    Series 7 and 63 required
·    Ability to handle multiple requests in a timely manner
·    Strong multi-faceted individual who is able to understand a variety of products and ability to discern the root cause of any problem
·    Ability to learn and operate a variety of systems is required to enable accurate and appropriate controls
·    Excellent communicator with strong interpersonal and influencing skills
·    Strong understanding of the front to back Operations process
·    Strong product knowledge in fixed income
·    Strong problem solving skills
·    Ability to handle multiple requests in a timely manner

Control Function

o      Execute all finance trades for clients, Reprice outstanding trades and confirm pair off monies.
o      Complete pre-confirmation of trades with the client (either Trading desk or operations dept) on trade date. Investigate and resolve any discrepancy with trader and/or client.
o      Investigate and resolve all DK’s relating to settlement instructions and discrepancies in trade economics.
o      Investigate and resolve sales credit discrepancies and adjust sales credits based on corresponding schedule.
o      Receive trade allocations from client and record breakdown.
o      Confirm all fails to receive or deliver along with TMPG charges with counterparty and aid in final resolution of these trades.
o      Research client queries regarding unknown trades and escalate to trading desk where applicable.
o      Record syndicate orders, calculate hedges when necessary and notify clients of final allocation.
o      Map customer account numbers in appropriate e-commerce platforms

Customer Service

o      Support and enhance external customer relationships.
o      Close liaison with rest of the operations staff to ensure the timely and efficient resolution of requests.
o      Work closely with other Operation functions and other infrastructure groups to support a ‘one team approach’.
o      Strong interaction with London based settlements, static data, middle office and sales teams.
o      Provide backup to sales force by answering phones, executing trades, assist the client with any queries.
o      Assist in notifying customers of new syndicate deals and final allocation.
o      On request from client provide details on trade settlement, money wires, DTC confirmations and delivery instructions.
o      Provide customized reports based on client needs.

Communication

o      Clear and concise communication with all teams to ensure timely and efficient dissemination of information and the resolution of queries.
o      Obtain client financials, legal information and account information (i.e. settlement instructions) to assist in the setup of new accounts.
o      Extensive interaction with Legal and Compliance, Clearance department, Static Data Department, and satellite offices

Project Improvements

o      Work with department manager to enhance trade entry, trade checkout and any control system, ensuring that all legal and compliance related issues for the US are factored in
o      Suggest new enhancements to programs and assist in testing all new technology solutions

It is the policy of The Royal Bank of Scotland, PLC to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.”

Apply online (SD294)

28 March 2013

Intern, Capital Markets – Chicago (Job Number: 1726043)

Role Summary/Purpose

GE is an equal opportunity employer, offering a great work environment, challenging career opportunities, professional training and competitive compensation.

Interns will gain hands-on experience while working on challenging projects, networking with professionals and interacting with Sponsor Finance and CMS Leadership.

Essential Responsibilities

• Create and edit client presentations, lender presentations and approval documents
• Read and search loan market publications to identify deal comparables
• Assist with updating transaction information in Salesforce.com and data collection for weekly pipeline calls
• Assist in the assembly of electronic documents and the creation of deal summary memos for regulatory record keeping purposes
• Other ad hoc projects as assigned by the team
• Opportunity to learn about the debt syndication process and the leveraged loan market

Basic Requirements:

• Research and analytical skills; ability to review and understand company financial statements.
• Strength in working independently and within deal teams; comfort with internal and external presentations.
• Skilled in data presentation and review.
• PC literacy – MS Word, Excel, Powerpoint, Outlook.

Eligibility Requirements:

• Must submit your application for employment through COS (internal candidates) or www.gecareers.com (external candidates) to be considered for this job opening.
• Must be willing to comply with pre-employment screening, including but not limited to, drug testing, reference verification and background check.
• Must be willing to work out of an office in Chicago, IL.

For U.S. internships only: You must maintain a minimum of a 3.0 out of 4.0 overall grade point average
For U.S. employment opportunities, GE hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. GE will require proof of work authorization.
YOU MUST BE ABLE TO SATISFY THE REQUIREMENTS OF SECTION 19 OF THE FEDERAL DEPOSIT INSURANCE ACT.
Additional Eligibility Qualifications GE will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a background investigation and drug screen.
Section 19 Job YOU MUST BE ABLE TO SATISFY THE REQUIREMENTS OF SECTION 19 OF THE FEDERAL DEPOSIT INSURANCE ACT.

Apply online (Job Number: 1726043)

27 March 2013

Capital Markets Analyst - Plymouth Meeting, PA (Requisition Number: 7956)

Requirements:

• Bachelor’s degree in Finance/Accounting with up to 2 years banking experience Excellent written and oral communications skills
• Completion of formal credit training
• Proficiency with Microsoft Office software including Powerpoint and Access
• Proficiency in working with Bloomberg desirable
• Strong understanding of time value of money concepts.
• Working knowledge of Leveraged Finance/Loan Syndications .
• Must adhere to pertinent laws, regulations, First Niagara’s Compliance Policy and external compliance requirements

Job Description:

Rapidly growing Bank is seeking a Capital Markets Analyst for it’s Loan Syndication Group. The bank’s Capital Markets activities include amongst other things debt capital raising and advising, interest rate derivatives, and international and foreign exchange. In addition the Capital Markets group Credit Opportunities, Portfolio and High Yield Bond Portfolio.

The Capital Markets Credit Analyst responsibilities include:

• Support orginators in the structure, pricing and closing of syndicated loans.
• Prepare client pitches and related presentations
• Support the syndications team in the preparation of Confidential Information Memorandums
• Actively monitoring a portfolio of broadly syndicated leveraged loans including inputting financial statements into a bank software system.
• Evaluating financial statements, developing projection models, researching industry trends, and preparing credit packages used to make loan decisions
• Interfacing with loan closers to ensure accurate and optimal execution of loan transactions
• Evaluation and preparing recommendations regarding requests from borrowers for amendments, waivers, and consents to credit facilities
• Structuring and Pricing interest rate derivative transactionsRemaining cognizant of overall market movements, news, drivers, etc
• Researching and preparing weekly economic updates
• Responsible for adhering to and ensuring business unit complies with pertinent laws, regulations, First Niagara’s Compliance Policy as well as external compliance requirements.

Apply online (Requisition Number: 7956)

26 March 2013

Analyst – Springfield, MA (Ref Code: 0002-NC50497291_002; Job Post 50497291)

 
Company
Babson Capital Management LLC manages assets for a broad range of institutional investors in the U.S. and abroad and is the lead investment advisor to our parent, the Massachusetts Mutual Life Insurance Co. (MassMutual). Our expertise ranges from mezzanine debt and leveraged loans to structured credit, corporate credit and real estate finance. Our benefits package is extremely competitive and is available to new employees on their first day of employment. Highlights include medical/dental insurance, 401k/Thrift Plan, pension plan, tuition reimbursement and a generous vacation allotment.

Department
Babson Capital Management LLC Private Placement team in Springfield MA.

Job Summary
Babson Capital Management is an Investment firm focused on creating innovative investment strategies and solutions for sophisticated investors. We offer the marketplace a unique yet complete collection of investment solutions including extensive experience in private placement lending. The Private Placement Group is seeking a highly analytical individual to assist in the analysis of privately placed debt securities. This position is located in the Springfield, MA office and will report to a Managing Director with the group.

Primary Responsibilities
Responsibilities include the detailed analysis, documentation and monitoring of private debt investments in businesses operating across a wide variety of industries and geographics.

Qualifications
# MBA in finance, economics or accounting preferred
# 2 – 5 years of credit analysis or investment related experience
# Ability to work as a member of a fast-paced, transaction oriented deal team
# Demonstrated knowledge of accounting and financial terminology and their application in the investment process
# Excellent communication skills
# Proficiency with Word, Excel and PowerPoint
# Willingness to travel.

Babson Capital Management LLC is an Affirmative Action/Equal Employment Opportunity Employer (M/F/V/D).

Apply online (Ref Code: 0002-NC50497291_002; Job Post 50497291)

26 March 2013

Analyst  Capital Markets Sponsor Finance – NYC (Job Number: 1719990)

At GE Capital Americas, we are imagination at work. Whether it’s providing financing to purchase, lease and distribute equipment, or supplying our clients with the capital needed for their real estate and corporate acquisitions, refinancing and restructurings, the GE Capital Americas teams are dedicated to turning imaginative ideas into leading financial products and services that support the success of businesses worldwide. GE Capital Americas is the top leasing company in North America and a leader in U.S. corporate finance. Here, you’ll work with the most talented people in the industry, employing world-class processes to execute projects with real impact. If you’re an enthusiastic selfstarter and a driven, creative, flexible problem solver, then join GE in creating the next generation of financial products that will keep the world of business moving forward for generations to come.

Role Summary/Purpose

GE is an equal opportunity employer, offering a great work environment, challenging career opportunities, professional training and competitive compensation.

This role is responsible for supporting the senior transactors in the syndications process. This role will assist in the entire syndication process including data analysis, preparation of marketing, syndication and rating agency material, legal documentation review and internal deal pricing and approval.

Essential Responsibilities

• Assist with the marketing and processing of syndicated loan transactions by supporting senior capital markets professionals with respect to the following:
• Create marketing materials including pitches for new business.
• Assist in the preparation of charts, tables and written content for confidential information memoranda and rating agency presentations.
• Utilize research tools (including data bases, Capital IQ, LCD, Bloomberg, Edgar and Loan Connector) effectively to obtain market information and data and generate market comparables for proposed transactions.
• Create, obtain and share market intelligence and participate in special projects.
• Partner with risk group to analyze and draw conclusions from audited and internal financial statements, quality of earnings reports and MD&A.
• Support senior syndicators during investor presentations and sales meetings.
• Coordinate responses to investor inquiries.
• Participate in capital markets due diligence process, Capital Markets pipeline, deal review and approval sessions.
• Maintain deal databases

Basic Qualifications: 

• Bachelor’s Degree; or High School diploma/GED with a minimum of 3 years of experience in leveraged lending or other capital markets products.
• Systems proficiency: Proficient in Microsoft Office, including Word, Outlook, PowerPoint and Excel and demonstrated ability to learn new systems quickly.
• Have or willing to obtain Series 7/79/63 licenses within 60 days of employment.

Eligibility requirements: 

• Must submit your application for employment through COS (internal candidates) or www.gecareers.com (external candidates) to be considered for this job opening.
• Must have unrestricted authorization to work in the United States.
• Must be willing to comply with pre-employment screening, including but not limited to, drug testing, reference verification and background check.
• Must be willing to work out of an office in Norwalk, CT or New York, NY.
• For U.S. employment opportunities, GE hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents.
• Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. GE will require proof of work authorization.
• Must be able to satisfy the requirements of Section19 of the Federal Deposit Insurance Act.

GE will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a background investigation and drug screen.

Desired Characteristics: 

• Bachelor’s Degree in Accounting, Finance, Business or related discipline.
• Desire to develop strong analytical capabilities, learn legal documentation and work on large complex transactions.
• Collaboration skills: Works effectively in cross functional team environment.
• Communication skills: Clearly articulates view point verbally and in writing, fostering confidence when sharing/ presenting information.
• Dependability: Reliable, responsible, dedicated, committed, team player that fulfills obligations.
• Prioritization skills: Balances workload and prioritizes effectively. Able to manage self and time to meet commitments.

YOU MUST BE ABLE TO SATISFY THE REQUIREMENTS OF SECTION 19 OF THE FEDERAL DEPOSIT INSURANCE ACT.

Apply online (Job Number: 1719990)

25 March 2013

Analyst, Mezzanine Finance & Private Equity Firm – Omaha, NE - NYC (Job ID 5198172)

Investment firm has a diversified portfolio of investments that includes mezzanine-only investments to control buyouts, where the fund owns a majority of the equity. This flexible investment approach will provide the Analyst or Associate with a broad exposure to many different types of investments.

Position Responsibilities

The Analyst or Associate will be involved in all facets of the firm’s business, from financial modeling and valuation of companies to helping with the development of new investment leads. You would be an integral part of deal teams that are responsible for screening, negotiating, performing due diligence, documenting and closing new investments. You would also assist senior members of the firm with working with existing portfolio companies. The following outlines specifics of the main activities:

• Screen new investment opportunities
• Financial modeling of new investment opportunities
• Financial, business and industry due diligence on new investment opportunities
• Write various types of memos on new investment opportunities (memos range from “one-pagers” to longer briefing memos to in-depth investment approval memos)
• Participate in meetings and conference calls with management teams, private equity and mezzanine debt firms, and intermediaries (investment bankers, business brokers, etc.) for new investment opportunities
• Assist with closing new investments
• Perform quarterly financial reviews of existing portfolio companies
• Assist in preparing business development presentations

Compensation

Competitive base salary plus an annual bonus based upon performance. The determination of whether you would qualify for the Analyst or Associate position would depend on your work experience and the extent you meet the other qualifications for the position.

Qualifications / Key Skills

RELOCATION TO A MIDWEST U.S. CITY REQUIRED

The following qualifications are required for this position:

• Bachelor’s degree in accounting, finance, economics or other applicable fields with an outstanding record of achievement.
• Two to four years of prior work experience with a preference given to candidates with direct experience in analyzing, modeling and closing private equity and/or mezzanine debt transactions. This would include working at one of the following types of firms: (a) private equity fund, (b) mezzanine debt fund, (c) leveraged lending, (d) investment banking, (e) corporate mergers and acquisitions department, (f) corporate lending or credit analysis with a bank or (g) financial due diligence with the transaction services group of a major accounting firm. The firm will consider other types of work experience if you can demonstrate that you have an understanding of accounting and financial modeling.
• Strong quantitative and analytical skills with extensive financial modeling and analysis experience
• Superior written, verbal and interpersonal communication skills
• Self-starter with an ability to multi-task and be accountable in a team environment in meeting critical deadlines
• Extensive experience with Microsoft Word, Excel, and PowerPoint

Company Description

Our client is a private equity and mezzanine debt firm located in the Midwest U.S. that is focused on investing in privately-owned businesses that operate in the lower middle market (revenues of revenues of $10 million to $100 million and EBITDA of $2 million to $10 million).

Founded within the last decade, it currently manages its second fund. It currently has nine portfolio companies between Funds I and II, including five investments made over the past year. Deal flow is strong and the firm needs to add another full time member to the team. The firm is differentiated from most private investment firms in that it can invest in any combination of capital below senior bank debt. It invests mezzanine debt in every transaction and invests equity in some of those same companies on a case-by-case basis. It has a diversified portfolio of investments that includes mezzanine-only investments to control buyouts, where the fund owns a majority of the equity. This flexible investment approach will provide the Analyst or Associate with a broad exposure to many different types of investments.

Apply online via LinkedIn (Job ID 5198172)

21 March 2013

  Associate, Leveraged Finance Investment Banking – NYC (Job ID 1337)

About Jefferies

Jefferies, a major global securities and investment banking firm, has served companies and their investors for more than 50 years. Headquartered in New York City, with offices in more than 30 cities around the world, we provide clients with capital markets and financial advisory services, institutional brokerage, securities research and asset management. We also provide investors with fundamental research and trade execution in equity, equity-linked, and fixed income securities, including corporate bonds, high yield bonds, US government and agency securities, repo finance, mortgage- and asset-backed securities, municipal bonds, whole loans and emerging markets debt, as well as commodities and derivatives.
Job Description

As an Associate in the Leveraged Finance group you will rapidly assume significant responsibilities including executing leverage finance transactions for financial sponsor and corporate clients, preparing and delivering client presentations, drafting marketing materials and participating in due diligence and drafting sessions and preparing and managing the delivery of internal deal memos. These responsibilities afford direct and active interaction with clients (CEOs, CFOs, etc.) where Associates are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including Managing Directors, Vice Presidents and Analysts, collaborating to develop and execute solutions to meet client needs.

Minimum Requirements

• Bachelor degree from an accredited college or university AND 3+ years of Investment Banking experience in Leveraged Finance or a sector coverage group
• MBA degree (or equivalent graduate degree) from an accredited college or university AND 1-3 years of Investment Banking experience in Leveraged Finance or a sector coverage group
• Financial modeling coursework, training, or experience
• Live in New York or willing to relocate to NY

Desired Experience/Skills:

• Strong written and verbal communication skills
• Ability to manage a variety of transactions and projects simultaneously
• Resourceful self-starter, able to work autonomously and as team player

Apply online (Job ID 1337)

22 March 2013

   Credit Analyst – Dallas, TX (Job ID 45)

Highland is seeking a bright, hard-working analyst to join its world-class credit research team. This is an exciting and rewarding opportunity to make investments across the capital structure including senior secured loans, stressed/distressed loans, leveraged loans and high yield bonds. The position is located in our new office space at the Crescent Court in Dallas’ Uptown neighborhood.

Responsibilities

• Due diligence on the firm’s investment ideas, including fundamental credit analysis
• Communicate extensively with firm’s credit committee members, directors and managing directors to identify new opportunities and risks
• Responsible for developing investment recommendations
• Benchmarking analysis, valuation analysis and industry research
• Interact with investment bank brokers/bankers/analysts and industry experts
• Coordinate with senior members of the investment staff on various aspects of investment analysis and portfolio management

Qualifications

• Prior credit analysis experience is strongly desired
• Strong analytical and financial acumen, outstanding modeling skills and solid business judgment
• An undergraduate degree from a highly ranked school
• 2 – 4 years post-undergrad experience at a commercial bank, investment bank (banking or research) and/or buy-side firm
• Superior track record of performance and strong work ethic
• Excellent organizational, interpersonal, writing and presentation skills
• Desire to live and work in Dallas

*Other Benefits

Highland offers a competitive base salary and discretionary bonus based on performance. Highland has industry leading benefits including: health insurance plan with no premiums or deductibles, health club membership and daily catered lunch. Highland’s talented professionals share a passion for excellence, commitment to team work, and pride based on the firm’s track record in the alternative investment industry. Highland has been recently recognized by the Dallas City Council for its charitable contributions to the local community. Highland is an Equal Opportunity Employer.

Apply online  (Job ID 45)

20 March 2013

  Vice President, Debt/Credit Analysis – Dallas, TX

Job Description

SNI Financial is working together with a large financial service firm to find a Vice President to help this leading global Financial Services firm with over $12 billion of capital under management and investing across several segments of the debt capital markets, including leveraged loans, high yield bonds and privately-negotiated secured credit facilities.

Responsibilities
We are seeking an outstanding individual to join our firm as a Vice President. The Vice President will take a central role in evaluating and investing in complex credits to obtain superior risk-adjusted returns. The Vice President will work with credits across the risk spectrum, including par, stressed and distressed, in both the primary and secondary markets. This position is based in Dallas and may require travel.

Qualifications
The ideal candidate will have 6 or 7 years experience in Investment Banking or a similar role, preferably with experience in debt/credit analysis, however, it is not required. Superior academic achievement at a top undergraduate program is required, as well as outstanding interpersonal, leadership and analytical capabilities.

Our Client is a leading Global Private Investment Firm with over $12 billion of capital under management. sized companies with attractive growth potential. Our funds include private equity, growth equity, debt/credit, real estate, public equities and life sciences, enabling alignment with committed management teams and entrepreneurs to help build businesses of significant value. The team of over 275 investment professionals has substantial operating, consulting, technology and financial management experience, enabling them to contribute meaningfully to their portfolio companies.

Apply online 

20 March 2013

 Pre-MBA Analyst, Leveraged Buyouts – Chicago

About McNally Capital

McNally Capital was founded in 2008 to help family offices make and manage private equity investments. We invest on behalf of our clients and the Firm directly into private companies and private equity funds. McNally Capital’s LBO practice focuses on companies with $5-20M of EBITDA across a range of industries, including food and beverage, logistics, business services, industrial goods and services, media, and healthcare services.

Role Description

McNally Capital is seeking to hire an analyst to support its private equity investment efforts. This role is designed to be a 2-3 year pre-MBA position, though longer-term opportunities may become a possibility depending on performance, fit, and other factors.

Responsibilities (including but not limited to)

• Efficiently and effectively analyze investment opportunities (investment screen, investment memo, valuation models, industry/competitor research)
• Sourcing and screening of investment opportunities
• Presenting investment opportunities and industry investment themes to clients
• Live deal evaluation and due diligence
• Primary and secondary research to develop investment theses and attractive acquisition targets
• Manage the firm’s India-based research team, which serves as additional resource support
• Deal flow metrics tracking and data management
• Portfolio company management projects (strategy, operations, performance management)

Skills & Experience

• Ability to complete detailed LBO models and / or bottoms-up P&L projection models
• Transactional and/or operational experience
• Strong secondary research capabilities
• Strong analytical skills
• Structured thinker with ability to effectively synthesize and communicate complex ideas
• Strong interpersonal skills and affable; consultative in nature
• Effective verbal and written communication skills (email, presentation, document)
• Brings complementary industry background to Firms’ core industries of focus (listed above)

Work Experience

2-4 years of professional experience that tested and built the skillset listed above. Investment banking, research or consulting backgrounds are preferred, though not required.

Education

Undergraduate degree from a top tier school. Business, accounting and/or finance concentrations are preferred, though not required.

Apply online through The Ladders

19 March 2013

Internship, Portfolio Management – Cedar Rapids, IA (130000GU)

Company Information:
This position will be located in AEGON USA Investment Management, LLC., which oversees the asset management for Transamerica’s operating companies. Assets under management are primarily fixed income securities including investment grade bonds, high yields bonds, commercial mortgage loans and asset backed securities. Offices are located in Cedar Rapids, IA and Baltimore, MD.

Dept/Division Information:
AEGON Asset Management an affiliate of AEGON Insurance Group has an immediate need for an intern in the Portfolio Management Department. The candidate will assist the Portfolio Analytics Group in providing analytical, organizational and reporting support to the team of portfolio managers and strategists that manage Transamerica’s fixed income portfolios.

Equal Employment Opportunity:
AEGON Asset Management is an equal opportunity employer. We will not discriminate unlawfully against qualified applicants or employees with respect to any term or condition of employment based on race, color, national origin, ancestry, sex, sexual orientation, age, religion, physical or mental disability, medical condition, marital status, citizenship status, military service status, or other basis protected by law.
When necessary, AEGON Asset Management will reasonably accommodate employees and applicants with disabilities if the person is otherwise qualified to safely perform all of the essential functions of the position.

Responsibilities:

• Assist in supporting Portfolio Analysts, Tactical Portfolio Managers, Portfolio Strategists and the Head of Investment Strategy
• Create and update portfolio management reports on a weekly, monthly, and quarterly basis
• Create a monthly client reporting package for all divisions within the company
• Enhance understanding of the investment industry and economy through various readings, meetings, and projects
• Providing support for an extensive economic database as well developing new economic research
• Developing skills and knowledge of different investment software (e.g. Aladdin and Bloomberg)
• Assist in miscellaneous special projects

Qualifications:

• Knowledge of economics, economic data, and economic forecasting
• Proven ability to use quantitative analytical tools and databases
• Understanding of finance and fixed income investments
• Good quantitative, analytical, and communication skills
• Ability to develop creative solutions using spreadsheets, databases, analytical software and graphics
• Previous investment experience and demonstrated use of quantitative analytical tools and databases is preferred
• Basic understanding of insurance products

Other Information:
We cannot employ students as interns who will graduate prior to the internship.  This internship is full-time 40 hours per week from May – January 2014.

Apply online  (130000GU)

19 March 2013

 VP/Sr. Associate of Leveraged Loan Analysis – NYC (Job ID J118667)

About the Opportunity
An asset management firm seeks a Vice President and/or Senior Associate to join its Leveraged Finance team in New York City. The team primarily invests in Broadly Syndicated Loans and to a lesser degree in High Yield Bonds, which are managed within Collateralized Loan Obligations, TRS or in an unlevered format.

Company Description
Asset Management Firm

Job Description
The professional who fills this role will:

• Perform fundamental credit analysis on opportunities in the primary and secondary market for specific industries
• Prepare investment recommendation memos and present it to the Leveraged Finance Group investment committee
• Monitor investments in the portfolio on a regular and quarterly basis. Including preparing a Quarterly Portfolio Review highlighting the performance of each investment
• Support Senior members of the team on growth initiatives and investor relations

Required Skills

• 5-12 years of relevant experience
• Strong education and GPA
• Strong quantitative skills
• Ability to multi-task
• Detail oriented
• Good team player
• Excellent verbal and writing skills
• Proficient in Microsoft Office

Apply online  (Job ID J118667)

18 March 2013

1st Year Analyst (Class of 2012) – NYC

Program Overview

Organized by industry sector, the Investment Banking and Capital Markets team of Wells Fargo Securities is dedicated to understanding the unique competitive and operating environments of our clients. The group combines strong relationships and industry knowledge with superior capital markets and advisory capabilities that includes debt and equity underwriting, mergers and acquisitions, and loan syndications. Our team maintains active relationships with a broad universe of middle market, large corporate and institutional clients, and is highly experienced in delivering exceptional execution.
Opportunities

Opportunities exist in specific industry and product groups, based on candidate preference and business need. The analyst program is an initial two-year commitment with an opportunity to stay longer at the firm’s discretion. Analyst opportunities are available in Charlotte, New York, San Francisco, and Los Angeles within the following industry and product groups. Limited opportunities may also be available in Chicago, Houston, St. Louis, and Atlanta.

Corporate Finance
Provides a full range of investment banking and advisory services to clients in the following industries:
• Consumer, Healthcare and Gaming
• Energy and Power
• Financial Institutions
• Industrials
• Technology, Media and Telecommunications

Debt Capital Markets
Originates, structures, underwrites, and syndicates various debt and quasi-equity securities for corporate and financial sponsor clients. Provides financing solutions tailored to corporate clients as well as capital support in debt refinancing, acquisition financing, growth financing, recapitalizations and/or refinancing transactions.

Equity Capital Markets
Partners with Equity Origination, Equity Syndicate and the Special Equities Desk to originate, structure and execute equity and equity-linked financing solutions for corporate and financial sponsor clients.

Financial Sponsors
Originates leveraged finance, mergers/acquisitions, and equity transactions.

Mergers and Acquisitions / Advisory
Assists middle market and large corporate clients achieve their strategic and financial objectives in partnership with industry and specialty coverage groups. Services include sell side advisory, buy side advisory, strategic financial advisory, fairness opinions, takeover defense, and private equity placements.

Middle Market Group
Provides investment banking coverage to select middle-market clients and emerging growth companies in Wells Fargo’s core commercial and retail geographic footprint. The group advises middle market financial sponsors and has dedicated merger and acquisition execution capabilities.

Responsibilities
As active team members in a focused industry or product group, analysts help orchestrate capital raising and strategic advisory transactions. Analysts assume significant responsibility that may include:
• Developing and maintaining models to depict projected financial results and to value companies
• Supporting various financial analyses, including valuations and merger consequences
• Performing comprehensive and in-depth company and industry research
• Preparing presentations and other materials for clients
• Conducting research, participating in strategic planning and assisting in the execution of advisory services
• Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers

Minimum Qualifications

• 1+ years exp in investment banking.
• Excellent interpersonal, written, and verbal communication skills
• Strong analytical and quantitative skills
• Demonstrated excellence in working effectively as an individual and as part of a team
• Strong personal motivation, attention to detail and creative mindset
• Strong organizational skills
• Ability to multi-task and work in a deadline driven environment
• Dedication to building a career in the financial services industry
• Willingness to work long hours in a demanding, highly focused, collaborative, and team environment

 
Preferred Qualifications

• A bachelor’s degree with academic distinction and coursework in financial accounting and corporate finance
• Professional experience through internships, part-time or full-time work, and/or extra-curricular activities
• An individual who demonstrates a sense of personal accountability and urgency for achieving results

 
Apply online   

18 March 2013

  Jr Portfolio Analyst – Boston, MA (Job Number: 1302981)

Description

Alcentra is a global asset management firm focused on sub-investment grade corporate credit. Our team brings together a depth of knowledge in sub-investment grade corporate debt that covers the entire spectrum of investment possibilities – from Secured Loans and High Yield Bonds to Direct Lending & Mezzanine, Distressed Debt and Special Situations to Structured Credit.

The Junior Portfolio Analyst will be responsible for the implementation of portfolio trades as directed by the investment teams. He/she will input trades into the Charles River Development system (CRD) and will work with the surveillance group on any pre-trade compliance alerts. The Junior Portfolio Analysts will track every trade from set up through execution and follow up with investment team on the progress of all outstanding trades and open orders. Other job duties include cash notification, collateral management . The Junior Portfolio Analyst team will sit with the Traders and will support the investment team providing the opportunity to gain valuable experience in the investment process.

Qualifications

BA/BS degree required. Work toward/possession of advanced degree and/or CFA is desired. Prior experience with fixed-income securities a must. Strong communication, analytical and quantitative skills required.

Apply online  (Job Number: 1302981)

15 March 2013

 Pre-MBA Associate – Washington, DC

Opportunities, Responsibilities:

Under the direction of and in close consultation with the Vice Presidents, Associates are responsible for deal execution and on-going portfolio management.

Specific tasks are as follows:

Deal Execution

• Review, analyze and track potential new equity and debt investments
• Perform business, financial, and industry due diligence
• Perform financial modeling and valuation analysis
• Prepare Investment Committee memoranda
• Support Principals and Vice Presidents in managing to close

Portfolio Management

• Source and evaluate potential add-on acquisitions
• Perform analysis of strategic and business development initiatives for portfolio companies
• Assist with portfolio company refinancings and exits
• Draft quarterly valuation and situation reports
• Monitor weekly and monthly portfolio company performance
• Maintain detailed financial model
• Prepare Investment Committee memoranda

Qualifications:

• Minimum of two years of direct private equity, investment banking or management consulting experience (demonstrated deal execution experience a requirement).
• Previous M&A, leveraged finance, merchant banking, and financial sponsor backgrounds are strongly preferred.
• Previous experience with distressed investing, restructurings, turnaround advisory or bankruptcy related work is a plus.
• The Associate position requires strong analytical capabilities, financial statement proficiency, valuation and financial modeling proficiency, and excellent written and oral communication skills.
• Candidates also should be intellectually curious and possess strong ethical character.

Apply online

15 March 2013

 GSO – Middle Office Operations Group, CLO Fund Analyst – NYC 

Job Description:

• Responsible for Portfolio Reporting and Compliance Testing of selected CLO funds managed by the firm.
• Will perform comprehensive Trustee Report reconciliation and verification of all quarterly payment date calculations.
• Will act as the operations point person at each stage of the life of the fund.

Qualifications:

• 3 to 5 years prior experience with CLO reporting and compliance requirements.
• Knowledge of Wall Street Office software
• Familiarity with Rating Agencies (Moody’s, S&P, Fitch)
• Prior experience with bank loan settlements and familiarity with LSTA guidelines
• Knowledge of US leveraged loan market and structure finance

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex or national origin.

Apply online

13 March 2013

Job Description
Wedbush Securities is one of the largest full-service investment banks in the nation. Our Investment Banking Group provides clients with the full range of financing and advisory services to achieve management’s objectives throughout the entire business lifecycle.

Our San Francisco Life Sciences Investment Banking Group is seeking an IB Analyst I. The selected candidate for this position will provide transaction support to senior associates, who cover the Life Sciences sector, on a broad range of corporate finance transactions including IPOs, secondary offerings, private placements, mergers & acquisitions, leveraged buyouts and valuations. This is an exceptional career-making opportunity for the individual who is passionate about a career in Life Sciences investment banking. This position will provide the junior analyst with the skills and knowledge to make significant career strides.

Responsibilities

• Prepare client presentations
• Perform and manage the due diligence process
• Perform financial analysis and modeling
• Assist with the preparation of company marketing and transactions materials
• Interact with clients during presentations and deal executions

Experience and Skills

• BA/BS in Economics/Business/Accounting or Life Sciences
• 1 year of IB analyst / corporate finance experience
• Prior sell-side IB experience strongly preferred
• FINRA Series 79, 63 licenses preferred
• Must be highly proficient in MS Word, Excel, PowerPoint
• Working knowledge of Capital IQ, ThompsonOne, Venture Source and Bloomberg
• Strong quantitative and analytical skills
• Strong verbal and written communications skills
• Highly proficient in financial statement analysis and financial modeling
• Life Sciences / Healthcare industry work experience very desirable
• Solid work ethic, commitment, attention to detail, ability to work under pressure and meet tight deadlines
• Must have mature, professional personal presentation and demeanor

Apply online

13 March 2013

 Undergraduate Investments Internship, Leveraged Finance – Boston, MA (39343)

Description

Our Undergraduate Internship Program will provide a challenging opportunity to work within the Leveraged Finance High Yield & Syndicated Loans functional investments group. The intern will work in our Leveraged Finance Group supporting Senior Analysts on market and industry-related research and analytics.

The Intern will get hands-on experience and learn about the day to day responsibilities of Investment Associates.

As an intern with Liberty Mutual Group Asset Management Inc. you will develop knowledge about the business through exposure to an asset class within the Asset Management subsidiary. You will focus on developing the skills necessary for professional success by completing the assigned day-to-day work and projects normally performed by an entry-level, professional employee. Liberty Mutual’s internship program is intended to provide students from diverse backgrounds with the opportunity to practice business skills learned in school while developing experience. The internship assignments will focus on collection of data, maintaining internal databases, monitoring Investments, preparing routine portfolio and adhoc reports.

Liberty Mutual Group Asset Management Inc.’s portfolio is invested across a broad variety of asset types/asset classes and geographies with a goal of striking an appropriate and attractive balance between risk and return.

The cornerstones of Liberty’s investment philosophy are disciplined, independent underwriting, an integrated approach to risk management, a long-term investment horizon and consistent, superior investment performance. Critical to successfully pursuing this approach is attracting and retaining a like-minded, committed team of professionals.
Qualified candidate will be Finance, Economic, Business, Math or Computer Science majors with a minimum GPA of 3.0, plus interest in Investments. In addition to possessing strong written and verbal communication skills, successful candidates will have solid organizational skills and be proficient in Excel.

Apply online (39343)

12 March 2013

Entry Level, Debt Capital Markets Sales Assistant – Cincinnati, OH (Req # 128707)

GENERAL FUNCTION: To work with the Debt Capital Markets team in the execution and processing of bond offerings and oversee operational and administrative duties.

DUTIES & RESPONSIBILITIES:

• Responsible for bond deal execution including participation on due diligence calls, review of sales and legal documentation and all necessary communication with underwriters, legal counsel and client.
• Report deal status and identify areas for further review to Debt Capital Market team.
• Maintenance of deal checklists and closed deal files (hard copy and/or efiles) for all bond deals.
• Provide RM and accounting estimated deal fee summary.
• Compile deal expense lists from deal team and forward as necessary to lead underwriter.
• Monitor receipt of bond fees, coordinate with capital markets accounting team and update deal database.
• Work with accounting and other syndicate desks to resolve missing fees.
• Maintenance of deal database and preparation of monthly reports summarizing MTD and YTD deal fees and revenue share information for finance and accounting teams.
• Monthly ΓÇ£true-upΓÇ¥ of bond deal activity between deal database and CRM system.
• Process bond deal fee referrals on Team 5/3 system and RM Series 7 bonus pay-outs.
• Responsible for internal or external communication while Debt Capital Market associates are out of the office.
• Assist Debt Capital Markets Team in the publishing of various presentation materials.
• Perform special projects as assigned.
• Handle all administrative duties for Debt Capital Markets team.

SUPERVISORY RESPONSIBILITIES: None

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Series 7 and 63 licensed.
• Broad knowledge of investment grade and high yield debt products and public bond deal process.
• Proficient in Microsoft Excel, Powerpoint and Word.
• Excellent interpersonal, written, verbal, and communication skills.
• Able to prioritize and multi task in a fast paced, time sensitive environment.
• Excellent office management and strong customer service skills.

WORKING CONDITIONS:

• Normal office environment with little exposure to dust, noise, temperature and the like.
• Extended viewing of CRT screen.

Apply online (Req # 128707)

11 March 2013

 Bank Loan Closer, Leveraged Finance Business Support – NYC (130707)

Description:

The Closing Documentation Team supports the Leveraged Finance Business with responsibility for internal and external client service relating to new issue/par/distressed bank loan trades. The candidate will require the skills to partner with the business and to interact with the Global Client Group, Legal, Tax, and Compliance with regards to trade confirmations, allocations, KYC documentation, settlements, metrics, and industry initiatives.

Primary Responsibilities include, but are not limited to, the following:

Technical Expertise:

• Demonstrate product and functional knowledge of the bank loan market in order to communicate with the business and trading counterparties.
• Support the settlement process of loan syndications, secondary loan trades, CLO’s, restructures, privates, and trade claims including funding and documentation matters.
• Knowledge of bank loan systems including, but not limited to, Wall Street Office and Clear Par, in order to ensure accuracy of LSTA/LMA documentation and calculation of trade proceeds.
• Maintain a working knowledge of all relevant portfolios and deal related documentation to ensure controls are in place and that guidelines are adhered to.
• Liaise with Administrative Agents with regards to KYC documentation, including administrative details, tax and fund formation documents.
• Working knowledge of the maintenance and distribution of loan documentation inclusive of private and public amendments/ restructures and voting requirements with settled and trade date positions.

Client Service and Communication Skills:

• Interact with internal and external counterparts such as Portfolio Management, Global Client Group, Legal, Compliance, Finance, Technology, Custodians, Fund Administrators, Agent Banks, and Trading Counterparts/Brokers.
• Investigate and resolve closing and transactional issues and communicate all issues timely.
• Participate in the review of the daily/weekly reports and metrics provided to management and the business to highlight status of trades and risks.
• Work in a dynamic team environment and participate in strategic initiatives.

Qualifications:

• Excellent communication and client service skills.
• Team player
• Strong analytical and organizational skills
• Working knowledge of the product.
• Candidate requirements:
• Undergraduate degree
• Minimum of 3 years’ experience settling loans (including distressed debt).

BlackRock is proud to be an Equal Opportunity/Affirmative Action Employer—M/F/D/V.

BlackRock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions — from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world’s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs.

Apply online (130707)

8 March 2013

Entry-level Analyst; Capital Markets, Leveraged Credit – Stamford, CT (Job ID 1356)

Headquartered in New York with offices in more than 30 cities around the world, Jefferies is a global investment banking firm that provides clients with capital markets and financial advisory services, institutional brokerage, securities research and asset management. With more than 3,800 employees worldwide, the firm offers fundamental research and trade execution in equity, equity-linked and fixed income securities, and a full spectrum of investment banking services including underwriting, merger and acquisition, restructuring and recapitalization and other advisory services across the US, Europe and Asia. As sector specialists, Jefferies has dedicated industry groups around the world in Aerospace & Defense, Business Services, Clean Technology, Consumer & Retail, Energy, FIG, Financial Sponsors, Gaming & Leisure, Healthcare, Industrials, Maritime, Media, Public Finance, Real Estate & Lodging, Technology and Telecommunications.

Recent Awards and Acknowledgements

Named one of the World’s Most Admired Companies by Fortune Magazine in 2011
Named “Most Innovative Investment Bank for Growth Companies” in 2010 by The Banker
Named Best Place to Work in the Global Financial Markets by Here Is The City News in 2011 and 2010

Responsibilities

The Leveraged Finance Capital Markets analyst plays an important part in helping to structure and execute new issue leveraged transactions by bridging information between both industry and product bankers and the High Yield sales force. Potentially following a brief training program, the analyst will be placed directly with the Leveraged Finance Capital Markets group in Stamford, CT for further direct hands on training. The group is comprised of professionals who execute both High Yield Corporate Bonds and Leveraged Loans. The analyst will have the opportunity to work closely with both teams and observe a new issue loan and bond completed from structure/origination to closing. The Leveraged Finance Capital Markets Group offers the candidate the unique opportunity to work with every industry group within the firm, as well as gain exposure to senior management of a multitude of companies.

The Leveraged Finance Capital Markets group affords analysts the opportunity to work directly with senior bankers during the structuring phase of a pitch and on live transactions. In addition, the analyst will have direct contact with the largest high yield sales force on Wall Street and exposure to our institutional account base. The successful execution of a leveraged finance transaction draws on the integrity and accurateness of the analyst’s work and goes well beyond simple analysis. They are expected to understand the implications of the market, identify key trends in the marketplace, and be accretive to the group from day one by contributing to the group’s discourse. Analysts are encouraged to think creatively and pursue their projects with excellence while embracing a collaborative spirit.

Analyst responsibilities may include, but are not limited to:

• Tracking current market statistics including deals in the market and priced transactions. 
• Helping design the marketing strategy with execution teams and our account base.
• Supporting the group with research on comparable transactions for pitches and the selling and structuring of bond and loan transactions.
• Provide research and statistics potential clients. 

Training and Development

The analyst will sit for and be expected to pass for the series 7, 79 and 63 exams during their first months on the desk.

Qualifications

Successful Jefferies Analysts will be able to multitask and manage a variety of projects simultaneously. Candidates must demonstrate professionalism and client management skills together with strong technical, written, and verbal communication skills. The work is fast paced, intense and intellectually stimulating. The ability to work under pressure and tight deadlines, be adaptable and work both independently and as part of a team are essential traits of a successful candidate. You should have a strong academic background and a four-year Bachelor’s degree or equivalent. Although a background in accounting or finance is helpful, we hire Analysts who have studied a variety of disciplines. Prior Leveraged Finance or Investment Banking experience is beneficial, but not required.

Apply online (Job ID 1356)

8 March 2013

Portfolio Analyst / Assistant Portfolio Manager, Leveraged Credit – Hartford, CT (Ref 1300998)

Overview of Position:
HIMCO is seeking a Portfolio Analyst / Assistant Portfolio Manager for its Leveraged Credit group. This individual will work in a close partnership with the Leveraged Credit Sector Head, Traders and Research Analysts to help coordinate the group’s investment processes and support implementation of investment ideas into portfolios using High Yield Bonds, Bank Loans and Collateralized Loan Obligations (CLO). The PA/APM will gather market and portfolio data to support the team’s preparation for trade implementation, meetings and presentations. The PA/APM will also learn and help to implement the specific needs of client portfolios and collaborate with internal clients to help monitor portfolio activities. In this role, the Portfolio Analyst will also serve as a liaison between the Leveraged Credit group and HIMCO’s information technology function, to help procure and organize the group’s data, automate investment processes and deliver client focused content over an integrated web based platform. The Leveraged Credit team currently manages approximately $1.5 billion in high yield and bank loan asset and $2.0 billion in CLO assets on behalf of The Hartford and its clients.

Responsibilities include:

• Trade Allocation – Execute trade allocation of High Yield, Bank Loan and CLO investment ideas across the firm’s client portfolios. Work with portfolio managers to ensure algorithms consistency with most up to date portfolio strategies.
• Portfolio Analytics – Perform daily portfolio analytics of Leveraged Credit portfolios including daily, monthly, quarterly and annual performance attribution.
• Market Analytics – Create and maintain market analytical packages to help illuminate fundamental, technical and pricing trends in the Leveraged Credit markets.
• Assist in the development of topical presentations to senior management. Execute special research projects as needed under the direction of portfolio managers, including strategy presentations.
• Research and monitor portfolio positions and investment opportunities by exploring company documents (10Ks, 10Qs, prospectuses, etc.) and research generated by HIMCO’s leveraged credit team and street counterparties.
• Coordinate with HIMCO Information Technology to develop and maintain web-based platforms and databases to streamline Leveraged Credit investment processes.

Qualifications:

• Strong academic achievement with a Bachelor’s in Finance, Economics, or Liberal Arts.
• 2+ years of work experience in the investment management industry is a plus but not required.
• Independent thinker; intellectually curious, with a passion for investing.
• Superior understanding of Microsoft Office, Excel and VBA.
• Demonstrated interest and desire to develop financial analysis skills. A strong understanding of accounting is desirable, but not immediately required.
• Strong written and verbal communication skills.
• Focused work ethic; motivated and driven.
• Ability to work independently while embracing and promoting team concept and positively contributing towards a culture of collaboration.
• Technology and coding skills are a plus, with specific emphasis on database development, SQL, .net, JAVA, and web development.

NOTE: The successful candidate cannot have made a political contribution that violates federal, state or local pay-to-play requirements as covered by SEC Rule 206 (4)-5.
About Hartford Investment Management Company
Hartford Investment Management is committed to being a leading provider of investment management solutions. As of September 30, 2012, we managed approximately $146.7 billion in assets on behalf of insurance companies, corporate retirement plans, public funds, endowments, foundations, and other institutional clients. We specialize in fixed income management, offering a variety of single sector and customized strategies including High Yield, Emerging Markets Debt, TIPS, Corporates, and Liability-Driven Investments as well as Multi-Sector strategies. In addition, we offer capabilities in absolute return strategies such as hedge fund of funds and an unconstrained bond strategy.

Our skill in fixed income asset management is defined by our ability to identify relative value at the sector and security level, as well as our ability to evaluate the market’s misinterpretation of economic fundamentals when positioning overall credit risk, duration and yield curve and volatility. Using rigorous fundamental and quantitative research that is informed by our macroeconomic view, we seek to deliver consistent risk-adjusted returns across our fixed income platform by identifying undervalued opportunities and by exploiting market mispricing within the framework of a risk-controlled and disciplined investment process.

As part of one of the oldest financial services companies in the United States, HIMCO has developed a strong results-oriented culture based on delivering superior investment solutions to our clients. We thrive on our ability to harness the insights and experience we have garnered over several decades to help our clients face the challenges of today’s financial markets. While experience is an important contributor to our success in investment management, we also realize the importance of innovation and evolving markets. Accordingly, we have created a structure and culture for our firm that we believe positions our clients to benefit from tomorrow’s opportunities and challenges.

WHAT IS THE COMPENSATION OPPORTUNITY?
At The Hartford, our compensation philosophy is simple: we pay competitive base salaries and reward performance. In addition, you will be eligible to participate in our comprehensive benefits program including Medical, Dental, Life and Disability Insurance, a 401K Plan, an Employee Stock Purchase Plan and more.

WHAT ELSE CAN YOU TELL ME?

The Hartford is an Equal Employment Opportunity and Affirmative Action Employer.

The Hartford maintains a drug-free workplace.

Committed to Building Inclusion and Leveraging Diversity

Apply online

Jobs located in Europe

30 Mar 2012

Millar Associates International Search & Selection immediately seeks  a high yield credit and sales staff. This is a listing for one of the largest independent NYSE listed Sales & Trading operations with over 100 staff in London, over 5000 globally, an Asset Management division with assets of > $75 billion and a mkt cap of $5 billion.

They are expanding their Fixed Income business out of London in Europe, increasing the depth & breadth of their capability and seek therefore several experienced High Yield, Distressed sales and Investment Grade corporate/financials sales professionals. This firm is an excellent alternative to the Wall Street firms. (Forbes magazine top-10 employer!)

High Yield and IG Corporate Bonds Sales, LONDON

Fixed Income Sales (HY, Distressed & IG Credit)

Large Non-Wall Street Bank

To £600K+, London

EXPERIENCE:

• Sales track record with good p&l
• Product knowledge of High Yield, Investment Grade Bonds and Distressed situations.
• Good client contacts in Insurance cos, Asset Mgrs, Hedge Funds, etc.

Apply directly at Millar Associates, Ref: HYCB-2603

9 May 2012

M&G Investments, part of the Prudential Group, is a city based investment company with assets under management of more than £195 billion, as at 31 December 2010. As one of the largest asset managers in Europe, it aims to maximise profitable growth by operating in markets where it has a leading position and competitive advantage, including retail fund management, institutional fixed income, pooled life and pension funds, property and private finance.

Opportunity

The successful candidate will have the opportunity of working within a team of 8 dedicated professionals dealing with a leveraged loan portfolio of around 7 billion euros, split across a number of funds.

Key responsibilities

The key responsibilities of this position are to work within a team which is responsible for the processing, instructing, settlement and on-going monitoring of Leveraged Loans transactions.

The individual will be responsible for:

- To monitor and ensure that the daily workload is completed within deadlines and raise any issues to the Supervisor.
- To oversee the daily allocation of work and to monitor/record the teams accuracy and efficiency.
- Checking of trade settlement packs and ensuring that all payments are released within set deadlines.
- Monitoring of income, capital repayments, break costs, Lender of Record Payments, Commitment fees, Consent/Waiver Fees, ad hoc payments and advising internal / external parties of the amounts due.
- Reviewing Loan Documentation, to aide in the processing the day to day activity within the Lev Loans Administrations department where necessary.
- To work closely with the Supervisor to provide on-going improvement to the daily functions.
- To aide in the daily processing of rollovers, rate fixings, drawdowns and all aspects of the loans processing area when required.
- To assist with the clearing of any reconciliation breaks within designated timescales.

- To ensure the teams prompt responses to both internal and external queries in a timely manner.
- To assist in project work when required.
- Maintenance of internal Leveraged Loans systems (WSO & CDO Sentry) and assisting in the further development of the systems.
- Reconciliation and reporting of internal systems to counterparty and TPA records.
- To help with the regular updates of internal procedures.
- Daily liaisons with the Supervisor and or the Front Office to address and resolve problems with underlying assets.
- Build and maintain relationships with agents, counterparts, internal departments and the Front Office.

What we are looking for

Essential
- High level of accuracy and attention to detail.
- Strong leveraged loans experience.
- Ability to work to strict deadlines and work effectively under pressure
- An effective team worker.
- An open/effective communication style.
Excellent planning and organising skills.
Excellent IT Skills, in particular Mircosoft Excel.
Good Knowledge of Wall Street Office.

Desirable

- Knowledge of tax regulations and procedures relating to Leveraged Loans.
- Knowledge of corporate actions.
- Loan Documentation knowledge.
- Similar experience in previous role(s)

M&G is an equal opportunities employer and welcomes applications from a diverse background.

Apply online

27 March 2012

Private Equity Recruitment Ltd was established in 1998 by Gail McManus to focus on the specialist recruitment needs in the sector. It places over 120 investment professionals a year from Analyst to Partner across the UK, Europe, the Middle East, Latin America and Asia. The consultant team at Private Equity Recruitment has a deep understanding of venture capital and private equity and is comprised primarily of former investors and finance professionals who understand their clients’ needs.

About our client
A leading well funded Private Equity debt team with an exceptional track record

Responsibilities

• You will be responsible for credit analysis and monitoring of existing credits and potential new investments. You will be expected to meet management teams and support senior colleagues on all aspects of the deal process.

Skills we’re looking for

• Strong academic track record
• Leverage Finance or M&A experience from a top tier Investment bank
• Strong technical, analytical and quantitative skills
• Excellent communication, problem solving skills and ability to build long term relationships
• An additional European language would be a plus
• High level of professionalism, discretion and good judgement
• Ability to work within a small, cooperative team and liaise confidently with senior management

Apply directly via Private Equity Recruitment Job Reference: 2941 /3C 

23 March 2012

Private Equity Recruitment Ltd was established in 1998 by Gail McManus to focus on the specialist recruitment needs in the sector. It places over 120 investment professionals a year from Analyst to Partner across the UK, Europe, the Middle East, Latin America and Asia. The consultant team at Private Equity Recruitment has a deep understanding of venture capital and private equity and is comprised primarily of former investors and finance professionals who understand their clients’ needs.

About our client
The leading investor in private equity secondaries worldwide, with approximately $8 billion under management. Our client acquires positions in venture capital, buyout and mezzanine funds, together with portfolios of companies or stakes in companies, from institutions, corporates, government bodies and family offices.

Responsibilities

• Responsibility for all primary quantitative and qualitative analysis of portfolio companies and funds. You’ll work closely with deal teams comprising other Investment professionals as well as the in-house tax and legal counsel and the finance department. Once a deal has been completed, you will also be involved in the ongoing monitoring of that investment

Skills we’re looking for

• Must have completed Analyst training in either banking or accounting
• An MBA is a plus but not essential
• Advanced financial and business modelling skills
• Strategic and commercial acumen
• Results driven and ambitious
• Written and spoken fluency in Spanish is a must

Apply directly via Private Equity Recruitment Job Reference: 3155 /3C

21 Mar 2012

Millar Associates

Millar Associates International Search & Selection immediately seeks  a high yield credit and sales staff. This is a listing for one of the largest independent NYSE listed Sales & Trading operations with over 100 staff in London, over 5000 globally, an Asset Management division with assets of > $75 billion and a market cap of $5 billion.

They are expanding their Fixed Income business out of London in Europe, increasing the depth & breadth of their capability and seek therefore several experienced High Yield credit and ABS credit sales staff.  This firm is an excellent alternative to the Wall Street firms.

High Yield Credit & ABS Credit Sales, London & Paris

Fixed Income Sales

Large Non-Wall Street Bank

Circa €/£ 600K+, London & Paris

EXPERIENCE:

• Sales and/or origination track record with good p&l
• For High Yield:  Strong knowledge of High Yield and illiquid Loans, Bonds, Distressed, Structured products, Special situations & Bankruptcy claims. etc.
• For ABS:  Strong knowledge of US/Euro CMBS, Other ABS including Credit Cards, Autos, etc., etc.
• Good client contacts in Insurance Cos, Asset Mgrs, Hedge Funds

Apply directly at Millar Associates, Ref: HYABS-1403

Jobs located in Asia-Pacific region

3 April 2012

Assistant Vice President, Debt Capital Markets – Investment Banking
United Overseas Bank – Singapore

For this position, you are required to undertake research and analysis to support a diverse group of Directors in origination activities.

Your responsibilities include preparation of credit analysis and internal credit approvals as well as assisting in the execution of loan syndication activities.
Desired Skills & Experience

• Degree with at least 3 years of relevant experience
• Exposure to credit analysis will be a plus
• Proficient in MS Excel and understands financial analysis and modeling
• Strong communication and presentation skills
• Able to work independently

Apply online (LinkedIn)

15 March 2012

Selby Jennings are leading providers of recruitment solutions to financial institutions across Europe, the US, Asia and the Middle East. From our Head Office in London and international offices in New York, Singapore, Hong Kong and Dubai we recruit beyond international boundaries, proactively sourcing the best talent in the industry. Our holistic approach adds real value to organisations across the finance space, from top tier investment banks to smaller hedge funds, private equity consultancies to trading houses. Recently accredited Best Banking and Finance Recruitment Agency at the Recruiter Awards for Excellence 2011, we offer an award-winning, market driven operation, unrivalled by our competitors.

Our awards won in 2011 include:
• Best Banking / Financial Recruitment Agency – Recruiter Awards for Excellence 2011
• Best Business – Best Business Awards 2011
• Best Front Office Recruiter -“Here is the City” Recruitment Companies of the Year Awards 2011
• Best IT and Technology Recruiter -“Here is the City” Recruitment Companies of the Year Awards 2011
• Best Risk Recruiter -“Here is the City” Recruitment Companies of the Year Awards 2011
• Best SME – Top 100 companies to work for – Sunday Times International Track 100 list
• Recruiter Fast 50 2011
• Recruiter Hot 100
• Best Recruitment Company to work for (£10-£40 million) – Recruitment International Awards

We are registered members of the Association of Professional Staffing Companies (APSCo)

www.selbyjennings.com

Job Description

A top US investment bank is hiring a Manager/ VP level candidate to join the Structured Trade Finance team in Singapore. Role offers very attractive financial package but also a managerial trade finance position.

Role:

• Join a market leading STF team in Asia
• Take responsibility for the STF business covering financial institutions and corporate clients in Mainland China alongside the Head of STF in Asia
• Role will involve developing long term relationships with corporate and institutional clients in China/ Hong Kong and South Asia
• Role involves identifying opportunities to develop trade finance solutions/  and STF transactions and overseeing the actual transactions across mainly soft commodities and metals
• Role will involve liaising closely with credit risk/ sales/ legal and traders
• You will be expected to enhance relationships with existing clients (both traders and producers) and acquire new commodity clients across agriculture and energy

The Candidate:

• My client is looking to hire a VP/ Director of Asian Trade Finance
• Essential to have significant experience of a) Asian trade finance markets b) Structured trade finance
• Good communication skills/ managerial skills important
• High preference for candidates already based in Singapore/ Hong Kong or Shanghai
• My client would consider North and South Asian trade finance experience
• Perfect candidate would be already working at a leading commodity trading house and or investment bank in the region and have considerable experience of structured trade finance

Additional Information

Posted: March 7, 2012

Type: Full-time

Experience: Mid-Senior Level

Functions: Finance

Industries: Banking

Compensation: Very Competitive

Job ID: 2671332

Jobs located in the Middle East

19 March 2012

Job Description
Director Investment Banking – Qatar – US$200,000 per annum

Our Client is a leading Islamic Investment Bank who is looking to appoint a Director of Investment Banking. The Director will be responsible for the formation of the company’s strategy and business plan for the department.

As the Director of Investment Banking, you are expected to have a background in corporate finance with a track record in one of the following; M&A, project finance and structured finance. Strategically you will be responsible to support the organizations business strategy and assist with origination of transactions.

You will be expected to contribute to a deal pipeline and ensure investment banking principles are in compliance with Shari’ah principles. The position reports to the Head of Investment Banking and you will be directly responsible for a small team within the division.

Desired Skills & Experience
Candidate requirements

• 10-12 years of experience in corporate finance or banking related industry of which a minimum of 4 years should be in a similar position

• Knowledge of Shariah compliant investment products and services.

• Experience of working within the GCC

• Extensive origination and execution experience

Company Description

For niche recruitment around the global Leap29 is the answer! Our expert multilingual intermediaries specialise in ‘search and selection’ mobilisation of candidates in over 65 different locations around the world within our five core market areas: Oil & Gas, Construction & Engineering, Legal & Business Services, Renewable Energy & Environment and Banking & Finance. Our 6 stage ‘search and selection’ process is so safe it is 100% guaranteed for your success. For all your recruitment needs, Leap29 is the answer!

Apply via Leap29 (LinkedIn)

Jobs located in North America

1 October 2012

Investment Analyst , High Yield Corporate Bonds – Los Angeles, CA

Position Description

Conduct macroeconomic, industry, company, and security-specific research, and gather and interpret data, with particular emphasis on high-yield bonds offered by corporations in the U.S., Europe, and emerging market countries. Conduct in-depth fundamental analysis studies of particular corporations to determine absolute and relative credit risk, assess investment value, and formulate projections of future financial performance. Interpret data from analyses of corporate financial statements vis-à-vis assets and liabilities, financial covenants, bank credit agreements, bond indentures, and capital structure. Coalesce insights from diverse data sources, including results of corporate research, and reconcile divergent inputs to formulate investment recommendations. Identify trading and investment opportunities, develop total return forecasts, and submit to portfolio managers investment strategy recommendations that include suggestions regarding timing, duration, curve-positioning, and sizing of securities purchases and divestitures. Independently make investment decisions and manage parts of selected bond portfolios. Consult credit rating agencies to monitor the current and past credit quality of companies offering high-yield corporate bonds, including corporations with highly-leveraged capital structures. Apply financial analysis software (FactSet, Capital IQ, Bloomberg) and use advanced applications of Excel, to create and test credit models and perform scenario analyses to quantify downside impact on bond prices under stressed scenarios. Use software query language to access securities-specific databases, including Barclays POINT and Barclays Live, to mine historical bond performance data. Conduct statistical analyses on mined data, and uncover correlation and causality relationships with macroeconomic, capital market, and industry-specific variables, to identify historical patterns in bond price movements. Examine developments in derivative prices, including credit default swaps, to assess probabilities of particular companies’ defaulting on loans or going into bankruptcy, and to predict resulting implications for bonds. Examine effects of corporate milieu, including government regulations and economic and industrial cyclicality, on the performance of products or services of companies offering bonds. Monitor high-yield bond indices as benchmarking standards.

Hiring Criteria

Bachelors degree in finance, business administration or economics, or in a similar major, plus a minimum of five (5) years of experience as an investment analyst, research analyst, or portfolio manager, or in a similar position, with specific focus on buy-side investments in corporate bonds.

OR

Masters degree in finance, business administration or economics, or in a similar major, plus a minimum of three (3) years of experience as an investment analyst, research analyst, or portfolio manager, or in a similar position, with specific focus on buy-side investments in corporate bonds. (Experience gained prior to Masters is acceptable).

Special Requirements

• At least 2 years of experience in analyzing financial statements and performing credit research and analyses on corporations issuing high-yield or sub-investment-grade bonds
• Experience in portfolio management or consultation to portfolio managers regarding composition of portfolios holding high yield corporate bonds
• Experience in conduct of fundamental analysis studies of corporations with highly-leveraged capital structures (debt to EBITDA ratio of at least 7X)
• Experience in high-yield bond analysis for corporations in emerging market countries (e.g. BRIC countries)
• Experience in conducting equities or fixed-income investment research on corporations operating in government-regulated or cyclical industries
• Experience in accessing and interpreting statistics issued by the bond rating agencies Fitch, Moody’s, and Standard and Poors to develop corporate credit ratings
• Experience in corporate finance and valuation analysis using strategic analysis methodologies (DuPont analysis, Porter analysis), capital allocation analysis, and on-site data collection
• Experience using data access and financial analysis software (i.e., FactSet, Capital IQ, Bloomberg), for credit modeling and scenario analysis for bond investing
• Experience in quantitative modeling and analysis using advanced applications of Excel (i.e., macros, pivot tables, indexes, Solver toolkits)
• Experience in quantitative corporate finance analysis, including leveraged buyout (LBO) analysis, discounted cash flow (DCF) analysis, internal rate of return analysis, waterfall-recovery rate analysis, recapitalization analysis, and comparable companies analysis
• Experience in advanced analyses using Barclays POINT and Barclays Live risk modeling software, including the use of query functions for performing database searches
• Experience in the construction of multivariate regression models using statistical software (e.g., Excel, SAS)
• Experience in analyzing the pricing and trading dynamics of financial derivative instruments, including credit default swaps (CDS) and structured credit index products (CDX), to assess impact on bond prices
• Training or experience in U.S. bankruptcy laws and processes.

Apply online