Key Responsibilities
§ Integral member of a seven-person team with responsibilities to further develop and expand the CLF franchise in the region, including origination offices in Houston, Chicago and Canada.
§ Originate, structure and execute loan transactions (syndicated loan, club deals, and bilateral loans) for corporate issuers from high grade to non-investment grade.
§ Oversee the preparation of pitch books, summary term sheets and market updates for clients, Information Memoranda for lead transactions, and slides for bank meetings / road shows, as needed.
§ Identify financing solutions for existing and prospective clients across debt capital markets with emphasis on loan syndications.
§ Assist in the production of financial analysis; provide input into credit requests (as needed).
§ Prepare and summarize comparable transactions, and analysis of market data; primary point person for comparable database.
§ Assist senior originator in the negotiation and execution of term sheets, commitment documents and credit documents in liaison with legal counsel.
§ Prepare syndication strategies and CLF / DAR Opinions, including attending critical business and credit committees, as needed.
§ Assist DAR in obtaining CRI coverage on the syndicated transactions.
§ Oversee and ensure accuracy of CLF’s ESG loan database
§ Manage and ensure all transactions and pitches are reflected in Diamond
§ Organize and coordinate bank meetings (on-site or off-site) for CA-CIB lead transactions.
§ Coordinate with the Loan Origination Support team and middle office in setting up Debt Domain, assisting in the closing process for CA-CIB lead transactions and optimising capital.
§ Develop junior staff.
§ Integrate into the wider CLF-Americas Team as a valued team member, and to share best practices across groups.