Trade Finance Associate

As the Trade Services Associate, you will be responsible for the information management, review, and delivery of all documents received in connection with the Credit Portfolio Group, the Credit Trading Desk, and the Total Return Swap Desk’s responsibility to provide relevant documentation to their clients and potential clients. This position requires meticulous analysis of legal documentation.

Dataroom Management, a team within Wholesale Loan Services, manages the handlings of confidential syndicated loan information and its delivery to trade counter parties in the context of domestic and emerging markets secondary loan transactions, loan total return swaps and certain other customized syndicated loan-related transactions. This is carried out in compliance with ‘Chinese Wall’ information barriers, and in close coordination with Portfolio Managers, Sales, Trading and Research as well as Legal and Compliance, in each case, as appropriate.

• Create and maintain a portfolio of Virtual Datarooms.
• Review, track, and post documents to Virtual Dataroom sites.
• Add external clients / counter parties to Secondary Virtual Dataroom sites.
• Manage and facilitate Corporate Actions in conjunction with the Trading Desks in a deadline driven environment.
• Manage borrower information flow for the Credit Portfolio Group, Total Return Swap Desk, and the Credit Trading Desk, ensuring adherence to Compliance policies regarding the handling of Private Material Non-Public Information.
• Field ad-hoc inquiries from internal and external clients.
• Coordinate accuracy of Dataroom sites with Loan and Agency Services, offshore teams, Borrowers, Lenders, Legal, and Compliance.
• Develop and maintain long-term relationships with the Credit Portfolio Group, the Credit Trading Desk, Total Return Swap Desk, operations, legal, and compliance to ensure proper and timely posting of all documentation.
• Participate in projects and provide valuable input with various working groups created to enhance performance and efficiency.
• Identify and address control gaps and efficiency opportunities, taking the appropriate level of risk to deliver scalable, simple, and innovative solutions that improve the process.

• 3 + years of relevant Financial Operational (Investment Banking/Financial Services) experience
• General understanding of Finance and Loan Products
• Proficiency with Microsoft Office Suite (Excel)

• Syndicated loan knowledge specifically in trading/ corporate actions and loan operations.
• Knowledge of Virtual Datarooms such as Syndtrak, Debt domain, and Intralinks.
• Experience reading and interpreting loan documentation, legal documents, and financial statements.
• Proven ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail, strong oral and written communication skills, and strong analytical capability.
• Highly organized with the ability to manage a variety of tasks and competing priorities.
• Highly motivated individual with a team – oriented mindset with effective communication and leadership skills.
• Critical decision-making abilities including the ability to identify, elevate, and propose solutions to problems.
• Meticulous mindset with the ability to multi-task through the practice of strong organizational and time management skills.
• Ability to learn quickly, self-motivate, and demonstrate a strong work ethic.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.