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Natixis Corporate & Investment Banking | Loan Trading Support Specialist | new york city, ny

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Business, Operations & Strategy
    Banking & Finance
  • New York

AI generated summary

  • You need a Bachelor’s in Finance or related field, 2-5 years in loan trading ops, Excel proficiency, strong analytical skills, regulatory knowledge, and effective communication abilities.
  • You will manage loan trades from initiation to settlement, review documentation, ensure compliance, communicate with stakeholders, process fees, and monitor trade issues to enhance operational efficiency.

Requirements

  • Bachelor's degree in Finance or a related field, or comparable experience.
  • A minimum of 2-5 years of experience in loan trading operations, specifically in Syndicated Loan Trading or equivalent knowledge.
  • Comprehensive understanding of current regulations and best practices in the industry.
  • Proficiency in PC applications (Excel & Word) and Loan IQ.
  • Strong analytical and problem-solving skills with a keen attention to detail.
  • Ability to thrive under pressure and meet tight deadlines.
  • Effective written and verbal communication skills, as well as a strong orientation toward detail.
  • Familiarity with Banking Regulations, Standard Practices, and knowledge of LSTA (Loan Syndications and Trading Association) and ClearPar.

Responsibilities

  • Manage the entire life cycle of loan trades from initiation to settlement.
  • Create and settle trades in ClearPar efficiently and accurately.
  • Liaise with and oversee Alter Domus (“AD”), ensuring the accuracy of their inputs in ClearPar and confirming compliance with our work agreement.
  • Review LSTA Standard Loan Trading Documentation, including Trade Confirmations, Funding Memos, Assignments, and ClearPar Letters, for discrepancies prior to settlement. Sign documents in ClearPar.
  • Assist the Loan Trading Desk by maintaining clear communication regarding booking and settlement processes.
  • On the settlement date, circulate trade documents to the Loan Trading Desk and Operations to facilitate timely settlement.
  • Communicate effectively and escalate any trade issues to relevant internal stakeholders.
  • Book trades in Loan IQ, creating Deals, Facilities, Circles, and Loans as necessary.
  • Review and validate trades in Loan IQ, ensuring all necessary components are accurately created.
  • Monitor and manage high volumes of loan trading closings, updating data in systems, and performing reconciliations between ClearPar and trading applications (Trafic) as well as back-office applications (Loan IQ).
  • Process fees and invoices in Loan IQ for Brokers and ClearPar.
  • Manage Silent Participations, including sending documents to Silent Participants when posted on deal sites (Debtdomain, Syndtrak, Intralinks).
  • Monitor unsettled trades, generating reports for management and/or the trading desk as needed.
  • Proactively communicate and resolve loan trade issues and discrepancies prior to settlement.
  • Participate in projects and provide valuable insights to various working groups aimed at enhancing performance and efficiency.
  • Review and advise on funding mechanics and operational requirements in accordance with internal booking and operational policies.

FAQs

What is the primary responsibility of a Loan Trading Support Specialist?

The primary responsibility of a Loan Trading Support Specialist is to manage the entire life cycle of loan trades, from initiation to settlement, while providing exceptional customer service, risk management, and process improvement support to the Loan Trading Desk.

What qualifications are needed for this position?

A Bachelor's degree in Finance or a related field, or comparable experience, along with 2-5 years of experience in loan trading operations, specifically in Syndicated Loan Trading, is required. Proficiency in PC applications, particularly Excel and Loan IQ, is also necessary.

Is experience in Loan Syndications and Trading Association (LSTA) important for this role?

Yes, familiarity with LSTA and current regulations and best practices in the industry is essential for this position.

What skills are crucial for a successful candidate?

Strong analytical and problem-solving skills, attention to detail, effective communication skills, and the ability to thrive under pressure and meet tight deadlines are crucial for a successful candidate.

Will I be managing any external partnerships in this role?

Yes, the Loan Trading Support Specialist will oversee the outsourcing partner, Alter Domus, ensuring accuracy and compliance with operational agreements.

What will be my role in the settlement process?

You will be responsible for circulating trade documents to facilitate timely settlement, reviewing documentation for discrepancies prior to settlement, and ensuring clear communication with the Loan Trading Desk regarding booking and settlement processes.

What is the salary range for this position?

The salary range for this position is between $110,000 - $135,000, depending on factors such as relevant experience and education.

Does Natixis offer any benefits in addition to the salary?

Yes, Natixis offers a generous benefits package along with the base salary, and employees may be eligible for a discretionary incentive award based on company and individual performance.

Is there an emphasis on diversity and inclusion in the hiring process?

Yes, Natixis is committed to a workplace free of discrimination and promotes respect for all individuals, considering all qualified applicants for employment equally.

What tools and systems will I be using in this role?

You will primarily be using ClearPar for trade management and Loan IQ for booking trades, creating deals, and managing fee processing.

Finance
Industry
5001-10,000
Employees
2006
Founded Year

Mission & Purpose

Natixis Corporate & Investment Banking is a leading global financial institution that provides advisory, investment banking, financing, corporate banking and capital markets services to corporations, financial institutions, financial sponsors and sovereign and supranational organizations worldwide. Our teams of experts in around 30 countries advise clients on their strategic development, helping them to grow and transform their businesses, and maximize their positive impact. Natixis CIB is committed to aligning its financing portfolio with a carbon neutrality path by 2050 while helping its clients reduce the environmental impact of their business. As part of the Global Financial Services division of Groupe BPCE, the second largest banking group in France through the Banque Populaire and Caisse d’Epargne retail networks, Natixis CIB benefits from the Group’s financial strength and solid financial ratings (Standard & Poor's: A, Moody's: A1, Fitch Ratings: AA-, R&I: A+).

Benefits

  • Pension Plan

  • Work From Home

  • Health Cash Plan

  • Sick Pay