Job Summary:
Provides analytical support to Global Leasing client teams throughout the sales process for a broad range of structured assetfinance transactions (including US True Leases finance leases and loans) across a broad range of asset classes and markets. Responsible for integrating tax accounting credit and other financial constraints in lease optimization models. Prepares pricing and other economic analyses for clients and coordinates with internal functional groups to finalize client pricing for funding and booking. Works independently with limited direction. May also be required to work on occasional strategic analytic assignments and/or the development of analytical tools to support the Global Leasing business.
Job Location: Hybrid:
- Boston MA US
- Charlotte NC US
- Chicago IL US
- New York NY US
- Providence RI US
Job Responsibilities:
- Evaluate transaction economics (using a number of pretax and aftertax analytical metrics)
- Price new transactions for both hold and sell and model transactions around internal metrics and/or syndication market;
- Use creativity to optimize cash flows / structures; advise on tax and other technical aspects of lease structuring and analysis;
- Prepare presentation materials for internal and external presentation; prepare associated pricing exhibits for transaction documentation; and review / develop documentation as needed.
- Act as an analytical consultant and provide economic expertise and structuring solutions to the Leasing team external clients and management (both informally and within formal transaction review / approval forums);
- Provide support in identifying analyzing and working through commercial structural tax and accounting issues;
- Be point of contact for Credit Risk Finance Tax and Operations on economic / tax / structural / accounting questions or issues.
- Develop and maintain analytical models as needed.
Required Qualifications:
- 3 years of proven experience with cashflow analysis and/or financial modeling in Leasing Structured Asset Finance Project Finance or other similar fields.
- Expertise in use of Excel and/or specialized tools for cash flow optimization and analysis.
- A good understanding of leasing or related asset finance products and technical expertise in associated technical elements such as taxation accounting or regulatory capital calculations.
- Strong analytical skills with strong business acumen in the commercial banking industry.
- Confidence to challenge inefficient solutions and proactively escalate any concerns to the team.
Desired Qualifications:
- Proficiency in Ivory SuperTrump and/or Warren & Selbert ABC or similar is preferred.
- Coding skills are highly beneficial but not essential.
- Demonstrated experience working with Accounting Tax Credit Operations or Documentation functions in the Leasing / Structured Asset Finance / Project Finance or similar sector.
- Bachelors Degree Mathematics Theoretical Science Economics Accounting Finance or other business concentration with Mathematical/Computational bias preferred.
Skills:
- Attention to Detail
- Issue Management
- Lease Structuring
- Prioritization
- Written Communications
- Analytical Thinking
- Collaboration
- Financial Forecasting and Modeling
- Oral Communications
- Problem Solving
- Advisory
- Business Acumen
- Continuous Improvement
- Innovative Thinking
- Reporting
Remote Work :
No