Associate (Credit & Structured Products)
Core
Input, review, analyze, and process portfolios of syndicated bank loans while coordinating cash and par with clients and trustees.
Role type
Associate I, loan operations specialist
Builds
Syndicated bank loan portfolios and CLO monthly reports
Domain
Banking / Loan Administration / Structured Products
Required skills
Loan operations knowledge, Commercial mortgage lending, Loan securitization, Microsoft Excel, Bloomberg, Data entry accuracy, Client liaison
Preferred skills
Finance degree, Customer service experience, Loan research tools
Responsibilities
Input and process syndicated bank loan portfolios, Coordinate daily cash and par with clients and trustees, Review and distribute cash reconciliation reports, Update client portfolios with post-trade attributes, Coordinate CLO monthly report reconciliation, Liaise with external clients and internal teams