Merrill Lynch, Pierce, Fenner & Smith, Inc. Work Values

Daily Duties at Merrill Lynch, Pierce, Fenner & Smith, Inc.:

Team Leader managing, through the syndication process, the structuring, marketing, and execution of syndicated loan transactions for private middle market clients in the Bank's Commercial Real Estate Bank. Primary coverage responsibility was the West Division as well as the Homebuilding Division. Job Responsibilities included: * Personally drive all strategic and tactical aspects of the management of the team in conjunction with direction of the Group Head; * Develop and maintain client relationships; * Develop and maintain investor relationships; * Participate in Division and Regional Office Meetings to update product partners on current deal flow, market trends, investor trends, and performance of unit; * Initiated quarterly conference calls with each Division's client management team and risk management partners to monitor performance of the syndicated portfolio and be proactive in dealing with any concerns; * Conduct market research through interactions with clients, investors and client management team; * Interface with client management team and risk management to determine deal structure for proposed transactions; * Negotiate financial terms and loan documents with client, client management team, and investors; * Host bank group meetings/conference calls, * Interface with third parties throughout the closing process; * Coordinate closings with client, client managment team, investors and attorneys; * Produce team fee and pipeline reports; * Maintain team's deal reporting system; * Supervised performance of direct reports through reviewing written work, timeliness of responses and delivery of an accurate product. Responsible for monitoring workflows to maximize associate resources; * Created semi-annual performance reports for each junior associate and submitted to group head for required reviews; * Audited REIT transactions with Corporate Real Estate Team.

What they like about Merrill Lynch, Pierce, Fenner & Smith, Inc.:

Working for a company with an emphasis on social values and helping society is a clear and important priority for you - a critical factor in who you choose to work for. In contrast to other factors, you place an organization's reputation for fairness and concern for the community above most other aspects of the company. As you search for a new job opportunity, it is usually possible to find out if the company is involved in the community and/or if it is addressing problems and issues in society. Pay special attention to non-profit organizations and those specifically involved in social action. Moreover, speaking with current and former employees should enlighten you to perceptions of the fairness of the company's leaders and the treatment of employees.

Tags

Syndicated Loans, Client Management, Market trends, Business Strategy and Planning, Credit Analysis and Underwriting, Sales and Marketing, Staff Management and Training

Skills

P&L responsibilities, Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Sales Support, Software Implementation, Syndicated Loans, Identifying Market Trends, Credit Analysis and Underwriting, Client Management, Sales and Marketing

These are some of the questions we asked our climbers about their experiences with Merrill Lynch, Pierce, Fenner & Smith, Inc.: