Loan Settlement Specialist
6 days ago
We are seeking an experienced Associate Bank Loan Closer to join our team at ThoughtFocus. The ideal candidate will have a strong background in bank loan settlements, with a minimum of 5 years of experience in a similar role at a buy-side firm.
Key Responsibilities:
- Oversee all bank loan settlements for assigned issuers, ensuring timely and accurate execution.
- Manage open trades with counterparties and agents, coordinating with vendors as needed.
- Monitor cash management across warehouses and funds, ensuring seamless settlements.
- Provide weekly open trade reporting and respond to queries from vendors.
Requirements:
- 5 years of experience in a similar role at a buy-side firm.
- Excellent communication and interpersonal skills.
- Strong Excel and technology skills, with knowledge of bank loan operations and closings.
- Knowledge of Wall Street Office administrator or other portfolio administration system modules is a plus.
About ThoughtFocus:
ThoughtFocus is a leading provider of innovative solutions for the financial industry. We are committed to delivering exceptional results and fostering a collaborative work environment.
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