Job responsibilities
- Work with front office, clients, counsel and operations to settle third party assignments
- Establish and maintain strong working relationships with clients/counterparts
- Manage heavy trade portfolio across various lines of business while maintaining a clean ageing profile
- Review loan syndication standard documents and credit agreements
- Identify and escalate issues to the front office, in-house legal counsel and management, when necessary.
- Prepare daily/weekly commentary for all open items to measure risk
Required qualifications, capabilities, and skills
- Bachelor’s degree
- Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint)
- General understanding of syndicated loans and trade lifecycle
- Prior knowledge of loan products or trading operations including experience with Loan Syndication Trade Associate “LSTA” standard documentation and standard terms and conditions
- Excellent oral and written communication skills
- Excellent analytical and critical thinking skills
- Highly motivated with a team-oriented mindset
Preferred qualifications, capabilities, and skills
- Familiarity with loan-based software (LoanIQ, ClearPar)
- Syndicated Loan experience