Syndications Analyst

Responsibilities

Altec Capital Services (ACS), a division of Altec, is hiring a Syndications Analyst in Birmingham, AL (Corporate Office).

The purpose of this position is to facilitate the syndication and discounting of new leasing transactions to various financial institutions in a high volume, high turnaround finance environment; as well as serve as the relationship manager with multiple funder relationships.

Responsibilities


* Analyze Available for Sale reports to identify and market syndication opportunities to funding sources on a daily basis.


* Conduct independent evaluation of all aspects of potential transactions.


* Prepare and distribute term sheets for Investment Grade credits to Funding Sources and prepare detailed competitive bid analysis on their responses


* Oversee, review, and recommend pricing strategies to maintain profit margin goals.


* Provide oversight to prescreen process by working with outside sales and funding sources to determine the marketability and pricing for all transactions larger than $500,000.


* Update cost of funds and pricing grid weekly by making estimates of current pricing model trends as compared to treasury swap spreads and market conditions.


* Develop solid working relationship with all funding source personnel.


* Book and reconcile syndication activity to the General Ledger monthly.


* Maintain ownership and accountability for the following accounts:
+ Fee Income
+ AR Disco


* Work closely with accounting department to analyze and resolve discrepancies.


* Review and approve assignment documentation for all discounted leases.


* Prepare and maintain all syndication analysis spreadsheets.


* Enter syndication data into the leasing software.


* Fully understand all Altec Capital leasing products for each structure including accounting, pricing, credit, structuring, legal terms and conditions, and asset management implications.


* Maintain good channels of communication with all business units and provide constructive guidance.


* Communicate and resolve potential problems that could jeopardize funder relationships and goodwill.


* Execute various end of lease duties related to both early termination and maturity management processes.


* Calculate early termination payoffs for end user customers.


* Verify accuracy of funding source quotes and negotiate when needed.


* Maintain relationships with funding sources through daily verbal and written communication with funding source personnel in order to meet syndication requirements and challenges.


* Some travel required to funding source locations to maintain goodwill and work to streamline processes.


* Host dinners and events for funding sources as required.


* Continually automate and improve processes in order to more efficiently and effectively fund transactions.


* Research and remain current on industry trends.


* Perform ...