Analyst, Bank Loan Operations
About The Position
The Analyst, Bank Loan Operations will perform and review all tasks associated with the Bank Debt Group including (but not limited to) trade settlements, fail management, and accounting processing. Resolve escalated issues, which could have significant impact on daily operations. Provide exceptional service to various business partners. Participate in future project opportunities and facilitate change in a rapidly developing environment. Assist with development and review for new and/or changes to departmental policies and procedures. Collaborate within team environment to successfully manage daily work volumes and quality standards. Lead team members through daily work and providing oversight as well as training newer associates on tasks.
Requirements
- Financial services industry experience.
- Deep understanding of syndicated loans, bilateral loans, and secondary loan trading.
- Well-versed with LSTA/LMA standards and documentation.
- Expertise in trade capture, confirmation, settlement, and reconciliation.
- Understanding of delayed compensation rules and settlement timelines.
- Experience with platforms like ClearPar, WSO, LoanIQ, ACBS, or similar.
- Strong Excel skills (VLOOKUP, pivot tables, macros).
Nice To Haves
- Bachelor's degree preferred but not required.
- Familiarity with workflow tools (e.g., Alteryx, Tableau, Power BI) is a plus.
Responsibilities
- Perform and review all tasks associated with the Bank Debt Group including trade settlements, fail management, and accounting processing.
- Resolve escalated issues that could have a significant impact on daily operations.
- Provide exceptional service to various business partners.
- Participate in future project opportunities and facilitate change in a rapidly developing environment.
- Assist with development and review for new and/or changes to departmental policies and procedures.
- Collaborate within a team environment to successfully manage daily work volumes and quality standards.
- Lead team members through daily work, providing oversight and training newer associates on tasks.
Benefits
- Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
