Associate Director Loan Syndications

ATB Financial

$110K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Economics, Business, or related field
  • 3-5 years of relevant experience in loan syndications or leveraged finance
  • Strong credit analysis and PowerPoint skills
  • Excellent written and verbal communication skills
  • Ability to manage multiple projects and deadlines in a fast-paced environment

Responsibilities

  • Collaborate with Corporate bankers and Investment Banking teams to originate syndication opportunities
  • Conduct due diligence, credit analysis, and develop financial models
  • Manage negotiation and pricing of syndicated loan facilities
  • Prepare marketing materials for potential investors
  • Develop and execute syndication strategies with senior team members
  • Host bank meetings to communicate transaction merits to lenders
  • Negotiate credit agreements and coordinate transaction closings

Benefits

  • Commitment to diversity and inclusion in the workplace
  • Support for candidates from equity-seeking communities
  • Emphasis on Truth and Reconciliation initiatives
  • Opportunities for professional development and mentorship
  • Focus on building a workforce reflective of community demographics
Full Job Description
About the Role

The Associate Director Loan Syndications is a key role within our Capital Markets division, responsible for the structuring, pricing, execution, and distribution of syndicated loan transactions for our corporate clients. The ideal candidate will have a strong background in credit analysis and deal execution. You will play a pivotal role in leading high-profile transactions and contributing directly to the team's success and market presence.

Accountabilities

Transaction Structuring:
  • Collaborate with Corporate bankers and Investment Banking teams to assist in the origination of new syndication opportunities.
  • Responsible for the due diligence process, conduct in-depth credit analysis, and develop complex financial models to support financing structures.
  • Manage the structuring, negotiation, and pricing of existing syndicated loan facilities, and collaborate with the Vice President and Executive Director of Loan Syndications on prospective deals, to meet client needs while optimizing for successful syndication and market reception.

Execution & Syndication:
  • Responsible for the preparation of high-quality marketing materials, including Confidential Information Memorandums (CIMs), lender presentations, and financial models for potential investors.
  • Collaborate with the Vice President and Executive Director of Loan Syndications to develop and execute syndication strategies, identifying and engaging with potential syndicate partners.
  • Together with the Vice President or Executive Director (for new transactions), manage the "book-building" process, track lender interest, and provide strategic recommendations on allocation and pricing.
  • Independently, or in collaboration with the Vice President, host bank meetings and effectively communicate the credit story and transaction merits to the lender community.

Negotiation & Closing:
  • Negotiate credit agreements, term sheets, and other legal documentation in partnership with legal counsel.
  • Coordinate with the borrower, syndicate members, and internal teams to ensure a smooth and timely transaction closing process.

Market Intelligence & Mentorship:
  • Maintain a deep understanding of current loan market conditions, pricing trends, and structural conventions.
  • Cultivate and maintain strong relationships with other financial institutions.


Skills, Experience & Requirements

Required:
  • Bachelor's degree in Finance, Economics, Business, or a related quantitative field.
  • 3-5 years of relevant experience in loan syndications, leveraged finance, corporate banking, or debt capital markets.
  • Strong credit analysis and powerpoint skills.
  • Excellent written and verbal communication skills, with the ability to create compelling presentations and marketing materials.
  • Demonstrated ability to manage multiple projects and deadlines in a fast-paced, high-pressure environment.

Preferred:
  • MBA, CFA, or other relevant professional designation is a strong asset.
  • Experience covering specific industries relevant in Canada (e.g., Energy, Power & Utilities, Agribusiness).
  • Experience with syndication software and platforms (e.g., SyndTrak, DebtDomain, Intralinks).


Don't meet all the requirements on the list?
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role-but you might not check all the boxes-we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you're seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We're dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed-their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

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