Bank Loan Analyst & Fund Oversight Specialist

The Planet Group; Downers Grove (IL); On-site; USD 52,000 - 78,000; Full time

Job summary

The Planet Group is seeking a Bank Loan Analyst I/Fund Administrator in Downers Grove, IL to support portfolio management and investment teams. You will assist with reporting, trade support, and settlement efforts in a fast-paced environment for institutional and retail clients.

Candidates should have a bachelor’s degree or equivalent, 2+ years of experience, and familiarity with bonds, bond settlements, and fund operations. Experience in investment management is a plus.

Qualifications

• Bachelor’s degree or equivalent work experience (Finance/Accounting preferred).
• 2+ years of work experience preferred.
• Familiarity and experience with bonds and bond settlements is desired.
• Solid understanding of the security/loan market (LMA) and fund operations is desired.

Skills

Bonds & settlements

Portfolio reporting

Investment mgmt exposure

Financial analysis

Education

Bachelor’s degree or equivalent

Job description

The Planet Group is seeking a Bank Loan Analyst I/Fund Administrator in Downers Grove, IL to support portfolio management and investment teams. You will assist with reporting, trade support, and settlement efforts in a fast-paced environment for institutional and retail clients.

Candidates should have a bachelor’s degree or equivalent, 2+ years of experience, and familiarity with bonds, bond settlements, and fund operations. Experience in investment management is a plus.