Financial Services Specialist

4 weeks ago


Dallas, Texas, United States The Rockridge Group Full time
Job Description

We are seeking a highly skilled Financial Services Specialist to join our team at The Rockridge Group. As a key member of our banking operations team, you will be responsible for managing loan portfolios, analyzing financial data, and providing exceptional client service.

Key Responsibilities
  • Manage loan portfolios, including trade capture, valuations, and break resolution
  • Analyze financial data to identify trends and opportunities
  • Provide exceptional client service, including customized client requests and communication with senior Hedge Fund personnel
  • Maintain loan product knowledge to input, review, analyze, and process syndicated bank loan portfolios
Requirements
  • College graduates with an analytical mind and 3-8 years of hedge fund or similar experience
  • Knowledge of syndicated bank loans and credit markets
  • Work experience with loan administration, loan closing, or loan servicing
  • Experience with bank loan administration systems and loan research tools
  • Familiarity with Excel and relational databases
  • Influential team players who make decisions with the firm in mind
  • Motivated High Performers who can accomplish amazing amounts of important work
  • Clear and persuasive communicators
  • Adaptable coalition builders
  • Confident and conscientious persons
About The Rockridge Group

The Rockridge Group is a leading provider of financial services, with a strong focus on client satisfaction and team collaboration. We are committed to providing a dynamic and supportive work environment that fosters growth and development.



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