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.

Pay

We offer a competitive salary range for this position. Most candidates who join our team are hired at the median of this range, ensuring fair and equitable compensation based on experience and qualifications.

Schedule

This role is hybrid (4 days on-site and 1 day remote/week) in Downer's Grove, IL, or Houston, TX.