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Tier-1 brand, metro location, mid-level generalist role, and common operations skills increase candidate competition.
Specialized syndicated loan operations and Aladdin platform experience limits cross-industry transferability.
Explicit 5-year requirement, mandatory loan operations experience and specific platforms make shortlisting highly strict.
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Lead and develop the bank loan operations team, overseeing trade capture, allocations, lifecycle events, and settlements.
Manage and resolve settlement exceptions, reconciliations, corporate actions, and loan restructuring activities.
Oversee workflows and coordinate testing, upgrades, and migrations across platforms like Aladdin, Wall Street Office, and ClearPar, ensuring compliance and driving process improvements.
Bachelor’s degree in Finance, Accounting, Business, or related discipline.
Minimum 5 years of bank loan operations experience.
Previous people leadership or supervisory experience required.
Experience with syndicated loan operations, reconciliations, corporate actions, lifecycle events and proficiency in platforms such as Aladdin, Wall Street Office, ClearPar, and advanced Excel skills.
Experienced in leading operational teams within syndicated loan or bank loan operations environments.
Skilled in managing complex financial workflows and platform integrations involving Aladdin, Wall Street Office, and ClearPar.
Ability to drive automation and process improvements in high-volume, compliance-driven middle office settings.