IMI CIB - Business Analyst Financial Sponsors Group
New York, US
Scope and Purpose
In support of the Global Relationship Manager (GRM) Financial Sponsors International, the Business Analyst will:
- Support the GRM in all tasks related to developing new and expanding existing relationships with Private Equity clients
- Perform due diligence on PE clients, fund structures, acquisition targets, industries, and other relevant information as required
- Prepare PE and company profiles and pitches
- Support in the identification of business opportunities and cross-selling of Intesa Sanpaolo’s financial products and services
- Accompany and support the GRM in meeting with clients, in negotiating and structuring transactions
- Manage multiple transactions/projects and communicate effectively with deal team members on status and prioritization
- Coordinate between and establish strong working partnerships and routines with key internal partners including Leveraged Finance, Fund Finance, Syndication, Debt Capital Markets, Credit, Risk, Industry Verticals, KYC and Legal
- Support the preparation of credit applications for LBO and fund finance deals, portfolio summaries and reviews
- Perform specific administrative and operative activities related to customer onboarding and management
- Demonstrate knowledge of relevant credit policies and procedures and accurately identify policy exceptions
- Ensure the Branch’s KYC (Know Your Customers) and CDD (Customers Due Diligence) procedures and directives are adhered to.
Required Experience
- Ideally 2- 3 years of work experience in a Leveraged Finance, Sponsor Coverage or Capital Markets role
- Proficiency in MS Office (Excel, Word and PowerPoint)
- Experience with Bloomberg, SEC filings, rating agency reports, and equity research reports is a plus.
Competencies Required
- Good understanding of Leveraged Buyout (“LBO”) transactions and Private Equity (“PE”) fund structures
- Knowledge of the Syndicated Loan Market
- Strong quantitative and analytical skills, with the ability to understand and analyze syndicated deal structures and loan documentation
- Familiarity with commercial, corporate and investment banking products
- Resourceful self-starter, with willingness to learn, superior attention to detail, professional demeanour, and ability to work effectively on multiple projects
- Teamwork attitude, with ability to interact and build healthy working relations in a culturally diverse environment
- Excellent communication skills
- Fluency in English
Required Qualifications, Skills and Knowledge
- Bachelor’s degree in Finance, Accounting or Business Administration, with an emphasis on Corporate Finance, Financial Accounting or Economics
The salary range for this job offer would be $ 85,000 - $ 110,000
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