Citi
Citi Commercial Bank - Loan Syndications Associate
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Citi Commercial Bank - Loan Syndications Associate
role at
Citi
The Loan Syndications Associate will be responsible for providing analytical and execution support to deliver customized debt solutions to Citi’s Commercial Bank clients. The Loan Syndications Associate is a critical member of a deal team, working directly with Vice Presidents and Senior Transactors as well as with colleagues across multiple groups in the bank to originate and execute transactions.
Responsibilities
Support deal origination by drafting pitch materials incorporating an analysis of capital structure, credit profile, publicly available data on companies and transactions, and industry research.
Prepare market comparables, initial due diligence lists, deal pre‑screen presentations, and draft indicative term sheets.
Track and summarize loan market conditions in client materials, with a focus on the Middle Market segment of the U.S. Loan Market.
Execute lead‑arranged transactions by preparing organization books, drafting marketing materials (Confidential Information Memorandums, lender presentations, and pre‑screening memorandums), organizing and managing bank meetings, participating in and tracking lender interaction and diligence, and managing the deal closing process.
Support the review of financing documents, including commitment letters, fee letters, engagement letters, and credit agreements.
Coordinate with other groups within Citi, including Coverage, Underwriting, Risk, and Operations as well as other product groups to meet pitch and deal‑related deliverables and deadlines.
Develop and maintain effective industry relationships with legal counsel, external parties, clients (in collaboration with senior coverage officers).
Develop business and credit judgment as well as provide balanced assessments in working with internal team members and partners.
Maintain a strong attention to detail, deliver high‑quality work product, and complete work in assigned time‑frames.
Qualifications
2‑3 years of banking experience, preferably with loan syndication, asset‑based finance, or capital markets experience.
Completion of formal credit training program preferred.
Fundamental credit skills, including demonstrated ability to evaluate business, industry, financial performance, and structure/terms.
Strong financial and analytic skills, including proficiency with financial modeling and ability to rapidly assimilate complex information.
Excellent command of Microsoft Suite, with an emphasis on PowerPoint and Excel.
High level of energy, enthusiasm, and motivation.
Team player, able to facilitate strong partnerships.
Detail‑oriented individual with strong organization ability and excellent communication, writing, and presentation skills.
Obtain and maintain required FINRA registration and licensing.
Education
Bachelor’s/University degree or equivalent experience.
This job description provides a high‑level review of the types of work performed. Other job‑related duties may be assigned as required.
Benefits Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Equal Employment Opportunity Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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Citi Commercial Bank - Loan Syndications Associate
role at
Citi
The Loan Syndications Associate will be responsible for providing analytical and execution support to deliver customized debt solutions to Citi’s Commercial Bank clients. The Loan Syndications Associate is a critical member of a deal team, working directly with Vice Presidents and Senior Transactors as well as with colleagues across multiple groups in the bank to originate and execute transactions.
Responsibilities
Support deal origination by drafting pitch materials incorporating an analysis of capital structure, credit profile, publicly available data on companies and transactions, and industry research.
Prepare market comparables, initial due diligence lists, deal pre‑screen presentations, and draft indicative term sheets.
Track and summarize loan market conditions in client materials, with a focus on the Middle Market segment of the U.S. Loan Market.
Execute lead‑arranged transactions by preparing organization books, drafting marketing materials (Confidential Information Memorandums, lender presentations, and pre‑screening memorandums), organizing and managing bank meetings, participating in and tracking lender interaction and diligence, and managing the deal closing process.
Support the review of financing documents, including commitment letters, fee letters, engagement letters, and credit agreements.
Coordinate with other groups within Citi, including Coverage, Underwriting, Risk, and Operations as well as other product groups to meet pitch and deal‑related deliverables and deadlines.
Develop and maintain effective industry relationships with legal counsel, external parties, clients (in collaboration with senior coverage officers).
Develop business and credit judgment as well as provide balanced assessments in working with internal team members and partners.
Maintain a strong attention to detail, deliver high‑quality work product, and complete work in assigned time‑frames.
Qualifications
2‑3 years of banking experience, preferably with loan syndication, asset‑based finance, or capital markets experience.
Completion of formal credit training program preferred.
Fundamental credit skills, including demonstrated ability to evaluate business, industry, financial performance, and structure/terms.
Strong financial and analytic skills, including proficiency with financial modeling and ability to rapidly assimilate complex information.
Excellent command of Microsoft Suite, with an emphasis on PowerPoint and Excel.
High level of energy, enthusiasm, and motivation.
Team player, able to facilitate strong partnerships.
Detail‑oriented individual with strong organization ability and excellent communication, writing, and presentation skills.
Obtain and maintain required FINRA registration and licensing.
Education
Bachelor’s/University degree or equivalent experience.
This job description provides a high‑level review of the types of work performed. Other job‑related duties may be assigned as required.
Benefits Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Equal Employment Opportunity Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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