3 Debt Advisory Jobs

Job Summary: We are seeking a highly motivated Investment Banking Associate with an MBA in Finance and 4+ years of experience in investment banking, private equity, or asset management. The ideal candidate will bring strong analytical expertise, advanced financial modeling skills, and the ability to effectively manage client and investor relationships. Key Responsibilities: Conduct detailed financial analysis, valuation, and modeling to support M&A, private equity, and capital-raising transactions. Prepare high-quality investor presentations, pitch books, information memorandums, and other deal-related documentation. Support execution of live transactions, including due diligence, market research, industry benchmarking, and deal structuring. Manage investor relations, ensuring timely communication and accurate preparation of investor documents and reports. Collaborate with senior bankers and leadership to identify new investment opportunities and support business development activities. Maintain a deep understanding of capital markets, industry trends, and competitive landscapes to provide strategic insights. Coordinate with internal teams, legal advisors, and external stakeholders to ensure seamless execution of transactions. Qualifications & Skills: MBA in Finance or equivalent advanced degree. 4+ years of relevant experience in investment banking, private equity, or asset management. Strong financial modelling, valuation, and analytical skills with proficiency in Excel and financial tools. Excellent communication, presentation, and interpersonal skills to engage effectively with clients and investors. Demonstrated ability to manage complex projects, multitask, and meet tight deadlines in a fast-paced environment. High level of professionalism, integrity, and attention to detail. Preferred Attributes: Prior experience in managing investor relations and investor documentation. Exposure to cross-border transactions and diverse asset classes. Ability to thrive in a dynamic, team-oriented environment.

In this role, you will: Provide support in the editing and publishing functions within the Global Research and Economics Group in Wells Fargo Securities Generate research packet products, post research documents to market data vendors, update and maintain mailing lists, and provide client access to web sites Assign reports to Editors and Supervisory Analysts to ensure the most efficient use of resources Maintain databases Receive direction from leaders Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Required Qualifications: 2+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Work on various Corporate Banking work streams across Industrials sub-sectors including Capital Goods & Services, Forestry, Paper & Packaging, Chemicals, Metals & Mining, Building Products & Homebuilding, Aerospace & Defense, Transportation & Logistics Support the Credit underwriting/debt raise/refinance transactions and the associated credit review process, including: Assisting the Portfolio Management ("PM") work streams viz preparation of credit memos and annual review components, performing financial analysis/modeling, tracking portfolio companies quarterly/annual financial performance, conducting market or sector research, company research, industry peer analysis and borrower credit ratings Assisting Relationship Management ("RM") workstreams viz. preparation of client origination pitching materials, performing capital structure and liquidity analysis, debt capitalization, peer benchmarking, relationship snapshot, amongst others Develop sector expertise and generate sector insights; prepare market/sector updates to keep a track of key developments Develop excellent working knowledge of market databases including FactSet, Refinitive, Moody's, S&P, etc. Interact with multiple stakeholders to achieve the desired goal Job Expectations: MBA, CA, CFA or masters in finance from a premier education institute 2+ years experience in Corporate Banking, Credit research or Debt advisory Strong inclination towards building a career in Corporate Banking with experience in working in any of the Industrials sub-sectors Good understanding of Credit metrics, Covenants, Capital structure, financial statement and ratio analysis Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders Strong logical, analytical skills and a systematic problem-solving approach Ability to proficiently use Microsoft Office Applications Power Point and Excel Strong time management skills and ability to work under pressure and meet strict deadlines Attention to detail and ability to ensure high quality of deliverables Ability to interact with integrity and a high level of professionalism with all levels of team members and management Results driven, accountable and ability to work with multiple priorities in a fast-paced and results-driven environment Exp.- 6 months-5yrs

Principal Analyst/Associate Director Private Credit (Corporate Credit) Financial Research We are a global investment and technology development firm with more than $60 billion in investment capital as of March 1, 2024, and offices in North America, Europe, and Asia. Since our founding in 1988, our firm has earned an international reputation for successful investing based on innovation, careful risk management, and the quality and depth of our staff. We have a significant presence in the world's capital markets, investing in a wide range of companies and financial instruments in both developed and developing economies. We are looking for resourceful candidates to join our Financial Research team based in the firm's offices in Hyderabad/Bengaluru/Gurugram, India. The group works with the Private Credit (North America) front office to provide in-depth support to the investment research and decision processes of the firm's proprietary trading in the Private Credit space. WHAT YOU WILL DO DAY-TO-DAY: You will be involved in helping the Front Office group in New York analyze and assess the credit quality of issuers in the private credit space. In this role, you will evaluate private corporate credit opportunities across the cap stack, conduct fundamental credit analysis of corporate bond and loan issuers, and collaborate with the Front Office to objectively define credit risk for these companies. Your responsibilities will include, but are not limited to, preparing detailed financial models and investment write-ups, performing investment due diligence, and forming an independent opinion about the attractiveness of each opportunity. You will be required to clearly articulate the findings and interact with key stakeholders, including internal senior management teams and prospective borrowers. Additionally, you will conduct independent research on companies and work across sectors. WHO WE ARE LOOKING FOR: The ideal candidate should hold a Basic Qualifications: A master's in finance and/or a CFA/CA with more than 7 years of relevant experience in one of the following backgrounds s leveraged finance, debt advisory, and public/private credit Excellent written and verbal communication skills and be able to synthesize information and communicate it in a clear, concise manner Excellent fundamental corporate credit analysis skills Exceptional technical and analytical skills, including financial modeling, underwriting skills, company research, and investment memo preparation Excellent analytical skills, high attention to detail, self-motivation, and the ability to effectively interact with trading desks and stakeholders We encourage candidates with relevant experience looking to restart their careers after a break to apply for this position. Learn about Recommence, our gender-neutral return-to-work initiative. The Firm offers excellent benefits, a casual, collegial working environment, and an attractive compensation package.