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Syndicated Loan Analyst

3 months ago


Andover, United States Phyton Talent Advisors Full time

Our client, a Financial Services Firm, is seeking a Syndicated Loan Analyst in their Andover, Massachusetts location:

Responsibilities:

  • Executing the operational requirements to manage the lifecycle events of a syndicated loan
  • Applying and continuously developing a subject matter expert (SME) level of support within the team, supporting more junior members of staff with any complexities within the deal/portfolio
  • Interpreting the underlying legal documents to ensure the deal and its members are managed in compliance with the terms
  • Supporting projects and other business initiatives to help further the Agent Services product offering
  • Answering client, borrower and lender queries in a timely manner
  • Financial analysis of deals to ensure accruals and pricing mechanics are correct
  • Management of outstanding work items in line with expected Key Performance Indicators (KPIs)
  • Ensuring a high level of accuracy to minimize operational risk within the lending portfolio

What Were Looking For:

  • Education and experience
  • BA or BS or equivalent experience
  • Finance specialism preferred
  • 2 years+ of relative business experience
  • Commercial awareness
  • Banking or investment industry experience
  • Customer relations experience
  • S&P Market Intelligence product suite knowledge preferable (WSO, iLevel, Thinkfolio, EDM)

Personal Competencies:

  • Personal impact
  • Strong work ethic organized, detail oriented, analytical, task driven
  • Good problem-solving initiative
  • Ability and willingness to learn complex processes
  • Work collaboratively with other teams and product lines globally to support and develop the business operating model
  • Communication
  • Strong, business-level verbal and written communication skills are required.
  • Teamwork
  • Able to effectively manage individual responsibilities whilst continuing to provide support to the wider team
  • Provide support and training to less experienced members of the team
  • Ability to work effectively alongside others and communicate well with stakeholders at varying degrees of seniority