Associate, Financial Institutions Group Corporate Banking

BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET, NEW YORK, UNITED STATES

About the role

Assist in structuring acquisition financings, leveraged and investment-grade loans, bridge facilities, corporate revolvers, and other credit solutions for clients. Support transactions from underwriting through closing and ongoing monitoring.

Responsibilities

• Prepare credit submissions and supporting documentation related to the transaction approval process, including:
  • Loan syndications
  • Pipeline management
  • Single-name credit strategies
  • Exceptions Committee memoranda
• Structure and monitor syndicated and bilateral loan transactions.
• Conduct financial analysis and build/maintain detailed financial models, including cash flow projections, covenant analysis, and downside scenarios.
• Provide coverage support for designated clients, identifying cross-sell opportunities across all active Capital Markets products.
• Partner closely with Investment Banking, Debt Capital Markets, Leveraged Finance, and Fixed Income Sales & Trading teams.
• Monitor client, industry, and market performance, particularly regulatory developments, reimbursement trends, M&A activity, and credit deterioration risks.
• Assist with internal credit administration, including ongoing portfolio monitoring and industry trend analysis.
• Liaise with middle and back-office functions to ensure seamless execution of wires, settlements, and documentation processes.
• Engage Risk Management and Credit Portfolio Management teams in credit underwriting, approvals, amendments, and ongoing monitoring.

Requirements

• Bachelor’s degree in Business, Economics, Finance, Mathematics, or other quantitative discipline.
• Minimum 3+ years of relevant experience in Corporate Lending, Corporate Finance, Financial Institutions Banking, or Credit Analysis.
• Strong financial modeling skills, including experience with complex capital structures and covenant frameworks.
• Superior writing and presentation skills with ability to prepare detailed credit memoranda.
• Strong analytical skills with ability to assess risks (e.g., reimbursement exposure, regulatory risk, payer mix dynamics).
• Excellent interpersonal and relationship management skills.
• Ability to take initiative, operate independently, and thrive in a team-oriented environment.
• Demonstrated ability to manage multiple transactions and competing deadlines.
• Formal credit training.

Nice to have

• Master’s degree (MBA or related field).
• CFA or other relevant professional designation.
• Prior sector experience.

Benefits

• A comprehensive Total Rewards Program, including competitive compensation, bonuses, flexible benefits, and stock options (where applicable).
• Access to leaders who are invested in your development through coaching and growth opportunities.
• Opportunities to work on challenging and impactful projects.
• The ability to build strong, enduring relationships with clients.
• The chance to make a meaningful difference in our communities.

Pay

The expected salary range for this position is $160,000 - $180,000, based on factors such as experience, skills, registration status, market conditions, and business needs. This range does not include other elements of total compensation, such as a discretionary bonus, 401(k) program with company-matching contributions, health, dental, vision, life, and disability insurance, and a paid time-off plan.