Associate/VP - Private Placements

Permanent contract|New York|Corporate & Investment banking

Associate/VP - Private Placements

New York, United States Permanent contract Corporate & Investment banking

Responsibilities

ORIGINATON

  • Proactively support the marketing activities of corporate coverage bankers, debt capital markets, project finance and infrastructure bankers.  
  • Develop indicative pricing for prospective issuers.
  • Draft preliminary term sheets for prospective issuers.
  • Conduct analysis and research to identify potential issuer candidates.
  • Keep updated on daily basis developments in the private market, project and infrastructure finance, relevant public markets, interest rates and credit in general. 

The following tasks to be done primarily by overseeing team junior resources (or directly as workflow requires): 

  • Draft detailed pitchbooks for client presentations and for internal marketing.  Maintain a record of pitches and keep updated standard pitchbooks for market developments.
  • Maintain and update internal management database on new issue private placements, relevant US and EURO public deals and project/structured bonds.
  • Perform credit analysis on potential private placement issuers.
  • Produce weekly market report for internal and external distribution.
  • Organize and maintain internal directories.

EXECUTION

  • Coordinate arrangements and documentation for internal deal approvals.
  • Prepare client engagement letters in conjunction with internal legal counsel.
  • Create and maintain working group lists, timetable and responsibilities, due diligence question lists and information request lists. 
  • Oversee drafting of Private Placement Memoranda and roadshow presentations and coordinate the production thereof.
  • Organize roadshows.
  • Coordinate the appointment of external counsel. 
  • Produce deal term sheets and read and provide comments to transaction legal documentation.
  • Interface with payments department and attorneys while closing transactions.
  • Maintenance of closed file documentation (obtaining required signatures, closing checklist, archiving).
  • Maintain ongoing dialogue with investors.
  • Coordinate selling efforts with fixed income sales as necessary.
  • Maintain database of investor contact information.

Profile required

TECHNICAL SKILLS

Required/Must have:

  • Highly developed skills in credit and financial analysis, accounting, bond and derivative mathematics.
  • Advanced knowledge of PowerPoint, Excel and Word.
  • Knowledge of communication platforms (Teams and Zoom).

Desired/Plus:

  • Knowledge of project finance principles.
  • Public debt capital markets knowledge.
  • Familiarity with standard private market legal documentation.
  • Knowledge of ESG finance related principles.
  • Bloomberg, Debt Domain and Intralinks.

COMPETENCIES

Required/Must have:

  • Time management skills, ability to work flexibly and under pressure and attention to detail.  
  • Proactivity and confidence in dealing with senior management at issuers and investors.
  • Ability to integrate into a team and develop working relationships with SG staff in different cultures and geographies.
  • Exceptional business writing skills.  

Desired/Plus:

PRIOR WORK EXPERIENCE

Required/Must have:

  • Minimum 4 years relevant professional experience.

Desired/Plus:

  • Previous banking experience.

EDUCATION

Required/Must have:

  • Bachelor's degree

Desired/Plus:

  • MBA, CFA

Business insight

At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Société Générale is committed to strengthening bonds with colleagues, communities and the world in which we live, because relationships are at the heart of how we operate.

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, sexual or gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Reference: 21000RBR
Entity: SG Americas Securities
Starting date: 2021/11/08
Publication date: 2021/09/07
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