CA CIB Americas

★★★★★

Origination associate

01 December United States, NEW YORK Perm

Summary

Playing a key role in the origination and execution of bond transactions, ongoing focus on data analytics with focus on Latin America region



Key Responsibilities


Focus is on all stages bond transaction origination and execution.

Origination includes regular market analysis and updating of clients on weekly/monthly/as needed basis on market conditions and issuance options.
This includes putting together weekly market updates and pitch book materials for regular presentation to issuer clients and pitch materials for frequent visits to clients in Latin America by senior DCM originators and maintenance of deal related and market related data bases

Execution of new bond mandates, including guiding a deal through the internal approval processes from start to finish for a primary market issuance.
This includes assisting with the due diligence process
coordinating with auditors, rating agencies and legal counsels ( both issuer and underwriter's)
coordinating with sales, trading and syndicate
assisting in arranging investor road shows
and all other responsibilities associated with a lead-managed new issue.

Working with senior DCM staff, the person will be responsible for preparing all requisite credit analyses and transaction memoranda for obtaining approval of bond underwritings.

Credit and comparable analyses regarding potential issuers, including retrieving publicly- available information on companies, identifying and profiling comparable issuers, etc.
This will entail using various data sources, including Bloomberg and AdvantageData

Maintain contact with European and Asian colleagues to assist in production of multi-currency presentation materials
work closely with global DCM coverage to obtain necessary approvals for cross border bond issuance.

Monitor and stay up-to-date with market trends, including the progression of transactions in the market, pricing, AMG fund flows, forward calendar, etc

Work seamlessly with the loan syndications, interest rate derivative and other relevant internal teams in coordinating multi-product pitch book materials

Management and Reporting

Key Internal contacts

Syndicate
Sales
Trading
US DCM, Global DCM and Syndicate Desk
Legal Department, Compliance
Coverage and SFI Bankers

1 – 2 years on DCM desk or equivalent

BA/BS degree in Finance

English language

Spanish language