CW Analyst_USA_USD

eTeam; Dallas (TX); On-site; USD 70,000 - 90,000; Part time

Job summary

eTeam in Dallas, TX is seeking a Global Banking and Markets Private – Syndicated Loan Agency Operations Analyst for a 6-month contract. You will gain exposure to syndicated loan administration, notice delivery, and lender position management as the Administrative Agent.

The role involves collaborating with middle and front office, technology, legal and compliance to drive process improvements, mitigate risk, and support data-driven decisions.

Qualifications

• Analytical, detail-oriented with strong data processing skills.
• Ability to work in a high-risk environment to meet deadlines.
• Effective communication with stakeholders.

Responsibilities

• Review Credit Agreements and other deal documents to assist with the firm’s obligations as the Administrative Agent.
• Manage and coordinate lender email queries, ensuring timely, accurate, and professional communication between the borrower and syndicate of lenders.
• Facilitate the accurate and timely delivery of administrative notices to syndicate lenders.
• Collect lender account tax documentation (e.g., W-8 and W-9 forms) to ensure regulatory and institutional compliance.
• Perform regular reconciliations and confirmations of syndicated bank loan positions across the stakeholder groups.
• Resolve complex inquiries and customer service issues through full ownership and resolution. Make sound decisions while balancing risk with opportunity.
• Identify operational risks and recommend process improvements.

Skills

Analytical

Detail-oriented

Data processing

Communication

Education

Bachelor's degree in Computer Science/Statistics/Math/Engineering

Job description

Job Title: Global Banking and Markets Private – Syndicated Loan Agency Operations - Analyst

Work location: Dallas, TX 75201

Contract Duration: 6 months

Job Description

YOUR IMPACT

Are you looking to broaden your technical understanding of Syndicated Bank Loans and Administrative Agency functions? You will have the opportunity to learn about the Firm’s risk exposure and operational processes related to syndicated loan administration, notice delivery, and lender position management as the Administrative Agent. The position includes helping drive the strategy of an evolving organization and partnering with stakeholders to meet the needs of the business to manage risk of multiple processes that span the life cycle of a syndicated bank loan. This includes regular interaction with various middle office teams, front office desks, and servicing teams, as well as technology, legal, and compliance.

OUR IMPACT

Operations is at the core of ******. For every trade agreed, every new product launched, or market entered, every transaction completed, it is Operations that enables business to flow. Operations partners with all areas of the firm to deliver banking, sales and trading, and asset management capabilities to clients around the world. Alongside this vital service delivery role, Operations provides essential risk management and control, preserving and enhancing the firm’s assets and its reputation. Operations spans all product lines and markets.

The team is seeking a skilled professional who will provide business insights for data-driven decisions. In this role, you will apply your quantitative, problem-solving, and client service skills to support the various business units and clients. You will also play a key role in suggesting and implementing process improvements for the team to mitigate risks and enhance the overall client experience.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Review Credit Agreements and other deal documents to assist with the firm’s obligations as the Administrative Agent.
• Manage and coordinate lender email queries, ensuring timely, accurate, and professional communication between the borrower and syndicate of lenders.
• Facilitate the accurate and timely delivery of administrative notices (e.g., interest rate resets*** rollovers, and payment notices) to syndicate lenders.
• Collect lender account tax documentation (e.g., W-8 and W-9 forms) to ensure regulatory and institutional compliance.
• Perform regular reconciliations and confirmations of syndicated bank loan positions across the stakeholder groups.
• Resolve complex inquiries and customer service issues through full ownership and resolution. Make sound decisions while balancing risk with opportunity.
• Identify operational risks and recommend process improvements.

Basic Qualifications

• Analytical, self-motivated, detail-oriented with strong data processing skills.
• Ability to work within a high-risk environment to meet challenging deadlines and targets.
• Ability to communicate clearly with end users, development managers, and other stakeholders.

Preferred Qualifications

• Graduate or Undergraduate degree in Computer Science, Statistics, Math, or Engineering.
• Experience working with Banking or Financial markets.
• Experience in gathering and documenting requirements with full testing traceability.