IMI CIB_Specialised Finance Associate

Scope and Purpose

The Specialised Finance desk includes two key areas of business: Structured Finance and ECA Agency.

The role requires a versatile professional who can navigate the complexities of the two structures, ensuring seamless execution and management of a diverse range of activities.

The Associate will focus primarily within the ECA Agency Unit on activities related to ECA-supported transactions and general agency activities, alongside selected structured finance deals, covering the lifecycle from origination to portfolio management.

Responsibilities will include:

1. Supporting the ECA Agency Unit by managing the administrative and operational aspects of syndicated and bilateral ECA transactions where the Bank acts as the Facility or ECA Agent.
2. Supervising administrative tasks and actively monitoring operational risks to ensure the smooth processing and monitoring of transactions.
3. Reviewing critical legal documentation, including ECA policies, guarantee agreements, intercreditor agreements, and facility agreements.
4. Supporting the structuring and execution of a wide range of financings, including acquisition, bridge, hybrid, and project deals.
5. Supporting the management of a portfolio of financings across various sectors.
6. Collaborating closely with internal stakeholders, such as Relationship Managers, Credit, Compliance, and Operations teams.

Required Experience

4 - 5 years of experience in the role is required.

Required Qualifications, Skills and Knowledge

Technical Skills
•    Agency and Loan Administration: Proven expertise in the operational management and administration of syndicated and bilateral loan facilities, including fee, payment, and covenant monitoring.
•    Financial Modelling and Analysis: Proficiency in analysing and interpreting financial statements, and supporting financial modelling for structured finance transactions 
•    Microsoft Office Suite: Advanced competency in Excel (for analysis and modelling) and PowerPoint (for presentation materials).
Preferred Skills
•    Loan Software Platforms: Experience working with common loan administration or trading systems 
•    Structured Finance Documentation: Direct experience structuring or executing specialized transactions involving ECAs
Language Skills
•    English: Fluency (written and spoken) is essential.
•    Professional working proficiency in Italian is highly desirable.
Specific Knowledge
•    ECA (Export Credit Agency) Frameworks: Deep understanding of the policies, procedures, and documentation of major ECAs 
•    Legal Documentation: Strong working knowledge of key financial legal agreements, including Facility Agreements, Guarantee Agreements, Intercreditor Agreements, and Security Documents.
•    Financial Markets: Solid understanding of global financial markets, credit analysis, and basic capital markets principles.
Qualifications
•    Academic: Bachelor's or Master's degree in Finance, Business Administration, Economics, Law, or a related quantitative field.
•    Certifications: Relevant professional qualifications such as CFA (Chartered Financial Analyst), FRM (Financial Risk Manager), or other specialized finance certifications is highly desirable