Operations Analyst Loan Trading

Role Overview:

We are looking for a highly skilled Leveraged Loan Trading and Loan Servicing Operations Specialist with extensive hands-on experience in operations roles. The ideal candidate will possess deep expertise in both primary and secondary market trading, loan closing and settlements, cash and reconciliation processes, and loan servicing. This role requires a detail-oriented professional who can seamlessly navigate the complexities of leveraged loan operations.

Must-have skills:

• Expertise in Leveraged / Syndicated loan trading and servicing operations
• Expertise in primary and secondary loan trading lifecycle activities and workflow (booking, matching, closing, settlements, post-close)
• Has performed in operations role(s) in trade and transaction processing, investigations, reconciliations, and coordination experience
• Analytical and problem-solving skills to review and resolve complex aged breaks through interrogation and reconstruction of trade and servicing transactions
• Expertise (as a functional user) of core platforms leveraged in the workflow: ClearPar, ACBS / LoanIQ / WSO, SyndTrak

Key Responsibilities:

• Manage the end-to-end operations of leveraged loan trading, including primary and secondary market transactions.
• Own (investigate and resolve) backlog of aged trades and servicing related breaks
• Coordinate the loan closing and settlement process, ensuring accuracy and timeliness.
• Handle cash management tasks, including reconciliation and processing of cash flows.
• Maintain accurate records of all loan transactions and perform regular audits for compliance and accuracy.
• Provide comprehensive loan servicing support, including responding to client inquiries, loan modifications, and managing covenant compliance.
• Collaborate with internal stakeholders and external counterparties to resolve any operational issues promptly.
• Implement and optimize operational processes to enhance efficiency and reduce risk.