Bank Loans Operations Sr. Analyst

Overview

The main focus of the Bank Loans Operations Sr. Analyst will be to support the day-to-day operations of all post execution activity in relation to Syndicated Bank Loan transactions.

Responsibilities

• This position will be responsible for supporting the bank loan closing process as well as life cycle event processing. This will include setting up new investments in proprietary OMS and processing, pay downs, borrowings, interest payments, rate resets, rollovers, and restructurings. This may include reviewing credit and trade documentation to ensure accurate and timely reporting of activity is complete.
• Communicate with portfolio managers, counterparties, and agents to facilitate the closing of syndicated bank loan trading activity on Clear Par.
• Work with middle office service provider to ensure front and middle office recordkeeping remain aligned. This may require discussions with internal and external technology and processing teams and entail the raising and tracking of issues with all parties.
• Responsible for the continued enhancement of the loan process by working with onboarding, product and other internal groups as new funds or products are launched.
• Ensure custodian holdings are accurate and in line with internal book of records including resolving any breaks in a timely manner.
• Collect and distribute documentation as needed to aid in the onboarding process of Bank Loan clients.
• Assist in developing the operations team through cross-training.
  
  

Qualifications

• 1-3 years’ experience within Bank Loan support functions.
• General understanding of Bank Loan workflows and lifecycle management is preferred.
• Ability to demonstrate a solid understanding of the Asset Management industry, technologies, and regulations.
• Excellent organizational and problem-solving skills.
• Proficiency in Excel including VBA is highly desirable.
• Ability to prioritize workload and manage tight deadlines.
• Ability to articulate issues clearly, either verbally or written, across all levels.
• Leveraging technology to improve operational efficiency and reduce risk.
  
  

Salary Range

$70,000 - $100,000

The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.

EOE Statement

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)