Embark on a rewarding career as a Trade Services Associate, where your meticulous attention to detail and analytical skills will drive success. Join a dynamic team that values growth, collaboration, and innovation, offering you the opportunity to enhance your career in the financial services industry.

As a Trade Services Associate within the Dataroom Management team, you will play a crucial role in managing and delivering confidential syndicated loan information. Your work will ensure compliance with information barriers and support the Credit Portfolio Group, Credit Trading Desk, and Total Return Swap Desk. You will collaborate with various teams, including Portfolio Managers, Sales, Trading, Research, Legal, and Compliance, to maintain the integrity and accuracy of our Virtual Datarooms.

 

Job responsibilities

Create and maintain a portfolio of Virtual DataroomsReview, track, and post documents to Virtual DataRoom sitesAdd external clients/counterparties to Secondary Virtual DataRoom sitesManage and facilitate Corporate Actions with Trading DesksEnsure compliance with Private Material Non-Public Information policiesField ad-hoc inquiries from internal and external clientsCoordinate accuracy of Dataroom sites with various teamsDevelop and maintain relationships with key stakeholdersParticipate in projects to enhance performance and efficiencyIdentify and address control gaps and efficiency opportunities

Required qualifications, capabilities, and skills

Bachelor’s degreeProficiency with Microsoft Office Suite (Excel, Word, and PowerPoint)Three years of relevant financial operational experienceGeneral understanding of Finance and Loan ProductsHighly organized with the ability to manage competing prioritiesStrong communication and leadership skillsProven ability to collaborate with team members and senior managementCritical decision-making abilitiesMeticulous mindset with strong organizational and time management skillsAbility to learn quickly and demonstrate a strong work ethic

Preferred qualifications, capabilities, and skills

Syndicated loan knowledge in trading/corporate actions and loan operationsKnowledge of Virtual Datarooms such as Syndtrak, Debtdomain, and IntralinksExperience reading and interpreting loan documentation, legal documents, and financial statements