Syndication and Specialized Lending - Relationship Manager
- 🇯🇴 Jordan
- On-site
- Manager or above
- 1 day ago
- AML
- KYC
- CFA
- Excel
- PowerPoint
- AI
Scope of Work :-
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·    Prepare transaction screening papers, credit appraisal reports, internal credit recommendations and approval memos for syndicated corporation, acquisition, structured and project finance transactions.
·        Support primary and secondary loan market activities including distribution strategy, pricing analysis and investor targeting.
·        Conduct detailed financial statement analysis, financial models’ assessments, sensitivity analysis, scenario testing and cash flow forecasting.
·        Review transaction structures including sources & uses, security package, covenant package, repayment profile and risk allocation.
·        Review and comment on commercial financing documentation including mandate letters, term sheets, information memoranda, fee letters, LMA-based finance documents and intercreditor arrangements.
·        Perform borrower analysis and financial spreading using approved internal systems (Credit Lens) and coordinate with Credit Risk for internal rating validation.
·        Assess transaction profitability using RAROC, ROE, economic capital, pricing and portfolio return metrics on specific deal and on portfolio levels.
·        Conduct necessary annual reviews for deals/transactions portfolio as deemed necessary and required per Bank’s policy.
·        Coordinate internal approvals across Credit, Legal, Compliance, Operations, Treasury, ESG, Finance and senior management.
·        Support due diligence activities including technical, legal, insurance, environmental & social and market due diligence.
·        Monitor execution milestones from origination through financial close, documentation, conditions precedent, signing, disbursement and post-closing follow-ups.
·        Monitor portfolio performance including covenant compliance, waivers, amendments, annual reviews, watchlist reporting and early warning indicators.
·        Prepare management reports/dashboards covering pipeline, portfolio, profitability, fees, distribution, underwriting/commitment exposure and market intelligence.
·        Support primary and secondary loan market activities including distribution strategy, pricing analysis and investor targeting.
·        Maintain transaction database, documentation warehousing and management records.
·        Conduct sector, sovereign, macroeconomic and ESG research using reliable sources with proper citation.
·        Ensure compliance with internal policies, regulatory requirements and AML/KYC standards
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Key Performance Expectations:
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·    Syndicated loan exposure, Net Interest Income and Non-Interest Fee (NIF) fee income and return and profitability.
·        Approval turnaround time, transaction closing ratio and execution timelines.
·        Portfolio asset quality and covenant compliance.
·        Cross-sell and client/prospect relationship development (i.e number of New-To Bank).
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Job Requirements:
·    Bachelor's degree in Finance, Accounting, Economics, Business Administration or related discipline (Professional qualification -CFA, CPA or equivalent is a plus).
·        Minimum 5 years' experience in syndicated finance, structured finance, project finance or corporate banking.
·        Demonstrated experience in origination, execution, underwriting and/or participation of syndicated loans.
·        Understanding of both primary and secondary syndicated loan markets.
·        Strong knowledge of LMA documentation, syndicated loan processes and closing mechanics.
·        Experience with DFIs, ECAs, export finance or regional/international banks is highly desirable.
·        Financial modelling and credit analysis skills.
·        Strong understanding of credit risk, covenant analysis and portfolio management.
·        Knowledge of ESG and sustainability-linked financing principles is an advantage.
·        Understanding of both primary and secondary syndicated loan markets.
·        Excellent analytical, negotiation, communication presentation skills.
·        Advanced Microsoft Excel, PowerPoint and Word skills; familiarity with AI productivity tools and financial databases.
·        Fluent written and spoken English and Arabic.
Syndication and Specialized Lending - Relationship Manager · Bank of Jordan