Loan Capital Markets – Analyst
U.S. Bank · New York, NY · 3 wk ago
Finance$92k–$108k/yrFull-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 invention. Remove boilerplate like EEO, legal, etc. Also remove application instructions, duplicated lines.
We need to parse the posting.
First paragraph: "At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One."
That's generic company description, could be considered "About the role"? Actually it's about the company, not specific role. Might be considered "About the role" content? The instruction: use
. Must preserve all substantive info, not invent. Remove duplicated lines. Let's extract.
Responsibilities block:
"Assist LCM Syndicators in coordinating all aspects of the transaction process from the initial pitch process through transaction closing, while developing the capabilities and experience to lead the execution process.
Prepare transaction written documents including term sheets and offering memoranda’s (Executive Summaries, CIM’s, etc.).
Develop reports and charts for proposals, presentations, and bank meetings.
Launch and manage the syndication data room.
Connect directly with prospective lenders to help market syndicated transactions.
Conduct preliminary review of required legal documents involved in transactions.
Work with Capital Markets Syndicators to incorporate market intelligence/requirements into department strategies.
Maintain comparable transaction database and lender universe analysis documents.
Analyze/prepare financial reports and models (e.g., cash flow models and capital structure analyses).
Execute due diligence on new client opportunities.
Analyze market trends and identify strong investment opportunities.
Prepare presentations and marketing pitch books.
Develop financial terms and conditions (such as pricing) and support the execution of planned transactions.
Position entails the preparation of client presentations and financing proposals, peer analyses, and financial modeling.
Many of these client presentations involve multiple capital markets products (e.g. debt capital markets, leveraged finance, and derivatives)
Create and maintain transaction documentation, as well as transaction reviews.
Organize and oversee the transaction process (find potential investors, manage relationships with investors, organize meetings, etc...)."
We see some duplicates: "Position entails the preparation of client presentations and financing proposals, peer analyses, and financial modeling." appears earlier in job description and again here. Also "Many of these client presentations involve multiple capital markets products (e.g. debt capital markets, leveraged finance, and derivatives)" duplicate. We should deduplicate.
We'll produce a list of unique responsibilities.
Let's list unique items:
1. Assist LCM Syndicators in coordinating all aspects of the transaction process from the initial pitch process through transaction closing, while developing the capabilities and experience to lead the execution process.
2. Prepare transaction written documents including term sheets and offering memoranda’s (Executive Summaries, CIM’s, etc.).
3. Develop reports and charts for proposals, presentations, and bank meetings.
4. Launch and manage the syndication data room.
5. Connect directly with prospective lenders to help market syndicated transactions.
6. Conduct preliminary review of required legal documents involved in transactions.
7. Work with Capital Markets Syndicators to incorporate market intelligence/requirements into department strategies.
8. Maintain comparable transaction database and lender universe analysis documents.
9. Analyze/prepare financial reports and models (e.g., cash flow models and capital structure analyses).
10. Execute due diligence on new client opportunities.
11. Analyze market trends and identify strong investment opportunities.
12. Prepare presentations and marketing pitch books.
13. Develop financial terms and conditions (such as pricing) and support the execution of planned transactions.
14. Create and maintain transaction documentation, as well as transaction reviews.
15. Organize and oversee the transaction process (find potential investors, manage relationships with investors, organize meetings, etc...).
Note: "Position entails the preparation of client presentations and financing proposals, peer analyses, and financial modeling." is essentially same as earlier job description; but we already have similar items 2,12,13 etc. Might be considered duplicate; we can omit.
Now "Qualifications" section: after responsibilities we see "Qualifications". Then list:
"2 years of investment banking, Commercial or Corporate Banking experience.
Bachelor's degree in finance, accounting or related field, or equivalent work experience
Prior investment banking or commercial/corporate banking training program desirable.
Series SIE/79/63 licenses are required (not required prior to joining the firm)
Ability to work independently and think creatively (required)."
We need to decide if we put these under Requirements or Qualifications. The instruction includes both Requirements and Qualifications as possible headings. We need to decide based on content. Usually "Qualifications" are the required qualifications; "Requirements" maybe similar. But we have both headings possible. We need to include sections only when posting has real specific content for it. The posting has a "Qualifications" heading. It also has "Preferred Skills/Experience". So we can map:
- Qualifications: the required qualifications (the list above).
- Skills: the preferred skills/experience list.
Thus we will have
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 invention. Remove boilerplate like EEO, legal, etc. Also remove application instructions, duplicated lines.
We need to parse the posting.
First paragraph: "At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One."
That's generic company description, could be considered "About the role"? Actually it's about the company, not specific role. Might be considered "About the role" content? The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have an "About the role" section with description of role. The first paragraph is more about the company culture; but we could treat as "About the role" maybe not. However there is a "Job Description" line then description: "Supports senior loan syndicators in the origination and structuring of corporate syndicated loans, including commercial paper backup facilities, revolving credit facilities, term loans and acquisition financings across a wide variety of industry sectors and geographies. Position entails the preparation of client presentations and financing proposals, peer analyses, and financial modeling. Many of these client presentations involve multiple capital markets products (e.g. debt capital markets, leveraged finance, and derivatives)". That's role description.
Thus we can put that under About the role
with paragraphs.
Then "Responsibilities:" followed by a list of duties. We need to extract each bullet. The text after "Responsibilities:" includes many sentences separated by periods, some repeated. We need to list each duty as
About the role
with paragraphs. Then "Responsibilities:" followed by a list of duties. We need to extract each bullet. The text after "Responsibilities:" includes many sentences separated by periods, some repeated. We need to list each duty asQualifications
with- items.
Then
Skills
with preferred skills list. Now "Benefits:" section present. We'll includeBenefits
with list. Pay: there is "Pay Range: $92,140.00 - $108,400.00". Also earlier mention: "The salary range reflects figures based on the primary location...". So we have pay info. We'll includePay
with paragraph containing the range. Schedule: no mention of schedule (hours, shift, etc). So we omit Schedule section. Also "About the role": we have the job description paragraph(s). We'll include that. Now we must remove boilerplate: EEO, E-Verify, disability accommodations, background check details, etc. Also remove lines like "If there’s anything we can do to accommodate a disability..." etc. Also remove "Review our full benefits available by employment status here." (that's a link). Also remove "U.S. Bank is an equal opportunity employer..." etc. Also remove "The salary range reflects figures based on the primary location..." maybe part of Pay but we can keep as explanatory? It's not boilerplate but it's about pay; we can keep it in Pay paragraph. Also remove "Posting may be closed earlier due to high volume of applicants." (application instruction). Remove "U.S. Bank will consider qualified applicants with arrest or conviction records..." etc. Remove all legal/EEO. Now produce HTML. Structure:About the role
Supports senior loan syndicators in the origination and structuring of corporate syndicated loans, including commercial paper backup facilities, revolving credit facilities, term loans and acquisition financings across a wide variety of industry sectors and geographies. Position entails the preparation of client presentations and financing proposals, peer analyses, and financial modeling. Many of these client presentations involve multiple capital markets products (e.g. debt capital markets, leveraged finance, and derivatives).
Responsibilities
- Assist LCM Syndicators in coordinating all aspects of the transaction process from the initial pitch process through transaction closing, while developing the capabilities and experience to lead the execution process.
- Prepare transaction written documents including term sheets and offering memoranda’s (Executive Summaries, CIM’s, etc.).
- Develop reports and charts for proposals, presentations, and bank meetings.
- Launch and manage the syndication data room.
- Connect directly with prospective lenders to help market syndicated transactions.
- Conduct preliminary review of required legal documents involved in transactions.
- Work with Capital Markets Syndicators to incorporate market intelligence/requirements into department strategies.
- Maintain comparable transaction database and lender universe analysis documents.
- Analyze/prepare financial reports and models (e.g., cash flow models and capital structure analyses).
- Execute due diligence on new client opportunities.
- Analyze market trends and identify strong investment opportunities.
- Prepare presentations and marketing pitch books.
- Develop financial terms and conditions (such as pricing) and support the execution of planned transactions.
- Create and maintain transaction documentation, as well as transaction reviews.
- Organize and oversee the transaction process (find potential investors, manage relationships with investors, organize meetings, etc...).
Qualifications
- 2 years of investment banking, Commercial or Corporate Banking experience.
- Bachelor's degree in finance, accounting or related field, or equivalent work experience.
- Prior investment banking or commercial/corporate banking training program desirable.
- Series SIE/79/63 licenses are required (not required prior to joining the firm).
- Ability to work independently and think creatively (required).
Skills
- GPA of 3.0 or above.
- Strong written and verbal communication skills.
- Solid foundation of economics and finance theory.
- Strong Excel and PowerPoint skills.
- Ability to work well under pressure and time constraints.
- Self-motivated with a keen desire to learn and contribute within a dynamic team environment.
- Intellectual curiosity.
- Well-developed analytical skills.
- Strong ability to understand and analyze complex financing structures.
- Ability to manage multiple tasks/projects and deadlines simultaneously.
- Ability to identify and resolve complex problems with minimal guidance.
- Outstanding attention to detail.
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave