BCBA delivering evidence - based behavioral health services for children in a hybrid setting. Conducting assessments, developing interventions, and collaborating with interdisciplinary teams in Salt Lake City, UT.
SG
Hybrid Senior Analyst – Bank Loan Services
Posted 2 months ago
About the role
- Sr. Analyst in Bank Loan Services at Invesco, maintaining loan activities and liaising with banks. Analyzing securities, coordinating settlements, and enhancing operational processes.
Responsibilities
- Maintenance of all bank loan activity (interest rate resets, principal repayments, principal drawdowns, margin changes) in the Bank Loans systems
- Liaison with trustees and agent banks in relation to issues and resolve problematic cash discrepancies with Custodians, Trustees, Agent Banks, and/or Seller Banks
- Provide deep dive analysis of various bank loan securities where valuations are questionable or valuation differences between vendors or broker quotes are material
- Support of cash reconciliation process to ensure accuracy and completeness of available data
- Administer WSO data fax service and liaison with service provider to resolve notice issues
- Coordinate trade settlement of Primary & Secondary loan closings with external parties (Par & Distressed, LSTA & LMA)
- Review foreign currency positions and determine potential FX spot and forward adjustments
- Monthly & Quarterly reporting – reconciliation with portfolio managers and custodial banks
- Perform daily maintenance of internal and external credit ratings
- Monitor compliance reporting to internal departments
- Provide daily cash flow projections to portfolio managers, analysts, and Bank Loan Services
- Lead Audit Process across multiple fund structures with internal and external auditors
- Understand and coordinate complex restructure activities for assets across various internal and external teams
- Perform other projects or duties when needed
- Work with the team to increase automation and identify efficiencies of core processes
- Enhance processes using workflow automation, robotic process automation, and other applications/computer languages
- Function as point person to internal and external groups on core tasks
- Develop into a process leader, functional expert, and create new initiatives
- Document process requirements
- Systems testing of upgrades and enhancements
- Provide back up to other members of team
Requirements
- 7+ years of leverage loan experience (Agency or closing group) work experience
- A solid understanding of the security market and CLO operations is beneficial
- Strong verbal, written, & analytical skills
- Aptitude for detail and a strong commitment to accuracy
- Excellent quantitative and qualitative analysis skills
- Ability to work independently and follow through on projects
- Self-motivated, ability to multi-task and complete tasks upon assignment
- Knowledge of Wall Street Office (WSO) and Everest is preferred
- Proficient in Microsoft Office, specifically Excel is required
- Understanding of computer languages (VBA, Python, SQL) is preferred
- Knowledge of workflow automation tools and ability to quickly learn processes
- Organizational skills necessary to meet deadlines, prioritize projects, and multi-task
- BA/BS – Finance/Accounting preferred
Benefits
- Flexible paid time off
- Hybrid work schedule
- 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
- Health & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan
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