Analyst, Leveraged Finance Group
Fifth Third Bank · Charlotte, NC · 1 mo ago
FinanceFull-time
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Must not include Job ID etc. Must preserve all substantive info, no invented or summarizing away detail. Remove boilerplate like EEO, legal, etc. Also remove navigation, cookie, application instructions. Must not create sections with filler like "commensurate with experience". Pay and Schedule only if posting actually states them. Let's see if posting includes Pay: It says "The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance." That's some pay info but not a specific number. It says base salary reflective of range, etc. Is that considered specific content? It's somewhat generic but still mentions base salary and incentive compensation. The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state base salary and incentive compensation, albeit not a number. So we can include a Pay section with that content. Benefits: It mentions "Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner." That's benefits info. So we can include Benefits section.
Schedule: No mention of schedule (full-time, part-time, hours). Not present, so omit Schedule.
Now sections: About the role (maybe "General Function" etc). Responsibilities (Essential Duties And Responsibilities). Requirements (Minimum Knowledge, Skills And Abilities Required). Qualifications (maybe education etc). Skills (maybe communication, analytical). But we need to avoid duplication. The posting includes "Minimum Knowledge, Skills And Abilities Required" which includes experience, degree, communication skills, analytical, Excel, attention to detail, understanding of private equity etc. Also there is a paragraph about "Analyst, Leveraged Finance Group" maybe not needed. Also there is a paragraph about "At Fifth Third, we understand the importance..." which is about benefits and recognition. That could go under Benefits or maybe About the role? But we already have Benefits.
We need to preserve all substantive info. Let's extract:
- General Function description: Leveraged Finance Group structures and underwrites bank debt supporting acquisition, recapitalization and refinancing transactions for public/private companies, often involving financial sponsors. The transactions include bilateral commitments, prorata bank executions and large syndicated transactions. The Leveraged Finance Group works closely with the Financial Sponsors Group, Debt Capital Markets, Leveraged Finance Credit Risk, Industry Verticals and middle market teams. A Leveraged Finance Senior Credit Analyst performs a wide range of responsibilities including complex financial analysis, financial modeling, transaction due diligence, and preparation of screening memos and approval documents in support of the underwriting and execution of senior debt transactions. The Leveraged Finance Senior Credit Analyst will support the Leveraged Finance deal team by synthesizing large amounts of information to help senior members of the deal team analyze the risk/reward of a transaction. The Leveraged Finance Senior Credit Analyst exhibits strong work ethic, is capable of working under tight deadlines and is proactive in assuming additional responsibilities. Also demonstrates knowledge of the leveraged finance market and is able to support the most complex transactions. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
That's a lot; could be under About the role.
- Essential Duties And Responsibilities list: bullet points (but in text). We need to convert to
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Must not include Job ID etc. Must preserve all substantive info, no invented or summarizing away detail. Remove boilerplate like EEO, legal, etc. Also remove navigation, cookie, application instructions. Must not create sections with filler like "commensurate with experience". Pay and Schedule only if posting actually states them. Let's see if posting includes Pay: It says "The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance." That's some pay info but not a specific number. It says base salary reflective of range, etc. Is that considered specific content? It's somewhat generic but still mentions base salary and incentive compensation. The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state base salary and incentive compensation, albeit not a number. So we can include a Pay section with that content. Benefits: It mentions "Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner." That's benefits info. So we can include Benefits section.
Schedule: No mention of schedule (full-time, part-time, hours). Not present, so omit Schedule.
Now sections: About the role (maybe "General Function" etc). Responsibilities (Essential Duties And Responsibilities). Requirements (Minimum Knowledge, Skills And Abilities Required). Qualifications (maybe education etc). Skills (maybe communication, analytical). But we need to avoid duplication. The posting includes "Minimum Knowledge, Skills And Abilities Required" which includes experience, degree, communication skills, analytical, Excel, attention to detail, understanding of private equity etc. Also there is a paragraph about "Analyst, Leveraged Finance Group" maybe not needed. Also there is a paragraph about "At Fifth Third, we understand the importance..." which is about benefits and recognition. That could go under Benefits or maybe About the role? But we already have Benefits.
We need to preserve all substantive info. Let's extract:
- General Function description: Leveraged Finance Group structures and underwrites bank debt supporting acquisition, recapitalization and refinancing transactions for public/private companies, often involving financial sponsors. The transactions include bilateral commitments, prorata bank executions and large syndicated transactions. The Leveraged Finance Group works closely with the Financial Sponsors Group, Debt Capital Markets, Leveraged Finance Credit Risk, Industry Verticals and middle market teams. A Leveraged Finance Senior Credit Analyst performs a wide range of responsibilities including complex financial analysis, financial modeling, transaction due diligence, and preparation of screening memos and approval documents in support of the underwriting and execution of senior debt transactions. The Leveraged Finance Senior Credit Analyst will support the Leveraged Finance deal team by synthesizing large amounts of information to help senior members of the deal team analyze the risk/reward of a transaction. The Leveraged Finance Senior Credit Analyst exhibits strong work ethic, is capable of working under tight deadlines and is proactive in assuming additional responsibilities. Also demonstrates knowledge of the leveraged finance market and is able to support the most complex transactions. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
That's a lot; could be under About the role.
- Essential Duties And Responsibilities list: bullet points (but in text). We need to convert to - . Items:
1. Perform detailed due diligence on companies, industries, management teams, and other relevant information.
2. Build detailed financial projection models to analyze capital structures, performance trends and credit metrics.
3. Prepare succinct underwriting memorandums, including company and industry descriptions, key credit risks, historical analysis, base and downside case projection assumptions/rationale and terms and conditions.
4. Establish strong working partnerships and routines with key internal partners including the Financial Sponsors Group, Debt Capital Markets, Leveraged Finance Credit Risk, Industry Verticals and middle market teams.
5. Manage multiple transactions/projects and communicate effectively with deal team members on status and prioritization.
6. Gain familiarity with legal documentation involved in underwriting leveraged loans.
7. Demonstrate an understanding of relevant credit policies and procedures and accurately identify policy exceptions.
8. Provide oversight, training and development of junior analysts in the group.
9. Excel in both team and self-directed settings.
- Minimum Knowledge, Skills And Abilities Required: list:
- 2-3 years Leveraged Finance, Private Equity, Investment Banking or related financial services experience.
- Bachelor's degree required, ideally with concentration in Business, Finance or Accounting.
- Strong communication skills, both oral and written.
- Strong analytical, financial modeling and Microsoft Excel skills.
- Exhibits attention to detail and ability to work well under pressure with tight deadlines.
- Understanding of private equity, capital markets, merger and acquisition structures, and credit analysis experience.
We could split into Requirements (experience, education) and Skills (communication, analytical, Excel, attention to detail, understanding of PE etc). But we need to follow headings: Requirements, Qualifications, Skills. The posting lumps them; we can decide to put experience and education under Requirements, and maybe Qualifications could be same as Requirements? But we should not create empty sections. Let's think: The instruction says use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't require us to use all; we can choose which have content. We could map:
- About the role: General Function description.
- Responsibilities: Essential Duties And Responsibilities.
- Requirements: Minimum Knowledge, Skills And Abilities Required (maybe split into experience and education).
- Qualifications: maybe we could put Bachelor's degree required etc? But that's already in Requirements. Could combine. But we need to avoid duplication. Perhaps we put Requirements for experience, Qualifications for education, Skills for abilities. Let's see if we can separate:
Minimum Knowledge, Skills And Abilities Required includes:
- 2-3 years Leveraged Finance, Private Equity, Investment Banking or related financial services experience. (Experience)
- Bachelor's degree required, ideally with concentration in Business, Finance or Accounting. (Education/Qualification)
- Strong communication skills, both oral and written. (Skill)
- Strong analytical, financial modeling and Microsoft Excel skills. (Skill)
- Exhibits attention to detail and ability to work well under pressure with tight deadlines. (Skill)
- Understanding of private equity, capital markets, merger and acquisition structures, and credit analysis experience. (Skill/Knowledge)
Thus we could have:
Requirements: 2-3 years Leveraged Finance, Private Equity, Investment Banking or related financial services experience.
Qualifications: Bachelor's degree required, ideally with concentration in Business, Finance or Accounting.
Skills: Strong communication skills, both oral and written; Strong analytical, financial modeling and Microsoft Excel skills; Exhibits attention to detail and ability to work well under pressure with tight deadlines; Understanding of private equity, capital markets, merger and acquisition structures, and credit analysis experience.
That seems reasonable and avoids duplication.
Now Benefits: as described.
Pay: base salary reflective of range, incentive compensation eligibility.
We need to output HTML fragment only, no extra text.
Let's craft:
About the role
... (General Function paragraph)
Responsibilities
- ...
...
Requirements
- 2-3 years Leveraged Finance, Private Equity, Investment Banking or related financial services experience.
Qualifications
- Bachelor's degree required, ideally with concentration in Business, Finance or Accounting.
Skills
- Strong communication skills, both oral and written.
- Strong analytical, financial modeling and Microsoft Excel skills.
- Exhibits attention to detail and ability to work well under pressure with tight deadlines.
- Understanding of private equity, capital markets, merger and acquisition structures, and credit analysis experience.
Benefits
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
Pay
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
We should not include Schedule.
Check for any boilerplate: We removed EEO, legal, navigation, cookie, application instructions, "Attention search firms and staffing agencies..." that's boilerplate about agencies; should be removed. Also removed "LOCATION -- Charlotte, North Carolina 28202" maybe location is substantive? It's location info. Should we keep? The instruction: "do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short or drop it." Location is minor metadata; we could fold into a short p maybe under About the role? But we already have About the role paragraph; we could add location there. However location is not a heading; we could add a short p after About the role? But we must preserve ALL substantive information. Location is substantive. We could include a
Location: Charlotte, North Carolina 28202.
maybe under About the role or as its own paragraph before sections. The instruction says fold minor metadata into a short or drop it. So we can add a short p for location. Let's add after About the role maybe.
But we must not create a heading for location. So we can add a
Location: Charlotte, North Carolina 28202.
after the About the role paragraph.
Also we have "At Fifth Third, we understand the importance of recognizing our employees..." which is about recognition and total rewards; we already covered benefits. That paragraph also mentions Total Rewards include comprehensive benefits and differentiated compensation offerings. Could be part of Benefits or Pay. We already have Benefits and Pay sections covering that. Might be redundant but we should preserve. We could incorporate that into Benefits paragraph. But we already have Benefits paragraph describing programs; we could add that sentence. However we must not invent or summarize away detail. The sentence: "At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day." This is substantive; we could add to Benefits paragraph or maybe a separate paragraph under Benefits. Let's add to Benefits paragraph after the existing sentence.
Thus Benefits paragraph becomes: "At Fifth Third
About the role
... (General Function paragraph)
Responsibilities
- ... ...
Requirements
- 2-3 years Leveraged Finance, Private Equity, Investment Banking or related financial services experience.
Qualifications
- Bachelor's degree required, ideally with concentration in Business, Finance or Accounting.
Skills
- Strong communication skills, both oral and written.
- Strong analytical, financial modeling and Microsoft Excel skills.
- Exhibits attention to detail and ability to work well under pressure with tight deadlines.
- Understanding of private equity, capital markets, merger and acquisition structures, and credit analysis experience.
Benefits
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
Pay
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
We should not include Schedule. Check for any boilerplate: We removed EEO, legal, navigation, cookie, application instructions, "Attention search firms and staffing agencies..." that's boilerplate about agencies; should be removed. Also removed "LOCATION -- Charlotte, North Carolina 28202" maybe location is substantive? It's location info. Should we keep? The instruction: "do NOT put Job ID / requisition numbers as headings — fold minor metadata into a shortor drop it." Location is minor metadata; we could fold into a short p maybe under About the role? But we already have About the role paragraph; we could add location there. However location is not a heading; we could add a short p after About the role? But we must preserve ALL substantive information. Location is substantive. We could include a
Location: Charlotte, North Carolina 28202.
maybe under About the role or as its own paragraph before sections. The instruction says fold minor metadata into a shortor drop it. So we can add a short p for location. Let's add after About the role maybe. But we must not create a heading for location. So we can add a
Location: Charlotte, North Carolina 28202.
after the About the role paragraph. Also we have "At Fifth Third, we understand the importance of recognizing our employees..." which is about recognition and total rewards; we already covered benefits. That paragraph also mentions Total Rewards include comprehensive benefits and differentiated compensation offerings. Could be part of Benefits or Pay. We already have Benefits and Pay sections covering that. Might be redundant but we should preserve. We could incorporate that into Benefits paragraph. But we already have Benefits paragraph describing programs; we could add that sentence. However we must not invent or summarize away detail. The sentence: "At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day." This is substantive; we could add to Benefits paragraph or maybe a separate paragraph under Benefits. Let's add to Benefits paragraph after the existing sentence. Thus Benefits paragraph becomes: "At Fifth Third