Capital Markets Operations Associate
Job description
• 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
• Bachelor’s degree