Operations Specialist

Operations Specialist
Charlotte, NC - hybrid
Target

Start Date:

ASAP

Until End Date: 12/11/26

Schedule:

onsite 5 days/week for training then switch to hybrid schedule (3 days onsite, 2 WFH)
Job Description:

• Provide documentation and analytical support within global markets loan operations in a trade closing and settlement capacity.
• Responsible for the coordination of all documentation related to the settlement of bank loan trades within the primary and secondary markets.

This candidate will have the opportunity to work directly with traders, salespeople, research analysts, trading counter parties, internal and external legal counsel, administrative agent banks and various internal operations groups.

• Additional responsibilities include contributing to process and technological enhancements that will serve to improve team efficiencies which will result in shortening settlement times and diminishing post trade risk associated with trading counter parties and credit borrowers.
• Experience with client interaction as well as experience in operational support is essential. Employees in this role typically have a college degree (Associates or higher).

• Previous experience and knowledge of secondary loan trading essential (including good understanding of Clear Par system)

• Drafting and Confirmation of loan documentation related to trade settlement within the syndicated loan market, inclusive of trade confirmations, assignment and acceptance agreements and funding memos for accurate trade settlements.

• Provide syndicated loan trading support in the areas of trade closing, research support, sales support and account management support

• Partner with Sales Associates, Traders, Research Analysts, trading counter parties, internal and external attorneys, administrative agent banks and various other internal operations groups

• Manage post trade activity and logistics, inclusive of document negotiation and trade settlement pricing.

• Analysis and resolution of operational problems

• Breaks investigation and resolution

• Available to provide premium client service and manage the relationships between internal and external clients

• Basic understanding of credit documentation (e.g. Credit Agreement) in order to perform detailed reviews for accurate settlement and servicing

• Excellent communications skills and proficiency with numbers/calculations

• Ability to work under pressure in a team environment

• Ability to liaise with all levels of the firm and people with different experiences and backgrounds

• Self-motivated and able to work unsupervised

• Candidate will be able to manage own time and know when to escalate

• Knowledge of operational risk

• Strong detail orientated

• Ability to manage multiple priorities and multi task

• Excellent time management and prioritization skills

• Ability to meet tight deadlines, willingness to continuously learn on the job

• Ability to problem-solve and take ownership of process improvements