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The Loan Agency Team is responsible for external client service relating to new issue/par/distressed bank loan trades. Loan structures include large U.S. and European syndications, leveraged middle-market, and special opportunity situations. The candidate will require the skills to work with other parties within the industry, including, attorneys, trade counterparties, administrative agents and others regarding trade confirmations, allocations, KYC documentation, settlements, metrics, and industry initiatives.
Job Responsibility:
Demonstrate detailed knowledge of the bank loan market in order to communicate with business and trading counterparties
Take a lead role in the trade settlement process of loan syndications, secondary loan trades, CLO’s, restructures, privates, and trade claims including funding and documentation matters
Maintain a strong knowledge of all relevant portfolios and deal related documentation to ensure controls are in place and that guidelines are adhered to
Act as primary point of contact for certain clients, possibly in an Account Manager role
Liaise with Administrative Agents with regard to KYC documentation, including administrative details, tax and fund formation documents
Act as mentor and resource for junior members of the team with ability to work toward building and management of team of closers
Interact with internal and external counterparts such as Portfolio Management, Attorneys, Compliance, Finance, Technology, Custodians, Fund Administrators, Agent Banks, and Trading Counterparts/Brokers
Investigate and resolve closing and transactional issues and communicate all issues in a timely manner
Participate in the review of daily/weekly reports and metrics provided to clients to highlight status of trades and risks
Work in a dynamic team environment and participate in strategic initiatives
Demonstrate ability to prioritize, complete, and delegate tasks while providing high attention to detail
Requirements:
Bachelor’s degree in finance, accounting, business or economics or commensurate work experience
Ability to independently research and resolve complex problems
Ability to work closely with internal groups and external clients
strong communication skills
Demonstrated analytic skills, and a strong, proactive interest in learning and mastering new concepts
Strong Microsoft Excel skills and experience
Experience working with syndicated loans, preferably settlement of trades on par, distressed, LSTA and LMA documents, as well as trade claims
Nice to have:
Knowledge or familiarity with Bloomberg performance systems, and other loan research and analysis tools is an advantage
Knowledge of the Clearpar platform is an advantage
What we offer:
Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays and birthday leave
Continuous mentoring along your career progression
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