Home
/
Accounting and Finance
/
Product Specialist II
Product Specialist II-March 2024
St. Louis
Mar 15, 2026
ABOUT MERRILL
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We focus on helping all clients pursue the
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Product Specialist II

  Job Description:

  Primarily responsible for preparation of marketing materials and execution of syndicated loans, with an opportunity to attend and participate in client pitches and lender meetings, gain exposure to complex transactions, and build on existing credit, structuring, communication and presentation skills.

  Job Responsibilities

  Coordinate and prepare marketing materials (pitches, lender presentations)Prepare comparable transaction analysisFinancial modelingReview legal documents for syndication specific terms (engagement/commitment papers, credit agreements)Set up and manage Syndtrak sites for new deals / coordinate with Agency Management for existing dealsCoordinate bank meeting logistics and attend meetingsDirectly communicate with borrower, lenders, counsel, and agency managementManage closing logistics (prepare allocations memo, funds flow, closing invoice, accounting and regulatory reporting, pipeline management)Partner with Senior Product Specialist to ensure seamless execution of syndicated loansEstablish and maintain strong partnership with Leveraged Finance

  Desired Competencies

  5-10 years commercial/corporate credit experienceStrong credit, analytical, structuring and communication skillsStrong business acumenProficient with Power Point and ExcelFamiliar with Syndicated Credit AgreementsAbility to work independentlyStrong time management skills with ability to balance multiple projects and meet deadlinesHighly energized team player with a positive attitudeEmbraces the importance of maintaining BofAML's core values and brand in everything we doHas a strong desire to grow and developMaintains a polished and professional appearanceSeries 79 and 63 registration

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Licensed Health Agent
Health agents-sell ACA, STM, and more from home with Assurance! Assurance IQ, a Prudential company, is looking for Licensed Health Agents who are ready to build their career while helping shoppers ge
Consultor Funcional Payroll Rhpro - Visma
Our story At Alight, we believe a company's success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to Be A
Accountant
About Opendoor Founded in 2014, Opendoor's mission is to empower everyone with the freedom to move. We believe the traditional real estate process is broken and our goal is simple: build a digital, e
Benefits Associate
Company Description Uncommon Schools is a nonprofit network of high-performing, public charter schools providing an outstanding K-12 education in historically under-resourced communities. We have pro
Sr Cost Accountant 4
Job Description: Summary: • Develops, implements and/or maintains one or a combination of cost accounting and spending systems to prepare, analyze and /or explain financial reports. Essential Duties
Economic Assistance Case Worker - Taunton
Job Description The Department of Transitional Assistance (DTA) is seeking qualified applicants for the position of Economic Assistance Case Worker. Our ideal candidate has demonstrated knowledge of
Billing Specialist
Morgan, Lewis & Bockius LLP, one of the world's leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, i
Investment Specialist
I can succeed as an Investment Specialist at Capital Group. As one of our Investment Specialists based in Toronto or Montreal, you'll be a business driver for Fixed Income and engage with external cl
Merchandise Controller - Fort Worth
Style is never in short supply at our more than 500 HomeGoods stores and we are constantly on a mission to provide the little surprises and extra touches that make a house feel like home. Same with w
Finance Business Analyst
Job Description The scope included below but not limited to:- Evaluates and analyzes financial information and business trends to develop reconciliations, variance explanations, risk assessments, and
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved