Role Description
We are currently seeking a Temporary LCM Analyst for a duration of 6 months. In this role, the incumbent will be responsible for the execution and closing of loan transactions across various front office business lines. Works closely with the Origination and Distribution teams, as well as Relationship Managers, Legal, and Loan Services, to ensure all required documentation, internal credit approval, and due diligence are obtained for an enhanced and streamlined closing process.
Role Objectives: Delivery
Monitor booking and closing of primary and secondary loan transactions, including the preparation, review and execution of legal documents.
Coordinate with relevant parties to settle all primary and secondary market loan transactions, including liaising with front offices, Distribution team, trading counterparties, legal counsel and back office operations team.
Assist with ad-hoc trade settlement inquiries, and maintain various Management reports.
Prepare various internal reports (monthly and weekly)
Maintain metrics on deal closings and monitor key milestone indicators during the closing process.
Coordinate internal KYC review and due diligence of trading counterparties.
Coordinate NDA requests
Assist Agency middle function with deal closings/ amendments and modifications
Role Objectives: Interpersonal
Understanding of financial services, particularly corporate banking.
Demonstrate a high degree of attention to detail and complete work accurately in a fast-paced, pressure oriented environment against strict deadlines.
Able to build understanding of Syndicated loan business, credit agreements, deal structures, loan funding mechanics, etc.
Adept at sharing information and communicating in a team environment.
Excellent organizational, analytical, and problem-solving skills.
Works well in a team -oriented environment and able to develop strong relationships with all levels in the team.
Role Objectives: Expertise
Understanding of financial services, particularly corporate banking.
Demonstrate a high degree of attention to detail and complete work accurately in a fast-paced, pressure oriented environment against strict deadlines.
Able to build understanding of Syndicated loan business, credit agreements, deal structures, loan funding mechanics, etc.
Experience with Clearpar
Experience with LoanIQ
Qualifications and Skills
2 to 5 years of specialized experience
Work experience in a corporate bank or other financial institution including syndications team is preferred.
Education: Required: BA / BS
Software Systems / Programming Languages Some knowledge of research databases, such as Bloomberg, Capital IQ a plus. CLearPar and LoanIQ knowledge is a plus