Middle-Market Financial Sponsors Group

About the position

The Middle-Market Financial Sponsors Group is seeking a highly skilled professional to partner with senior members of the team, including sector coverage and product bankers, to prospect, pitch, and execute transactions on behalf of private equity firms and their portfolio companies. This role involves leading client meetings and drafting sessions, analyzing business plans, and participating in due diligence sessions. The successful candidate will examine the strategic and financial merits of proposed transactions for marketing purposes and play an active role in the execution of mandated deals through client advisory work, structuring, and negotiation of legal documents, as well as coordinating distribution efforts. In this position, you will be responsible for developing relationships with clients to enhance overall engagement and build tactical dialogue around specific targeted opportunities. You will prepare presentations for sponsor clients to support business development initiatives and coordinate with product partners across the firm to maximize coordination in sponsor coverage efforts. Additionally, you will perform portfolio reviews of sponsor clients to assess new opportunities across various products and summarize key findings in presentations. Managing internal processes related to coverage efforts and information/KPI tracking will also be a key responsibility. The role requires close collaboration with internal support departments to ensure seamless deal closing and funding, as well as the development of associates and analysts within the team. This position requires up to 20% domestic travel to client sites, and telecommuting is permitted up to 40% of the week.

Responsibilities
• Partner with senior members of Financial Sponsors Group, sector coverage, and product bankers to prospect, pitch, and execute transactions on behalf of private equity firms and their portfolio companies.
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• Lead client meetings and drafting sessions.
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• Analyze business plans and participate in due diligence sessions.
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• Examine the strategic and financial merits of proposed transactions for marketing purposes.
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• Play an active role in the execution of mandated deals through client advisory work, structuring, and negotiation of legal documents, and coordination of distribution.
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• Develop relationships with clients to augment overall relationship and build tactical dialogue around specific targeted opportunities.
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• Prepare presentations to sponsor clients to support business development.
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• Coordinate with product partners across the firm to maximize coordination in Sponsor coverage effort.
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• Perform portfolio reviews of sponsor clients to assess new opportunities across various products and summarize key findings in presentations.
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• Manage internal processes related to coverage efforts and information/KPI tracking.
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• Work closely with internal support departments to ensure seamless deal closing and funding.
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• Develop associates and analysts.

Requirements
• Master's degree in Finance, Accounting, Business Administration, Management, or related field of study plus 3 years of experience in the job offered or as an Investment Banking, Corporate Finance Manager, or related occupation.
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• Alternatively, a Bachelor's degree in Finance, Accounting, Business Administration, Management, or related field of study plus 5 years of experience in the job offered or as an Investment Banking, Corporate Finance Manager, or related occupation.
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• Experience in credit analysis, financial statement analysis, credit agreements and other legal documents, debt and equity capital markets, M&A valuation and strategies, complex LBO valuation modeling, scenario analysis and risk modeling, business and financial diligence, and legal documents including term sheets, credit agreements, and purchase agreements.

Nice-to-haves
• Experience working with different debt classes including senior secured, unsecured, mezzanine, and subordinated debt.
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• Familiarity with debt instruments including syndicated term loans, pro-rata bank debt, direct lending, and convertible issuances.
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• Ability to build bottoms-up dynamic leveraged buyout (LBO) models accounting for different performance scenarios and lending alternatives.
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• Experience in analysis for covenant and payout testing and similar companies analysis to compare peers in a subsector or with similar performance or characteristics.

Benefits
• Salary range of $250,000 - $325,000 per year.
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• Telecommuting permitted up to 40% of the week.

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