Client Executive - Syndicated Finance Group - Executive Director
On-site · Charlotte, North Carolina, United States
Job Summary
Lead originating, structuring, pricing, negotiating, and distributing debt transactions in the Southeast. Drive and oversee the preparation of customized proposals, pitches, and presentations to clients. Oversee financial modeling, cash flow analysis, comparable transaction analysis, term sheet development, and credit/capital market presentations prepared by junior team members. Supervise the preparation of marketing materials and data rooms for lenders. Work with credit professionals on negotiation of transaction legal documentation. Significant interaction with clients and investors at a senior management level. Collaborate with the Southeast Segment Head and Region Managers to drive the strategy for increasing syndicated loan market share in the segment.
Required Qualifications
- 10+ years’ experience with loan syndications at a financial institution
- Knowledge of debt capital markets including pro rata bank, direct lending, institutional term loan, and high yield
- Excellent quantitative and analytical skills
- Ability to work as a team player
- Outstanding written and verbal communication skills; comfortable presenting to senior client management, investors, and senior members of the firm
- Ability to work well under pressure, multi-task, and meet time sensitive deadlines
- Strong presentation, negotiation, and marketing skills
- Security licenses 79 and 63 (or must obtain in first 90 days of employment)
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.