Structured Credit Lending Associate Jobs

• Experience reporting to a trading desk and senior management preferred

• 2-5 years of experience in a similar role

• Strong knowledge of bank debt and CLO products and compliance

• Excellent written and verbal communication skills

Excellent Base Salary, Bonus, and Benefits

• Assist with oversight of outsourced Middle Office and CLO Compliance provider

Additional duties include providing direct support as deemed necessary by senior management

Streamline and centralize the data collection process across different groups including Finance, Accounting, Legal, Tax, Deal team, Compliance and Technology

Minimum of 2 years of relevant investment banking, analytics, consulting or principal investing experience

Strong intellect with solid quantitative, financial and analytical skills

Advanced MS Excel modeling skills (v-lookup, macros, pivot tables) and MS PowerPoint skills

Experience with PowerBI or other data visualization software, databases such as SQL and Microsoft Office

Ongoing portfolio management responsibility for a group of selected accounts – monitoring and tracking credit performance, executing amendment requests, etc;

Collaborate with Risk Management and Loan Operations.

3 years of relevant ABL and/or cash flow/leveraged finance experience

A Bachelor’s or Master's Degree in Finance, Accounting, Business, Economics, Mathematics or closely related quantitative field

Strong written and verbal communication skills

Sound like the kind of place you’d feel at home? We’d love to hear from you.

Outstanding organizational and time management skills

Strong financial statement analysis skills with a firm grasp of accounting and finance matters

Healthcare experience is a plus

Outstanding quantitative and qualitative analytical skills, including financial modeling

Strong oral and written communication skills

Remote or hybrid work schedules for most positions

Required qualifications, capabilities, and skills:

Preferred qualifications, capabilities, and skills:

Prior working experience in sales and marketing front office role preferred

Strong presentation, interpersonal and written communication skills, including the ability to translate complex financial concepts into simple terms and actionable steps

Product knowledge – have expertise with fixed income products

Quantitative skills - must be comfortable with Excel and ability to understand complex financial instruments

Strong Excel skills with experience operating and building financial models

Daily reporting to portfolio managers and CFO on investment compliance criteria and objectives

Review reconciliations comparing key portfolio information and statistics between the manager and the trustee

Prepare/Calculate responses to requests from portfolio managers

Perform periodic equity requirement calculations

2-8 + years of relevant experience at a hedge fund, private credit fund, trustee bank, or public accounting firm

Moderate banking or finance industry experience

A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days

Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits

Educational resources, matching gift, and volunteer programs

Bachelor’s degree in Economics, Finance, Accounting, or Business Administration

General knowledge of credit analysis, banking regulations and related processes

Actively manage relationships with issuers, intermediaries, and investors. Effectively communicate S&P’s methodologies and procedures. Participate in client meetings.

Demonstrate strong knowledge of ratings criteria and cash flow analysis of ABS by helping to resolve clients’ analytical needs.

Work on special projects as directed by the analytical team manager.

(3) or more years of relevant work experience

Prior ABS (asset-backed securities) experience

Excellent verbal and written communication skills are essential.

Bachelor's degree with a focus in finance or accounting or similar post-degree work experience

Demonstrates strong judgment and sound credit skills;

Strong oral and written communications skills;

Analyze credit and financial information for prospects and existing clients;

Build financial models to support financing transactions;

Participate in preparing credit memos for new and existing loans;

Performs other duties and responsibilities as assigned by management.

Structured Credit CLO Analyst - Investment Management

Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management.

Bachelor’s degree in Finance or Economics or equivalent with 2+ years related experience.

Good knowledge of finance and basic accounting.

Good knowledge of corporate finance transactions.

Working alongside the loan structuring team to assist in the marketing and sale of Citi Wealth Management’s lending product range

Up to 10 years of experience

Strong and proven analytical, financial structuring and execution skills

Experience as a credit officer

Strong knowledge of Citibank’s Credit Policies, Product Programs and Citi Policies

An in-depth knowledge and understanding of Financial Analysis including Financial and cash flow modelling

Actively manage relationships with issuers, intermediaries, and investors. Effectively communicate S&P’s methodologies and procedures. Participate in client meetings.

Demonstrate strong knowledge of ratings criteria and cash flow analysis

Work on special projects as directed by the analytical team manager.

(3) or more years of relevant work experience

Prior credit analysis experience, including banking.

Excellent verbal and written communication skills are essential.

2+ years of structured products valuation experience

Demonstrated proficiency with Python, VBA and Excel with specific knowledge of data query formation and reporting

Strong knowledge of structured product and derivative asset classes - ABS, MBS, Interest Rate Swaps, Futures, Swaptions, Currency Forwards, etc.

Strong communication and interpersonal skills

Perform valuation analysis and risk reporting across a variety of structured asset classes (ABS, MBS, Derivatives, etc.)

Develop daily liquidity risk and VaR calculations

Excellent presentation skills; comfortable presenting to client senior management, investors and senior members of the firm

Required Qualifications, Capabilities, And Skills

Minimum 3 years of experience in investment banking or commercial banking

Excellent quantitative and analytical skills with the ability to synthesize large amounts of information and help develop innovative client solutions

Knowledge of Commercial Banking, credit and debt capital markets products

Strong credit acumen and knowledge

Credit Application review and set up.

Accurately maintain assigned customer files.

Responsible for timely collections and communicate with customers i.e. account status

Ability to review and evaluate financial information against the requirements of the business

Confidently able to offer recommendations and advice to the business

Our advertisements use salary and experience as a guide only. Interlink Recruitment is an equal opportunities employer.

Support work and communication with lawyers, accountants, and relevant experts

Top tier academic credentials are essential.

Highly numerate and proficient in MS Office

Ensure sufficiency management is reviewed with appropriate actions taken to mitigate securities lending risks to client investment portfolios

Manage and ensure timely loan and return settlement in all markets and resolve related issues daily

Develop expertise in local market practices through experience, training, classes and outside research, to ensure best of class service

Creative individual, who possess a passion for problem solving, has superior analytical skills and can think creatively

Excellent communication and presentation skills and able to convey sophisticated concepts simply and clearly

Identify, manage, and remediate all aspects of daily Operational risk embedded within workflow. Regulatory background with strong risk awareness

Interacting with institutional investor clients as Morgan Stanley IG, HY, and Private Wealth Management salesforces.

Developing and maintaining relationships with investor relations and management team of companies under coverage.

1-4 years of company analysis and modeling experience. Experience in credit research a plus.

Professional writing experience – crafting research notes, developing industry reports, etc.

The Primary Responsibilities Include But Are Not Limited To

Creating and maintaining credit models including analysis of financials, capital and organizational structures, etc.

2 years of experience in asset management of large portfolios of alternative investments and perform bespoke credit and sensitivity analyses.

3 years of experience in job offered or related occupations

Work across both performing and distressed credit strategies through funds that collectively manage $82bn in assets.

Bachelor’s degree (or equivalent) in Finance, Economics, Mathematics, Statistics, or a related field

3 years of experience using Microsoft Excel to build detailed financial models, valuation models, and cash flow pro formas

3 years of experience using Microsoft PowerPoint to develop internal and external presentation materials.