Summer Intern, WSO Specialized Account Services
Core
Intern supporting analysts in data maintenance, support, and analysis of syndicated loan activities for clients.
Role type
Summer Intern, Specialized Account Services
Builds
Trade settlements, new borrowings, rollovers, pay downs, and cash ledger reconciliations for syndicated loan clients.
Domain
Financial Services / Syndicated Loans
Required skills
Data entry, trade settlement processing, document review, fee processing, ledger reconciliation, exception monitoring, client communication
Preferred skills
Critical thinking, problem-solving, adaptability, relationship building
Technologies
WSO Admin, system-generated reports
Responsibilities
Process trade settlements, support new deal closings, review source documentation, process interest and commitment fees, reconcile cash ledgers, monitor facilities via reports, respond to client requests, contribute to special projects
Seniority
Intern