IMI CIB - Business Analyst Financial Sponsors Group

$85,000 - $110,000/Yr

Pravex Bank Intesa Sanpaolo Group - New York, NY

Full-time - Mid Level

New York, NY

10,001+ employees

About the position

The Business Analyst for the Financial Sponsors Group at Intesa Sanpaolo will support the Global Relationship Manager in developing and expanding relationships with Private Equity clients. This role involves conducting due diligence, preparing client profiles, identifying business opportunities, and managing multiple transactions while ensuring compliance with credit policies and procedures.

Responsibilities

• Support the Global Relationship Manager in developing new and expanding existing relationships with Private Equity clients.
• Perform due diligence on Private Equity clients, fund structures, acquisition targets, and relevant industries.
• Prepare Private Equity and company profiles and pitches.
• Identify business opportunities and cross-sell Intesa Sanpaolo's financial products and services.
• Accompany and support the Global Relationship Manager in client meetings and negotiations.
• Manage multiple transactions/projects and communicate effectively with deal team members.
• Coordinate with key internal partners including Leveraged Finance, Fund Finance, Syndication, Debt Capital Markets, Credit, Risk, Industry Verticals, KYC, and Legal.
• Prepare credit applications for LBO and fund finance deals, portfolio summaries, and reviews.
• Perform administrative and operative activities related to customer onboarding and management.
• Ensure adherence to KYC and CDD procedures.

Requirements

• 2-3 years of work experience in a Leveraged Finance, Sponsor Coverage, or Capital Markets role.
• Proficiency in MS Office (Excel, Word, PowerPoint).
• Experience with Bloomberg, SEC filings, rating agency reports, and equity research reports is a plus.
• Good understanding of Leveraged Buyout (LBO) transactions and Private Equity (PE) fund structures.
• Knowledge of the Syndicated Loan Market.
• Strong quantitative and analytical skills to understand and analyze syndicated deal structures and loan documentation.
• Familiarity with commercial, corporate, and investment banking products.
• Resourceful self-starter with superior attention to detail and professional demeanor.
• Excellent communication skills and fluency in English.

Nice-to-haves

• Experience with SEC filings and rating agency reports.
• Familiarity with equity research reports.

Benefits

• Competitive salary range of $85,000 - $110,000.
• Opportunities for professional development and career growth.