Alter Domus is looking to solve the problem of efficient settlement of loan syndications, secondary loan trades, CLOs, restructures, privates, and trade claims, including funding and documentation matters, in the alternative investment industry.
Requirements
- Strong Microsoft Excel skills and experience
- Knowledge or familiarity with Bloomberg
- Experience with performance systems, and other loan research and analysis tools
- Working knowledge of fundamental financial/accounting/business concepts
- Ability to independently research and resolve complex problems
- Demonstrated analytic skills
- Experience in investment management operations and/or bank loan syndication a plus
Responsibilities
- Demonstrate product and functional knowledge of the bank loan market to communicate with business and trading counterparties
- Take a lead role in the settlement process of loan syndications, secondary loan trades, CLOs, restructures, privates, and trade claims including funding and documentation matters
- Maintain a strong knowledge of all relevant portfolios and deal related documentation to ensure controls are in place and that guidelines are adhered to
- Liaise with Administrative Agents with regard to KYC documentation, including administrative details, tax and fund formation documents
- Working knowledge of the maintenance and distribution of loan documentation inclusive of private and public amendments/ restructures and voting requirements with settled and trade date positions
- Identify opportunities to improve technology and efficiency across the team
- Investigate and resolve closing and transactional issues, communicating all issues in a timely manner
Other
- Bachelor’s degree in finance, accounting, business, economics, or related field
- 5+ years of experience supporting the settlement process of loan syndications, secondary loan trades, CLOs, restructures, privates, and trade claims including funding
- Ability to work closely with internal groups and external clients
- Effective communication skills
- Demonstrated ability to prioritize and complete tasks while providing close attention to detail
