Loan syndication

3 days ago

Mysore, Karnataka, India ThoughtFocus Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Position Title: Loan Syndication

Location: Bengaluru, Karnataka

Shift: US Shift

Employment Type: Full-time & WFO

Roles and Responsibilities:

  • Ensure timely and accurate input of all trades into the appropriate client portfolios on a daily basis.
  • Monitor and process portfolio cash flows, position reconciliations, and resolve any discrepancies promptly.
  • Research and resolve portfolio discrepancies in a timely and accurate manner, collaborating with internal teams as needed.
  • Coordinate with accounting teams, brokers, custodians, and other relevant parties to facilitate smooth delivery of tasks.
  • Collaborate with internal stakeholders to ensure accurate and timely trade settlements, resolving any issues or discrepancies.
  • Generate reports based on client requirements, ensuring they are accurate, timely, and of high quality.
  • Review trustee reports related to CLO activities, validating accuracy and compliance with established guidelines.
  • Participate in CLO determination activities, including collateral management, compliance monitoring, and reporting.

Skillset:

  • Willing to work in US Shift.
  • Knowledge on capital markets especially in Alternative investments - Hedge Fund/Private equity.
  • Proven experience in loan syndication middle office functions, including reconciliation, trade settlements, and CLO activities.
  • Strong knowledge of loan products, syndication processes, and industry best practices.
  • Familiarity with financial instruments, trade lifecycle, and settlement processes.
  • Proficient in using reconciliation tools, trade settlement platforms, and loan syndication systems.
  • Excellent written verbal communication skill with expertise in facilitating team and client meetings.
  • Demonstrate delivery skills, excellent interpersonal skills, and a go-getter attitude.
  • Good Logical, Analytical skills.
  • Proficient with MS Office suite, particularly Excel and Access
  • Working experience with platforms like WSO, VPM, IVP be an added advantage

Qualifications & Experience:

  • Strong academics with degree in MBA or an equivalent in Finance or similar field with about 3 5 years of experience
  • Working experience with asset manager should be an added advantage.
  • Should possess good knowledge on fixed income, equities, derivatives and credits.
  • Good understanding on reconciliation and trade processing activities
  • Good working knowledge with settlements and middle office functions
  • Should understand the Pre-trading and post-trading operations.

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