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Bank Loan Services Associate II

2 months ago

Quincy, Massachusetts, United States State Street Corporation Full time

Job Overview

Who We Are Seeking

This position necessitates a comprehensive understanding of managing bank loan obligations within intricate global fund frameworks. The ideal candidate will possess a background in client relations, exhibit robust analytical skills, and demonstrate the capacity to thrive under tight deadlines in a fast-paced work environment.

Importance of This Role

The team you will join is pivotal to the overall success of our organization. Institutional investors worldwide depend on our expertise to manage risks, tackle challenges, and enhance performance and profitability. Your contributions will be vital in developing innovative solutions that are both effective and scalable. You will play a key role in fostering resilience and executing daily operations at optimal levels.

Join us if you are ready to make a significant impact in the financial services sector from the outset.

Key Responsibilities:

As a Bank Loan Services Associate II, your duties will include:

  • Conducting daily maintenance and documentation for Syndicated Bank Loans across various Mutual Fund and Structured portfolios for multiple clients.
  • Processing transactions, recording receipts, and managing disbursements.
  • Performing daily cash balance reconciliations.
  • Generating daily roll-forward proofs of portfolio holdings and accrual data.
  • Preparing standard and customized reports for both internal and external stakeholders.
  • Addressing customer inquiries on a daily basis.
  • Managing daily processing of bank loan notifications received from agent banks.
  • Collaborating with the Investment Manager on assigned portfolios, including trade input/settlement, fulfilling ad hoc requests, and providing daily reports per client specifications.
  • Working closely with mutual fund counterparts to deliver Loan-related reports for integration into the final NAV Calculation.
  • Identifying any unusual or potentially suspicious transaction activities during daily operations and reporting/escalating as per corporate policies and relevant procedures.
  • Undertaking additional tasks as required.
What We Value

The following skills will enhance your success in this position:

• Strong analytical, problem-solving, and decision-making abilities.
• Excellent interpersonal skills and ethical judgment.
• Capability to collaborate effectively within a team environment, emphasizing cooperation with clients and internal service teams.

Education & Preferred Qualifications

• Experience in accounting, finance, mutual fund operations, loan servicing, or related fields is preferred.
• Bachelor’s degree.

About State Street

Our Mission. State Street is a leading custodian bank, asset manager, and asset intelligence firm globally. We are committed to innovation in technology and products, leaving a significant mark on the financial services industry. For over two centuries, we have assisted our clients in safeguarding and managing the investments of millions.

Work, Live, and Grow. We strive to create an exceptional work environment. Our benefits packages are competitive and comprehensive, varying by location, and include generous medical care, insurance, and savings plans, among other advantages. We offer flexible work programs to accommodate your needs and a wealth of development programs and educational support to help you reach your full potential.

Diversity and Social Responsibility. We believe that our employees' diverse backgrounds, experiences, and perspectives are essential to fostering an inclusive environment where everyone can thrive and contribute value to our organization and clients. We welcome candidates from all backgrounds and actively engage with our communities worldwide as partners and leaders. You will have access to resources that help balance your professional and personal life, including paid volunteer days and employee networks.

State Street is an equal opportunity and affirmative action employer.

Salary Range:
$43,680 - $62,400 Annual