Investment Operations Associate

The Planet Group; Downers Grove (IL); Hybrid; USD 55,000 - 62,000; Full time

Job summary

The Planet Group is seeking a Bank Loan Analyst I to support investment and portfolio teams with trade support, reporting, loan settlements, and data analysis.

Qualified candidates will have 2+ years in financial services, strong Excel and communication skills, and a background in bank loans, bonds, or settlements. The role is full-time, hybrid (4 days onsite), based in Downers Grove, IL or Houston, TX, with ASAP start.

Qualifications

• Bachelor's degree required; Finance, Accounting, Business, or Economics preferred.
• 2+ years of relevant financial services experience.
• Experience with bank loans, bonds, securities, fixed income, or trade settlements preferred.
• Strong Excel, analytical, and reporting skills.
• Excellent attention to detail and communication skills.
• Ability to multitask and work independently and as part of a team.
• Investment/asset management experience is a plus.
• S&P Wall Street Office, Allvue, or Everest experience is a plus.

Responsibilities

• Prepare scheduled reports for investment, compliance, and internal teams.
• Support traders with accurate and timely trade entry.
• Assist with loan trade closing and settlement activities.
• Coordinate with traders, counterparties, and agent banks.
• Maintain data accuracy and integrity across systems.
• Perform data analysis and research using internal and external sources.
• Identify and resolve trade, settlement, and data discrepancies.

Skills

Excel

Analytical skills

Reporting

Education

Bachelor's degree in Finance/Accounting/Business/Economics

Tools

S&P Wall Street Office

Allvue

Everest

Job description

Location: Downers Grove, IL or Houston, TX

Schedule: Full-time | Hybrid - 4 days onsite (Mon-Thu)

Contract: 11 months

Pay Range: $40-$45/hr hour

Start: ASAP

Job Overview

Seeking a Bank Loan Analyst I to support investment and portfolio teams with trade support, reporting, loan settlements, and data analysis. The ideal candidate will have experience in investment operations, securities operations, trade support, or banking.

Responsibilities

• Prepare scheduled reports for investment, compliance, and internal teams.
• Support traders with accurate and timely trade entry.
• Assist with loan trade closing and settlement activities.
• Coordinate with traders, counterparties, and agent banks.
• Maintain data accuracy and integrity across systems.
• Perform data analysis and research using internal and external sources.
• Identify and resolve trade, settlement, and data discrepancies.

Qualifications

• Bachelor's degree required; Finance, Accounting, Business, or Economics preferred.
• 2+ years of relevant financial services experience.
• Experience with bank loans, bonds, securities, fixed income, or trade settlements preferred.
• Strong Excel, analytical, and reporting skills.
• Excellent attention to detail and communication skills.
• Ability to multitask and work independently and as part of a team.
• Investment/asset management experience is a plus.
• S&P Wall Street Office, Allvue, or Everest experience is a plus.