Associate, Global Investment Banking, Leveraged Finance

About the role

Work closely with senior bankers to structure and lead loan and high-yield transactions for leveraged buyouts, acquisition financings, recapitalizations, restructurings, and refinancing. Train and mentor junior resources while supporting senior-level executives in all stages of the transaction.

Responsibilities

• Lead the development of pitch materials for clients across sectors, presenting strategic and financing views, company analysis, and financing terms.
• Build and validate financial models with sensitized capital structure and operating assumption scenarios.
• Collaborate with senior leveraged finance and industry bankers, syndication/capital markets, internal risk teams, corporate banking, liability management, ratings advisors, and other bank areas on internal credit processes and external client servicing.
• Support due diligence and underwriting, including:
  • Review of data-room documentation and third-party materials.
  • Evaluation of financial statements, historical trends, and projections.
  • Participation in diligence meetings/calls with management and subject-matter experts.
• Assist in negotiating commitment terms, covenants, and relevant credit document provisions.
• Prepare marketing and offering materials for leveraged loans or high-yield bonds (e.g., rating agency materials, lender and roadshow presentations, information memorandums, prospectuses).
• Proactively identify operational risks and control deficiencies in the business.
• Review and comply with firm policies applicable to business activities.
• Escalate operational risk loss events, control deficiencies, and risks to line management and relevant risk/control functions.

Requirements

• BA or equivalent with emphasis in finance, accounting, or economics; strong academic credentials.
• MBA, MA, or MS preferred but not required.
• At least one year of Leveraged Finance or related finance experience.
• Ability to take initiative and function independently under pressure while maintaining strong teaming skills.
• Proficiency with MS Outlook, Word, Excel, and market data applications.
• Familiarity with credit agreements and other debt facility documentation.
• Prior lead-left deal experience preferred.
• Excellent written and verbal communication skills; ability to interact effectively with internal and external constituents.
• Series 79 & 63 licenses required.
• Strong competency in collaboration, relationship building, communication, integrity, and operating with a diverse and inclusive mindset.

Benefits

• Comprehensive Total Rewards Program including bonuses and flexible benefits.
• Competitive compensation, commissions, and stock where applicable.
• Leaders who support development through coaching and managing opportunities.
• Opportunities to make a difference and work on challenging projects.
• Dynamic, collaborative, progressive, and high-performing team environment.
• 401(k) program with company-matching contributions.
• Health, dental, vision, life, and disability insurance.
• Paid time-off plan.

Pay

The expected salary range for this position is $200,000–$275,000, depending on factors such as candidate experience, skills, registration status, market conditions, and business needs. This range excludes discretionary bonuses and benefits.

Schedule

Full-time position with 40 work hours per week.

Location: Brookfield Place (200 Vesey Street), New York, United States.