Summary
This position is a hybrid role:

• Supports the DAR Sales and SLT activity in the Americas (Covering all CLF and ERA sectors with a strong focus on Project Finance and Digital Infrastructure - North America, and Latin America).
• Supports the DAR CRI activity in the Americas, developing relationships with key internal and external stakeholders, building up the deal flow with the business lines, managing certain aspects of the sourcing and placing of CRI activity both onshore and offshore and supporting the CRI teams in Paris and London.

This role requires fully developed time management and multi-tasking skills, with accuracy and meeting deadlines being of essential importance.

Key Responsibilities: Sales, SLT, CRI

Sales
Coordinate with DAR Syndicate teams and global SLT to maintain and develop relationships with banks and institutional investors to drive loan sales in both primary and secondary markets, in addition to frequent investor coverage followed by detailed Call Reports. Assist senior distributors in conducting sales calls and communicating with prospective investors as part of the distribution process. Coordinate and assist the Syndicate teams with primary sell down to reach our approved final takes. Actively participate in primary syndications covering accounts and reporting feedback back to the syndicate teams. Participate in regular calls with the syndicate teams to anticipate upcoming new transactions to come to market (pipeline calls). Provide regular feedback on market trends and liquidity to assist in pricing and structuring of loans. Review legal documentation in respect of transferability and confidentiality provisions

SLT

Coordinate with the Syndicate teams, global SLT teams, Coverage, and Metiers to facilitate loan trading and portfolio sales / purchase opportunities in the secondary market. Liaise with the Asset Rotation Optimization (“ARO”) Team on any existing or new production where secondary sell down is required. Assists in monitoring the portfolio of available assets for sale. Assists DAR teams with secondary sell down strategies for overhold positions. Provide SLT commentary in DAR Opinions or Market Reads. Set price for secondary loan sales and execute Loan and portfolio trades. Be fluent with all the bank booking, settlement and monitoring systems (LoanTrak, ACBS, Clearpar, Loantracker, Kiwis, …). Regular monitoring of trading limits for Americas trading books with weekly reporting to RPC. Liaise directly with other secondary loan market trading desks and brokers. Prepare and/or review primary and secondary market comments for DAR Opinions and Market Read/Commentary memos, including liquidity analysis KYC – check KIWIS for counterparty and borrower status prior to trade and settlement, potentially be a WRM. Pricing of overhold positions together with relevant DAR Teams. Prepare or contribute to the preparation of regular Axe sheets for distribution. Allocate Sales Credits to Sales / Distribution team

SLT (Continued)

Review legal documentation in respect of transferability and confidentiality provisions. Ensure that trades are settled correctly and on a timely basis. Assist in the preparation of documents for senior management (RWA exercise, list of assets for sale)

CRI
Coordinate new CRI activity placed offshore for the Financing Activities in the Americas (CLF, ERA and ITB). Act as central nexus for new CRI enquiries in coordination with the CRI and SLT team in NY. Perform all the necessary confidentiality checks on each transaction. Liaise with deal teams to determine CRI appetite (amount, pricing, timing). Submit CRI request to CRI teams in London or Paris. Review information package (including redacted credit memos) and ensure they are compliant with internal procedures. Discuss broker feedback with CRI team in London/Paris and deal teams in the Amerias. Check counterparty CRI envelope capacity. Investigate tax implications. Interact with internal and external legal counsel where necessary. Prepare the CRI section for DAR Opinions and Closing Memos. Prepare internal marketing materials for transactions. Execute new CRI activity placed onshore for the ITB-RSF Americas team. Liaise with origination and structuring teams on an ongoing basis regarding the status of CRI activity. Follow CRI checklist procedures. Negotiate and execute LSTA-based Master CUs with insurers and brokers

Salary Range: $175k-$200k

#LI-DNI

CRI (Continued)

Perform all the necessary confidentiality checks on each transaction. Review and consolidate the broker’s market feedback and insurers’ quotes, and share these with the deal team. Check counterparty CRI envelopes; approve and record exposure if capacity is available, request envelope increases where necessary.
Investigate tax implications.

Education Essential: 

BA/University Degree

Education Desirable:

Master's degree in finance or business administration

CRI (Continued)

Review information materials (including redacted credit memos) and ensure they are compliant with internal procedures. Review and amend policy wording (as needed) based on the existing CACIB template wordings. Liaise with internal and external legal counsel where necessary. Prepare the CRI section for DAR or ITB Underwriting Opinions and Closing Memos. Review and amend CRI policy documentation. Demonstrate full proficiency in policy wording, including familiarity with key aspects of insurance law terms and the potential impact of changes in insurance law as well as regulatory requirements for capital relief. Negotiate policy wording. Adapt policy wording for specific transactions where necessary. Develop business line specific template policy wordings (particularly in relation to the RSF activity). Provide / input data for timely reporting including: (P&L reporting; Exposure reporting and reconciliation; KYC and RICOS IDs; Pipeline reports; Activity reports for senior management; Master CU tracking and reporting). Play an integral role in the internal and external marketing efforts for CRI in the Americas, including Update presentations for internal and external stakeholders; Educate internal stakeholders about the CRI product, the market, and the associated policies and procedures within CACIB; On-board new deal teams to the CRI product with detailed explanations of all associated procedures;
Educate insurers about CACIB’s strategy and the DAR CRI platform

Experience Essential:

• Fully developed investor coverage experience
• Ability to develop and manage investor relationships.
• Ability to negotiate commercial loan terms and policy documentation.
• Previous loan transaction experience on which to base pricing and liquidity assessments

Experience Desirable:

• Legal and/or documentation expertise

Skills/Knowledge Essential:

• Sales and marketing personality  and skills
• Excellent command of English language  (written and oral)
• Strong analytical skills and presentation skills.

Skills/Knowledge Desirable:

• Ability to assess investor dynamics regarding return requirements, sector and regional capacity, credit approval process (esp. re timing), tax implications, etc.

Competencies Essential:

• Ability to work across business lines and be a team player, flexible with strong work ethos
• Ability to multi-task fluidly
• Attention to detail and ability to deliver reports quickly and accurately
• Ability to work independently and to follow-up within established timeframes
• Highly motivated and able to focus on problem solving in challenging situations; Self-starter who thinks ahead proactively and does so strategically.
• Creative mind-set with the ability to think out of the box
• Ability to clearly articulate complex loan structures and documentation,  i.e., understanding a transaction, solution, regulatory consideration etc;

Competencies Desirable:

• French, Spanish and/or Portuguese language skills (oral and written)

Specialist Training Essential:

• Thorough comprehension of loan documentation, transaction structures, and funding mechanics
• Solid understanding of loan structured credits either in loan originations, underwriting, portfolio management, or syndication
• Thorough understanding of credit fundamentals

Specialist Training Desirable:

• Credit analysis skills including financial statement analysis
• Prior   experience as Syndicate and/or Sales for loans (real assets and/or corporate, leveraged finance)

CRI (Continued)

Play an integral role in the internal and external marketing efforts for CRI in the Americas, including: Provide relevant CRI market feedback to the various business lines on an on-going basis; Deepen relationships with the insurers and brokers; Present during the annual CRI Event if possible; Present to internal and external stakeholders independently / unaccompanied by management.

Key Internal contacts

CLF Origination, DAR Syndicate, DAR ARO Private Debt Solutions, DAR COO, , FCS CIN Senior Bankers / Coverage Officers, FIG Coverage, ERA teams, ITB teams, RPC, Legal, Compliance, Financial Security, Finance, Tax

Key External contacts

Insurance brokers, Insurers, Banks, Institutional Investors, Borrowers, Trade bodies