... syndicated credit markets. * Develop an understanding of various alternative credit markets and ... while working at a desk, on a computer or with other standard office equipment, or while in ...
... syndicated credit markets. * Develop an understanding of various alternative credit markets and ... while working at a desk, on a computer or with other standard office equipment, or while in ...
... syndicated credit markets. * Develop an understanding of various alternative credit markets and ... while working at a desk, on a computer or with other standard office equipment, or while in ...
... syndicated credit markets. * Develop an understanding of various alternative credit markets and ... while working at a desk, on a computer or with other standard office equipment, or while in ...
... syndicated credit markets. * Develop an understanding of various alternative credit markets and ... while working at a desk, on a computer or with other standard office equipment, or while in ...
... syndicated credit markets. * Develop an understanding of various alternative credit markets and ... while working at a desk, on a computer or with other standard office equipment, or while in ...
... syndicated credit markets. * Develop an understanding of various alternative credit markets and ... while working at a desk, on a computer or with other standard office equipment, or while in ...
... syndicated credit markets. * Develop an understanding of various alternative credit markets and ... while working at a desk, on a computer or with other standard office equipment, or while in ...
Senior Construction Administrator
Dublin, OH · On-site
$80 - $100/hr
... Agencies/Syndicator/Inspectors/etc.) relating construction requirements and compliance during ... Desk job, 70% travel with Construction Site Visits. Working Conditions Normal, 70% travel required ...
Senior Construction Administrator
Dublin, OH · On-site
$80 - $100/hr
... Agencies/Syndicator/Inspectors/etc.) relating construction requirements and compliance during ... Desk job, 70% travel with Construction Site Visits. Working Conditions Normal, 70% travel required ...
CRE Credit Underwriter II
Cincinnati, OH · On-site
... Syndications, and other constituents. * Work in cooperation with RM's, customers/prospects, and ... Complete and manage the closing, funding, and booking process in cooperation with the Funding Desk ...
CRE Credit Underwriter II
Cincinnati, OH · On-site
... Syndications, and other constituents. * Work in cooperation with RM's, customers/prospects, and ... Complete and manage the closing, funding, and booking process in cooperation with the Funding Desk ...
CRE Credit Underwriter II
Cleveland, OH · On-site
... Syndications, and other constituents. * Work in cooperation with RM's, customers/prospects, and ... Complete and manage the closing, funding, and booking process in cooperation with the Funding Desk ...
CRE Credit Underwriter II
Cleveland, OH · On-site
... Syndications, and other constituents. * Work in cooperation with RM's, customers/prospects, and ... Complete and manage the closing, funding, and booking process in cooperation with the Funding Desk ...
Syndicate Desk information
What is a syndicate desk?
What are the key skills and qualifications needed to thrive as a syndicate desk professional?
What are some common challenges faced by professionals on the syndicate desk, and how can they be addressed?
What is the difference between Syndicate Desk vs Trading Desk?
| Aspect | Syndicate Desk | Trading Desk |
|---|---|---|
| Primary Function | Facilitates issuance of securities, manages relationships with underwriters and issuers | Executes buy and sell orders for securities on behalf of clients or the firm |
| Work Environment | Collaborative, client-facing, involved in deal structuring | Fast-paced, focused on market transactions and liquidity |
| Required Credentials | Typically finance or economics degree, strong communication skills | Finance or economics degree, strong analytical skills |
The Syndicate Desk primarily manages securities issuance and client relationships, while the Trading Desk focuses on executing market transactions. Both roles require finance knowledge, but the Syndicate Desk emphasizes deal structuring and client interaction, whereas the Trading Desk is more market-driven and transaction-focused.
What are popular job titles related to Syndicate Desk jobs in Ohio?
For Syndicate Desk jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Syndicate Desk jobs in Ohio look for?
The top searched job categories for Syndicate Desk jobs in Ohio are:

Director, Alternative Credit
Cincinnati, OH • On-site
8.9
Based on 9 frontline employees who took The Breakroom Quiz
35th of 311 rated insurance
Great coworkers
Good employer
Paid breaks
Recommended by parents
Respectful managers
Full-time
Re-posted 5 days ago
Job description
The Director, Alternative Credit is responsible for building, implementing, and managing alternative credit investments as a member of Fort Washington Investment Advisors to support Western & Southern profitability and product competitiveness in a risk efficient manner. Primary responsibilities include developing the investment pipeline, underwriting and recommending new investments, managing the existing portfolio, fulfilling reporting needs, and performing special projects to evolve Western & Southern's capabilities in this area.
What you will do:
- Manage a diversified suite of investment portfolios including middle market direct lending, infrastructure lending, private asset backed finance, and other allocations outside of the syndicated credit markets.
- Develop an understanding of various alternative credit markets and broader capital markets in order to assess risk adjusted returns and relative value across competing investment opportunities.
- Shape enterprise investment strategy by leading cross-functional strategic initiatives that expand the firm’s investment toolkit, driving research, due diligence, and recommendations that inform CIO, CEO, and board-level decision-making.
- Determines and implements overall portfolio strategy for assigned portfolios, including top down positioning (risk allocation, sector/country weights), sector allocation, security selection, and performance relative to benchmarks.
- Works closely with co-CIO, Sr. PM, and analyst team to review and report on overall portfolio risk levels, sector/country exposures, and issuer-level exposures.
- Deliver measurable enterprise impact by executing investment strategies that materially improve liability crediting rates and strengthen the company’s long-term competitive positioning.
- Influence enterprise direction by preparing and presenting high-impact materials to senior leadership and board-level committees, shaping strategic conversations on pricing, profitability, and capital allocation.
- Generate specific recommendations across managed vehicles of various types (funds, SMAs, JVs) as well as co-investments, direct investments, and strategic partnership opportunities.
- Source, underwrite, and present investments to senior management in Private Investments Committee and Finance Committee.
- Generate returns that exceed stated portfolio goals and objectives.
- Stays current on trends in the insurance industry to maintain awareness of competitors, expansion opportunities, customers, markets, and new industry developments and standards.
- Performs other duties as assigned.
- Complies with all policies and standards.
- Bachelor's Degree - Required
- Master's Degree - Preferred
- 4 - 6 years investment related and/or financial analysis experience with significant investment acumen. - Required
- Proven experience with innovative and strategic problem identification and resolution. - Required
- Proven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks accurately and on a timely basis. - Required
- Demonstrated strong team orientation and experience working effectively within a team. - Required
- Proven strong proclivity for continuous learning and desire to increase breadth and depth of experience. - Required
- Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner. - Required
- Proven superb presentation skills with experience conveying information in a clear, focused and concise manner. Proven ability to answer questions and garner credibility. Demonstrated use of strong listening and communication techniques and presentation software. - Required
- Demonstrated superior selling skills with proven experience effectively influencing individuals and group to a recommended course of action. - Required
- Proven strong analytical skills and comfort with complex data, including demonstrated experience identifying and quantifying problems and providing effective resolutions. - Required
- Ability to understand financial statements, loan agreements and other investment related documentation. Basic knowledge of financial markets; previous leveraged finance experience is a plus. Ability to make judgments based on market knowledge. Experience with financial modeling and analysis. - Required
- Proficient in word processing and spreadsheet applications. - Required
- Chartered Financial Analyst (CFA) Upon Hire - Preferred
Work Setting/Position Demands:
- Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
- Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
- Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
- Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
- Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
- Performs substantial movement of wrists, hands, and fingers for continuous computer work.
- Extended hours required during peak workloads or special projects/events.
Travel Requirements:
- Estimated amount 10%.
About Western & Southern Financial Group
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Cincinnati, OH, US
Year founded
1888
Website
What Western & Southern Financial Group employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom