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Product Specialist II
Product Specialist II-June 2024
St. Louis
Jun 16, 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
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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

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