Job Summary
A company is looking for an Analyst, Middle Office - Bank Loan Operations.
Key Responsibilities
- Administers portfolio transactions, ensuring compliance and accuracy while guiding less experienced staff
- Acts as a liaison to collect, analyze, and communicate information impacting accounts, managing client queries to resolution
- Oversees daily bank loan settlements and loan administration activities, ensuring timely processing and resolution of discrepancies
Required Qualifications
- Bachelor's degree or equivalent combination of education and relevant experience
- 2+ years of relevant work experience
- Experience within Investment Management or the financial services industry preferred
- Familiarity with Collateralized Loan Obligations (CLOs) and bank loan administration preferred
- Strong technical skills related to systems and processes, such as Excel Power query or SQL
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