Alternative Investment Services Bank Loans Operations, Senior Associate

State Street

Quincy, MA, US
Base: $52,000 - $94,120 annual; bonus/equity: not ...
Bank loan asset class experience
Processing and reconciliation of trades
Daily portfolio holdings reporting
Alternative Investment Services Bank Loans Operations provides essential financial tools for asset owners and managers to deliver effective investment solutions

Job Summary

  • Alternative Investment Services Bank Loans Operations provides essential financial tools for asset owners and managers to deliver effective investment solutions.
  • The Senior Associate role involves daily maintenance of syndicated bank loans, processing trades, reconciliations, reporting, and client interaction to mitigate risk and deliver excellent service.
  • Employees benefit from a comprehensive benefits program including retirement plans, insurance coverage, paid time off, employee assistance, and incentive compensation.

Matching Summary

Alternative Investment Services Bank Loans Operations provides essential financial tools for asset owners and managers to deliver effective investment solutions.

Salary

Base: $52,000 - $94,120 Annual; Bonus/Equity: Not specified; Benefits: Comprehensive benefits including 401K match, insurance, paid time off, and incentive compensation

Skills & Requirements

Must-have

  • Bank Loan asset class experience
  • Processing and reconciliation of trades
  • Daily portfolio holdings reporting
  • Exception and risk management
  • Client operations support
  • Proficiency with Wall Street Office (WSO)

Nice-to-have

  • Strong critical thinking and problem solving
  • Collaborative team environment
  • Ethical decision making
  • Training and workflow management support
  • Adherence to Standard Operating Procedures

Key Requirements

  • BS/BA degree required
  • 1-3 years financial services experience
  • Experience with Bank Loan asset class
  • Proficiency with Wall Street Office
  • Not specified work authorization

Work Rights

Not specified

Tailored Resume

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