Hybrid Bank Loan Analyst I — Detail-Driven & Precise

VARITE INC; Downers Grove (IL); Hybrid; USD 58,000 - 62,000; Full time

Job summary

VARITE is seeking a Bank Loan Analyst I in Downers Grove, IL (Hybrid). The role supports the Invesco Bank Loan Team with reporting, trade support and settlement activities for both institutional and retail investors.

The ideal candidate has 2+ years of experience, familiarity with bonds/settlement, and a solid understanding of the security/loan market. Bachelor’s in Finance/Accounting preferred; strong Excel and data skills essential.

Qualifications

• 2+ years work experience preferred.
• Familiarity with bonds and bond settlements is desired.
• Understanding of the security/loan market (LMA) and fund operations is desired.
• Experience in a reporting / product oversight role is a plus.
• Experience in the investment management space is a plus.

Responsibilities

• Produce scheduled reporting deliverables for internal clients.
• Collaborate with team to provide top-tier service to clients and providers.
• Support trader to ensure timely entry of trading activity.
• Assist settlement efforts with the trade closing team; liaise with traders and banks.
• Maintain data quality and analyze Bank Loan client information.

Skills

Data analysis

Excel

Reporting

MS Word

MS Access

S&P Wall Street Office

Allvue-Everest

Team collaboration

Communication

Problem solving

Education

Bachelor's Degree

Finance/Accounting

Tools

S&P Wall Street Office

Allvue-Everest

Job description

VARITE is seeking a Bank Loan Analyst I in Downers Grove, IL (Hybrid). The role supports the Invesco Bank Loan Team with reporting, trade support and settlement activities for both institutional and retail investors.

The ideal candidate has 2+ years of experience, familiarity with bonds/settlement, and a solid understanding of the security/loan market. Bachelor’s in Finance/Accounting preferred; strong Excel and data skills essential.