Are you a motivated professional with experience in financial services? Do you have a strong understanding of syndicated loan management and a keen eye for detail? If you’re looking to advance your career in a dynamic environment, we want to hear from you.
Role Overview
As an Associate within the Loan Finance Operations team, you will support the management of a principal investing portfolio, engaging with key stakeholders throughout the investment process. Your role will encompass all operational management of a portfolio of Syndicated and Bilateral deals.
Key Responsibilities
- Manage end-to-end transaction processes for syndicated and bilateral deals, including:
- Coordinating deal approvals with the investing team.
- Submitting KYC requests and conducting conflict checks.
- Overseeing deal closings and managing cash flows.
- Reviewing loan documentation to facilitate booking within LoanIQ.
- Conducting ongoing loan administration and managing borrower covenants.
- Settling secondary loan trades via Clearpar and coordinating with sub-agency services on agented deals.
- Expand your experience into fund administration for third-party capital and participate in data and automation projects.
What You Offer
- 2 to 5 years of experience in financial or professional services in a similar role.
- Syndicated Loans experience is essential
- Previous experience with LoanIQ (or equivalent loan management system) is preferred but not essential
- Strong numerical and Excel skills, along with problem-solving abilities.
- Exceptional organizational and time management skills, with a high attention to detail and the ability to meet tight deadlines.
Core Benefits
- Hybrid and flexible working arrangements
- Annual discretionary incentive compensation award.
- Medical
- Dental, Vision
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and Other Insurance Plans
- Paid Time Off (including Sick Leave, Parental Leave and Vacation)
- Holidays, 401(k),
- Range of benefits to support your physical, psychological and financial wellbeing
- Employee Assistance Program, a robust behavioural health network with counselling and coaching services
- Recognition and service awards