Investment Banking, Transaction Execution & Risk Management, Experienced Analyst/Associate, Dallas

Location(s) US-TX-Dallas
Job ID
Schedule Type
Full Time
Investment Banking
Investment Banking Division
Business Unit
Leveraged Finance
Employment Type



Our division works on some of the most complex financial challenges and transactions in the market today. Whether advising on a merger, providing financial solutions for an acquisition, or structuring an initial public offering, we handle projects that help clients at major milestones. We work with corporations, pension funds, financial sponsors, and governments and are team of strong analytical thinkers, who have a passion for producing out-of-the-box ideas.


The Transaction Execution & Risk Management team (TERM) is responsible for risk management and quality control of debt underwritings globally, which include deal commitments, relationship loans and best efforts debt financings. The Group works very closely with the Firmwide Capital Committee which approves these transactions. The Group is part of the Investment Banking Division and performs a first line of defense control function; team members and work closely with Investment Banking colleagues and all of the Control areas of the Firm to make sure that debt transactions are reviewed and efficiently handled pursuant to the Firm’s policies to ensure the highest quality debt underwriting process. The Chief Underwriting Office is team within TERM. The candidate will work for the three Chief Underwriting Officers for the Americas to assist in all functions of the role with particular focus on committee administration, transaction memo review, data tracking and analysis and overall quality control. There will be significant interaction with Financing Group bankers as well as with Control areas of the firm, particularly the Credit Risk and Legal. There will also be periodic special projects and presentations.

Responsibilities include:

  • Assist in tracking key leveraged loan metrics throughout a transaction’s life (weekly)
  • Pre-signature; review deal terms tracking in system and updated Term Sheets to ensure consistency w/Committee approval (weekly)
  • Pre-signature; having checked all requirements, approve for commitment signature (weekly)
  • Ensure transaction files are complete and ready to be reviewed by regulators (covering committee approval, signing and closing)
  • Track Capital Committee follow-up completion (weekly)
  • Work with Bankers prior to Capital Committee memo submission to enhance accuracy/quality control, particularly leveraged lending sections (weekly)
  • Follow-up post memo submission to Committee, to review leveraged lending sections to ensure highest quality final memos for files (weekly)
  • Work w/coordinators to ensure “pipeline” of deals flagged/agenda requests done (weekly)
  • Work with Banking teams to help encourage timely memo submission (weekly)
  • Follow-up on leveraged lending requests from regulators
  • Help with miscellaneous reports and presentations
  • Maintain underwriting standards database and manage presentations
  • Leadership on cross-divisional technology projects to aid efficiency and automation
  • Preparation of Committee agendas and recording, documenting and distributing committee decisions and follow ups
  • Scheduling of ad hoc committee meetings
  • Coordinating with Compliance to wall cross committee members, as applicable



  • Detail oriented; ability to review many 30+ page documents each week, identify errors and ensure correct data entry
  • Excellent multi-tasking abilities required; an ability to implement solutions that appropriately balance business needs and a control perspective is critical
  • Strong interpersonal, communication and analytical skills
  • Ability to work flexible hours given deal timelines and committee meetings that regularly require weekend work
  • Self-starter with the ability to work effectively with minimum supervision; a proactive team player with a strong sense of urgency and the ability to get along with others
  • Must work well under pressure and have a positive, hands-on, “can do” attitude



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