Investment Banker - Advisory and Financing Group - Industry Generalist

Permanent contract|New York|Corporate and Investment Banking

Investment Banker - Advisory and Financing Group - Industry Generalist

New York, United States Permanent contract Corporate and Investment Banking


Day-to-Day Responsibilities:

Advisory & Origination

- Work with and help manage a pool of Investment Banking analysts to perform financial analysis and corporate finance advisory

- Combine academic and “real world” corporate finance knowledge to form opinions and provide recommendations on acquisition financing / debt structuring / capital structure / capital allocation / debt raising / credit rating matters / valuation

- Coordinate between different teams to structure multiproduct solutions and create cohesive recommendations, including: Industry Coverage, Debt & Equity Capital Markets, Mergers & Acquisitions, Credit Ratings Advisory, Loan Syndicate, Equity Derivatives, IR/FX Derivatives, etc.

- Prepare clear and concise bespoke presentation materials 

Transaction Execution

- Lead the development of internal underwriting materials including financial analysis and credit memoranda

- Lead due diligence, including financial, business, industry, and legal

- Understand and take part in the legal documentation process

- Define the risks, mitigants and investment highlights in underwriting or participating in a financing

- Liaise with credit and risk officers, legal and other transaction groups to underwrite the transaction

Profile required

Technical Skills:

• Ability to generate opinions and ideas about how clients should run their businesses

• Strong experience in credit, due diligence, and running internal deal / approval processes

• Experience with credit documentation, including commitment letters, credit agreements and indentures

• Understanding of corporate equity and credit “stories” and priorities of key stakeholders (shareholders, creditors, rating agencies)

• Knowledge of financial accounting concepts and corporate finance valuation

• Financial modeling, including experience building three-statement models, including detailed operating builds and capital structure scenarios, accretion / dilution, etc.

• Understanding credit ratings methodology

• Proficient in Microsoft Excel, PowerPoint and Word

Soft Skills

• Resourceful, curious self-starter with interest in both running structured processes efficiently and finding creative solutions to ad hoc challenges

• Team player with strong interpersonal skills

• Excellent written and verbal communication skills 

• Experience training and working with IB analysts in a formal or informal staffer role

Experience Needed:

• Minimum of 6 years of relevant investment banking work experience (eg. in leveraged finance, corporate finance, industry coverage, mergers & acquisitions) 

Educational Requirements: Bachelor’s degree from a top tier University

Certifications Desired:

Desired / Plus: Series 7/79 and Series 63 certifications 

Business insight

The Advisory & Financing Group underwrites and executes corporate strategic and acquisition financings and provides capital structure recommendations (e.g., financing, capital structure / capital allocation optimization, credit ratings). Our clients are the large corporate clients of the bank (typically S&P 500, across all sectors except Financial Institutions).

The team works closely with coverage bankers and a wide range of product groups, acting as the primary corporate finance and special situations financing and advisory group.

Our corporate value chain has experienced significant growth over recent years with clients recognizing the quality of AFG analysis on engagements as one of the one of the key drivers behind a growing number of top tier level corporate relationships and mandates.

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: 20000I9K
Entity: SG Americas Securities
Starting date: immediate
Publication date: 2021/01/22