Leveraged Finance Resume Sample
Amie Fay
87909 McKenzie Squares,
Phoenix,
AZ
+1 (555) 520 6145
Work Experience
Associate, Leveraged Finance
04/2016
-
PRESENT
New York, NY
- Identify and recommend opportunities to generate additional business from within the portfolio, including: a change in investment amount through the secondary market, refinancing, and/or cross-selling opportunities with other GE businesses
- Represent Credit Research in meetings with issuers, interface with TIAA-CREF’s Risk Management Team, and support TIAA-CREF goals and values
- Core financial analysis to understand a company’s cash flows, the impact of varying capital structures on its ability to service its debt, etc
- Maintain the appropriateness of the U.S. CCB’s Leveraged Lending and Asset Based Finance Product Standards and related Program Limits
- Executing and structuring leveraged loans and high yield bonds
- Supporting origination efforts, across all industries and countries
- Leveraged finance experience
Leveraged Finance Analyst
10/2010
-
12/2015
Philadelphia, PA
- Able to add value directly to client and coverage in articulating Regions’ underwriting methods, processes and risk appetite for specific debt products
- Maintains market knowledge of loan pricing and structural trends to match client needs with Regions’ debt product solutions
- Calls jointly on clients with coverage bankers to understand clients’ needs and specific risks to client business
- Support marketing activities of other team members
- Preparation of pitch material for clients
- Build and maintain a network among financial sponsors, intermediaries, and banks
- Experience at a commercial or investment bank with strong commercial credit experience
- Strong PC Proficiency, Microsoft Office applications, and Credit Research Tools Excellent verbal and written communication skills
- Create meaningful competitive advantage for Citizens and value for customers by building and maintaining industry, market, and product expertise, delivering insightful ideas and support and creating structuring solutions for new and existing clients
Junior Leveraged Finance Analyst
09/2004
-
09/2010
Los Angeles, CA
- The ability to draft credit papers and analyse financial statements
- Strong interpersonal skills and excellent command of English
- Fluency in another European language would be beneficial
- Providing a summary analysis for the Credit team (US and UK) on our client’s quarterly financial reports comparing performance vs. budget and plan and previous quarters
- Proficient with excel and strong numerical skills
- Assist in the origination and execution of both ‘event-driven financing’ transactions and ‘leveraged capital markets’ transactions
- Prepare credit applications for new and existing clients in accordance with the bank’s underwriting standards and policies (new transactions, refinancing, amendments, etc.). Review legal documents and coordinate credit processes with all relevant departments
- Structure creative financing solutions within the confines of Roynat’s deal appetite and parameters
- Strong analytical, business writing, credit presentation, and organization skills
Education
California State University, San Bernardino - Palm Desert Campus
1999 - 2004
Bachelor's Degree in Finance
Professional Skills
- Excellent financial modelling and valuation skills
- Advanced analytical, loan structuring, underwriting, documentation, credit, due diligence analytical as well as business writing skills
- First class experience in business planning, preparing presentations, executing due diligence, managing documentation and deal transaction processes
- Thorough financial analysis experience gained at a top tier investment bank
- Education background in financial and risk-return analysis, including financial modeling and accounting
- Further develop knowledge of debt structuring, accounting and tax expertise, financial modelling and analysis
- On-going monitoring of client’s financial performance, industry trends and emerging risks
How to write Leveraged Finance Resume
Leveraged Finance role is responsible for credit, research, security, finance, analytical, modeling, telecom, analysis, lending, trading.
To write great resume for leveraged finance job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Leveraged Finance Resume
The section contact information is important in your leveraged finance resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Leveraged Finance Resume
The section work experience is an essential part of your leveraged finance resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous leveraged finance responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular leveraged finance position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Leveraged Finance resume experience can include:
- Exhibit Enterprise-wide thinking and behaviors; Build and maintain strong working relationships internally with credit partners, capital markets colleagues, relationship managers and sponsor coverage bankers
- Experience at a commercial or investment bank with strong commercial credit experience
- Possess strong analytical skills with attention to detail, ability to provide big picture decision making
- Developing a strong network of relationships with our Coverage teams, NatWest Markets product desks, and Credit and Portfolio Management colleagues
- Works independently and with confidence, demonstrates command of the information and the ability to think on your feet
- BBA or MBA with 2 years of relevant working experience in a commercial credit and/or equity investment environment
Education on a Leveraged Finance Resume
Make sure to make education a priority on your leveraged finance resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your leveraged finance experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Leveraged Finance Resume
When listing skills on your leveraged finance resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical leveraged finance skills:
- Experience in underwriting in leveraged finance at a commercial or investment bank with strong commercial credit experience
- Experience / skills commensurate with PQE level
- Advocate for transactions and influence outcomes through effective verbal and written communication skills
- Develop strong relationships internally and externally by providing excellent customer service and relevant, insightful ideas and support
- First class experience in business planning, preparing presentations, executing due diligence and managing documentation and deal transaction processes
- Experience in investing, financial markets, or banking
List of Typical Experience For a Leveraged Finance Resume
1
Experience For Associate, Leveraged Finance Resume
- Developing pitching and client materials with the assistance of senior colleagues
- Assisting in the winning and execution of mandates
- Conducting credit analysis and financial modelling
- Complete all required compliance and regulatory training on a timely basis
- Responsible for all aspects of underwriting and portfolio management
2
Experience For Leveraged Finance Analyst Resume
- Sets the stage for the deal underwriting process and all aspects of due diligence and client interactions
- Actively participating in specific aspects of delivery of the wider Leveraged Finance business strategy
- Responsible and accountable for the quality of all written submissions and all aspects of the credit approval process
- Ensures logical, reasonable, defensible credit arguments
- Represents LevFin for management meetings/due diligence
3
Experience For VP, Leveraged Finance Resume
- Leads deal screen and approval discussions with credit and senior management
- Analyze and recommend approval or declination of credit and trading product transactions for non-investment grade corporate clients, often in the context of leveraged buyout activities sponsored by private equity firms
- Assist in rating and structuring transactions to achieve optimal risk/return outcomes
- Monitor individual credit/risk positions and developments within given industry sectors
- Assist in analyzing/assessing transaction proposals. Interact with internal business unit personnel to prepare rating reports, credit reports/supporting materials that advance Deutsche Bank's leveraged finance and risk management objectives in a manner consistent with Deutsche Bank’s policies and procedures
- Assist in L&SF’s interactions with internal and external auditors and regulatory authorities
- Responsible for the effective credit risk management (evaluation of risk/exposure management) of credits within the Leveraged Finance North American Natural Resources space
4
Experience For Leveraged Finance Debt Products Associate Resume
- Prudent and appropriate use of delegated discretion to provide credit approval for transactions, trading, and amendments in accordance with Barclays’ policy
- Support senior credit officers in evaluating new transactions and monitoring of existing portfolio of credits
- Support growth of the business without incurring unmanageable risks
- Alert senior management of negative developments and trends for clients and segments within the assigned sectors
- Maturity and gravitas
List of Typical Skills For a Leveraged Finance Resume
1
Skills For Associate, Leveraged Finance Resume
- Experience with primary commitment papers including commitment letter, term sheet and fee letter
- BBA or MBA with 2+ years of relevant working experience in a commercial credit and/or equity investment environment
- Previous Leveraged Finance experience is essential
- Effective credit risk management (evaluation of risk/exposure management) of credits within the Technology, Media, and Telecom segment
- Educational background in financial and risk-return analysis, including financial modeling and accounting
- Ensure credit risk being approved is consistent with regulatory expectations, including the InterAgency Guidance on Leveraged Lending
- Provide training and mentoring to analysts
2
Skills For Leveraged Finance Analyst Resume
- Accountable for monitoring of Natural Resource client performance and managing covenant breaches
- Undertake financial modelling and credit analysis
- Prepare presentations for client meetings, marketing presentations, Information Memoranda and other transaction documentation
- Capable of acting on own initiative with a self disciplined approach to work
- Familiarity with debt financing in the context of competitive auction processes
3
Skills For VP, Leveraged Finance Resume
- Exposure to a wide range of finance products including, Term Loan B, Unitranche and Bank/Bond Structures
- Capable of managing multiple projects at the same time
- Work under time pressure and concurrently manage multiple job responsibilities
- Prepare and/or add value to credit papers for new transactions, annual reviews, and quarterly reviews/Watchlist reports for submission for approval through relevant discretion processes and where appropriate, present those credits at relevant Committees. Assist senior team members in the preparation of Global/Regional Industry reviews
- Co-ordinate internal credit approval processes and prepares relevant transaction summary papers
- Undertake credit analysis of transactions and present findings of such analysis internally
- Undertake research and analysis of companies across multiple sectors
4
Skills For Leveraged Finance Debt Products Associate Resume
- Sufficient knowledge of compliance, key applicable laws, rules and regulations
- Additional European languages would be beneficial but not essential
- Assist with the team’s interaction with commercial customers and Private Equity firms to deliver specialized leveraged finance products such as mezzanine financing, acquisition financing, and other structured financings based on a firm’s enterprise value
- Assist the other Leveraged Finance team members and/or Commercial Banking Relationship Managers in preparing financing proposals including security, covenants and pricing to properly reflect and compensate CIBC for the assessed risk
- Attend discussions with client management (executive, financial and operational) in order to assess financing needs
5
Skills For DPO Leveraged Finance Team Manager Resume
- Assist the other Leveraged Finance team members in performing comprehensive financial/non-financial due diligence analysis and risk assessment of credit proposals
- Assist with the preparation and negotiation of security documentation for all transactions
- Assist in the negotiation of the terms and conditions with both clients and internal CIBC stakeholders
- Assist in the monitoring and supervision of a portfolio of senior and subordinated debt accounts. Monitor account performance and industry trends. Maintain a proactive approach to continuous risk assessment
- Develop relationships with internal contacts, external customers, along with contacts within the general industry in order to generate new business referrals and opportunities
- A qualified leveraged finance associate with experience acting for private equity sponsors
- Work well in both a team and individually
- Proven leveraged finance experience in the UK or Continental Europe from a leading bank, direct lending platform, private equity, debt advisory, or leading transaction services team. European languages are desirable but not essential
6
Skills For Analyst, Leveraged Finance, Cleveland Resume
- Proficient in fundamental financial and credit analysis utilizing information sources including public filings, equity and fixed income research, Bloomberg and rating agency reports; Demonstrated ability to work within a team concept
- Other financial designations considered an asset (i.e. CA, CBV, CMA, CFA etc.)
- Working knowledge of specialized leveraged finance products (i.e., structured/acquisition financings, project financings, loan syndication) and other CIBC group core products and services
- Knowledge of business, legal, tax, banking and regulatory framework affecting financial requirements of customers
- Lending and analytical skills - knowledge of lending policies, procedures and practices, asset-security valuation, loan interviewing, loan assessment, industry and competitive analysis and investigation
7
Skills For Gcm-eur Leveraged Finance Coverage Resume
- Proposal formulation skills - structuring and packaging of leveraged finance products (i.e. structuring financing options, security evaluation and documentation, establishing terms and conditions, pricing)
- Selling, presentation and interpersonal skills - above average written and verbal communication skills
- Fundamental corporate finance experience at an Investment / Commercial Bank, Credit Rating agency or other similar roles
- Have an understanding of bank regulation and compliance
- Attention to detail. Ability to perform analytical work accurately, often under time pressure. Ability to multi-task
- Experience in credit risk or relevant experience, preferably gained at a major institution, covering both Investment Grade and Leveraged and/or Sub-Investment Grade clients
- Self-starter: Willingness to be assertive, take on responsibility and work under own initiative
- Additional European languages would be beneficial
8
Skills For Gcib Credit Analyst, Leveraged Finance Resume
- Work well with internal colleagues and external clients
- Possess a high level of initiative and capability to work independently on financings and other responsibilities
- Assertive, independent professional, as well as a team player
- Experience in credit risk or relevant experience, preferably gained at a major institution, covering both Investment Grade and Leveraged and/or Sub-Investment Grade clients (or equivalent)
- Acritas’ Sharplegal Global Elite Brand Index, 2010- 2017- ranked 1st/Brand Index: 100
- The Times Top 100 Graduate Employers 2017: currently ranked 58th
- Stonewall Workplace Equality Index 2012 - 2018: currently ranked 6th
- Stay current with financial analysis and risk profile of the assigned sector, borrowers, and counterparties
9
Skills For Analyst, Leveraged Finance UK Resume
- Continuous development of industry knowledge through research, contacts, and participation in seminars
- Maintenance and control of credit files for assigned portfolio
- Developing relationships with clients including gaining a good knowledge of the client’s businesses, economic drivers, market and sector requirements in order to ensure advice is relevant and commercial
- Working as part of a team including assisting with the supervision of junior lawyers’ work, and taking an active part in sharing knowledge and experience with the team
- Drive discussions with external constituents including financial sponsors, portfolio companies and prospects, other lenders and legal counsel
- Lead the deal team in the production of high quality, accurate work. Demonstrate credit expertise, through due diligence and sound judgment in the underwriting of new transactions
10
Skills For Junior Leveraged Finance Analyst Resume
- Lead loan documentation negotiations
- Demonstrate good credit stewardship by proactively managing existing exposures including early identification of potential issues and preparation for Portfolio Review and WAR
- Maintain License to Operate in the Leveraged Loan asset class by understanding and ensuring compliance with all CFG and Leveraged Lending policies and procedures and regulatory requirements
- Responsible for strong performance on all internal and external audits and reviews
- Understanding and abiding by the control, reporting, compliance and regulatory regime within the business
- Building and maintaining a portfolio of client relationships alongside senior originators
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