Senior Associate, Capital Solutions Full Time

Reporting to the Vice President, Capital Solutions. The ideal candidate will have 2-4 years of experience in leveraged finance, loan or bond capital markets, loan negotiation, or financial sponsors role at an investment bank or lending platform. Backgrounds with similar skill sets that have exposure to LBO and underwritten leveraged financings will also be considered – transaction advisory, investment banking, trading desk research, distressed investing, CLO/BDC, etc.

Day-to-day, the associate will assist the team in a variety of core capital markets responsibilities, including: market research / deal-specific intel (including deal comps), providing structuring guidance to deal teams (RFPs, term sheets, credit agreements, intercreditor, etc.), supporting syndication processes (including working with investment banks, law firms, and prospective investors). In summary, the analyst/associate will be intimately involved in various aspects of deal structuring, deal execution, relationship management, and various ad hoc projects.

Responsibilities:

Deal Execution

• Provide support across the full spectrum of origination, underwriting and distribution.
• Lead debt modeling (e.g., for underwriting)
• Create deal materials (e.g., debt models and credit memo) with inputs from deal teams and capital solutions leadership.

Distribution

• Assist in managing bank and investor relationships in deals in which Brookfield is acting as a participant and represents Brookfield allocation.
• Over time build relationships with potential buyers of debt to which Brookfield will eventually place
• Understand market conditions on “what can be done.”
• Support syndication activities by maintaining and updating investor lists, sharing relevant information with investors.

Portfolio Management

• Monitor credit instruments warehoused and held.
• Create a framework to measure/manage maintain the appropriate level of exposure across asset classes and risk.
• Monitor company and relevant market conditions in to effectively manage balance sheet and losses / gains.

Data Management

• Assist in creation of an investor database with key contacts, execution capabilities, current commitments across BPEG, etc.
• Track interactions with investors, bank, and direct lender contacts.
• Manage capital markets deal pipeline.
• Record fees paid and syndicate economics for several types of transactions.

Candidate Requirements:

Critical Competencies for Success:

• Analytical Reasoning: Defines problems and seeks solutions by examining issues and ideas through inquiry, analysis, dialogue, and evaluation; analytic.
• Personal Effectiveness: Gets the job done in a timely manner; follows through on commitments and takes actions that are best for the firm; shows grit and determination.
• Initiative: Motivated to achieve goals; proactive
• Team Player: Initiates and maintains collaborative working relationships; fosters goodwill and cooperation to meet shared goals; team-oriented; humble.
• Adaptability: Able to adjust and work effectively in changing circumstances and conditions; flexible; able to interface effectively with people with assorted styles and levels of seniority

Qualifications & Experience:

• Bachelor’s Degree, preferably with a major in Finance, Accounting, Economics, or related financial discipline with an outstanding record of academic achievement
• 2+ years of related experience
• Leveraged loan and high yield experience preferred at a credit fund, finance company, commercial or investment bank, hedge fund, BDC or mezzanine fund.
• Formal credit training preferred.
• Ability to effectively communicate with senior management internally and externally.

Source: CBRE Career Page