Apply on Employer Site

BBVA · 10 hours ago

Financial Sponsors Coverage Senior Vice President

New York

Full-time

Hybrid

Lead/Staff, Director/Executive

$200K/yr - $240K/yr

12+ years exp

BBVA is a global company with more than 160 years of history that operates in more than 25 countries. They are seeking a Financial Sponsors Coverage Senior Vice President to support Financial Sponsors Clients USA Relationship Managers in delivering a wide range of banking products and services, while driving the development of commercial relationships and executing new business opportunities.

AccountingBankingFinanceFinancial ServicesLending

Comp. & Benefits

No H1B

Responsibilities

Collaborate with the Global Financial Sponsors Manager and Global Bankers in executing the strategy, business plan and budget for the unit. Focus on origination of new business opportunities in the US, Europe, and Latam and foster cross-selling with the financial sponsors clients

Manage a specific portfolio of clients in the US, being directly responsible for developing and maintaining a close relationship with clients (Financial Sponsors and portfolio companies) at top management levels, in coordination with the Global Banker covering all the geographies

Originate new business opportunities jointly with the CIB product partners. Focus on understanding clients’ investment needs and strategic decisions, with a special focus on cross border deals (mainly Iberia and Latam) leveraging BBVA’s global footprint

Offer a comprehensive market and financial advisory service to the clients, delivering tailored made investment banking ideas and recommendations. Work closely with the M&A team to identify Cross Border M&A opportunities within the client portfolio

Participate in the negotiation of terms and conditions of deals. Collaborate with the CIB product units, credit risk, operations, legal, regulatory, compliance, and client onboarding in checking and reviewing legal documentation and contracts

Oversee deal execution, assisting the CIB product units in the communication with the clients and other BBVA internal units to solve problems or bottlenecks

Provide specialized advisory to the Risk unit about Financial Sponsors’ specific operations and/ or corporate events. Build and maintain a fluent communication with the Risk units, in order to promote the knowledge and understanding of this clients’ segment

Lead the credit approval process for clients and work with the Risk department to establish annual risk policy and limits according to the clients’ needs and the bank’s appetite

Follow and comply with all the Compliance internal processes and requirements

Focus on profitability and revenue growth through investment banking operations and cross-selling with the clients’ portfolio under his/her responsibility. Drive new product development

Participate in the strategic and pipeline committees of the business unit

Oversee the elaboration of the different presentations and documentation (client and prospect due diligence, client pitching, internal credit committee presentations, etc.)

Attend and participate proactively in Financial Sponsor and Infrastructure specific conferences and events to boost BBVA’s visibility in the market and expand our network with clients and peers

Demonstrated leadership ability and experience in successfully mentoring, developing, and managing junior resources is a key component of the role and is a critical KPI to be a successful member of the team

Identify and understand client needs, promptly responding to all client requests

Coordinate transaction closings, including management of all documentation and follow-up

Prepare for client meetings, including presentation materials, background information and call plans

Research and evaluate potential new client relationships

Participate in Credit Committees jointly with Relationship Managers

Coordinate and review junior team member deliverables

Conduct joint planning sessions with Product teams including M&A Advisory, Debt Capital Markets, Bank Syndications, Corporate Lending, Foreign Exchange, Cash management, etc

Coordinate internal procedures with the Credit, Operational and Legal departments

Resolve any financial, administrative and operational issues by working closely with Operations, Middle Office and Business Development

Maintain the Customer Relationship Management system for pipeline and profitability reporting

Qualification

Investment BankingFinancial ModelingClient Relationship ManagementFinancial Sponsors CoverageAdvanced Excel SkillsCredit TrainingCFA DesignationFluency in EnglishCommunication SkillsLeadership AbilityAttention to DetailProactive Work Ethic

Required

Bachelor's degree with 12 years minimum of work experience; MBA preferred

Minimum 5+ years experience in Investment Banking or Consulting, preferably with exposure to Financial Sponsor transactions and relationships

Fluency in English (and Spanish a plus)

Strong analytical and financial modeling skills

Advanced computer skills, particularly in Excel and PowerPoint; Reuters and Bloomberg a plus

Understanding of international economics and markets

Credit Training a plus

FINRA exams (SIE, Series 7, Series 79, Series 63,) to be completed upon employment (unless transferred)

Preferred

CFA designation a plus

Experience in Financial Sponsor client coverage, relationship management, and relevant interaction with internal departments involved in the functions described above: risk, project finance, corporate lending, fund financing, global transactional banking, global markets, legal, etc

Knowledge of the Energy (renewables, oil and gas, power, environment) and Infrastructure (Transportation, Digital, Social, Real Estate) sectors, as well as related investment banking products

Solid Financial Sponsors market knowledge, industry trends, and existing client relationships