Investment Banking Program Analyst - CDF Analytics

The Corporate Debt Finance group, within the Structured Products Group (SPG) is searching for a Structuring Program Analyst to work in the Charlotte, NC office.

Corporate Debt Finance (CDF) provides financing solutions to specialty finance companies, asset managers, hedge funds and other non-bank financial institutions through structured credit facilities and collateralized loan obligations in the middle market and broadly syndicated corporate loan space. CDF acts as a structuring and placement agent for term CLOs and as a lender on the bank’s behalf.  

In this role, you will:

• Assist senior members of the structuring and banking teams in the execution of new issue CLOs
• Prepare collateral files for use in our proprietary cash flow models
• Reverse engineer deals using Intex Dealmaker
• Tie out cash flow model results with internal structuring control group
• Provide quantitative analyses required for internal credit packages
• Review deal documents (offering circular, indenture, term sheets, credit agreements) to ensure documents and modeling are consistent
• Screen Intex database for deals that may indicate suitable candidates for refinancing

Required Qualifications:

• 6 months of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 1-2 years capital markets industry experience. Experience in CLO, CMBS, RMBS, ABS or similar products is preferred
• Intermediate Microsoft Office skills, superior knowledge of Excel and VBA programming
• Strong technical and analytical skills including financial analysis
• Knowledge of fixed income mathematics
• Familiarity with Intex products
• Excellent verbal, written, and interpersonal communication skills
• Effective organizational, multi-tasking, and prioritizing skills
• Ability to work effectively, as well as independently, in a team environment
• Ability to work in a fast-paced, deadline-driven environment
• Attention to Detail​
• A BS/BA degree or higher in a quantitative field or business degree with quantitative emphasis

Job Expectations:

• Ability to travel up to 10% of the time
• Registration for FINRA SIE must be completed within 180 days of hire date, if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
• Registration for FINRA Series 79 must be completed within 180 days of hire date, if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
• Registration for FINRA Series 63 must be completed within 180 days of hire date, if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

Posting End Date: 

*Job posting may come down early due to volume of applicants.

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