Loans Operations Specialist: Settlement & Trade Execution

Metric; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

Metric in New York is seeking a Loans Operations professional to support its growing credit investment platform. You will work closely with investment professionals and trading teams to manage the operational lifecycle of loan investments and ensure accurate, timely execution and settlement.

The role requires hands-on experience in loan operations, strong reconciliation skills, and comfort navigating multiple transactions in a fast-paced environment.

Qualifications

• Experience in loans operations, credit operations, trade support or middle-office functions within an investment firm, bank or financial services business.
• Understanding of the loan lifecycle, including trade settlement, cash movements, interest payments and corporate actions.
• Exposure to syndicated loans, leveraged loans, direct lending or private credit would be advantageous.
• Experience liaising with agents, lenders, borrowers and other counterparties.
• Strong reconciliation, problem-solving and organisational skills, with excellent attention to detail.
• Comfortable managing multiple transactions and deadlines in a fast-paced environment.
• Good Excel skills; experience with loan platforms or automation tools would be beneficial.

Responsibilities

• Manage end-to-end operational lifecycle of loan transactions, from trade capture and confirmation through to settlement.
• Monitor loan positions, cash movements, repayments, interest payments and other lifecycle events.
• Reconcile loan balances, cash flows and transaction records, investigating and resolving discrepancies.
• Coordinate with lenders, borrowers, agents, custodians, fund administrators and other external counterparties.
• Support primary and secondary loan trading activity, including trade documentation, settlement tracking and funding requirements.
• Monitor delayed settlements, outstanding documentation and operational exceptions, escalating issues where necessary.
• Maintain accurate records and ensure operational controls and procedures are followed.
• Identify opportunities to improve workflows, strengthen controls and increase operational efficiency.

Skills

Loans operations

Reconciliation

Trading support

Excel

Problem solving

Attention to detail

Multitasking

Tools

Loan platforms

Automation tools

Job description

Metric in New York is seeking a Loans Operations professional to support its growing credit investment platform. You will work closely with investment professionals and trading teams to manage the operational lifecycle of loan investments and ensure accurate, timely execution and settlement.

The role requires hands-on experience in loan operations, strong reconciliation skills, and comfort navigating multiple transactions in a fast-paced environment.