Senior Analyst, Bank Loan Operations

A company is looking for a Senior Analyst, Middle Office - Bank Loan Operations. Key Responsibilities Administers portfolio transactions, ensuring compliance and accuracy while guiding less experienced peers Acts as a liaison between operations staff and clients, managing queries and ensuring timely resolution Oversees daily bank loan settlements and lifecycle activities, collaborating with service providers and managing discrepancies Required Qualifications Bachelor's degree or equivalent combination of education and relevant experience 5+ years of total relevant work experience 7+ years of experience in Investment Management, Asset Management, or Financial Services preferred 5+ years of experience supporting bank loan administration and/or trade settlement strongly preferred Familiarity with Wall Street Office (WSO) and ClearPar is a plus

Apr 7, 2025 - 20:05
 0
Senior Analyst, Bank Loan Operations
A company is looking for a Senior Analyst, Middle Office - Bank Loan Operations. Key Responsibilities Administers portfolio transactions, ensuring compliance and accuracy while guiding less experienced peers Acts as a liaison between operations staff and clients, managing queries and ensuring timely resolution Oversees daily bank loan settlements and lifecycle activities, collaborating with service providers and managing discrepancies Required Qualifications Bachelor's degree or equivalent combination of education and relevant experience 5+ years of total relevant work experience 7+ years of experience in Investment Management, Asset Management, or Financial Services preferred 5+ years of experience supporting bank loan administration and/or trade settlement strongly preferred Familiarity with Wall Street Office (WSO) and ClearPar is a plus