Executive Director, Loan Syndicate
- Location
- New York, NY
- Work type
- Full Time · Hybrid
- Posted
- 2026-08-03
Job description
Job Description:
Key Responsibilities
• Responsible for developing and managing the syndicate and distribution capabilities of Loan Syndicate in the Americas as part of the implementation of the global Loan Syndicate strategy
• Lead, define and set the Syndicate & Portfolio Management strategy for the Americas, which aims to maximise shareholder value, identifies, and creates areas of competitive advantage and aligns to the overall strategic direction of CIB
• Lead in recommending underwritings, and fair valuing underwriting positions in the Americas for Commercial Real Estate financings
• Lead in reviewing structure, timing, pricing to market, and develop the distribution strategies for primary syndicated loans in the Americas
• Develop, strengthen and manage distribution channels to bank and non-bank investors
• Develop, strengthen and maintain relationships with loan investors
• Advise on loan market intelligence and trends to Global Banking in the Americas to enable origination to distribute – key product vertical is Commercial Real Estate financings
• Lead the distribution of secondary loans for the Bank alongside Credit & Portfolio Analytics and Credit & Portfolio Management
• Adherence to and promotion of governance, compliance and risk standards
• Manage all distribution processes, ensuring compliance with applicable internal policies, and external laws and regulations, and operating within risk tolerance and risk appetite.
• Advocate and drive continuous improvement of the operational efficiency and effectiveness of processes to increase the consistency of global systems and processes.
• Lead responsibility and provide oversight for production and distribution of marketing materials and communications to investors and clients in relation to Loan Syndicate products.
• Lead responsibility for the risk management, underwriting, syndication and distribution of syndicated loans in the Americas with a focus on Commercial Real Estate financings
• Take ownership to ensure that syndication and distribution is carried out within the Group’s risk appetite and reputational and credit risks are appropriately managed in conjunction with direct reports and other stakeholders
• Ensure any audit and compliance issues are resolved in a timely manner
• Ensure that risk management matters are brought to attention are subject to direct remedial action and/or escalated, where appropriate to relevant risk committee.
Skills and Experience
• Cross Selling
• Investment Credit Risk
• Knowledge of Loan Underwriting
• Client Relationship Management
• Customer Behaviour and Preferences
• Addressing Client Needs
Qualifications
Education: Academic or Professional Education/Qualifications; Standard degree level education
Training: Complete all required mandatory and development training
Languages: Business Level English
Experience: 10+ years of relevant experience at a global banking organization