Sr. Investment Operations Analyst - Bank Loans
Core
Provide day-to-day bank loan operations support to investment portfolio managers, traders, risk, and compliance teams, focusing on governance framework development, compliance monitoring, and controls implementation.
Role type
Senior Investment Operations Analyst (Bank Loans)
Builds
Governance frameworks, compliance monitoring programs, and operational controls for the bank loan portfolio
Domain
Financial Services / Investment Management / Bank Loans
Required skills
Bank loan operations, governance framework development, compliance monitoring, operational controls, trade lifecycle management, reconciliation, regulatory adherence, credit agreement terms knowledge, trade order management systems, investment accounting systems, Excel, PowerBI, fixed income/loans/derivatives experience
Preferred skills
Process improvement, automation, technology focus, special projects
Technologies
Allvue, Simcorp Dimension, PowerBI, Excel
Responsibilities
Partner with Syndicated Bank Loan Operations Manager to develop governance frameworks; Design and maintain compliance monitoring programs; Develop and enhance operational controls across the trade lifecycle; Monitor compliance exceptions and coordinate remediation; Perform reconciliations and resolve exceptions across systems and records; Support governance reporting, audits, and regulatory documentation; Provide subject matter expertise on bank loan governance; Participate in process improvement and automation initiatives
Seniority
Senior, hands-on IC
