Senior - BT-FS - Bank Loan Operations

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Investment/Loan operations- Business Analyst – Senior Consultant    

Job Summary:

We are seeking a detail-oriented and proactive professional to join our Investment/Loan Operations team to support the processing and servicing of Syndicated Bank Loans. The ideal candidate will be responsible for handling loan lifecycle events, reconciling cash and position breaks, interacting with agents, custodians, and internal stakeholders, and ensuring accurate and timely settlement and reporting of syndicated loan transactions.

Key Responsibilities:

• Process and monitor syndicated bank loan transactions, including new borrowings, repayments, interest and fee payments, rate sets, PIK and amendments.
• Perform daily reconciliation of cash and positions, identifying and resolving breaks in coordination with internal teams and external agents.
• Maintain accurate records of loan positions, cash flows, and scheduled payments in internal systems.
• Liaise with agent banks, custodians, portfolio managers, fund accountants, and other stakeholders to ensure timely and accurate processing.
• Investigate and resolve discrepancies or exceptions related to interest, repayment, PIK and fees.
• Review and interpret credit agreements and loan documentation to validate loan terms and conditions.
• Participate in system testing, process improvement initiatives, and automation projects to enhance operational efficiency.
• Ensure compliance with internal controls, operational procedures, and regulatory requirements.
• Provide support for audit, reporting, and ad-hoc projects as required.
• Provide training and support to internal team members

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• 1–8 years of experience in bank loan operations, syndicated loan processing, or related financial operations role.
• Strong understanding of syndicated loan structures, credit agreements, and loan servicing processes.
• Experience working with loan settlement platforms such as Markit, ClearPar, WSO, Loan IQ, Eagle or similar.
• Excellent communication and problem-solving skills.
• High attention to detail and ability to manage multiple priorities under tight deadlines.
• Proficient in Microsoft Excel; familiarity with loan systems and reconciliation tools is a plus.

Preferred Skills:

• Working experience with major agent bank processes.
• Understanding of private credit, CLOs, or investment fund structures.
• Knowledge of industry standards and best practices (e.g., LSTA guidelines).

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