Bank Loan Analyst (Hybrid - Downers Grove, IL/Houston, TX)

Responsibilities

• Produce scheduled reporting deliverables for internal stakeholders, including Investment, Reporting, Legal, and Compliance teams.
• Support traders by ensuring trading activity is accurately and efficiently entered in a timely manner.
• Absorb and coordinate trade closing activities and settlement efforts.
• Liaise with traders, trade counterparties, and agent banks to facilitate settlement efforts.
• Support the maintenance of data quality and integrity for critical business information.
• Perform data mining from internal and external sources.
• Analyze data and provide reporting support for Bank Loan clients.
• Collaborate with team members to deliver high-quality service to internal and external clients and service providers.

Qualifications

• Bachelor’s degree required. A degree in Finance, Accounting, or a related business field is preferred.
• 2+ years of relevant work experience preferred.
• Strong attention to detail and commitment to accuracy.
• Excellent quantitative and qualitative analytical skills.
• Ability to analyze data and present findings in a meaningful manner.
• Proficiency with Microsoft Excel.
• Proficiency with Microsoft Access.
• Proficiency with Microsoft Word.
• Strong verbal communication skills.
• Strong written communication skills.
• Strong interpersonal skills.
• Ability to work independently and follow through on projects.
• Ability to manage multiple tasks and priorities simultaneously.
• Self-motivated with strong organizational skills.
• Team-oriented with the ability to collaborate effectively.
• Flexible, open-minded, and receptive to feedback.

Preferred Qualifications

• Familiarity with bonds and bond settlements.
• Understanding of the syndicated loan market (LMA) and fund operations.
• Experience in a reporting or product oversight role.
• Experience within the investment management industry.
• Working knowledge of Allvue Everest.