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Bank Loan Analyst

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Phaxis
Full Time position
Listed on 2026-08-09
Job specializations:
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
  • Produce various scheduled reporting deliverables for internal clients, including the investment team, reporting team members, legal, and compliance.
  • Collaborate as part of a team to ensure top-tier service to both internal and external clients and service providers.
  • Support traders by ensuring all trading activity is efficiently and accurately entered in a timely manner.
  • Work with the trade closing team to assist in the coordination and facilitation of settlement efforts, liaising with client traders, trade counter parties, and agent banks.
  • Maintain data quality and integrity of critical information that supports the business.
  • Conduct data mining and analysis from a variety of internal and external sources for Bank Loan clients.
Day-to-Day Responsibilities:
  • Produce various scheduled reporting deliverables for internal clients, including the investment team, reporting team members, legal, and compliance.
  • Collaborate as part of a team to ensure top-tier service to both internal and external clients and service providers.
  • Support traders by ensuring all trading activity is efficiently and accurately entered in a timely manner.
  • Work with the trade closing team to assist in the coordination and facilitation of settlement efforts, liaising with client traders, trade counter parties, and agent banks.
  • Maintain data quality and integrity of critical information that supports the business.
  • Conduct data mining and analysis from a variety of internal and external sources for Bank Loan clients.
Skills Required:
  • Minimum of 2 years work experience preferred.
  • Familiarity and experience with bonds and bond settlements is desired.
  • Solid understanding of the security/loan market (LMA) and fund operations is desired.
  • Experience in a reporting/product oversight role is a plus.
  • Experience in the investment management space is a plus.
  • Aptitude for detail and a strong commitment to accuracy.
  • Excellent quantitative and qualitative analysis skills.
  • Ability to conduct analysis and present data meaningfully.
  • Proficient in Microsoft Office, Excel, Access, and Word.
  • Working knowledge of S&P Wall Street Office and/or Allvue-Everest is a plus.
  • Team-oriented and a team player.
  • Ability to work independently and follow through on projects.
  • Self-motivated, with the ability to multi-task and complete tasks upon assignment.
  • Open-minded, flexible, and willing to listen to others' opinions.
  • Excellent verbal and written communication skills and effective interpersonal skills.
Formal

Education:

Bachelor's Degree required, with a business (Finance/Accounting) degree preferred.

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