Capital Markets Operations Associate

Responsibilities

• Prepare and complete the Agency Team Closing Checklist for new deals & amendments.
• Management of deals throughout life of deal (i.e. amendments, terminations)
• Monitor all drawdown activity to ensure sufficient availability by reviewing the Borrowing Request notice, Borrowing Base report & related documents (i.e. Borrowing Base Certificate, Compliance Certificate).
• Create & monitor required covenants for each deal and ensure completeness.
• Collaborate with the Transaction Management and Life Cycle Management teams within the Capital Markets Finance Operations team.
• Coordinate deal closings/amendments with the Distribution & Credit Solutions (DCS) & Credit Portfolio Management (CPM) teams.
• Manage client requests and ensure swift resolution
• Manage deal site for Agency Team
• Assist with the build out of the Agency Team within the Capital Markets Finance Operations team.

Skills and Experience Needed:

Technical Skills

Required/Must have:

• Excel (Advanced)
• Microsoft Office
• High level of accuracy

Desired/Plus:

• Knowledge of Fund Financing business lines
• Understanding of Loan IQ operating system
• Basic understanding of financial accounting principles

Competencies

Required/Must have:

• Strong analytical skills
• Good communication and writing skills
• High computer aptitude
• Orientation to details and deadlines
• Must be able to work under pressure and manage time efficiently to meet daily deadlines
• Strong organizational skills and ability to multi-task with minimal follow-up
• Problem solving abilities
• Professionalism in interacting with clients and management
• High degree of organizational skills
• Teamwork
• Willingness to cross-train on several varied functions

Desired/Plus:

• Ability to promptly escalate Operational Risk issues
• Flexibility - Adaptability

Prior Work Experience

Required/Must have:

• 3-5 years experience in financial operations

Desired/Plus:

• Work experience in Operations or related field a plus

Education

Required/Must have:

• Bachelor’s degree

Profile Required

LANGUAGE:

Ability to communicate in English, both orally and in writing, is a requirement as the person in this position will need to collaborate regularly with colleagues and partners in the United States.

Why Join Us

Our Benefits:

Competitive compensation & benefits offering, including but not limited to:

• Minimum of 20 Vacation days + 4 personal days
• Supportive Maternity, paternity, parental and adoption leave policy
• Health spending ($2,000/year) and personal spending ($1,000/year) accounts with 75+ eligible reimbursement categories (health, training, electronics etc.)
• Fully sponsored virtual healthcare assistance and Employee Assistance Program to you and your immediate family
• Various Employee Resource Groups (ERG) to engage with such as Pride and Allies, American Women Network, Black Leadership Network, One planet, etc.
• A culture of continuous development by encouraging our employees various training programs (online training and coaching platform such as Coursera, GoFluent, Pluralsight, First Finance, and others)