Senior Analyst, Secondary Loan Trade Servicing

Crisil; Mumbai; Sur place; INR 900 000 - 1 300 000; Plein temps

Résumé du poste

Crisil is seeking a Senior Analyst to lead the settlement and servicing of complex secondary loan trades, ensuring accurate post-trade execution and smooth transitions across servicing platforms such as ClearPar and Loan IQ. You will handle escalations, drive risk controls, and support a robust control environment.

You will review documentation, validate setups in Loan IQ, and work with trading desks, middle office and finance to resolve breaks, discrepancies and disputes, while mentoring junior

Qualifications

• 4 to 7 years of experience in secondary loan trade settlement and servicing.
• Strong Loan IQ and ClearPar expertise.
• Deep knowledge of LSTA documentation and par and distressed settlement mechanics.
• Degree in finance, commerce or a related field; MBA, CA, CFA or equivalent preferred.

Responsabilités

• Own settlement and servicing of complex trades, including distressed, partially funded, delayed-draw and PIK positions.
• Review trade documentation and assignment agreements for servicing requirements, and validate facility and position set-up in Loan IQ.
• Resolve escalated settlement breaks, funding discrepancies and agent or counterparty disputes; perform root cause analysis.
• Review and sign off funding memos, position reconcilations and accrual adjustments.
• Operate within the control framework and support audit and regulatory reviews.
• Coach analysts, maintain SOPs and monitor settlement turnaround against timelines.
• Liaise with banks trading desk, middle office, finance and ClearPar platform team.

Connaissances

Secondary loan trading

Settlement & servicing

Mentoring

Risk & controls

Formation

MBA/CA/CFA preferred

Outils

Loan IQ

ClearPar

Description du poste

Senior Analyst, Secondary Loan Trade Servicing

We are seeking a Senior Analyst to manage the settlement and servicing of complex secondary loan trades, ensuring accurate execution of post-trade activities and seamless transition of transactions across servicing platforms, including ClearPar and Loan IQ. The role is responsible for resolving complex settlement issues and escalations, overseeing critical trade lifecycle events, providing subject matter expertise on secondary loan trading operations, and supporting a strong control environment through effective risk management, process improvement, and operational excellence initiatives.

Roles and responsibilities

• Own settlement and servicing of complex trades, including distressed, partially funded, delayed-draw and PIK positions, and trades with interest or fee cut-off complexities
• Review trade documentation and assignment agreements for servicing requirements, and validate facility and position set-up in Loan IQ
• Resolve escalated settlement breaks, funding discrepancies and agent or counterparty disputes; perform root cause analysis
• Review and sign off funding memos, position reconciliations and accrual adjustments
• Operate within the control framework (3 Lines of Defense, KRIs) and support audit and regulatory reviews
• Coach analysts, maintain SOPs and monitor settlement turnaround against LSTA timelines
• Liaise with the banks trading desk, middle office, finance and the ClearPar platform team

Experience and qualification

• 4 to 7 years of experience in secondary loan trade settlement and servicing
• Strong Loan IQ and ClearPar expertise
• Deep knowledge of LSTA documentation and par and distressed settlement mechanics
• Degree in finance, commerce or a related field; MBA, CA, CFA or equivalent preferred
• Mentoring experience