Loans Agency Onboarding Intermediate Analyst

Team/Role Overview

The Loans Agency – Deal Onboarding Intermediate Analyst is a growing professional role that applies knowledge and contributes to the development of new techniques, improving processes and workflow for the area or function. The role supports and assists by integrating subject matter and industry expertise within a defined area.

• Support the onboarding of syndicated loan facilities within the assigned portfolio, ensuring accurate setup in line with internal standards and credit documentation.
• Assist in the preparation and input of new deals and facilities into Loan IQ, ensuring completeness and accuracy prior to senior review and authorisation.
• Review Loan Agreements and Facility Summaries to extract key operational requirements, funding mechanics, and Agency obligations.
• Perform detailed checks of drawdown notices and funds flow instructions to ensure alignment with deal documentation and internal procedures.
• Highlight key risks or discrepancies for Transaction Management (TM) and senior colleagues.
• Support funding activities by validating transaction details, sequencing requirements, and conditions precedent.
• Identify and elevate documentation or operational issues to senior team members for review and resolution.
• Maintain and update loan‑related static data within Loan IQ, ensuring ongoing data integrity.

• Process secondary loan transfers in accordance with established procedures and deal provisions.
• Record and track transfer certificates and ensure all required documentation is complete.
• Validate transfer details prior to submission for review/approval.
• Coordinate with the KYC Onboarding team to support completion of regulatory requirements.
• Liaise with counter parties to coordinate settlement dates and support timely execution of transfers.

• Support coordination with Front Office and Agency teams on primary syndication activities.
• Assist in ensuring all KYC requirements are completed and static data is set up accurately.
• Provide regular status updates to management and highlight any delays or issues.
• Assist in managing large lender syndications, ensuring all operational steps are actioned and tracked.
• Support coordination of settlement timelines via Clear Par and follow up to ensure deadlines are met.

• Previous relevant experience in loan operations / agency / syndicated loans.
• Hands‑on experience with Loan IQ.
• Strong attention to detail with ability to work under supervision in a controlled environment.
• Good understanding of syndicated loan lifecycle and documentation.
• Bachelor’s/University degree or equivalent experience.

This role offers an opportunity to build an in‑depth knowledge of financial services operations, with daily business challenges that help you develop new skills to drive your career.

• Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure.
• A discretionary annual performance‑related bonus.
• Private medical insurance packages to suit your personal circumstances.
• Employee Assistance Program.
• Pension Plan.
• Paid Parental Leave.
• Special discounts for employees, family, and friends.
• Access to an array of learning and development resources.

By joining Citi London you will be part of a business‑casual workplace with a hybrid working model (up to 2 days working at home per week) and receive a competitive base salary (annually reviewed).

Citi is an equal‑opportunity employer. Qualified candidates will receive consideration without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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