The Role Responsibilities

JOB SUMMARY

This is an exciting role and will be pivotal in supporting the growth aspirations of Global Credit Markets in the Americas. The individual will be primarily focused on commercial real estate syndicate, but will also support the team across project finance, fund finance, leverage finance and corporate syndicated transactions.

Responsibilities

Strategy

• Assist the development and management of distribution capabilities of Loan Syndicate, as part of the implementation of Loan Syndicate strategy aligned to the overall strategic direction of FM and CIB within the Americas regions.
• Revenue – Help deliver the Regions and the overall Global TPI budget
• Develop and manage distribution channels to bank and non-bank investors
• Develop and maintain relationships with loan investors

Business

• Distribution – Develop relationships with the loan investor universe, in order to achieve primary and secondary distribution volume targets whilst maximising skim income
• Risk – Assist in reducing stick positions through sales and distribution across our footprints
• Compliance – No breaches of compliance standards
• Assist senior directors to coordinate with the business lines, to review deal structures, to optimize sell down timing, to monitor the bank underwriting exposure, with market sounding, pricing to market, internal reporting, maintaining market and client databases and execute the distribution strategies of primary syndicated loans.
• Own bookrunning processes of Americas transactions whilst ensuring stakeholders are updated consistently on the primary syndication process.
• Assist via bookrunning other regions’ transactions whilst ensuring stakeholders are updated consistently on the primary syndication process.
• Assist distribution of secondary loans for the Bank
• Provide loan market intelligence to GCM colleagues and other product partners
• Adherence to and promotion of governance, compliance and risk standards.
• Provide pricing feedback to various teams in Global Capital Markets as and when requested
• Provide market intelligence to contribute to underwriting decisions and help in monitoring of underwriting risk.
• Manage the team’s market comparable pricing and transactional database with analytical output provided to the wider team as required.
• Write and maintain investors meeting reports and deal pipeline.
• Coordinate with compliance on KYC process and monitoring.
• Ensure timely and accurate update of underwritten deals status in internal systems.

Processes

PSR / RCAF Submissions

• Provide syndication support to product partners and syndicate team on various transactions

Secondary Selldown

• Draft T&C offer sheets according to the specifics of each transaction ensuring that they are accurate and contain the necessary marketing information as stipulated from time to time be Legal & Compliance

Underwriting Applications

• Assist in providing information around Syndication strategy that is accurate and detailed for Underwriting Applications on a timely basis (i.e., resulting in minimal to no delays with respect to the transaction), according to the standard and format stipulated by Global Head, Financing Risk

Deal Ticket Submissions

• Ensure timely and accurate submission secondary sales are inputted into the Deal ticket system
• Ensure that sales are inputted into the LS Americas deal ticket book

Client Presentations

• To assist originations in the preparation of client pitchbooks, deals teasers and RFP responses where necessary.

Internal Presentations

• Support the team in the preparation of internal performance review presentations.

Investor Feedback capturing

• Ensure that investors feedbacks are captured in the respective databases.

People & Talent

• Build the appropriate culture and values. Set appropriate tone and expectations and work in collaboration with risk and control partners.
• Contribute to continuous process improvement and sharing best practice

Risk Management

• Responsible for the underwriting, syndication and distribution of syndicated loans
• Limiting stick positions on underwritten positions.
• Ensure that the syndication strategy is carried out within the Group’s risk appetite and reputational and credit and market risks are appropriately managed in conjunction with other stakeholders
• Adherence to compliance standards including Private-Public Information Walls, Market Sounding etc

Governance

• Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role.
• Responsible for delivering ‘effective governance’; capability to challenge fellow executives effectively; and willingness to work with any local regulators in an open and cooperative manner.
• Accountable for escalation from Loan Syndicate, Americas and/or other Group governance committees or stakeholders in senior management, risk or control functions.

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group’s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Assist in leading Loan Syndicate Americas to achieve the outcomes set out in the Bank’s Conduct Principles: Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
• PRA/FCA prescribed responsibilities and Rationale for allocation

Key stakeholders

• CGM product heads and teams
• FM Sales, Structuring & Trading globally
• Credit Portfolio Management
• CIC & FI
• Risk
• Compliance
• Bank investors
• Institutional investors
• Clients/Borrowers

Other Responsibilities

• Embed Here for good and Group’s brand and values in Loan Syndicate, Americas globally.
• Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures.
• Multiple functions: responsibilities associated with the management of the Loan Syndicate, Americas are all laid out in this document.

Our Ideal Candidate

• Academic or Professional Education/Qualifications; Min degree level education.
• Licenses and Certifications/accreditations; N/A
• Professional Memberships; i.e. required for roles for continuous development/ improvement/awareness of current practices etc: N/A
• Bank training; complete all required mandatory and development training
• Languages; Business Level English

Role Specific Technical Skills And Competencies

• Cross Selling
• Customer Behaviour Preferences
• Addressing Client Needs
• Client Relationship Management
• Investment Credit Risk
• Knowledge of Loan Underwriting

About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 160 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents. And we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do.
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well.
• Be better together, we can be ourselves, be inclusive, see more good in others and work collectively to build for the long term.

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits.
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Expected annual base pay range for the role is $210,000 to $400,000. The final offer will be determined on an individualised basis using a number of variables, including but not limited to skill set, depth of experience and education, internal relativity, and specific work location. At Standard Chartered Bank, Base pay is only part of the total compensation package. Discretionary variable pay and a range of attractive bank sponsored benefit programs are available and designed to foster employee overall health and well-being including, but not limited to, a best in class 401k plan with up to 8% employer match, robust medical plan coverage with employer funded Health Savings Accounts, inclusive family building benefits, and flexible/hybrid working arrangements for many of our positions subject to role specific considerations.

Visit our careers website www.sc.com/careers