REASONABLE ACCOMMODATIONS FOR QUALIFIED INDIVIDUALS WITH DISABILITIES DURING THE APPLICATION PROCESS

Lloyds North America is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you have a disability and require a reasonable accommodation in order to participate in the application process, please contact our Human Resources Dept at: NAHR@lbusa.com

EDUCATION AND EXPERIENCE REQUIRED:

• Undergraduate degree or equivalent experience with coursework in Finance or Economics preferred
• 5+ years of prior investment/corporate banking/credit experience. Strong internship experience will be valued
• Internal candidates may also apply
• Proficient with financial modelling and financial analysis
• Solid understanding of banking products, including capital and financial markets, credit, risk management, debt and corporate finance advisory.
• Series 63 and 79 required (within 120 days of being in role)

KEY SKILLS AND KNOWLEDGE REQUIRED:

• Ability to work in an open environment with demonstrated teammate attributes
• Strong work ethic, motivation, diligent and a passion for excellence
• Ability to excel in both team and self-directed settings
• Effective written and verbal communication
• Proficient analytic skills
  Salary Range: $185,000 - $235,000

This role within the CIC department supports the Director of Loan Markets, North America, in driving strategic growth across a diverse client base. Responsibilities include structuring and executing syndicated loan transactions, coordinating with internal teams and external syndicate partners, and preparing market-facing materials. The position also involves cross-border collaboration with US and UK colleagues, market analysis, and participation in underwriting forums. Sector coverage spans Financial Sponsors, Institutions, Corporates, and Project Finance. The role offers opportunities to contribute to broader initiatives such as talent development, diversity, and responsible business practices.
Responsibilities:

Key Task and Responsibilities of the role include but are not limited to:

• Support the Director, Loan Markets in driving business growth and executing sector plans across a diverse client base.
• Collaborate with US and UK teams on capital markets and distribution initiatives.
• Assist in presenting and supporting loan transactions at the Underwriting Forum, ensuring compliance with structuring, pricing, and policy standards.
• Help negotiate, structure, price, and complete loan syndications, supporting sector objectives.
• Coordinate with internal collaborators and external syndicate partners throughout the syndication process.
• Prepare confidential materials, term sheets, and lender presentations for syndicate review.
• Conduct market soundings to assess transaction risk before launch.
• Support primary loan purchases or sales in line with bank requirements.
• Develop sector-specific marketing materials for Loan Markets.
• Supervise market trends and investment activity; prepare market updates for clients and partners.
• Evaluate terms and participate in syndicated loan facilities aligned with current market conditions.
• Attend client and bank meetings, investor days, and industry conferences as required.
• Align with Group and regulatory requirements; report non-compliance as vital.
• Engage in special projects such as junior talent recruitment, diversity initiatives, and responsible business practices.

Qualifications: