Bank Loan Analyst

Job Overview:
The candidate for this position will be part of the Bank Loan Services group that will be responsible for cash and position reconciliation, research, and resolution across a variety of investment vehicles that specialize in the Bank Loan asset class.
Key Responsibilities:

• Coordinate trade settlement of Primary & Secondary loan closings with external parties (Par & Distressed, LSTA & LMA)
• Maintenance of all bank loan activity (interest rate resets, principal repayments, principal drawdowns, margin changes) in the Bank Loans systems
• Research issues utilizing internal systems, agent notification, publicly available information, and Trustee records
• Liaison with counterparties, trustees and agent banks in relation to issues and resolve problematic cash discrepancies with Custodians, Trustees, Agent Banks, and/or Seller Banks
• Initiate verbal or written communication to escalate issues
• Track issue resolution, perform root cause analysis and identify controls gaps
• Partner with team members to complete internal tasks
• Document process requirements
• Perform other projects or duties when needed
• Provide back up to other members of team

Required Qualifications:

• BA/BS required
• 2+ years of work experience post-graduation
• A solid understanding of the broadly syndicated loan market is required
• Wall Street Office (WSO) knowledge is required
• Background in accounting / finance preferred
• Proficiency in Microsoft Office, specifically Excel is required
• Good verbal, written, & analytical skills
• Aptitude for detail and a commitment to accuracy
• Good quantitative and qualitative analysis skills
• Ability to work independently and follow through on projects
• Creative problem solver willing to tackle difficult puzzles
• Self-motivated, ability to multi-task and complete tasks upon assignment
• Organizational skills necessary to meet deadlines, prioritize projects, and multi-task

The Planet Group and our companies are equal opportunity employers. It is our practice not to discriminate against any employee or applicant based on any criteria, condition or basis protected by laws or regulations in the locations where we do business. All qualified applicants are encouraged to apply. We celebrate diversity and are committed to providing an environment of mutual respect. We believe that diversity, equity and inclusion enable us to better meet our mission and values while serving our clients across the globe. If you have a disability or handicap and would like us to accommodate you in any reasonable way, please inform your recruiter, or contact us, so that we can discuss the appropriate alternatives available.