Analyst
Our Client, a Global Financial Services Firm, is seeking an Analyst in their Dallas, TX location.
Responsibilities :
- Executing the operational requirements to manage the lifecycle events of a syndicated loan
- Interpreting the underlying legal documents to ensure the deal and its members are managed in compliance with the terms
- Answering client, borrower and lender queries in a timely manner
- Financial analysis of deals to ensure accruals and pricing mechanics are correct
- Management of outstanding work items in line with expected Key Performance Indicators (KPI’s)
- Ensuring a high level of accuracy to minimize operational risk within the lending portfolio
Requirements :
- BA or BS or equivalent experience
- Finance specialism preferred
- Banking or investment industry experience
- Customer relations experience
- Product suite knowledge preferable (WSO, iLevel, Thinkfolio, EDM)
- Strong work ethic organized, detail oriented, analytical, task driven
- Good problem-solving initiative
- Ability and willingness to learn complex processes
- Work collaboratively with other teams and product lines globally to support and develop the business operating model
- Strong, business-level verbal and written communication skills are required.
- Able to effectively manage individual responsibilities whilst continuing to provide support to the wider team
- Ability to work effectively alongside others and communicate well with stakeholders at varying degrees of seniority
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