- Lead syndication strategy, structuring, negotiation and execution for club and syndicated transactions.
- Develop and maintain relationships with institutional investors, banks, and other financial partners.
- Analyze deal terms, market trends, and investor appetite to optimize syndication outcomes. Educate prospects, clients and internal partners on same.
- Coordinate due diligence, documentation, and closing processes with legal, credit, portfolio, operations, and underwriting teams.
- Prepare and deliver presentations to senior management and clients regarding syndication opportunities and results, market conditions, and investor themes.
- Monitor portfolio performance and provide ongoing market intelligence to inform future syndication strategies.
- Customer Focus: Strong commitment to understanding and fulfilling client needs.
- Leadership: Proven ability to lead, mentor, and mobilize diverse teams toward achieving ambitious objectives.
- Analytical Thinking: Skill in interpreting data and market trends to make informed decisions.
- Adaptability: Capacity to navigate and thrive in a dynamic and competitive banking environment.
- Execution: Strong execution skills and deadline-oriented mentality.
- Bachelor's degree in finance, economics, or related field.
- Minimum 8 years of experience in loan syndications, capital markets, or leveraged or structured finance.
- Proven leadership and project management skills, with the ability to manage multiple transactions and deal teams simultaneously.
- Strong analytical, negotiation, and communication abilities.
- Established network within the broader investor and banking communities.
- Master of Business Administration.
Skills Required
- Bachelor's degree in finance, economics, or related field
- Minimum 8 years of experience in loan syndications, capital markets, or leveraged or structured finance
- Proven leadership and project management skills, able to manage multiple transactions and deal teams
- Strong analytical, negotiation, and communication abilities
- Established network within institutional investors and banking communities
- Customer focus and commitment to understanding client needs
- Leadership: ability to lead, mentor, and mobilize diverse teams
- Analytical thinking: interpret data and market trends to inform decisions
- Adaptability: ability to navigate a dynamic banking environment
- Execution orientation and deadline-driven mentality
- Master of Business Administration
Valley Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Valley Bank and has not been reviewed or approved by Valley Bank.
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Healthcare Strength — Health coverage spans medical, dental, and vision with HSA/FSA options alongside life, AD&D, disability, and EAP support. The breadth presents as a comprehensive, modern package for a regional bank.
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Leave & Time Off Breadth — Time off offerings include vacation/PTO, sick leave, and volunteer PTO. Feedback suggests these elements contribute positively to work–life balance even when base pay feels light.
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Retirement Support — Retirement programs include a 401(k) with company match and, for eligible employees, a deferred compensation plan. The presence of these programs strengthens total compensation.
Valley Bank Insights
What We Do
At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.
