Commercial Account Specialist – BCM Transaction Execution

• Perform business support and analytical duties for managers and staff
• Act as liaison among the LOB leader, product team, and internal and external partners for Commercial transactions
• Provide deal execution support for newly issued securities
• Manage the end-to-end documentation process and maintain Excel trackers for deal pipelines and communications
• Handle administrative, logistical and regulatory workflow correspondence
• Resolve logistical bottlenecks, process delays and compliance issues
• Coordinate back-office deal lifecycle, including tracking newly issued securities and processing initial and final settlement and accounting
• Coordinate with internal deal teams, syndicate and operations groups for deal approval, execution and reporting
• Conduct call-back verifications for syndicate members and coordinate approval workflows
• Liaise with syndicate banks regarding fee allocations, expenses, receivables and payables
• Coordinate deal-related wires with syndicate banks and accounting and resolve discrepancies
• Partner with accounting on daily reporting and reserve requirements
• Assist with internal reporting, expense tracking, deal maintenance and CRM setup
• Perform special projects as assigned

• Bachelor's degree required, preferably in Accounting, Finance, Economics or related field
• 2+ years Financial Services experience preferred
• Strong analytical skills, attention to detail and effective communication
• Excellent organizational and multitasking ability to prioritize high-volume tasks and track multiple moving parts
• Strong interpersonal and relationship building skills
• Familiarity with capital markets, deal origination workflows, high volume transaction settlements, regulatory compliance tools and Bloomberg is a plus
• Intermediate knowledge of Outlook and Excel spreadsheet software
• Proficient with technology and ability to learn new applications

Demonstrates strong analytical skills and attention to detail while managing end-to-end documentation processes and coordinating deal-related workflows. Proficient in financial services operations, including deal execution support and compliance management.

• Financial Services Experience
• Analytical Skills
• Regulatory Compliance
• Excel Spreadsheet Software
• Capital Markets Familiarity

• Deal Execution Support
• Documentation Management
• Expense Tracking
• Transaction Settlement
• Call-Back Verification

• Effective Communication
• Organizational Ability
• Interpersonal Skills
• Multitasking Ability
• Relationship Building

• Capital Markets
• Deal Origination Workflows
• Regulatory Compliance Tools

• Bloomberg
• Outlook
• CRM Software