Associate Analyst, Bank Loan

About the role

The Senior Analyst, Bank Debt 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.

Responsibilities

• Provide exceptional service to various business partners.
• Participate in future project opportunities and facilitate change in a rapidly developing environment.
• Aid in the 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 provide oversight as well as training newer associates on tasks.

Requirements

• Bachelor's degree preferred but not required.
• 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); familiarity with workflow tools (e.g., Alteryx, Tableau, Power BI) is a plus.

Qualifications

The role requires great attention to detail, the ability to work in a time-sensitive environment, and the ability to "think outside of the box."

Skills

• Technical proficiency in trade capture, confirmation, settlement, and reconciliation.
• Project management and change facilitation skills.
• Attention to detail and problem-solving abilities.
• Ability to work in a fast-paced, dynamic environment.

Benefits

Depending on the project that the analyst supports, the work hours may vary from early morning shifts to more standard work hours. The ability to work overtime and be flexible is strongly encouraged.

Pay

Details regarding pay are not specified in the job description.

Schedule

Details regarding schedule are not specified in the job description.

Benefits

Details regarding benefits are not specified in the job description.