Specialized Account Services, Sr. Analyst
Core
Manage complex syndicated loan operations and data integrity for Wall Street Office (WSO) clients, serving as a critical point of contact for asset managers.
Role type
Senior Individual Contributor (Specialized Account Services Analyst)
Builds
Syndicated loan transaction processing, data reconciliation, and operational workflows for WSO platform
Domain
Financial Services / Syndicated Loans / SaaS Operations
Required skills
Syndicated loan transaction processing, LSTA/LMA standards compliance, data integrity management, client relationship management, complex operational issue resolution, advanced Excel/Word proficiency
Preferred skills
WSO or Loan IQ system experience, syndicated loan amendments and trade settlements, PowerPoint presentation skills, data research and analytics, SaaS platform exposure
Technologies
WSO, Loan IQ, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Responsibilities
Manage client-facing loan operations including deal creation and amendments; Investigate and resolve data discrepancies and system issues; Monitor and action operational exceptions to ensure data integrity; Serve as subject matter expert for WSO products; Lead cross-product research and enhancement projects; Collaborate with internal teams to drive product improvement
Seniority
Senior, hands-on IC