Lender Meeting Coordinator - Senior Associate

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

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