Job Description

Analyst Corporate Banking, Leveraged Lending

Location: Onsite Chicago, IL Job Type: Full-Time

The Leveraged Lending group within Corporate Banking is responsible for underwriting and managing the firm's private equity-backed syndicated loan and direct lending portfolio. The group partners closely with both product and coverage teams to allocate capital across revolvers and term loan holds in sponsor-led transactions. This team also commits capital in direct lending opportunities including Unitranche Term Loans, Delayed Draw Term Loans, and 2nd Lien Term Loans. As an Analyst, you will play a key role throughout the deal lifecyclefrom transaction screening and underwriting through portfolio monitoring and client engagement. This is a unique opportunity to develop in-depth credit, modeling, and transaction execution skills within a dynamic and high-performing team.

Key Responsibilities

New Underwritings (60%)

• Analyze financial and operating data to identify trends in performance across various industries.
• Participate in all stages of underwriting: initial screening, due diligence, credit approval, and documentation negotiation.
• Digest comprehensive data rooms and extract key financial and business information.
• Build and sensitize LBO models based on management and sponsor projections for use in credit memos.
• Develop risk/return assessments, key credit highlights, and committee materials.
• Lead diligence calls with sponsors and company management teams.
• Partner with internal teams (Leveraged Finance, Sponsor Coverage, Industry Coverage) on transaction execution and client deliverables.
• Address and respond to questions from Investment Committee and Credit Risk teams.

Portfolio Management (40%)

• Monitor the performance of existing borrowers through financial review, quarterly calls, and ongoing sponsor/management engagement.
• Prepare credit reviews and updates for assigned portfolio companies.
• Reassess internal risk ratings based on financial and operational developments.
• Track capital allocation and evaluate credit exposure across the portfolio.
• Identify opportunities for cross-sell (FX, interest rate hedging, cash management) with existing borrowers.
• Analyze industry trends and comparable transactions to provide context for credit decisions.

Education

Bachelor's degree in Finance, Economics, Accounting, or related field with strong academic performance.

Experience

• 12 years of relevant experience in Investment Banking, Corporate Banking, Capital Markets, or Corporate Credit.
• Completion of a formal credit or financial analyst training program preferred.

Skills & Competencies

• Strong analytical and financial modeling skills, including experience building complex LBO models.
• Proficient in Microsoft Office, especially Excel and PowerPoint.
• Excellent written and verbal communication skills.
• Detail-oriented with the ability to manage multiple deliverables in a deadline-driven environment.
• Strong interpersonal skills; comfortable working with stakeholders across all levels.
• Demonstrated ability to work both independently and collaboratively in a fast-paced team environment.
• Proactive, resourceful, and self-motivated with a commercial mindset.

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