Analyst, Transaction Onboarding

Antares • Atlanta, GA

3d • Onsite

About The Position

The Transaction Onboarding Analyst is a key contributor to the accurate and efficient booking of deals within the onshore booking team. Reporting directly to the Assistant Vice President (AVP), Transaction Onboarding Manager, the role manages the end-to-end booking process, upholds data integrity, and ensures compliance with internal controls and regulatory standards. The analyst collaborates with team members and cross-functional stakeholders to support seamless operations and ongoing process improvements. This position offers the opportunity to develop specialized expertise in deal booking and potential career growth within the broader Funding & Settlements organization.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or a related field, or relevant work experience.
• 1–3 years of experience in deal booking, financial services, asset management, or a related operational role.
• Understanding of financial instruments, deal booking processes, and operational workflows.
• Exceptional attention to detail and commitment to data accuracy.
• Strong communication, teamwork, and problem-solving skills.
• Proficiency in Microsoft Office Suite.
• Ability to adapt to evolving processes, act on feedback, and contribute to process improvement initiatives.
• Must have unrestricted authorization to work in the United States.
• Must be willing to comply with pre-employment screening, including drug testing, reference verification, and background check.
• Must be willing to work from the Atlanta office and travel as necessary.

Nice To Haves

• Experience with LIQ and WSO.
• Familiarity with relevant regulations and compliance standards in asset management.
• Experience working with cross-functional groups.
• Knowledge of private credit legal documentation.

Responsibilities

• Execute day-to-day deal booking activities accurately and in alignment with firm policies and regulatory requirements.
• Review and process deal documentation to ensure required information is present for timely and correct booking.
• Assist in reconciling booked deals, identifying discrepancies, and facilitating prompt resolution.
• Monitor booking workflows and escalate potential delays, errors, or process gaps to the AVP as needed.
• Support training programs and stay current on booking systems, processes, and industry standards.
• Collaborate with Funding and Settlements closers and other stakeholders to improve communication and operational efficiency.
• Follow internal controls and maintain data accuracy and compliance with company policies and regulations.
• Suggest and help implement process improvements to improve booking efficiency and reduce operational risk.
• Assist with preparing reports and tracking performance metrics for management review.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level