USA Job Family Description: The Associate – Financial Advisory will be a strategic advisor to our clients regarding capital solutions. They will be supporting the transaction process from origination to closing, including, origination, structuring and modelling, diligence, lenders presentations and coordination. They will also support on negotiation of definitive financing documentation, and lead defined workstreams. Activities will include providing relevant content and advice to clients related to financing and strategic transactions.
USA Job Function Description:
The Associate – Financial Advisory will be a strategic advisor to our clients regarding capital solutions. They will be supporting the transaction process from origination to closing, including, origination, structuring and modelling, diligence, lenders presentations and coordination. They will also support on negotiation of definitive financing documentation, and lead defined workstreams. Activities will include providing relevant content and advice to clients related to financing and strategic transactions.
Essential Functions/Responsibility Statements:
Assist in developing and maintaining new and existing client relationships, to support the team in growing business in the region, including preparation of marketing related materials
Provide essential support to the deal team through all steps of the origination and marketing phases (preparation of marketing materials, credentials, pitches, any advisory materials)
Financial modeling: building and analyzing cash flow models as well as run sensitivities and prepare or review financial analysis
Review due diligence materials (market, technical, insurance, legal, tax) and interact with relevant advisors in Q&A sessions
Support in the structuring of the transaction: review of the key features of the financing strategy and any financial documentation
Prepare content that increases or maintains knowledge of the Energy and Infrastructure sectors, as well as current market conditions and financing trends
Prepare and support the preparation of structuring materials and financing analyses for pitches and live mandates
Develop complex financial models for financial advisory and other purposes, and lead the team in modelling good practices
Operate within compliance parameters and demonstrate sound business judgement
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
Bachelor’s degree, MBA or CFA a plus
Work Experience:
3+ years of relevant experience
2+ years in developing complex financial models
Skills and Abilities:
Preferred sector experience: energy transition, traditional energy, power & renewables and infrastructure
Solid financial modeling and technical capabilities
Strong communication and interpersonal skills
Advanced knowledge of Excel and PowerPoint
Ability to coordinate across multiple teams
Team player and self-starter
Comfortable sharing own ideas and perspectives
Able to anticipate what is needed next without always waiting for instucutions
Strong interest in new disruptive/clean technologies
Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.
Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
Primary Location: New York, NY, Madison Ave Corp
Other Locations: New York-New York
Organization: Banco Santander S.A.
Salary: $131,250 - $225,000/yearLearn more about this Employer on their Career Site