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Citi · 1 month ago

Citi Commercial Bank - Loan Syndications Associate

New York New York United States

Full-time

Onsite

Entry Level

$109K/yr - $164K/yr

2+ years exp

Citi is a leading global bank, and they are seeking a Loan Syndications Associate to provide analytical and execution support for customized debt solutions. The role involves working closely with deal teams to originate and execute transactions, while also maintaining relationships with clients and external parties.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Support deal origination by drafting pitch materials incorporating an analysis of capital structure, credit profile, publicly available data on companies and transactions, and industry research

Prepare market comparables, initial due diligence lists, deal pre-screen presentations, and draft indicative term sheets

Tracking and summarizing loan market conditions in client materials, with a focus on the Middle Market segment of the US Loan Market

Execute lead-arranged transactions by preparing organization books, drafting marketing materials (Confidential Information Memorandums, lender presentations, and pre-screening memorandums), organizing and managing bank meetings, participating in and tracking lender interaction and diligence, and managing the deal closing process

Support the review of financing documents, including commitment letters, fee letters, engagement letters, and credit agreements

Coordinate with other groups within Citi, including Coverage, Underwriting, Risk, and Operations as well as other product groups to meet pitch and deal-related deliverables and deadlines

Developing and maintaining effective industry relationships with legal counsel, external parties, clients (in collaboration with senior coverage officers)

Developing and maintaining effective industry relationships with clients, lenders, legal counsel, and external parties (in collaboration with VPs and Senior Transactors)

Develop business and credit judgment as well as to provide balanced assessments in working with internal team members and partners

Maintain a strong attention to detail, deliver high quality work product, and complete work in assigned timeframes

Qualification

Loan syndication experienceFinancial modelingCredit analysisMicrosoft PowerPointMicrosoft ExcelFormal credit trainingHigh energyCommunication skillsTeam playerDetail-orientedOrganizational skills

Required

2-3 years of banking experience, preferably with loan syndication, asset-based finance, or capital markets experience

Completion of formal credit training program preferred

Fundamental credit skills, including demonstrated ability to evaluate business, industry, financial performance, and structure/terms

Strong financial and analytic skills, including proficiency with financial modeling and ability to rapidly assimilate complex information

Excellent command of Microsoft Suite, with an emphasis on PowerPoint and Excel

High level of energy, enthusiasm, and motivation

Team player, able to facilitate strong partnerships

Detail-oriented individual with strong organization ability and excellent communication, writing, and presentation skills

Obtain and maintain required FINRA registration and licensing

Bachelors/University degree or equivalent experience

Benefits

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Company

Citi

Glassdoor3.8

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Founded in 1812

San Antonio, Texas, USA

10001+ employees

https://www.citi.com

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1386)

2024 (849)

2023 (1375)

2022 (1117)

2021 (876)

2020 (901)