Associate II, Corporate Banking Credit Solutions - Innovation Banking
Silicon Valley Bank · Boston, MA · 3 days ago
On-siteFinance$113k–$150k/yrFull-time
Responsibilities
- Underwriting / Execution of Debt Transactions and Portfolio Management
- Debt Process Management – Manage corporate and leveraged transaction processes from new opportunity introduction to loan closing
- Due Diligence – Review target company provided / publicly available materials, including historical financials, management presentations, CIMs, and 3rd party materials
- Create Credit Memorandums to drive credit approval for new opportunities
- Prepare financial models accurately based off of company projections
- Prepare loan packages for approvals, including utilization of existing bank systems
- Assist in document negotiation
- Utilize analysis and independent judgment to generate recommendations to Directors/MDs
- Avoid coordination / execution with Syndications and Relationship Management partners
- Oversee the loan closing process
- Reporting/Portfolio Management
- Act as lending liaison for portfolio companies with guidance from VP
- Ensure timely and accurate reporting from portfolio companies
- Aid in any amendment/M&A processes for portfolio companies
- Research and analyze information as directed
- Oversee portfolio database as well as quarter portfolio review/analysis
- External / Other Responsibilities
- Coordination with RM partners to develop materials required to evaluate, pitch and execute debt opportunities
- Participation on diligence calls with prospects and portfolio companies
- Takes notes on material updates and opportunities
- Mentor and train ADP
Qualifications
- A minimum of 1 year of leveraged finance, investment banking, or commercial banking/finance or High School diploma or GED with a minimum of 5 years of leveraged finance, investment banking, or commercial banking/finance role
- Preferred Qualifications: 2+ or more years’ experience in either a leveraged finance, investment banking, or commercial banking/finance role
- Bachelor’s degree or equivalent required
- Formal credit training program preferred