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SalaryOverview:
The Institutional Financial Sponsors Banker Senior will lead pitching and advising Financial Sponsors on balance sheet debt capital strategies. The Institutional Financial Sponsors segment is CNB's interface in the institutional markets and sponsors across the Private Equity, Private Credit, Hedge Fund, Asset Managers, Family Offices, etc. This Senior Banker will have primary responsibilities for origination, structure, and execution of specific Credit Facilities and Investment Trade Activities. Additionally, the role may require in participating investment and general securities activities.
Principal Duties & Responsibilities:
Qualifications:
Institutional Financial Sponsors Banker Senior: Must reside in Florida or New York
Pay Range: $115,000 - $200,000
The Institutional Financial Sponsors Banker Senior will lead pitching and advising Financial Sponsors on balance sheet debt capital strategies. The Institutional Financial Sponsors segment is CNB's interface in the institutional markets and sponsors across the Private Equity, Private Credit, Hedge Fund, Asset Managers, Family Offices, etc. This Senior Banker will have primary responsibilities for origination, structure, and execution of specific Credit Facilities and Investment Trade Activities. Additionally, the role may require in participating investment and general securities activities.
Principal Duties & Responsibilities:
- Consistently meets and exceeds individual and/or team sales goals, including but not limited to deposit, loans and other, as applicable.
- Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals.
- Responsible for originating, structuring, and executing of Institutional Financial Sponsor transactions as an active member within the Bank's Specialty Capital team.
- Source, identify, and lead new client opportunities for specialty credit and investment transactions (e.g. term loans, revolvers, credit facilities, fund finance facilities, portfolio facilities, secondary market, private placements, asset-backed credit facilities, etc.)
- Lead the arranging of new deals from inception to closing including review of financials, operating agreements, fund documents, engaging in the due diligence process, and negotiating loan documentation with legal counsel.
- May directly work with Loan Syndications and Relationship Managers across the enterprise in pitching existing clients covered.
- Collaborate with the Capital Markets team, Director(s), and/or Managing Director to develop new products and vertical strategies into other specialty finance asset classes and DCM/ECM.
- Drive the preparation of proposals, pitchbooks, and presentations to the client.
- Attend and/or lead industry events (e.g. capital markets, structured finance, asset-backed securities, etc.)
- Stay informed about industry trends, market conditions, and emerging opportunities that could impact the capital strategy such participant lender activities, market pricing, credit appetite, etc.
- Willing to travel at least 30% of time on a monthly basis.
- Serve as subject matter expert in all aspects of specialty credits (e.g. ABS, Fund Finance, capital market transactions)
- Bankers who hold a FINRA license are required to maintain their license in good standing by adhering to policies and procedures, including completion of all firm and regulatory trainings. Bankers must remain current on product knowledge and general investments.
Qualifications:
- 8-10 years proven experience in capital markets, investment banking, private equity, or related field.
- Focus on Financial Sponsors Private Equity, Private Credit, Hedge Funds, Asset Managers, etc.
- Private markets fund experience is a big plus.
- Strong understanding of financial markets and investment.
- Ability to travel at least 30% of time on a monthly basis
- Highly organized and detail oriented.
- Excellent analytical and basic financial modeling skills.
- Exceptional communication and interpersonal skills.
- Demonstrated ability to build and maintain relationships with investors and financial partners.
**Actual functional title and salary base may vary based upon, but not limited to, relevant experience, time in role, peer and market data, prior performance, business sector, and geographic location**
Education: - Bachelor's Degree in Finance, Real Estate, economics, or a related field required.
- Master's Degree in Finance, Real Estate, economics, or a related field required.
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
- Please view Equal Employment Opportunity Posters provided by OFCCP here.
- The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
- Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at employment@citynational.com.
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