As a Lender Meeting Coordinator you will support the Debt Capital Markets (“DCM”) team within the Investment Bank. You will need to have a great attention to detail and accuracy, as well as a proactive and positive attitude with a high level of professionalism. Duties include working with both internal and external clients in a professional manner both over the phone, email as well as in-person.

 

Job Responsibilities:

Coordinate lender calls, earnings calls and webinars for loan transactions and clients Coordinate logistics:  either virtual (organizing either Zoom or Audio Conference Calls) or hybrid / physical (in-person) (booking travel logistics such as flights, hotels, internal and external meeting space, name badges, etc.) Set-up Q&A calls directly with select banks and institutional lenders Send confirmation e-mails / Outlook invites to institutional lender clients Send daily or intra-day periodic schedule updates to external clients and internal deal teams Organize closing dinners  Organize internal group team building events such as holiday party and various offsites Arranging DCM dinners / events at the annual Leveraged Finance Conference in Miami Interact with internal and external vendors and planners Coordinate and work closely with the Fixed Income Roadshow team for transactions that also involve bond transactions Liaising between DCM and the Events team for client entertainment tickets such as sporting events or concerts

 

 

Required qualifications, capabilities and skills:

Bachelor’s degree  Proficiency in MSOffice (Word & Excel) and ability to learn new systems quickly (in-house online roadshow scheduling system “PrimaryOne Events”) Strong organizational and communication skills Excellent client service and professionalism Exhibit tact and good judgment in confidential situations and have proven experience interacting with clients Responsive, reliable, sense of urgency when dealing with high profile clients; ability to thrive in a fast-paced environment.  This includes being responsive to potential emails early in the morning, in the evening and occasionally, over the weekend as well  Strong time management, multi-tasking and prioritization of tasks, sound judgment, team player Creative problem solving abilities Strong ability to leverage technology and utilize best practices Ability to adapt procedures, processes and techniques to the completion of each transaction