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Investment Analyst (Loan Ops) - Entry Level

PrincePerelson and Associates
Dallas, TX Full Time
POSTED ON 1/28/2025
AVAILABLE BEFORE 4/16/2025

Investment Analyst (Loan Ops) – Entry Level

Dallas, Texas – Onsite

Must reside in commutable distances to Dallas, TX

47-55K / year

Are you looking to build a career in finance operations with a globally renowned organization? We are hiring an Entry-Level Investment (Loan Ops) Analyst to join a high-performing team in Dallas, Texas. This is an excellent opportunity to gain hands-on experience in syndicated loan operations, risk management, and trade lifecycle processes.

About the Role :

As an Entry Level Investment (Loan Ops) Analyst , you’ll support the settlement of primary and secondary syndicated loan trades, collaborating with sales and trading teams, clients, and other stakeholders to ensure smooth trade processing. This role is ideal for individuals with strong organizational skills, a keen eye for detail, and a desire to grow in a dynamic environment.

What You’ll Be Doing :

  • Facilitating and verifying the settlement of syndicated loan trades.
  • Collaborating with internal and external stakeholders to address trade exceptions and client queries.
  • Managing risk throughout the trade processing lifecycle.
  • Providing support for trade confirmation, allocation, and account setup.
  • Ensuring accuracy and compliance across loan operations processes.

What You’ll Need :

  • Bachelor’s degree (required).
  • Strong communication skills to liaise with diverse teams and clients.
  • Excellent problem-solving abilities and attention to detail.
  • Ability to multitask and manage large workloads in a fast-paced setting.
  • Proficiency in Microsoft Excel, including formulas and data management.
  • A proactive, flexible attitude and willingness to learn.
  • Preferred Skills :

  • Knowledge of loan operations or syndicated loans is a plus.
  • Strong time management and organizational skills.
  • Experience in high-volume, deadline-driven environments.
  • Why You’ll Love This Opportunity :

  • Competitive hourly pay with overtime eligibility.
  • Gain valuable experience in a global financial organization.
  • Collaborate with a supportive and dynamic team.
  • Build a foundation for a successful career in financial operations.
  • If you’re eager to contribute to a team where your skills and ideas will make a difference, we’d love to hear from you. Apply today!

    PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States

    Salary : $47,000 - $55,000

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