Sr. Analyst

Vacancy expired!

Greetings, we are seeking a Sr. Analyst for one of our direct clients.

Job Title: Sr. Analyst

Location: Charlotte NC 28262, Chicago, IL 60606 Jacksonville FL 32202, Lewisville, TX 75067, NYC, NY 10017

Duration: 12 months (with possible extension)

Job Description

• Seeking a Sr. Analyst to support our Loan and CLO Operations team. This person will work as a part of a dynamic team in a rapidly growing Leveraged Loan and CLO trading environment. The individual is expected to possess strong problem solving and analytical skills, as well as a thorough understanding of leveraged loan and CLO operations.

• Complete various loan administration tasks, including trade processing, loan reconciliations, and trade settlement


• Partner and interact with the Trustees, Loan Administrators, Legal, Tax, and Compliance with regards to trade confirmations, allocations, KYC documentation, settlements, metrics, and industry initiatives


• Provide oversight in relevant systems throughout the day and work with internal/external customers & service providers to quickly resolve any trade/settlement related issues


• Communicate effectively with traders at all levels and build strong working relationships with them


• Support the settlement process of loan syndications, secondary loan trades, CLO's, and restructures, including funding and documentation matters


• Continuous improvement mindset to capitalize on straight through processing, speed and accuracy of systems and procedures; communicate in functional teams to complete daily tasks, share market and systems knowledge, and preserve and grow strong trading relationships with internal/external customers


• Review trade confirmation, assignment and assumption agreements, netting agreements and funding memos to ensure accurate and efficient closing process for leverage loan trades

• 2 Years Required; 3 Years Preferred

• 2+ years' of related leveraged loan/CLO operations experience required


• 2+ years' experience with Order Management & Trade Processing Systems (i.e. Bloomberg AIM, ClearPar, Wall Street Office)


• Proficient utilization of Microsoft Excel and other MS Office products

• 3+ years' of related leveraged loan/CLO operations experience preferred


• Bachelor's degree