Loan Agency Services, Associate II
About The Position
Alter Domus is a provider of integrated solutions for the alternative investment industry, serving 90% of the top 30 asset managers in private markets and employing more than 6,000 professionals across 24 jurisdictions. The company describes a merit-based culture focused on open communication and supporting employees’ development and career progression. The Loan Agency Services, Associate II acts as a liaison between borrowers and lenders and coordinates loan agency and facility activity. The role involves reviewing governing and credit agreement documentation, maintaining agency systems and deal information, processing payments and funds movement, and supporting and training Associate-level staff. The position requires detailed data entry and use of Microsoft Excel.
Requirements
- Bachelor’s degree in accounting, finance, economics, or a related field, or commensurate work experience.
- At least 2 years of experience in bank loan agency, syndication, or investment management operations.
- Responsive, friendly, professional, and proactive communication approach.
- Deadline-driven and highly organized, with exceptional attention to detail.
- Ability to independently research, analyze, and resolve complex problems and quickly learn new concepts.
- Working knowledge of fundamental financial, accounting, and operations concepts.
- High proficiency in Microsoft Excel.
Nice To Haves
- Experience with Bloomberg and other loan research tools.
Responsibilities
- Act as a liaison between borrowers and lenders and collaborate with legal counsel, trustees, and other third-party service providers.
- Maintain a working knowledge of relevant portfolios and deal-related documentation.
- Reference, understand, and extract information from Credit Agreements and governing documents to ensure compliance and update the Agency system.
- Use judgment, interpretation, and problem-solving to understand loan-related information.
- Calculate, invoice, and disburse deal-related fees; collect and disburse interest, principal, fee payments, and new borrowing funds.
- Coordinate funds movement for initial funding and closing.
- Provide training to Associate-level staff on policies and procedures.
- Ensure proper system setup, including maintenance of changing deal attributes.
- Understand Agency services and associated risks, and alert the Manager to out-of-scope requirements and risk issues.
- Maintain facility commitments and process loan- and facility-related activity, including rollovers, rate settings, conversions, prepayments, assignments, and amendments.
- Perform extensive data entry in agency systems and Microsoft Excel.
Benefits
- Support for professional accreditations.
- Flexible arrangements and generous holidays, plus an additional day off for your birthday.
- Continuous mentoring along your career progression.
- Active sports, events, and social committees across offices.
- 24/7 support through the Employee Assistance Program.
- Opportunity to invest in the company’s growth and success through the Employee Share Plan.
- Additional local benefits depending on location.
- Access to the Alter Domus Academy’s six learning zones and resources from LinkedIn Learning.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
