Embark on a rewarding career journey with us as a Trading Services Associate. This role offers a unique opportunity to support the Leveraged Finance business, providing operational input and coordination during the origination, allocation, and closing of credit agreements. Join a team that values growth, collaboration, and innovation, and be part of a company that invests in your professional development.

As a Trading Services Associate within the Loan Trading Documentation team, you will play a crucial role in supporting the Leveraged Finance business. You will work closely with the Debt Capital Markets team and the Syndication Desk, ensuring seamless coordination and booking of primary syndication allocations. Your contributions will directly impact the efficiency and success of our primary syndication business, fostering a collaborative and dynamic team culture.

Job responsibilities

Support the Leveraged Finance business through the coordination and booking of primary syndication allocations as well as perform middle office functions in support of the primary syndication business. Coordinate, track and ensure all required responsibilities related to primary delayed comp rules are completed prior to trigger datesBuild and populate deals into Primary One for both institutional and pro-rata loansExtract and create lender lists from internal systems rolled up at the parent levelAssist in tracking cashless roll and amendment vote trackersCoordinate with syndicate/capital markets on allocation mechanics for institutional allocationsCreate final allocation trackers to be distributed to the company, bookrunners and back officeInput and Submit Client Value Reference Data into the sales systems for all Institutional Leveraged transactionsResolve trade disputes and discrepancies on any primary syndicationInput and Track all excess and Secondary Loan Trading buyback trades

Required qualifications, capabilities, and skills

Bachelor's degree or 4 years relevant operations experience within Syndicated Loan SpaceUnderstanding of Loan Syndications and Trading Association (LSTA) standard terms and conditions particularly around delayed compensation rulesFamiliarity with loan-based software (LoanIQ, ClearPar)Knowledge of the Loan product / Syndicated Loan business, including an understanding of a credit agreement, LSTA standard documentation, loan funding mechanics, deal structure, ticking fees, funds flows, etcThorough understanding of the trade lifecycle and experience supporting  Credit Trading and Debt Capital Markets Excellent analytical and critical thinking skills Ability to professionally communicate verbally and through written communication Ability to work effectively across groups within the organizationStrong focus on control and process improvementUnderstanding and application for Microsoft Office Suite (Excel, PowerPoint, Word)