Loan Analyst

The Planet Group; Downers Grove (IL); Sur place; USD 52 000 - 78 000; Plein temps

Résumé du poste

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.

Connaissances

Bonds & settlements

Portfolio reporting

Investment mgmt exposure

Financial analysis

Formation

Bachelor’s degree or equivalent

Description du poste

Job Title: Bank Loan Analyst I/Fund Administrator - 652696

Location: Downers Grove IL

Duration: 12+ Months (Possible of extension based on business needs)

Job Overview:

As a premier global investment organization, the clients Bank Loan Team offers a full product line of investment options to both institutional and retail investors. This opportunity with the Bank Loan Oversight and Administration Team will provide support to the portfolio management and investment team covering various reporting areas, trade support, and settlement efforts.

Job Qualifications:

• Bachelor’s degree OR equivalent work experience required, business (Finance/Accounting) degree preferred
• 2+ years of work experience preferred
• Familiarity and experience with bonds and bond settlements is desired
• A solid 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