Analyst, Lending Committee Coordination & Reporting

About the role

The Analyst will serve as the dedicated Committee Coordinator across multiple CIB committees - including the Capital Commitment & Distribution Committee (CCDC), Direct Lending, Sponsors, and Pre-IPO Committees. This is a high-visibility role that is both administrative and strategic, sitting at the center of deal flow for some of CIB's most significant transactions.

Responsibilities

• Manage meeting scheduling against standing weekly time slots and arrange ad hoc sessions by exception with committee co-chair approval
• Coordinate meeting logistics and attendee discipline
• Prepare and distribute post-meeting summaries capturing the vote, approval status, follow-ups, and any additional approval or senior-management escalation
• Track approvals and open action items end-to-end across the deal lifecycle
• Maintain detailed call reports for all transactions in the pipeline, capturing comprehensive information on pricing, fees, financing milestones, financing structures, and key transaction metrics to promote robust pipeline visibility for senior management
• Leverage analytics to identify emerging trends in the portfolio to help ensure deal teams' business development efforts align with CIB's goals and priorities for the franchise while maintaining strong institutional capital, risk, and return discipline
• Aid in the development of policies, procedures, and presentations

Requirements

• 6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 6+ months of Experience with Capital Markets, Investment Banking, Corporate Banking, Leveraged Finance, Reporting, Governance or Credit Risk

Desired qualifications

• Strong analytical skills with high attention to detail and accuracy
• Strong organizational, multi-tasking, and prioritizing skills
• High level of initiative and accountability
• Familiarity with capital commitment / credit committee processes, capital markets, and financial sponsors deal flow
• Working knowledge of leveraged finance, leveraged lending, and credit fundamentals
• Excellent written and verbal communication skills, with the ability to interact professionally with senior leadership
• Proficiency in Microsoft Excel and PowerPoint; familiarity with PrecisionLender or capital allocation tools a plus