Bank Loans, Associate 2
State Street Corporation (company site, opens in a new tab)1–3 yrsPuneOn-siteDirect career pageEst. 5–9 LPA
Posted 17h ago
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Job description
Structured overview of role & requirements
About This Role
- Perform daily maintenance and record keeping for Syndicated Bank Loans across mutual fund and structured portfolios.
- Manage trade processing, cash reconciliation, and generate daily roll-forward reports and accrual information for clients.
- Identify and escalate unusual or suspicious transactions per corporate policy; interact regularly with investment managers and internal teams to support portfolio operations.
Minimum Requirements
- Bachelor’s Degree in Commerce, Economics, Business, Accounting, Finance, or related financial program.
- Work Experience Required: 1-3 years in accounting, finance, mutual fund operations, loan servicing, or related fields (3 years preferred).
- Strong proficiency in Microsoft applications (Excel, Word) and ability to work under pressure/deadlines.
- Inter C.A., Inter ICWAI, or CFA (pursuing) preferred but not mandatory.
Ideal Candidate Profile
- Experienced in daily operational handling of syndicated bank loans and mutual fund portfolio processes.
- Capable of performing accurate, timely reconciliations and reporting to meet client-specific guidelines.
- Detail-oriented with ability to detect and escalate unusual transaction activities, comfortable interfacing with multiple internal teams and external clients.