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Ops Professional SME MKTS - AMRS Loan Docs

New York, New York;

Job Description:

Subject matter expert with at least 3 years' experience in current role. Analyzes and resolves complex operational problems. Provides technical support to the team and consults on a wide variety of topics across functional and business support lines. Knows front to back process/system flow. Strong product and market knowledge. Acts as a lead on multiple projects/initiatives on behalf of the team. Drives process improvements. Acts s Go To person for the other team. Acts as Go To person for the manager, performing some routine management support (interviewing, training & support for team members). Develops and delivers training for the team. Understands client needs, escalates issues appropriately (timely and appropriately). Proactively identifies risk. To be used for employees in Global Markets only.

Responsibilities

  • Confirmation of loan documentation for accurate trade settlements
  • Drafting and Confirmation of loan documentation related to trade settlement within the syndicated loan market, inclusive of trade confirmations, assignment and acceptance agreements and funding memos for accurate trade settlements.
  • Provide syndicated loan trading support in the areas of trade closing, research support, sales support and account management support
  • Partner with Sales Associates, Traders, Research Analysts, trading counterparties, internal and external attorneys, administrative agent banks and various other internal operations groups
  • Manage post-trade management and logistics, settlement pricing and closing coordination
  • Manage post trade activity and logistics, inclusive of document negotiation and trade settlement pricing.
  • Process and technological improvements to shorten closing times and lessen post-trade risk associated with counterparties and borrowers
  • Validation of loan commitments, interest payments, and fee payments
  • Report monitoring and reconciliations
  • Analysis and resolution of operational problems
  • Involvement in ad hoc projects for new processes or industry initiatives
  • Breaks investigation and resolution
  • End to end processing of loans with accurate data input into various credit and operating systems

Required Skills: (Must have these skills to be minimally qualified)

  • 3-5 years minimum of experience within the syndicated loan market
  • Available to provide premium client service and manage the relationships between internal and external clients
  • 3 years of experience within financial services industry
  • Basic understanding of credit documentation (e.g. Credit Agreement) in order to perform detailed reviews for accurate settlement and servicing
  • Presentable, confident and client focused
  • Excellent communications skills and proficiency with numbers/calculations
  • Ability to work under pressure in a team environment
  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds
  • Self-motivated and able to work unsupervised
  • Candidate will be able to manage own time and know when to escalate
  • Knowledge of operational risk
  • Ability to manage multiple priorities and multi task
  • Excellent time management and prioritization skills
  • Ability to meet tight deadlines, willingness to continuously learn on the job
  • Ability to problem-solve and take ownership of process improvements

Desired Skills:

  • Previous experience or knowledge of primary and secondary loan trading preferred

Other Qualifications:

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
  • Excels in working among diverse viewpoints to determine the best path forward.
  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.
  • Commitment to challenging the status quo and promoting positive change.
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Subject matter expert with at least 3 years' experience in current role. Analyzes and resolves complex operational problems. Provides technical support to the team and consults on a wide variety of topics across functional and business support lines. Knows front to back process/system flow. Strong product and market knowledge. Acts as a lead on multiple projects/initiatives on behalf of the team. Drives process improvements. Acts s Go To person for the other team. Acts as Go To person for the manager, performing some routine management support (interviewing, training & support for team members). Develops and delivers training for the team. Understands client needs, escalates issues appropriately (timely and appropriately). Proactively identifies risk. To be used for employees in Global Markets only.

Responsibilities

  • Confirmation of loan documentation for accurate trade settlements
  • Drafting and Confirmation of loan documentation related to trade settlement within the syndicated loan market, inclusive of trade confirmations, assignment and acceptance agreements and funding memos for accurate trade settlements.
  • Provide syndicated loan trading support in the areas of trade closing, research support, sales support and account management support
  • Partner with Sales Associates, Traders, Research Analysts, trading counterparties, internal and external attorneys, administrative agent banks and various other internal operations groups
  • Manage post-trade management and logistics, settlement pricing and closing coordination
  • Manage post trade activity and logistics, inclusive of document negotiation and trade settlement pricing.
  • Process and technological improvements to shorten closing times and lessen post-trade risk associated with counterparties and borrowers
  • Validation of loan commitments, interest payments, and fee payments
  • Report monitoring and reconciliations
  • Analysis and resolution of operational problems
  • Involvement in ad hoc projects for new processes or industry initiatives
  • Breaks investigation and resolution
  • End to end processing of loans with accurate data input into various credit and operating systems

Required Skills: (Must have these skills to be minimally qualified)

  • 3-5 years minimum of experience within the syndicated loan market
  • Available to provide premium client service and manage the relationships between internal and external clients
  • 3 years of experience within financial services industry
  • Basic understanding of credit documentation (e.g. Credit Agreement) in order to perform detailed reviews for accurate settlement and servicing
  • Presentable, confident and client focused
  • Excellent communications skills and proficiency with numbers/calculations
  • Ability to work under pressure in a team environment
  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds
  • Self-motivated and able to work unsupervised
  • Candidate will be able to manage own time and know when to escalate
  • Knowledge of operational risk
  • Ability to manage multiple priorities and multi task
  • Excellent time management and prioritization skills
  • Ability to meet tight deadlines, willingness to continuously learn on the job
  • Ability to problem-solve and take ownership of process improvements

Desired Skills:

  • Previous experience or knowledge of primary and secondary loan trading preferred

Other Qualifications:

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
  • Excels in working among diverse viewpoints to determine the best path forward.
  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.
  • Commitment to challenging the status quo and promoting positive change.
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22065418

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Autumn Barlow Huitt [C]

Referral Bonus:

0

New York City pay and benefits information

New York City pay range:

$71,000 - $102,500 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.