Loan Operations Analyst (New York)

Role Overview

Insight Investment is looking for a Loan Operations Analyst to join the Market Operations team in New York. The role involves oversight of the outsourced back office and providing industry expertise in handling open issues, contributing to projects, scrutinizing process controls, and managing daily relationships.

Role Responsibilities

• Oversight of our two outsourced back-office providers to ensure timely and accurate service that adheres to or exceeds our agreed service level provisions.
• This includes both formal, recurring checkpoint meetings and informal daily interactions.
• Daily review of front office system reconciliations and work with our two outsourced back offices and trading desk to rectify outstanding issues.
• Rectify outstanding asset setup issues and corporate actions.
• Follow up on trade breaks, overdrafts, and other cash related issues.
• Review, identify and enhance process controls.
• Work with IT regarding trade data quality, efficiency of processes, electronic trading system connectivity.
• Post and approve client cash activity.
• Implementing the procedures and activities required for closing loan.
• Review and approve leveraged loan trade details and work with loans team in rectifying any trade related details.
• Work independently on ad hoc and project requests.
• Work with London Market Operations Team in aligning procedures and oversight methodology.
• Monitor account onboarding and transition activities and resolve any related issues.
• Participate in weekly service meetings to discuss business activity, open issues, and outline steps to resolve any outstanding items.

Experience Required

• Demonstrated experience in the loan closing process, with direct loan closing expertise considered a strong advantage.
• Ideal experience in or a strong interest in Fixed Income.
• Familiarity with global securities, derivatives, and options markets.
• Solid familiarity with loan documentation and LSTA standards and Clearpar/WSO knowledge.
• Hands-on experience across a broad range of loan products.
• Proactive and sees tasks to completion.
• Organized and strong attention to detail.
• Proven ability to share tasks and work well with a partner in covering group accountabilities.
• Interest in technology and how tools such as AI can support internal processes and better outcomes for clients.

About Insight Investment

Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs. Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities. Insight has a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. More information about Insight Investment can be found at: https://www.insightinvestment.com/corporate/.

Pay

The base salary for this role is between USD 110,000 to 125,000.