Investment Operations Associate - Loan Settlements

📋 Description

• Manage the end-to-end closing and settlement of leveraged loan trades in accordance with LSTA
• Manage a high-volume closing pipeline, prioritizing trades based on settlement dates, compensation
• Navigate loan closing workflows in ClearPar, including trade matching, document generation, and
• Review credit agreements and apply relevant assignment provisions, minimum denominations, and
• Partner with agent banks, counterparties, Trading, Legal, and Treasury to resolve documentation and
• Coordinate funding requirements and cash movements with Treasury, including wire instructions and

🎯 Requirements

• 4-6 years of relevant experience in leveraged credit / syndicated loan closing
• Strong working knowledge of the LSTA trade documentation and settlement process, including par and
• Strong understanding of the leveraged loan trade lifecycle
• Hands-on experience with ClearPar
• Ability to interpret relevant provisions within credit agreements and loan documentation
• Understanding of delayed compensation and LSTA cost-of-carry concepts

🎁 Benefits

• $90,000 — $130,000 USD
• Discretionary bonus