Associate, Operations

About the Role

The Solutions Operations team is a leader in leveraged loan, private equity, and high-yield solutions, offering comprehensive products and services for portfolio management, administration, reporting, and analysis. Through various platforms, managed services, or full outsourcing, Solutions Operations provides flexible solutions tailored to client needs. The Associate is responsible for learning the nuances of loan operations and their impact on clients, performing quality checks on activities and transactions to enhance client experience and satisfaction, and adapting quickly to changing business and client needs in a fast-paced environment.

Key Responsibilities

• Process trade settlement in WSO Admin, including new borrowings, increases, rollovers, pay downs, and commitment reductions, maintaining accuracy based on client-provided information.
• Accurately process and quality check daily activity, new deal closings, restructures, and amendments for all asset types (Loans, Bonds, ABS, Equities, CDS) by reviewing source documentation and faxes from agent banks.
• Provide training and guidance to new hires during their learning curve.
• Build collaborative environments with other departments and stakeholders to identify business needs and opportunities for improvement.

Requirements & Tech Stack

• Business, Finance, or Accounting background is strongly recommended.
• Strong computer skills, including proficiency in the Microsoft Office suite.
• Strong work ethic: organized, detail-oriented, analytical, and task-driven.
• Comfort working in fast-paced environments with the ability to pivot and adapt quickly to changing business needs.
• Creativity to go beyond current tools to deliver solutions and the ability to work independently, making key decisions on projects and business-critical activities.