Senior Associate, Loan Operations

Role Overview

• Assume responsibility over the daily Position/ Transaction and Cash reconciliations of multiple accounts to Custodians/Clients & Agent banks.
• Work closely with the Client, internal teams, and custodians/agents to ensure timely resolution of breaks and issues and mitigate risk for our clients.
• Oversee a team of analysts and build strong reconciliations processes and procedures.
• Ensure team adheres to best business practices of the firm.
• Prepare daily, weekly, monthly, and quarterly KPIs to track trends and workflow issues.
• Review root cause analysis to make recommendations to improve processes, create efficiencies and mitigate risk.

Requirements

• Bachelors degree in finance or related discipline
• 2+ years financial services/securities industry experience in operations and loan operations working for either a prime broker, administrator or hedge fund
• Understanding of syndicated loans; including closing and maintenance of loans as well as the interrelationship with agent banks

Benefits

• medical, dental, and vision coverage
• a 401(k) plan with company match
• paid time off
• holidays
• parental leave
• professional development reimbursement opportunity