Loan Trade Settlements Support, Associate I

Alter Domus • Carmel-by-the-Sea, CA

1d • Hybrid

About The Position

Alter Domus is currently seeking a new Associate I to join the Trade Settlement Support team in our Carmel, IN office. This is an exciting opportunity for candidates with experience in Financial Services to work on a rapidly growing, business-critical team. The new hire will be an integral member of Loan Trade Settlement Support within Debt Capital Markets Operations.

JOB DESCRIPTION:

Learn to navigate and gain proficiency with both external software systems and internal proprietary systems to process trade documents and retrieve reports needed to perform job duties
Coordinate with internal and external teams to ensure timely responses and resolution to inquiries
Process documentation; including entering the appropriate information either by data entry or upload to the record keeping system
Provide high quality client service internally and externally, answering inquiries and resolving problems
Understanding of and ability to open, review and assign computer files according to directory/file path protocols
Ensure work is completed accurately and on-time while tracking and escalating any issues to the appropriate business unit
Review and improve business processes and coordinate with managers and technology

Loan Trade Settlement Support:

Demonstrate product and functional knowledge of the bank loan market to communicate with business and trading counterparties
Support the settlement process of loan syndications, secondary loan trades, CLOs, restructures, privates, and trade claims including funding and documentation matters
Navigate internal systems and external/industry platforms to process trades, allocations and deliver relevant documentation accurately within time sensitive deadlines

YOUR PROFILE:

Associate or bachelor’s degree in a business-related field or relevant work experience
Knowledge and interest in the financial services industry and operations
Responsive, friendly, and proactive approach
Excellent written and verbal communication skills
High attention to detail
Experience reading and comprehending loan terminology
Ability to work in a high-volume, fast-paced, deadline-driven environment
Exceptional organizational and time management skills
Ability to multitask and prioritize daily workload
Skilled in independently researching and resolving problems
Microsoft Excel experience

Requirements

• Associate or bachelor’s degree in a business-related field or relevant work experience
• Knowledge and interest in the financial services industry and operations
• Responsive, friendly, and proactive approach
• Excellent written and verbal communication skills
• High attention to detail
• Experience reading and comprehending loan terminology
• Ability to work in a high-volume, fast-paced, deadline-driven environment
• Exceptional organizational and time management skills
• Ability to multitask and prioritize daily workload
• Skilled in independently researching and resolving problems
• Microsoft Excel experience

Responsibilities

• Learn to navigate and gain proficiency with both external software systems and internal proprietary systems to process trade documents and retrieve reports needed to perform job duties
• Coordinate with internal and external teams to ensure timely responses and resolution to inquiries
• Process documentation; including entering the appropriate information either by data entry or upload to the record keeping system
• Provide high quality client service internally and externally, answering inquiries and resolving problems
• Understanding of and ability to open, review and assign computer files according to directory/file path protocols
• Ensure work is completed accurately and on-time while tracking and escalating any issues to the appropriate business unit
• Review and improve business processes and coordinate with managers and technology
• Demonstrate product and functional knowledge of the bank loan market to communicate with business and trading counterparties
• Support the settlement process of loan syndications, secondary loan trades, CLOs, restructures, privates, and trade claims including funding and documentation matters
• Navigate internal systems and external/industry platforms to process trades, allocations and deliver relevant documentation accurately within time sensitive deadlines

Benefits

• Support for professional accreditations
• Flexible arrangements, generous holidays, plus an additional day off for your birthday!
• Continuous mentoring along your career progression
• Active sports, events and social committees across our offices
• 24/7 support available from our Employee Assistance Program
• The opportunity to invest in our growth and success through our Employee Share Plan
• Plus additional local benefits depending on your location

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree