Syndicated Bank Loan Operations Manager

Overview

• Manage the operational lifecycle of syndicated loan investments, ensuring accurate trade settlement, cash flow processing, and data integrity.
• Collaborate with front office teams to handle complex transactions and portfolio holdings effectively.
• Lead operational teams in a fast-paced investment environment, driving efficiency and accuracy.
• Ensure compliance with industry standards, regulatory requirements, and best practices.
• Develop and implement automated processes and controls to enhance operational workflows.
• Provide detailed investment information to institutional clients, maintaining strong relationships and trust.
• Participate in client due diligence processes, including questionnaires and meetings.
• Stay updated on market practices, regulatory changes, and industry standards affecting loan operations.

Key Responsibilities & Duties

• Oversee daily operations of loan closing, including trade review, documentation, and wire transfers.
• Ensure accurate processing of bank loan activities, adhering to best practices and workflows.
• Conduct daily reconciliations of loan positions and transactions, resolving discrepancies promptly.
• Maintain and enforce controls related to performance, valuation, and data quality.
• Provide leadership and training to team members, fostering career development and skills advancement.
• Collaborate with internal teams and senior management to align goals and share knowledge.
• Lead system implementations and operational process improvements to enhance efficiency.
• Utilize data visualization tools and programming languages to streamline operations.

Job Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or equivalent work experience required.
• Minimum of eight years in bank loan operations, with three years in a leadership role.
• Proficiency in syndicated loan processes, LSTA documentation, and industry regulations.
• Advanced Excel skills, including VBA and automation, are essential.
• Experience with data visualization tools like PowerBI and database querying (SQL).
• Knowledge of operational workflow mapping tools such as Visio or Lucid Chart preferred.
• Demonstrated ability to use AI tools and programming languages like Python preferred.
• Strong leadership, communication, and analytical skills with attention to detail.