Investment Operations Specialist

Specialist

Investment Operations Specialist

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  • Date posted
    July 17, 2026
  • Expiration date
    October 17, 2026
  • Application ends
    October 17, 2026

Our Client is seeking an Investment Operations Specialist.

Responsibilities:

  • Adheres to strict business line Service Level Agreements
  • Will focus on the support of internal partners on a variety of client relationships
  • Tracking pending and settled bank loan trades
  • Provide reports to the clients on a daily, monthly and quarterly basis
  • Respond to internal party requests in a timely fashion
  • Ensures 100% accuracy and timeliness of data through proper booking and reconciliation of account activity
Requirements
  • Bachelor’s degree in finance or related field, or equivalent work experience
  • 1+ years of experience in bank loan processing or loan administrative activities in the syndicated loan market

Preferred Skills/Experience:

  • Thorough knowledge of bank loan operational functions, systems, and procedures
  • Moderate credit agreement interpretation abilities and analytical skills
  • Strong analytical, problem-solving, decision-making, and organizational skills
  • Ability to perform multiple tasks concurrently and meet established deadlines in a dynamic teamwork environment
  • Strong interpersonal, verbal and written communication skills
  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
  • Basic knowledge of Wallstreet Office, SEI, Solvas and CDO Suite preferred
  • Are you interested in this position?

     

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