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Bank Loan Settlements Specialist, Senior Associate

Location: Irvine
Posted on: May 15, 2022

Job Description:

Bank Loan Settlements Specialist, Senior AssociateYou are here

Home / Bank Loan Settlements Specialist, Senior Associate
  • BS or BA degree in Finance, Economics, or related discipline
  • Minimum 5 years of investment management operations experience - technical knowledge of bank loan settlements and trade processing preferred
  • Highly proficient in Microsoft Office applications - Outlook, Excel, Word, PowerPoint
  • Excellent verbal and written communication skills
  • Detail oriented critical thinker with proven record for accuracy and sound judgment
  • Strong organization, time management, and negotiation skills
  • Demonstrated capability to multi-task daily workload with ad-hoc projects
  • Adept at shifting priorities in a dynamic, fast-paced, high-touch, team environmentThe person who secures this role will:
    • Responsible for coordinating timely settlement of bank loan trade activity with multiple parties
    • Communicate heavily via external phone and email in addition to internal team floor
    • Cultivate effective working relationships with settlement parties
    • Process trade instruction received from Investment Manager into recordkeeping system
    • Resolve manual and automated processing errors as needed
    • Maintain clear and concise status comments on unsettled trade activity
    • Deliver material updates to clients on regularly scheduled and ad-hoc bases
    • Serve as a lead resource on non-standard activity, new hire training, and junior staff mentoring
    • Recommend operational process flow improvements to management
    • Address: 50 Thomas Patten Dr., 2nd Floor

Keywords: WHITRIDGE ASSOCIATES INC, Irvine , Bank Loan Settlements Specialist, Senior Associate, Accounting, Auditing , Irvine, California

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