Senior Specialist, Structured Finance Transactions

Responsibilities

• The primary role of the SFT transaction team is to perform agreed‐upon procedures to help clients execute securitization transactions successfully.
• Check the accuracy of financial models by comparing calculations to governing documents.
• Create cashflow/analytics models for securitized products, including CDOs/CLOs.
• Perform transaction modeling and analytics, involving cash flow modeling, recalculating collateral quality and concentration limitations, bond principal and interest payments, credit enhancement, hedging instruments, fees and waterfalls for structured deals.
• Construct independent cashflow and collateral models for structured products using Microsoft Excel.
• Create and update detailed agreed‐upon procedure reports summarizing results.
• Interpret prospectus/indenture information and deal structure features (collateral, waterfall, triggers, hedges, paydown rules, loss allocation rules) and extract related information from prospectuses and indentures.
• Perform various analyses on complex Excel and third‑party models (Bloomberg, rating agency portals, Markit, etc.) for valuation of structured products.
• Demonstrate in‑depth technical capabilities and professional knowledge.
• Stay current on new developments in advisory services capabilities and industry knowledge.
• Work with and interact with front‑office investment banking clients daily.
• Perform loan document review and data reviews on loan files, recalculating fields on data tapes and run exception reports to tie out with clients.
• Create collateral stratification tables used for assessing loan pool characteristics.
• Review offering documents to verify information is accurate, complete, and conforms with industry and market standards.

Requirements

• A bachelor's degree in Accounting, Finance, Economics, or a related discipline and approximately 2 years of related work experience; MBA or equivalent preferred.
• Excellent prioritization skills and a commitment to meeting client deadlines.
• Strong communication skills for report writing, client presentations and client interactions.
• Proficient skills with MS Office, including Excel, Word, and PowerPoint.
• Flexibility and willingness to work more than standard hours when necessary to meet client deadlines.
• Willingness to work in shift based on the role hired for.
• Ideally, you’ll also have prior structured finance experience.