Asset Servicing Specialist

Join a high-performing team dedicated to operational excellence in bank loan management. Drive accuracy and efficiency in daily processes while supporting innovation and continuous improvement. Collaborate with talented professionals and make a meaningful impact in a dynamic financial environment.

Job Summary
As a Bank Loan Operations Analyst within the Bank Loan Operations Team, you manage day-to-day trade capture, settlements, and asset substantiation. You ensure accuracy through reconciliation, problem-solving, and effective communication with stakeholders. You support process improvements and contribute to a collaborative, client-focused team environment.

Job Responsibilities

• Understand fundamental concepts related to bank loans

• Perform day-to-day operations including trade capture, settlements, and asset substantiation
• Reconcile cash and positions for accuracy
• Identify issues, analyze problems, and provide viable solutions
• Learn new products and processes currently in scope
• Work efficiently with tight deadlines
• Attend regular group meetings with managers for feedback and communication
• Follow procedures and established processes for routine and non-routine tasks
• Collaborate with team members to ensure smooth workflow
• Communicate effectively with internal and external stakeholders

• Support process improvements and operational excellence

  Required Qualifications, Capabilities, and Skills

• Demonstrate excellent comprehension and observation skills

• Apply relevant investment banking experience
• Adapt and be flexible in a team environment
• Exhibit strong client focus and ability to partner with internal groups
• Hold a bachelor’s degree or equivalent
• Utilize proficiency in Microsoft Office products including Word, Excel, Access, and Outlook

• Communicate clearly and professionally across teams

  Preferred Qualifications, Capabilities, and Skills

• Display advanced understanding of bank loan operations
• Leverage experience in asset servicing and corporate actions
• Collaborate effectively in cross-functional teams
• Embrace opportunities for learning new products and processes
• Support continuous improvement initiatives
• Engage proactively in resolving operational challenges
• Demonstrate strong attention to detail in transaction processing