Full Job Description
ResponsibilitiesDIVISION DESCRIPTION: The candidate will be a member of the Leveraged Finance group, primarily dedicated to Middle Market Lender Finance business ("MML"). MML at SG is a joint venture between the Credit Structured Finance ("CSF") group and the Leveraged Finance group. The MML Team provides leverage against diversified pools of Middle Market Loans in the form of asset-based facilities. In this JV, the Leveraged Finance group provides fundamental credit analysis on the underlying collateral. RESPONSIBILITIES: New Transaction ExecutionAssist in the marketing, origination, and execution of lender financing transactions from alternative asset managers.Assist with due diligence (accurate screening and analysis of lender financing opportunities).Assist in the production of credit papers and presentations.Assist in the syndication process of MML transactions, including drafting of syndication and credit rating agency materials and addressing investor inquiries.Collaborate with DCS, CPM, RISQ, and compliance to flesh out and comply with ECB and Federal Reserve requirements to value SG's MML book starting in Q4 2026Analyze asset manager borrowing bases and assign shadow marks on a quarterly basis for SG's criteria-based structuresAnalyze VAEs and complete internal valuations on a quarterly basis for SG's asset approval structuresWork with Third Party Providers to ensure SG valuations / marks are sensible.Asset Approval RequestsPerform thorough evaluations of new assets that are pledged to the facilities, including (but not limited to) the following:A review of the manager's Investment Committee Memo and any ancillary reports / documents (quality of earnings reports, market studies, credit agreements, etc.).A review / analysis of the nature of EBITDA adjustments (non-recurring, pro forma, etc.) to determine the "actual" leverage of the asset.An independent analysis of trading comparables / precedent transactions to validate the purchase price / loan-to-value.Participation in meetings or calls with the respective deal teams to dig deeper into the credit(s).The analysis will be presented to SG's Credit Risk Management Team, along with a recommendation on the eligibility / treatment of the asset under the MML Advance Rate framework.Portfolio Monitoring / OtherMonitor the performance of the collateral for re-evaluation events and borrowing base adjustments.This role must be performed in accordance with the compliance rules inherent to the business, both internal procedures and external regulatory rules.The candidate must contribute to and promote a positive working environment with a team-first attitude; the candidate should aspire to be an advocate and model representative of the bank Profile requiredRequired:3+ years of work experience in Leveraged Finance Working knowledge of investment banking / corporate financeStrong interpersonal and communication skillsStrong problem solving and organizational skills, ability to prioritize and multi-task.Ability to work in a dynamic, deadline-focused environment.Excellent written and verbal communication skillsProficient in Microsoft Excel, PowerPoint and WordIf not already obtained, must complete Series 7/79 and Series 63 certifications within five months of hire.Bachelor's DegreeLanguage(s) EnglishNice to Have:Knowledge of cash flow modeling and analysisKnowledge of corporate finance valuationFormal credit training a plusCOMPENSATION:Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.
