The primary role of the SFT transaction team is to perform agreed-upon procedures (AUP) to help clients execute securitization transactions successfully.
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Supervising a team of staff and seniors related to performing AUP work on each securitization transaction engagement using various software applications.
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Review transaction modeling and analytics, which involves cash flow modeling, recalculating certain collateral quality and concentration limitations set out in each transaction s indenture, including bond principal and interest payments, credit-enhancement, hedging instruments, fees and waterfalls for structured deals
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Adept at understanding and interpreting complex structures, pricing assumptions and market data to independently evaluate the overall transaction.
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Review offering documents to verify information is accurate, complete, and conforming with industry and market standards.
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Manage deliverables expectations and timings with various parties involved which includes Onshore team and clients.
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Work with and interact with front-office investment banking clients daily.
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Responsible for preparing and issuing Agreed-Upon Procedure reports and invoices.
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Train, mentor and counsel the junior team members on common modeling structures and troubleshooting techniques through continuous on-the-job constructive feedback.
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Conduct regular performance reviews and set expectations and goals for the team members.
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Maintain positive team attitude.
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Flexibility to work in cross-teaming projects as per business needs.
Skills and attributes for success
Strong leadership, teaming, technical and relationship- building skills and integrity. These skills along with having a consistent commitment to delivering only the highest quality of work products to your clients, will allow you to easily integrate into the SFT transaction team and reach your professional development goals.
To qualify for the role, you must have
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A bachelors degree in Accounting, Finance, Economics, or a related discipline and approximately 8 years of related work experience; MBA or equivalent preferred.
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Minimum 5+ years of experience in financial cashflow modeling securitization transactions in Excel/VBA or any industry standard software applications such as Intex, Bloomberg or TREPP would be helpful and spreadsheet modeling skills will be a plus.
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At least 3 years of experience in supervising and training staff.
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Ability to work independently and excellent prioritization skills and a commitment to meeting client deadlines.
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Strong communication skills for report writing, client presentations and client interactions.
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Proficient skills with MS Office, including Excel, Word, and PowerPoint.
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Strong organizational, analytical skills, problem-solving skills and high attention to detail.
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Flexibility and willingness to work more than standard hours when necessary to meet client deadlines.
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Willingness to work in shift based on the role hired for.
Ideally, you ll also have
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Individuals who demonstrate in-depth technical capabilities and professional knowledge.
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Knowledge of loan/asset characteristics.
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Knowledge of CAS and/or structured finance related modeling tools.
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Ability to work in shifts per capital market needs.
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Strong analytical skills with attention to detail & accuracy.
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Ability to quickly assimilate to new knowledge and possess good business acumen.
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Polished verbal and written communication skills in English.
