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Finance - Middle Office Analyst

Job in New York, New York County, New York, 10261, USA
Listing for: Apex Systems
Full Time position
Listed on 2026-10-19
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Compliance, Banking Operations
Job Description & How to Apply Below
# Finance - Middle Office Analyst IApply
** Job#: 3056133
***
* Job Description:

** Middle Office Analyst I – Loan Services
*
* Location:

** New York, NY
** Work Arrangement:
** Hybrid, four days per week onsite
*
* Hours:

** 9:00 a.m.–5:00 p.m. ET
** Contract Length:
** 6 months, with potential for extension or conversion
*
* Start Date:

** As soon as possible

Position Overview We are seeking a Middle Office Analyst to support a Credit Services Administration team within an institutional lending environment. This role is responsible for loan-closing readiness, credit agreement interpretation, facility setup and activation, ongoing maintenance, regulatory data requirements, and portfolio monitoring across corporate, financial institution, and real estate lending portfolios.

Key Responsibilities
* Coordinate the onboarding, setup, and activation of new and amended bilateral and syndicated credit facilities.
* Review and interpret credit agreements, loan documents, and related legal documentation.
* Capture and validate key economic and structural terms, including rates, fees, covenants, maturities, and other deal attributes.
* Manage facility activity throughout the loan lifecycle, including amendments, waivers, extensions, repricing, restructurings, and ongoing maintenance.
* Monitor assigned loan portfolios, reconcile activity across stakeholders, and support covenant compliance.
* Partner with lenders, loan operations, administrators, regulatory teams, and internal business stakeholders.
* Support migration to a new loan system through requirements gathering, testing, and stakeholder coordination.
* Develop knowledge across corporate, real estate, and financial institution lending segments through cross-training.

Required Qualifications
* At least one year of experience in loan servicing, middle-office operations, credit administration, or a related financial services function.
* Understanding of the credit and loan lifecycle, including closings, onboarding, and maintenance events.
* Strong analytical, organizational, and time-management skills.
* Ability to manage multiple priorities in a fast-paced environment.
* Strong written and verbal communication skills.
* Ability to collaborate effectively with internal and external stakeholders.
* Proficiency with Microsoft Excel and the broader Microsoft Office suite.
* Bachelor’s degree or an equivalent combination of education and relevant experience.

Preferred Qualifications
* Experience reviewing and interpreting credit agreements or other complex lending documentation.
* Previous experience within the financial services industry.
* Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related discipline.  
* Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package.

Our commitment to excellence is reflected in many awards, including Clearly Rateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
** Everforth Apex uses a virtual recruiter as part of the application process. Click  here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages.

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