Associate Analyst, Bank Loan
About The Position
The Senior Analyst, Bank Debt will perform and review all tasks associated with the Bank Debt Group including trade settlements, fail management, and accounting processing. This role involves resolving escalated issues that could significantly impact daily operations, providing exceptional service to business partners, and participating in future project opportunities to facilitate change in a rapidly developing environment. The analyst will also assist with the development and review of departmental policies and procedures and collaborate within a team environment to manage daily work volumes and quality standards. Additionally, this role involves leading team members through daily work, providing oversight, and training newer associates.
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, 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.
Benefits
- The ability to work overtime and be flexible is strongly encouraged.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
