Key Responsibilities
Strategy
- Ensure awareness and understanding of CIB’s and FM’s strategy and objectives globally as well as the specific objectives and strategic priorities of the Loan Syndicate and Syndicate & Portfolio Management business.
Business
- Revenue – Help deliver the Regions and the overall Global TPI budget
- Distribution – Develop relationships with the loan investor universe, in order to achieve primary and secondary distribution volume targets whilst maximizing skim income
- Risk – Assist in reducing stick positions through sales and distribution across our footprints
- Compliance – No breaches of compliance standards
- Assist senior directors reviewing structure, timing, pricing to market, and executing the distribution strategies of primary syndicated loans
- Independently lead syndicate and structuring thoughts alongside origination teams.
- Bookrunning of transactions whilst ensuring stakeholders are updated consistently on the primary syndication process
- Assisting via bookrunning other regions’ transactions whilst ensuring stakeholders are updated consistently on the primary syndication process
- Distribution of secondary loans to bank and non-bank investors for the Bank alongside Portfolio Management
- Providing loan market intelligence to product partners
- Adherence to and promotion of governance, compliance and risk standards
- Providing pricing feedback to various teams in Global Banking as and when requested
- Providing market intelligence to contribute to underwriting decisions and help in monitoring of underwriting risk.
- Manage the team’s market comps and transactional database with analytical output provided to the wider team as required
- Manage the teams internal reporting presentations and loan market updates
- Manage the teams deal reporting to external agencies for league tables
Processes
- CAF Submissions: Provide syndication support to product partners on various transactions
- Secondary spelldown: To draft T&C offer sheets according to the specifics of each transaction ensuring that they are accurate and contain the necessary marketing information as stipulated from time to time be Legal & Compliance
- Underwriting Applications: To assist in providing information around Syndication strategy that is accurate and detailed for Underwriting Applications on a timely basis (i.e. resulting in minimal to no delays with respect to the transaction), according to the standard and format stipulated by Global Head, Financing Risk
- Deal Ticket Submissions: Ensure timely and accurate submission Secondary sales are inputted into the Deal ticket system. Ensure that sales are inputted into the deal ticket book
- Client Presentations: To assist originations in the preparation of client pitchbooks and RFP responses where necessary.
- Internal Presentations: Support the team in the preparation of internal performance review presentations.
- Investor Feedback capturing: Ensure that feedback from investors are captured in the respective excel sheets
People & Talent
- Build the appropriate culture and values. Set appropriate tone and expectations and work in collaboration with risk and control partners.
- Contribute to continuous process improvement and sharing best practice
- Collaborate with other Financing Risk team members and other internal RM / product team members
Risk Management
- Responsible for underwriting, syndication and distribution of syndicated loans
- Limit stick positions on underwritten positions.
- 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 other stakeholders
- Adherence to compliance standards including Private-Public Information Walls, Market Sounding etc
Governance
- Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role.
- Responsible for delivering ‘effective governance’; capability to challenge fellow executives effectively; and willingness to work with any local regulators in an open and cooperative manner.
- Accountable for escalation from Loan Syndicate, Africa and/or other Group governance committees or stakeholders in senior management, risk or control functions.
Regulatory & Business Conduct
- Display exemplary conduct and live by the Group’s Values and Code of Conduct.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
- Support the Loan Syndicate team to achieve the outcomes set out in the Bank’s Conduct Principles: Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Key stakeholders
- CIB Syndicate & Portfolio Management product heads and teams.
- Markets Sales, Structuring & Trading globally.
- Credit Portfolio Management.
- Client Coverage.
- Risk.
- Compliance.
- Bank investors.
- Institutional investors.
- Clients/Borrowers.
Other Responsibilities
- Embed Here for good and Group’s brand and values in the Global Credit Markets and Commercial Real Estate team. Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures.
Skills and Experience
- Client Experience, Behaviours and Preferences
- Loan Underwriting
- Industry Knowledge
- Debt Origination
- Partnership Management
- Sales
- Client Experience, Behaviours and Preferences
Qualifications
- Education Academic or Professional Education/Qualifications; Standard degree level education
- Training Complete all required mandatory and development training
- Languages Business Level English
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together we:
- Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
- Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
- Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
What we offer
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
- Flexible working options based around home and office locations, with flexible working patterns.
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
- A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
- Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.