Address
Form of workJob Description
The Team:
The Agent Services team performs as a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. Acting as an agent is a varied and highly visible role requiring accuracy and the understanding of complex deal mechanics.
The Impact:
*** Global are seeking a motivated Agent Services Sr Specialist to work within the team administering the lending portfolios for our client base. The individual will be responsible for the lifecycle events of the deals, communicating with our clients, their borrowers and the lending syndicate members. Additional responsibilities include partnering with other *** Global business lines to drive continued progress of the regions to support the global operating model and local client base.
Responsibilities:
Executing the operational requirements to manage the lifecycle events of a syndicated loan
Applying and continuously developing a subject matter expert (SME) level of support within the team, supporting more junior members of staff with any complexities within the deal/portfolio
Interpreting the underlying legal documents to ensure the deal and its members are managed in compliance with the terms
Supporting projects and other business initiatives to help further the Agent Services product offering
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
What We re Looking For:
Business Competencies:
Education and experience
BA or BS or equivalent experience
Finance specialism preferred
2 years+ of relative business experience
Commercial awareness
Banking or investment industry experience
Customer relations experience
*** Market Intelligence product suite knowledge preferable (WSO, iLevel, Thinkfolio, EDM)
Personal Competencies:
Personal impact
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
Communication
Strong, business-level verbal and written communication skills are required.
Teamwork
Able to effectively manage individual responsibilities whilst continuing to provide support to the wider team
Provide support and training to less experienced members of the team
Ability to work effectively alongside others and communicate well with stakeholders at varying degrees of seniority
The Agent Services team performs as a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. Acting as an agent is a varied and highly visible role requiring accuracy and the understanding of complex deal mechanics.
The Impact:
*** Global are seeking a motivated Agent Services Sr Specialist to work within the team administering the lending portfolios for our client base. The individual will be responsible for the lifecycle events of the deals, communicating with our clients, their borrowers and the lending syndicate members. Additional responsibilities include partnering with other *** Global business lines to drive continued progress of the regions to support the global operating model and local client base.
Responsibilities:
Executing the operational requirements to manage the lifecycle events of a syndicated loan
Applying and continuously developing a subject matter expert (SME) level of support within the team, supporting more junior members of staff with any complexities within the deal/portfolio
Interpreting the underlying legal documents to ensure the deal and its members are managed in compliance with the terms
Supporting projects and other business initiatives to help further the Agent Services product offering
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
What We re Looking For:
Business Competencies:
Education and experience
BA or BS or equivalent experience
Finance specialism preferred
2 years+ of relative business experience
Commercial awareness
Banking or investment industry experience
Customer relations experience
*** Market Intelligence product suite knowledge preferable (WSO, iLevel, Thinkfolio, EDM)
Personal Competencies:
Personal impact
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
Communication
Strong, business-level verbal and written communication skills are required.
Teamwork
Able to effectively manage individual responsibilities whilst continuing to provide support to the wider team
Provide support and training to less experienced members of the team
Ability to work effectively alongside others and communicate well with stakeholders at varying degrees of seniority
