Job Description

Company: Global Investment Management company with over $60B of AUMResponsibilities: Manage day-to-day loan closing activities, including trade review, loan documentation, AML/KYC, and wire movement for bank loan trades.Ensure accuracy, timeliness, and compliance throughout the settlement process.Oversee daily loan activity such as paydowns, rollovers, and interest payments across internal systems.Drive consistency, accuracy, and best practices across processes, leveraging automation where possible.Lead daily position and transaction reconciliations between OMS, agent banks, and downstream systems.Resolve breaks promptly and maintain strong controls around performance, valuation, and data quality.Provide timely, accurate information to institutional clients and support due diligence requests, questionnaires, and meetings.Maintain strong client relationships in coordination with internal stakeholders.Guide, train, and mentor a small team, fostering professional growth and operational excellence.Work cross-functionally with senior leadership and other internal groups to support firm-wide initiatives and stay current with industry developments. Requirements: Bachelor’s degree in Finance, Accounting, Economics, or equivalent experience.8+ years of bank loan operations experience, including 3+ years in a leadership or team-lead role.Deep understanding of the bank loan trade lifecycle, LSTA documentation, and broadly syndicated loan operations.Proven experience improving processes through automation, system enhancements, or technology implementations.Strong Excel skills (including VBA), familiarity with loan operations systems, and ability to manage data workflows.Clear communication skills, strong attention to detail, and the ability to multitask in a fast-paced environment.High initiative, results-orientation, and willingness to work extended hours when needed.

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