Assistant Manager – Debt Syndication Full Time NEW

Department: Debt Advisory & Syndication

Designation: Assistant Manager – Debt Syndication

Experience: 2 – 5 Years

Employment Type: Full-Time

Reporting To: Senior Manager / Vice President – Debt Syndication

About The Company

We are a leading Debt Advisory and Financial Services firm specializing in Debt Syndication, Structured Finance, Working Capital Solutions, Project Finance, and Alternative Credit. We partner with Corporates, SMEs, Growth-Stage Businesses, and Promoters to provide customized financing solutions through an extensive network of Banks, NBFCs, AIFs, Private Credit Funds, and Financial Institutions.

We are looking for a dynamic and detail-oriented Assistant Manager – Debt Syndication to support transaction execution, lender coordination, financial analysis, and client servicing across a wide range of debt financing solutions.

Key Responsibilities

Debt Syndication & Transaction Execution

• Assist in the execution of debt fundraising transactions across:
• Working Capital Facilities
• Cash Credit & Overdraft Limits
• Term Loans
• Structured Debt
• Project Finance
• Loan Against Property (LAP)
• Supply Chain Finance
• Private Credit & Alternative Lending Solutions
• Coordinate with clients, lenders, and internal teams to facilitate smooth transaction execution.
• Support documentation, sanction processing, and disbursement activities.
• Monitor transaction timelines and ensure timely closure of mandates.
• Assist in preparing and tracking lender submissions and follow-ups.

Financial Analysis & Credit Assessment

• Analyze financial statements, cash flows, banking conduct, and operational performance of clients.
• Prepare and review:
• Credit Notes
• CMA Data
• Financial Models
• Information Memorandums (IMs)
• Funding Proposals
• Financial Projections
• Lender Presentations
• Evaluate borrower credit profiles and debt servicing capabilities.
• Support transaction structuring based on client requirements and lender expectations.

Lender Coordination & Relationship Management

• Coordinate with Banks, NBFCs, Financial Institutions, AIFs, and Private Credit Funds for transaction processing.
• Maintain regular communication with lender credit and business teams.
• Track lender requirements, sanction conditions, and approval processes.
• Assist in building and maintaining strong lender relationships.

Client Relationship Management

• Act as a key point of contact for clients during transaction execution.
• Gather financial and operational information required for lender evaluation.
• Ensure timely resolution of client queries and documentation requirements.
• Maintain strong client relationships to support repeat business opportunities.

MIS & Reporting

• Maintain and update transaction pipeline trackers and MIS reports.
• Track:
• Mandates Received
• Lender Engagements
• Sanctions & Disbursements
• Revenue Contribution
• Deal Status Updates
• Prepare periodic reports and presentations for management review.
• Ensure proper documentation and record management for all transactions.

Ideal Candidate Profile

Education

• MBA (Finance), CA Inter, CFA (Pursuing/Completed), or equivalent qualification.
• Strong understanding of Corporate Finance, Credit Analysis, and Lending Products.

Experience

• 2–5 years of experience in:
• Debt Syndication
• Debt Advisory
• Corporate Banking
• Credit Analysis
• Structured Finance
• Lending Operations
• Financial Advisory
• Exposure to SME, Mid-Market, or Corporate Lending preferred.
• Experience in preparing credit proposals and interacting with lending institutions will be an added advantage.

Key Skills & Competencies

• Strong financial analysis and credit assessment skills.
• Understanding of debt products and lending processes.
• Ability to prepare financial models and credit proposals.
• Excellent communication and stakeholder management skills.
• Strong coordination and execution capabilities.
• High attention to detail and analytical mindset.
• Ability to manage multiple transactions simultaneously.
• Proficiency in Microsoft Excel, PowerPoint, and financial modelling.

Preferred Experience

• Experience with Debt Advisory, Corporate Finance, Structured Finance, NBFCs, or Banking institutions.
• Exposure to Working Capital, Term Loans, LAP, and Project Finance transactions.
• Familiarity with CMA preparation, financial projections, and lender documentation.
• Understanding of debt markets and credit underwriting processes.

Key Performance Indicators (KPIs)

• Number and value of transactions executed.
• Timely completion of lender submissions and documentation.
• Sanction-to-disbursement conversion ratio.
• Accuracy and quality of financial analysis and credit proposals.
• Client and lender satisfaction levels.
• Turnaround time for transaction execution.
• Contribution towards team revenue and business objectives.

What We Offer

• Opportunity to work on diverse debt advisory and syndication transactions.
• Exposure to leading Banks, NBFCs, AIFs, and Private Credit Funds.
• Hands-on experience in structured finance and corporate lending.
• Collaborative and entrepreneurial work environment.
• Strong learning and career growth opportunities.
• Competitive compensation with performance-linked incentives.

Skills: project finance,structured finance,management,project,financial analysis,capital,documentation,credit,finance,sanction