Syndicated Loan Analyst

BCforward is currently seeking a highly motivated Syndicated Loan Analyst opportunity in Charlotte, NC

Position Title: Syndicated Loan Analyst

Location: Charlotte, NC

Anticipated Start Date: ASAP

Please note this is the target date and is subject to the change. BCforward will send official notice ahead of a confirmed start date.

Expected Duration: 12 months

Job Type: FULL TIME, CONTRACT, HYBRID but in office day 1.

Pay Range: $30.22/hr

Please note that actual compensation may vary within this range due the factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).

Requirements:

• 3 years of experience within the financial services industry.
• 3-5 years minimum of experience within the syndicated loan market.
• Basic understanding of credit documentation (e.g. Credit Agreement) in order to perform detailed reviews for accurate settlement and servicing

  Job Description

• Provide documentation and analytical support within global markets loan operations in a trade closing and settlement capacity. Responsible for the coordination of all documentation related to the settlement of bank loan trades within the primary and secondary markets.
• This candidate will have the opportunity to work directly with traders, salespeople, research analysts, trading counterparties, internal and external legal counsel, administrative agent banks and various internal operations groups.
• Additional responsibilities include contributing to process and technological enhancements that will serve to improve team efficiencies which will result in shortening settlement times and diminishing post trade risk associated with trading counterparties and credit borrowers.
• May manage projects and/or the introduction of new initiatives, systems, products/services and processes, coordinating necessary expertise across multiple functions and/or other products.
• May also be asked to function as an informal team lead, providing work direction and technical guidance to less experienced employees in resolving complex transactions and operational problems. Experience with client interaction as well as experience in operational support is desired.
• Employees in this role typically have a college degree (Associates or higher)

  Responsibilities

• Confirmation of loan documentation for accurate trade settlements drafting and confirmation of loan documentation related to trade settlement within the syndicated loan market, inclusive of trade confirmations, assignment and acceptance agreements and funding memos for accurate trade settlements.
• Provide syndicated loan trading support in the areas of trade closing, research support, sales support and account management support
• Partner with Sales Associates, Traders, Research Analysts, trading counterparties, internal and external attorneys, administrative agent banks and various other internal operations groups
• Manage post-trade management and logistics, settlement pricing and closing coordination Manage post trade activity and logistics, inclusive of document negotiation and trade settlement pricing.
• Process and technological improvements to shorten closing times and lessen post-trade risk associated with counterparties and borrowers
• Validation of loan commitments, interest payments, and fee payments
• Report monitoring and reconciliations
• Analysis and resolution of operational problems
• Involvement in ad hoc projects for new processes or industry initiatives
• Breaks investigation and resolution
• End to end processing of loans with accurate data input into various credit and operating system

  Requirements

  • Available to provide premium client service and manage the relationships between internal and external clients
  • 3 years of experience within the financial services industry. 3-5 years minimum of experience within the syndicated loan market.
  • Basic understanding of credit documentation (e.g. Credit Agreement) in order to perform detailed reviews for accurate settlement and servicing
  • Presentable, confident and client focused
  • Excellent communications skills and proficiency with numbers/calculations
  • Ability to work under pressure in a team environment
  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds
  • Self-motivated and able to work unsupervised
  • Candidate will be able to manage own time and know when to escalate
  • Previous experience or knowledge of secondary loan trading desirable (not required)
  • Previous experience or knowledge of primary and secondary loan trading preferred.
  • Knowledge of operational risk
  • Strong detail orientated
  • Ability to manage multiple priorities and multitask
  • Excellent time management and prioritization skills
  • Ability to meet tight deadlines, willingness to continuously learn on the job
  • Ability to problem-solve and take ownership of process improvements?

Other Qualifications

• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
• Excels in working among diverse viewpoints to determine the best path forward
• Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
• Commitment to challenging the status quo and promoting positive change.
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Keywords:

syndicated loan, credit documentation, Credit Agreement, loan settlement, loan documentation

Benefits:

BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

About BCforward:

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work.

BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.

To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.

This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

Interested candidates please send resume in Word format Please reference job code 228342 when responding to this ad.