Bank Loan Services Analyst
Job Description
Job Summary:
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 / Duties:
- 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.
- 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.
- BA/BS required
Meet Your Recruiter
Danielle Potschantek
Senior Recruiting Consultant
Danielle joins Corps Team as a Senior Recruiting Consultant with over 20 years of Human Resource and Recruiting experience both on the staffing side and the corporate side. Danielle has experience managing the full recruitment lifecycle and developing efficient procedures to identify high-quality candidates. She has recruited for all levels in the organization and across multiple industries including technology, software, consulting, finance, and medical technologies.
Danielle is passionate about building strong relationships with her clients and matching high-caliber candidates to their open positions. Danielle is a member of SHRM and is a certified trainer in behavioral-based interviewing. She holds a Bachelor's degree from William Paterson University in Elementary Education and a Master’s degree from Fordham University in Human Resources Education.