Senior Associate (Credit & Structured Products)
Core
Ensure cash reconciliation, review daily reporting, manage trade inputs, and oversee procedures for client deliverables in credit and structured products.
Role type
Senior Associate (Credit & Structured Products)
Builds
Daily client deliverables, trade inputs, and reporting solutions
Domain
Finance / Credit & Structured Products
Required skills
Cash reconciliation, daily reporting review, trade input management, client onboarding coordination, process improvement, invoice management, team training, deadline-driven task prioritization, loan operations knowledge, commercial mortgage lending knowledge, loan securitization knowledge, CLO compliance, Waterfall modeling, Microsoft Excel, Bloomberg, loan research tools
Preferred skills
Direct management experience, team training experience, high-volume data entry proficiency
Responsibilities
Ensure cash reconciliation is sent to the client; Review and approve daily reporting; Ensure input and review occur and trades are input in a timely fashion; Assist with new client onboardings; Coordinate with client on daily deliverables; Assume responsibility for training and development of all C&SP staff; Ownership of process improvement and final delivery of solutions; Take on full invoice process from request to client delivery; Ensure timeframes and deliverables agreed with Client and Trustee are met; Oversee procedures and review process of Analyst/Associate staff.
Seniority
Senior, hands-on IC